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

"Small and Medium sized companies should use Insightly"

What do you like best about Insightly CRM? Insightly is a very compact, speedy and very easy to use CRM. And, that's what it's about. It's not trying to be a solution for everything to everybody; just doing what it does excellently What do you dislike about Insightly CRM? I haven't found anything to not like about this product. Use it every day; all day. Recommendations to others considering Insightly CRM: Just use Insightly for a bit and you'll immediately see it's powerful ease of ...

"Fab way to do business! "

What do you like best about Insightly CRM? The way insightly allows my team to be more organised, and in an organised manner! What do you dislike about Insightly CRM? It's not too pretty. It could do being a little cleaner / prettier. What problems is Insightly CRM solving and how is that benefiting you? It's allowing me personally to stay on top of where all my projects are and also to keep everything in one place it interacts with a lot of my other apps and softwares like Xero.

"Amazing CRM with robust features while being easy to use."

What do you like best about Insightly CRM? Best in Class CRM that has many features to utilize for businesses of all sizes. The system is great because it doesn’t break the bank while it maintains a high standard of quality. What do you dislike about Insightly CRM? I would like to see more 3rd party integrations with some of the not so major players. What problems is Insightly CRM solving and how is that benefiting you? Needed a better way to organize my client information. Insightly goes ...

"Insightly review"

What do you like best about Insightly CRM? IT'S A PRETTY COMPREHENSIVE PLATFORM THAT PROVIDES MORE THAN WHAT IS NEEDED TO USE AS A CRM TOOL. What do you dislike about Insightly CRM? IF I HAD DESIGNED IT, I MIGHT HAVE CHANGED SOME OF THE WAYS THAT ITEMS LINK UP TOGETHER MAKING IT A LITTLE EASIER FOR SOME OF OUR FOLKS. What problems is Insightly CRM solving and how is that benefiting you? WE USE IT AS A CONTACT DATABASE AND SHARE IT WITH OTHER REPS IN THE COUNTRY.

"Great for Real Estate Agents "

What do you like best about Insightly CRM? I love that all my clients are organized and scheduled without having to worry about missing important dates or appointments. Insightly not only provide me the confidence that I need to perform my job well but the price is the best I found on the web with the features i need for my business. What do you dislike about Insightly CRM? My only complaint is that when I send bulk emails, I do not get notified when my emails are not sent or delivered to ...

"Easy to use, and always works "

What do you like best about Insightly CRM? I like that it is user friendly. I always find it easy to get through my day with a checkoff list. This product has helped me. I will always recommend it to others. I also like that it is color coordinated and I can organize other tasks to other co-workers of mine. It makes it easy to switch tasks and deleted them as well. The program is great to use on your phone too. I sometimes use it when im doing projects off site, it works just as well, I ...

"Reasonable Robust CRM"

What do you like best about Insightly CRM? My favorite feature of Insightly is the complex filtering abilities. What do you dislike about Insightly CRM? Sometimes the software seems to glitch;. Recommendations to others considering Insightly CRM: Insightly counts both contacts AND organizations against the record limit that you pay for. Also, It's very easy for records to be slightly duplicated and insightly doesn't always find/merge duplicate records. What problems is Insightly CRM solving ...

"Great Software"

What do you like best about Insightly CRM? The ability to manage Opportunities and Projects in just one place. Every time a sales person converts ao opportunity into a closed deal, a project is created and redirected to my customer success team, which gets in contact with the client and goes through the first steps to implement our product. What do you dislike about Insightly CRM? I miss the complete Gmail integration SalesforceIQ had. It automatically tracked ALL emails send and received ...

"Good tool for inter-office communication and data storage"

What do you like best about Insightly CRM? The notes sections, being able to store documents, and linking to emails What do you dislike about Insightly CRM? Wish the documents could be stored in folders like in GoogleDrive Recommendations to others considering Insightly CRM: May have to play with it to meet your needs. What problems is Insightly CRM solving and how is that benefiting you? Communication. With 400 or so clients and 4 employees, it's very useful to have tabs and notes so that ...

"Insightly"

What do you like best about Insightly CRM? I have a clear birds-eye view of my leads and customers, along with notes regarding when each person was last contacted. I know there are many more features that I can grow into, as well, as our business grows. What do you dislike about Insightly CRM? When I create a new contact, I need to have the Organization added prior; which I regularly forget to do. Also, when I have an opportunity created, the notes are not always connected across the ...