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

"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 ...

"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.

"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 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 ...

"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 ...

"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 ...

"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 ...

"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

"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 ...

"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.