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

"Review"

What do you like best about Insightly CRM? Organized. Various functions. Flexible customization. What do you dislike about Insightly CRM? Click twice on the action to get to the place. For instance, finish the note and go back to the card description. What problems is Insightly CRM solving and how is that benefiting you? Sales tracking. Better customer service for sales.

"User Friendly."

What do you like best about Insightly CRM? My favorite part of Insightly is being able to find information easily. What do you dislike about Insightly CRM? Sometimes has delays when project is initially created. What problems is Insightly CRM solving and how is that benefiting you? Insightly has helped locate information easier.

"Solid CRM & Marketing tool for my new business ventures objectives"

What do you like best about Insightly CRM? Insightly CRM's interface is intuitive / user-friendly, and can be customized independently or with some help from the service team. It helps to manage my pipeline and forecast. What do you dislike about Insightly CRM? I would like to have the ability to customize more easily without customer success team support for things like a dashboard or other reporting. This may be possible, but as a non-daily user of the platform I just cant invest the time ...

"Insightly Review"

What do you like best about Insightly CRM? The labeling of items in insightly makes it easy to find certain things about projects What do you dislike about Insightly CRM? There are too many tabs to click in to, would be better if everything was on one page What problems is Insightly CRM solving and how is that benefiting you? I am able to navigate insightly to find out why projects are stuck etc

"An easy to use and seamless experience"

What do you like best about Insightly CRM? Everything you need in a CRM is all here. From top to bottom, the CRM is organized in such a way that you are able to find anything and everything in a very easy and seamless fashion. What do you dislike about Insightly CRM? Perhaps its because I have more access with my workplace than others but at first, it was hard to understand the layout. Maybe have some kind of a walkthru to help new people get a grip on what going on? What problems is ...

"Insightly Review"

What do you like best about Insightly CRM? Simple & Easy to Use/Learn - if no one has used CRM before it should be good to learn from What do you dislike about Insightly CRM? Not as much capability as Salesforce for me. What problems is Insightly CRM solving and how is that benefiting you? Nothing for me currently, it's just tracking all of my clients and data from sales.

"Insightly is great and easy to use."

What do you like best about Insightly CRM? The ease of use. We are able to make this work for us! What do you dislike about Insightly CRM? It is not exactly what we need for the kind of sales calls that we are making but we were able to make it work for us. What problems is Insightly CRM solving and how is that benefiting you? It is helping us zone in more on interested customers.

"Good tool to get your organization on track through a CRM"

What do you like best about Insightly CRM? The service from the Insightly team is great. The tool itself is flexible to adapt to your needs; also, helpful to have Marketing and CRM in the same place. I haven't had much experiences with other CRM tools, though, but so far and after a couple of years of using, complains are minimal. What do you dislike about Insightly CRM? Not super happy about the fact that you need to pay extra for some of the most interesting integrations (App Connect). In ...

"I love Insightly"

What do you like best about Insightly CRM? That we were able to create a project page inside a project page. What do you dislike about Insightly CRM? I dislike that the information doesn't always flow between the object link connected to the project page What problems is Insightly CRM solving and how is that benefiting you? It helps with the organization and tracking of our customers project

"I used Insightly as an order management system."

What do you like best about Insightly CRM? Insightly had the ability to pull reports and also manipulate the data/how you want to see the report, which was helpful. I also appreciated the automatic emails that were sent to the customers to confirm orders. What do you dislike about Insightly CRM? Nothing I disliked, it was a great CRM. OUr company moved away simply because we were growing. What problems is Insightly CRM solving and how is that benefiting you? Very helpful when pulling data. ...