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

"Love This Product"

What do you like best about Insightly CRM? Task Management on opportunities and projects. It's so easy to use and fully keep track of how a project is progressing. I also like the features in the opportunity and project management space. The ease of converting an opportunity to a project is nice as well. I spend a good amount of time with the customer piece as well, utilizing notes as a way to track the various logins that I accumulate for customers. This way I can simply look and find ...

"I highly recommend Insightly"

What do you like best about Insightly CRM? It is a very simple, easy to use platform to keep me on track. What do you dislike about Insightly CRM? I don't like that I can't mass-change due dates Recommendations to others considering Insightly CRM: Easy to use, simple to customize What problems is Insightly CRM solving and how is that benefiting you? This keeps my daily & project related tasks in a simple and concise view, allowing me productivity outside of its program.

"Stepping Stone to Something Better"

What do you like best about Insightly CRM? I liked the reports feature. Although there are some issues, it worked relatively well. What do you dislike about Insightly CRM? This CRM really couldnt handle what was needed in the industry I work in (real estate). The search bar was often faulty and never had a streamline flow. There were a lot of issues with the newest version, so we all switched back, Recommendations to others considering Insightly CRM: Make the user interface easier, not more ...

"Insightly has helped with my contacts. "

What do you like best about Insightly CRM? All of my CC contacts are in one places. I know when I contacted them last and where I am on the pipeline with everyone. What do you dislike about Insightly CRM? It took awhile to enter everyone into the system. Recommendations to others considering Insightly CRM: I’ve never used another product so I don’t know anything else. What problems is Insightly CRM solving and how is that benefiting you? It keeps me organized.

"Network = Networth"

What do you like best about Insightly CRM? the way you can automatically track attach an email to an insightly contact via the unique insightly bbc: email What do you dislike about Insightly CRM? I feel like the interface might be able to be improved such that it's more intuitive. What problems is Insightly CRM solving and how is that benefiting you? I'm much better about staying in contact with my network and in a way that helps keep continuity

"Stepping Stone to Something Better"

What do you like best about Insightly CRM? I liked the reports feature. Although there are some issues, it worked relatively well. What do you dislike about Insightly CRM? This CRM really couldnt handle what was needed in the industry I work in (real estate). The search bar was often faulty and never had a streamline flow. There were a lot of issues with the newest version, so we all switched back, Recommendations to others considering Insightly CRM: Make the user interface easier, not more ...

"Simple to use and have many great tools"

What do you like best about Insightly CRM? The simplicity of the program. It has a very short learning curve and has all the tools you will need to keep notes on your clients. What do you dislike about Insightly CRM? Not sure. I know other expensive programs have automated email campaigns that you can run within the program to help you keep reaching out to prospects, not sure if unsightly does or not from what I have used. But that is when the other programs start getting too ...

"Easy to use and manage in your own way!"

What do you like best about Insightly CRM? I like insightly because the interface was easy for me to understand and use on a daily basis. I also love the iPhone app. I can access my clients information while on the go! What do you dislike about Insightly CRM? I wish it were easier to customize and export contact lists. Recommendations to others considering Insightly CRM: Dive in and use it, it is so valuable to your business! What problems is Insightly CRM solving and how is that benefiting ...

"Good but lacking a few features"

What do you like best about Insightly CRM? Ease of use, layout, and cloud based platform. What do you dislike about Insightly CRM? Customizable features not being robust enough Recommendations to others considering Insightly CRM: Great product for the price! What problems is Insightly CRM solving and how is that benefiting you? Keeping organized, sales leads, project management

"Insightly helps us manage our business more efficiently"

What do you like best about Insightly CRM? Using opportunities and project components to best advantage What do you dislike about Insightly CRM? Our time zone slows down support. Other than that no dislikes What problems is Insightly CRM solving and how is that benefiting you? We are a three person business. Keeping track of the various stages of our projects has improved immensely. We also subscribe to a separate service that provide data on construction projects. I experimented with ...