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

"Ok buy not great"

What do you like best about Insightly CRM? It has the ability to save email directly from Gmail What do you dislike about Insightly CRM? It is cumbersome and expensive. Hard to delete duplicates. Recommendations to others considering Insightly CRM: they have a great base product. New releases are average but not adding great value. What problems is Insightly CRM solving and how is that benefiting you? tracking information and email.

"Great CRM for Small Business"

What do you like best about Insightly CRM? Insightly has been a great tool for our business development team to utilize in keeping track of our current opportunities and the people working for those companies. It serves as a central point of focus for our team, and ensures that if one person is not the only one with knowledge of the individuals involved in the deal. What do you dislike about Insightly CRM? It's a very customizable software, but can cause some confusion because of it. There ...

"Powerful and Approachable"

What do you like best about Insightly CRM? Approachable and Powerful Customer Data Manager What do you dislike about Insightly CRM? A remote system is always slower than a local version. Terminology is sometimes ambiguous Recommendations to others considering Insightly CRM: Keep it simple What problems is Insightly CRM solving and how is that benefiting you? Centralized information. Easy to access and update.

"Good stepping stone CRM"

What do you like best about Insightly CRM? Easy to change features and mold into different style of organizing What do you dislike about Insightly CRM? Not suited for real estate industry. Hard to reconfigure Recommendations to others considering Insightly CRM: Stop upgrading. What problems is Insightly CRM solving and how is that benefiting you? Customer organization of information.

"Good stepping stone CRM"

What do you like best about Insightly CRM? Easy to change features and mold into different style of organizing What do you dislike about Insightly CRM? Not suited for real estate industry. Hard to reconfigure Recommendations to others considering Insightly CRM: Stop upgrading. What problems is Insightly CRM solving and how is that benefiting you? Customer organization of information.

"Good stepping stone CRM"

What do you like best about Insightly CRM? Easy to change features and mold into different style of organizing What do you dislike about Insightly CRM? Not suited for real estate industry. Hard to reconfigure Recommendations to others considering Insightly CRM: Stop upgrading. What problems is Insightly CRM solving and how is that benefiting you? Customer organization of information.

"CRM Collaboration"

What do you like best about Insightly CRM? I love that Insightly automatically connects people and organizations and allows you to add files and emails as well as gives you a heads up if there is an existing contact with the same information. What do you dislike about Insightly CRM? I dislike that Insightly takes you back to the beginning of the contact or organization list when you hit the back button. When I am making edits to several contacts, I don't want to have to scroll back through ...

"Insightly is simple and easy to use"

What do you like best about Insightly CRM? I like how easy it is to add new contacts and organizations and search through them for what I am looking for at any given moment. The ability to look up someone's phone number on my mobile phone and call them couldn't be more convenient. The reporting tools are also useful for tracking progress on deals/transactions/sales What do you dislike about Insightly CRM? I would expect a Google product to have a more appealing user design, but it's simple ...

"Straight forward CRM, easy to use"

What do you like best about Insightly CRM? interaction with other systems, email sending creates contacts, excel extractables. What do you dislike about Insightly CRM? customisation needed depending on definitions. What problems is Insightly CRM solving and how is that benefiting you? High volume business contacts and opportunity follow up.

"Implementing has been easy and training couldn't be better. "

What do you like best about Insightly CRM? I like how insightly is very user friendly. Any questions I asked were answered quickly and thoroughly. The new communications webinar are helpful. What do you dislike about Insightly CRM? I would like if we could create more customization. An example would be tabs or rearrange fields according to how the admin would like the layout. Perhaps offer best practice for specific industries. Recommendations to others considering Insightly CRM: Would ...