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

"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 ...

"Good Crm"

What do you like best about Insightly CRM? Having all the contact details is really good What do you dislike about Insightly CRM? Nothing it's all pretty good really i actually like it Recommendations to others considering Insightly CRM: it's great you can store all your contacts What problems is Insightly CRM solving and how is that benefiting you? the benefit is that we have contact details for people

"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 ...

"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 ...

"A budget-friendly CRM"

What do you like best about Insightly CRM? As a non-profit, I appreciate the range of features available in Insightly's free version. It also has reasonable price points for its paid version that we will likely utilize as we grow. What do you dislike about Insightly CRM? I wish that it were possible to fully integrate Insightly and Quickbooks Online's customer records - it appears to only be possible to sync invoices and payments. Recommendations to others considering Insightly CRM: For a ...

"Love it - scan cards on the go"

What do you like best about Insightly CRM? Scan business cards with your mobile and the custom e-mail address you can BCC to log things. What do you dislike about Insightly CRM? Some features have a maximum and they force you to upgrade What problems is Insightly CRM solving and how is that benefiting you? Working together and filing mail/contacts

"A true value to our team"

What do you like best about Insightly CRM? It is a very intuitive product with a clean interface that makes it easy to navigate and understand. What do you dislike about Insightly CRM? you can export data but I do not think you can import it back into the software What problems is Insightly CRM solving and how is that benefiting you? Helped us greatly in handling leads, contacts, opportunities, projects and more.

"A cheap alternative to a CRM like Hubspot... but its good on Mobile.."

What do you like best about Insightly CRM? As advertised Insightly manages projects and tracks contacts, communications, sales, projects, tasks and documents in a single platform. It performs nicely on mobile but does not hold up well on a web-based browser. Also the ability to integrate with many popular software such as mailchimp and Dropbox can be very useful. What do you dislike about Insightly CRM? Support. Support. Support. Although this is cheaper than going with something like ...

"A cheap alternative to a CRM like Hubspot... but its good on Mobile.."

What do you like best about Insightly CRM? As advertised Insightly manages projects and tracks contacts, communications, sales, projects, tasks and documents in a single platform. It performs nicely on mobile but does not hold up well on a web-based browser. Also the ability to integrate with many popular software such as mailchimp and Dropbox can be very useful. What do you dislike about Insightly CRM? Support. Support. Support. Although this is cheaper than going with something like ...

"Good for the Basics"

What do you like best about Insightly CRM? Insightly has a free use version up to a certain amount of entries and it really helps start-ups/small businesses who need something simple. What do you dislike about Insightly CRM? I dislike that after the free use version the price is above what one would expect for the layout and functionality. It seems to freeze-up often and/or some of the features are inconsistent when using; ie trying to save a company profile to a task and it randomly will ...