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

"Great service - with awesome features on the horizon"

What do you like best about Insightly CRM? The customizability is great for smaller companies like ours that are developing sales processes What do you dislike about Insightly CRM? The feature roll-outs are gradual, and are skewed towards the wishes of the majority. Recommendations to others considering Insightly CRM: Explore the various API options available - they are very powerful. Especially Microsoft PowerBI functionality! What problems is Insightly CRM solving and how is that ...

"Insightly is a strong CRm system for small businesses."

What do you like best about Insightly CRM? Ease of creating opportunities and attaching relevant files. What do you dislike about Insightly CRM? Sometimes I feel things are out of place. I find myself searching for the right button to get where I need to go. Recommendations to others considering Insightly CRM: Give it a try! Very strong product. What problems is Insightly CRM solving and how is that benefiting you? Sharing pertinent sales information with my team. Insightly provides a great ...

"Excellent Product "

What do you like best about Insightly CRM? I like the streamlined process of each category and how easy it is to add each new item. What do you dislike about Insightly CRM? There are almost too many options it can sometimes seem overwhelming where to start, especially with reports. Recommendations to others considering Insightly CRM: Start with the basic package and move up from there as you learn the program. You need to spend the time working with the program and going through each ...

"insightly is not user friendly "

What do you like best about Insightly CRM? I like the channel that displays all the activity What do you dislike about Insightly CRM? the navigation structure, it is not easy to navigate and not very user friendly . other crms are much better What problems is Insightly CRM solving and how is that benefiting you? tracking activity , keeps sales people organized

"insightly is not user friendly "

What do you like best about Insightly CRM? I like the channel that displays all the activity What do you dislike about Insightly CRM? the navigation structure, it is not easy to navigate and not very user friendly . other crms are much better What problems is Insightly CRM solving and how is that benefiting you? tracking activity , keeps sales people organized

"insightly is not user friendly "

What do you like best about Insightly CRM? I like the channel that displays all the activity What do you dislike about Insightly CRM? the navigation structure, it is not easy to navigate and not very user friendly . other crms are much better What problems is Insightly CRM solving and how is that benefiting you? tracking activity , keeps sales people organized

"Clean & Organized"

What do you like best about Insightly CRM? I like how easy it is to navigate & to find what I need, quickly. What do you dislike about Insightly CRM? Not a whole lot. For the most part it's quite organized & easy to use. Recommendations to others considering Insightly CRM: Easy to use, simple to demonstrate/teach people who are learning to use it. Customer service has been nice & easy to work with. What problems is Insightly CRM solving and how is that benefiting you? It keeps us all on ...

"Easy to Use"

What do you like best about Insightly CRM? Insightly is quick and easy to use! You never have to worry about how to do something. The format is really user friendly. The tags are super helpful for organization What do you dislike about Insightly CRM? You can only link something after you have saved it. The tasks get emailed to you instead of a desktop notification. What problems is Insightly CRM solving and how is that benefiting you? Follow through!

"Speed and efficacy"

What do you like best about Insightly CRM? Quick to setup; easy to learn; within the first week I couldn't remember life without Insightly. What do you dislike about Insightly CRM? The new UI - in places, the views don't update dynamically and the flow from one screen to the next is sometimes odd. Recommendations to others considering Insightly CRM: It's better priced than Salesforce and so much less complex! What problems is Insightly CRM solving and how is that benefiting you? Manage my ...

"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, ...