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

"Our business consulting firm was right!"

What do you like best about Insightly CRM? Easy to use & nothing slips through the cracks What do you dislike about Insightly CRM? how the tasks don't refresh when editing What problems is Insightly CRM solving and how is that benefiting you? Our business is growing rapidly, and things were starting to fall through the cracks. After beginning using Insightly I don't worry so much that a task or job or client will get neglected.

"Great Tool. Easy to use."

What do you like best about Insightly CRM? Insightly is a great tool for SBOs. It integrates easily with other products and is reasonably priced. What do you dislike about Insightly CRM? Nothing! Insightly is a great tool that has worked well for my business. What problems is Insightly CRM solving and how is that benefiting you? It integrates easily with other systems.

"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.

"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 ...

"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 ...

"Our business consulting firm was right!"

What do you like best about Insightly CRM? Easy to use & nothing slips through the cracks What do you dislike about Insightly CRM? how the tasks don't refresh when editing What problems is Insightly CRM solving and how is that benefiting you? Our business is growing rapidly, and things were starting to fall through the cracks. After beginning using Insightly I don't worry so much that a task or job or client will get neglected.

"Great Tool. Easy to use."

What do you like best about Insightly CRM? Insightly is a great tool for SBOs. It integrates easily with other products and is reasonably priced. What do you dislike about Insightly CRM? Nothing! Insightly is a great tool that has worked well for my business. What problems is Insightly CRM solving and how is that benefiting you? It integrates easily with other systems.

"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 ...

"Was absolutely easy and intuitive. "

What do you like best about Insightly CRM? The platform really simplifies the client management process and allowing us to go through the sales process. What do you dislike about Insightly CRM? My biggest challenge is the implementation across our teams. What problems is Insightly CRM solving and how is that benefiting you? Managing the processes with clients - ensuring we have effectively follow up and deliver on promised item.

"Keeps me organized"

What do you like best about Insightly CRM? Its on the cloud and accessible for me wherevere I am. However I would rather use in the office on a bigger screen. What do you dislike about Insightly CRM? the way it works on my mobile phone.because of the way it fits on the screen. Recommendations to others considering Insightly CRM: Where will you use it most? If on the phone, maybe an update is needed for flowability What problems is Insightly CRM solving and how is that benefiting ...