Insightly Reviews in November 2026: User Ratings, Pros & Cons

"Great system"

What do you like best about Insightly CRM? Simplicity. There are only the most important features. What do you dislike about Insightly CRM? Nothing. It is perfectly built and I Like design and usability. What problems is Insightly CRM solving and how is that benefiting you? Store info for my clients on one place.

"User Friendly and Comprehensive"

What do you like best about Insightly CRM? The features cover most of the needs of the user and it is very easy to handle. What do you dislike about Insightly CRM? sometimes there are some lagging in the system. What problems is Insightly CRM solving and how is that benefiting you? most CRM and project management.

"Easy to use and great to keep track of our patrons!"

What do you like best about Insightly CRM? We love the ease of the app and email plug in! What do you dislike about Insightly CRM? Can be confusing to create something new What problems is Insightly CRM solving and how is that benefiting you? No business problems. Benefits include ease of tracking patrons and entering new contact information.

"quick easy and easy to follow"

What do you like best about Insightly CRM? most features are easy to navigate and easy to follow What do you dislike about Insightly CRM? how you are not able to add an image to newsletters. smart merge feature seems more cumbersome and difficult to use with the new update not being able to drill down into information when sending marketing newsletters. What problems is Insightly CRM solving and how is that benefiting you? logging all correspondence for every client and enables us to link ...

"Insightly makes managing customers and projects easier"

What do you like best about Insightly CRM? My favorite features of the system are the ease with which you can connect all of your contacts to their related companies and projects What do you dislike about Insightly CRM? The integrations could be more intuitive, I use quickbooks and mail chimp, and there is more manual work in transferring data than I would like, it would be great if it could transfer data automatically. What problems is Insightly CRM solving and how is that benefiting ...

"Very user friendly"

What do you like best about Insightly CRM? I’ve used many crms before and I enjoy Insightly it’s very easy to navigate around and I like the easy tasks What do you dislike about Insightly CRM? Insightly makes it difficult to use the phone app. Can’t move tasks easily on the phone Recommendations to others considering Insightly CRM: Ease of use and functionality. No wasted space What problems is Insightly CRM solving and how is that benefiting you? Able to export the data and use it within ...

"Friendly interface"

What do you like best about Insightly CRM? the interface and the way it is designed to serve its customers was made easy What do you dislike about Insightly CRM? limitation to number of users on one account Recommendations to others considering Insightly CRM: working on the number of steps or actions on the account What problems is Insightly CRM solving and how is that benefiting you? cold calling campaign

"Final goal is to automate 75% of mundane daily tasks"

What do you like best about Insightly CRM? Love the ability to integrate prospect and customer info with work-flow automation. Amazing resource saver. I'm all about using minimal effort to create maximum effect. I love that the enhancements just keep rolling out. What do you dislike about Insightly CRM? One recent update that makes B2C more cumbersome when adding new clients. I run two businesses with Insightly, neither B2B. The last update requires company information be ...

"the most complete service!"

What do you like best about Insightly CRM? Now I am reminded periodically which customer to contact and what action to perform! Absolutely compelling :) What do you dislike about Insightly CRM? Is avaiable only in english, but this is the only dislike i can find ;) Recommendations to others considering Insightly CRM: very good product, do what promised What problems is Insightly CRM solving and how is that benefiting you? For my company it was very difficult to keep track of all the emails, ...

"Insightly saves us from forgetting steps in our process."

What do you like best about Insightly CRM? I like that we can set up all the steps we need to get something done. I like that I never forget to do a task because it is right there for me. What do you dislike about Insightly CRM? Wish there was a way to set up cascading steps so that one step was triggered when a previous one was set up. Recommendations to others considering Insightly CRM: This product is a great basic project management tool. If you need something that isn't too ...