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Insightly - CRM Software

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

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4.26

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Insightly Reviews & Ratings

4.26

Very Good

Based on 717 ratings & 877 reviews

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Rating Distribution

Excellent

(502)

Very Good

(253)

Good

(72)

Poor

(40)

Terrible

(10)

Spotsaas Editor’s POV

Insightly CRM stands out as a user-friendly and customizable platform for businesses aiming to improve sales processes and centralize customer data. Its strengths lie in its adaptability to various organizational needs, offering features such as pipeline tracking, task automation, and contact management. Users appreciate its ability to seamlessly integrate with ...Read more

Insightly pros and cons

  • Insightly helps manage contacts, leads, deals, and opportunities, offering a unified platform for sales and marketing teams.

  • The built-in real-time messaging feature makes collaboration easy, keeping teams aligned on deals and client communications.

  • Insightly syncs with Outlook and Gmail, simplifying the process of organizing contacts and tracking communications.

  • The clean interface makes it easy for teams to adapt quickly and start using the platform effectively.

  • While useful for basic CRM tasks, Insightly's reporting tools could be more capable for advanced analytics.

  • The mobile app doesn't offer the same range of features as the desktop version, which could limit productivity on the go.

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Showing 601-610 out of 877

AH

Ann Heidingsfelder M

01/26/18

5 out of 5

"Never lose an opportunity!"

What do you like best about Insightly CRM? The user friendly interface; Clean dashboard experience What do you dislike about Insightly CRM? The email function is weird. When you query on a letter of the alphabet names pop up that don't correspond to the letter search. Recommendations to others considering Insightly CRM: Make sure you keep your prospect list up to date! What problems is Insightly CRM solving and how is that benefiting you? Follow up system for prospects; email marketing. I ...

Read more

AU

Anonymous User

01/26/18

4.5 out of 5

"Great Contact Management!"

What do you like best about Insightly CRM? The best thing I like about Insightly is how you can import mass amounts of contacts easily. What do you dislike about Insightly CRM? I dislike how clunky the interface is / and how it's hard to neatly sort. What problems is Insightly CRM solving and how is that benefiting you? Keeping track of all our contacts.

JW

Jimmy W

01/24/18

5 out of 5

"Best CRM for Mobile Working Environments"

What do you like best about Insightly CRM? I love that I can log in from anywhere; home, office, library, mobile devices, etc. It's the easiest CRM I've used since Goldmine. What do you dislike about Insightly CRM? I dislike the way that the Personal Contact information automatically merges with the Company Contact information file. Although, it could be a problem that I created when I set it up the first time... Recommendations to others considering Insightly CRM: Try it... What problems ...

Read more

JW

Jimmy W

01/24/18

5 out of 5

"Best CRM for Mobile Working Environments"

What do you like best about Insightly CRM? I love that I can log in from anywhere; home, office, library, mobile devices, etc. It's the easiest CRM I've used since Goldmine. What do you dislike about Insightly CRM? I dislike the way that the Personal Contact information automatically merges with the Company Contact information file. Although, it could be a problem that I created when I set it up the first time... Recommendations to others considering Insightly CRM: Try it... What problems ...

Read more

AU

Anonymous User

01/23/18

5 out of 5

"Good personal management software"

What do you like best about Insightly CRM? Applies contacts to projects and tasks and organizes important correspondence through email tagging. What do you dislike about Insightly CRM? It feels more like a data base than a windows/file system. Recommendations to others considering Insightly CRM: Try it. There are lots of options. This one is effective without being massive in scope. What problems is Insightly CRM solving and how is that benefiting you? Personal organization and lead ...

Read more

KR

Kim R

01/23/18

5 out of 5

"Insightly Works for Me"

What do you like best about Insightly CRM? Easy to use and simple layout/interface. Mobile Apps Email templates Gmail integration What do you dislike about Insightly CRM? No longer able to connect with Evernote. Recommendations to others considering Insightly CRM: As a small non profit, I recommend Insightly to anyone interested in organizing customer relationships, and projects. What problems is Insightly CRM solving and how is that benefiting you? Eliminates the need for paper in some ...

Read more

AU

Anonymous User

01/23/18

5 out of 5

"Good personal management software"

What do you like best about Insightly CRM? Applies contacts to projects and tasks and organizes important correspondence through email tagging. What do you dislike about Insightly CRM? It feels more like a data base than a windows/file system. Recommendations to others considering Insightly CRM: Try it. There are lots of options. This one is effective without being massive in scope. What problems is Insightly CRM solving and how is that benefiting you? Personal organization and lead ...

Read more

AU

Anonymous User

01/23/18

4 out of 5

"Great and Easy to Use CRM!"

What do you like best about Insightly CRM? Love the easy to use interface. Our team has learned to use this and it's been a wonderful asset to connecting with our clients. The phone app is great. What do you dislike about Insightly CRM? I'd like to see more integrations with Microsoft Outlook (that's not 365). What problems is Insightly CRM solving and how is that benefiting you? We're using Insightly to improve our communications with clients across our team.

AU

Anonymous User

01/23/18

4 out of 5

"Very helpful"

What do you like best about Insightly CRM? I like how you you can classify existing vs. potential customers What do you dislike about Insightly CRM? I wish that there were more filtering options on mobil app. Recommendations to others considering Insightly CRM: It is a good way to reach more of your customers What problems is Insightly CRM solving and how is that benefiting you? I am able to reach out to more customers quicker.

KR

Kim R

01/23/18

5 out of 5

"Insightly Works for Me"

What do you like best about Insightly CRM? Easy to use and simple layout/interface. Mobile Apps Email templates Gmail integration What do you dislike about Insightly CRM? No longer able to connect with Evernote. Recommendations to others considering Insightly CRM: As a small non profit, I recommend Insightly to anyone interested in organizing customer relationships, and projects. What problems is Insightly CRM solving and how is that benefiting you? Eliminates the need for paper in some ...

Read more

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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].