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

"Keeps contacts organized"

What do you like best about Insightly CRM? I like how easy it is to search contacts and organizations. Being able to assemble them into a report and export it as a mailing list is invaluable. I also like the Mailchimp sync. What do you dislike about Insightly CRM? Nothing really, Insightly so far is doing everything I need. What problems is Insightly CRM solving and how is that benefiting you? This is the easiest way I've found to keep my contacts organised at a reasonable price. Being able ...

"General usage with two companies. "

What do you like best about Insightly CRM? It's simplicity. Most platforms have taken the functionality too far. Salesmen generally know they're pipeline, they just need a way to organize follow up and know what was last mentioned. What do you dislike about Insightly CRM? I haven't checked it in a bit, but the mobile could definitely be improved. At one point I had switched to base because theirs is really well designed, so if I had to make a recommendation, that would be ...

"Very Good"

What do you like best about Insightly CRM? Ease of use. Format. Mail Campaigns. Lead sorting. Reporting. What do you dislike about Insightly CRM? Not enough filters for different contacts. Support isnt good enough, cant get hold of team unless in US time. Recommendations to others considering Insightly CRM: Better support What problems is Insightly CRM solving and how is that benefiting you? Email campaigns

"positive"

What do you like best about Insightly CRM? The ability to connect call notes, email and tasks to each lead. What do you dislike about Insightly CRM? I generate emails through Mac Email with a bcc to Insightly. Often, I have to link each email to the lead. Insightly should do a better job of matching the email address to the lead email address or allow separate Insightly email addresses for each lead. What problems is Insightly CRM solving and how is that benefiting you? CRM / ability to see ...

"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 ...

"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 ...

"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 ...

"Easy to use"

What do you like best about Insightly CRM? I can track all quotes without manually having a piece of paper What do you dislike about Insightly CRM? I dislike that I can't connect it to our PartyTrack program Recommendations to others considering Insightly CRM: I need to use it more in depth before I would make more recommendations. What problems is Insightly CRM solving and how is that benefiting you? Closing more sales since my manual entries generate daily to remind me to follow up.

"Great application"

What do you like best about Insightly CRM? Great usage of scheduling and keeping track of my clients. What do you dislike about Insightly CRM? Some better integration can be done to make it smoother. What problems is Insightly CRM solving and how is that benefiting you? Scheduling