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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 631-640 out of 877

TH

Tania H

12/11/17

5 out of 5

"Sales & Operations Consultant"

What do you like best about Insightly CRM? Easy user interface, support team are quick to address issues and the insightly team listens to the needs of the clients to implement new features. What do you dislike about Insightly CRM? Sometime a basic answer to a question cannot be found in the self help or FAQ's...would love to see a customer support chat window to assist. Recommendations to others considering Insightly CRM: You will not be disappointed in taking the time to set this system ...

Read more

TV

Tina V

12/11/17

3.5 out of 5

"Insightly : Uncomplicated CRM"

What do you like best about Insightly CRM? The best feature of Insightly has to be the tagging feature - intuitive & simple to implement. Many of our contacts provide little information, so being able to describe them & categorise them via tags allows us to pull up relevant contacts with a few clicks. What do you dislike about Insightly CRM? When I log in, the 'new user' popup window always displays, suggesting I watch the Welcome Video, the Tutorial Video, or complete the New User Tasks - ...

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JG

Jessica G

12/11/17

3.5 out of 5

"Decent CRM program"

What do you like best about Insightly CRM? The layout is nice and easy to navigate. What do you dislike about Insightly CRM? Some of the fields dont populate easily. EX: when entering the client under the opportunity- and i know they are already in there, they sometimes dont auto populate very quickly, or i have to type in the entire name . What problems is Insightly CRM solving and how is that benefiting you? We are able to pull projected sales with the opportunities bid amounts.

AU

Anonymous User

12/11/17

2.5 out of 5

"awesome software for our business"

What do you like best about Insightly CRM? pricing/easy of use i have really enjoyed it What do you dislike about Insightly CRM? need more innovation/features/customization Recommendations to others considering Insightly CRM: be prepared for slightly less features What problems is Insightly CRM solving and how is that benefiting you? sales CRM tool for the whole team

GD

Graham D

12/11/17

3.5 out of 5

"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

DD

Daniel D

12/11/17

5 out of 5

"Great"

What do you like best about Insightly CRM? I like the capability to see how often people engage with my emails. What do you dislike about Insightly CRM? Nothing I do not like, the system works great. What problems is Insightly CRM solving and how is that benefiting you? I have realized that now I can have a strong follow up reason to call a lead about my email.

MD

Mike D

12/11/17

5 out of 5

"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 ...

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DP

Domenic P

12/11/17

5 out of 5

"Your work will be organized"

What do you like best about Insightly CRM? I can look at contact’s connection history. Very easy to control events and tasks, media profiles. Without any stress. I can manage sales possibility and projects. What do you dislike about Insightly CRM? I don't have any cons. Every day I'm working with it so I found it so helpful. So great for customers to contact them. Actually simply easy to use and have everything that we need for work. Recommendations to others considering Insightly ...

Read more

JL

Jay L

12/11/17

5 out of 5

"Insightly review"

What do you like best about Insightly CRM? Insightly is a very powerful application, yet is easy to use and has a nice user interface. What do you dislike about Insightly CRM? Nothing. This software is easy to use and is perfect for our small business Recommendations to others considering Insightly CRM: I highly recommend this product What problems is Insightly CRM solving and how is that benefiting you? Keeping track of proposals and projects. I am able to manage proposals much more easily

AU

Anonymous User

12/11/17

5 out of 5

"User Friendly"

What do you like best about Insightly CRM? Easy to navigate and keep all contacts/information in one easy to manage CRM What do you dislike about Insightly CRM? I can't copy/paste names on the search field, it doesn't recognize the text unless I type within the field box What problems is Insightly CRM solving and how is that benefiting you? Organization

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