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

"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 ...

"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.

"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 ...

"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

"Fantastic for Small Businesses"

What do you like best about Insightly CRM? There are so many super helpful features. One of the best is the integration with gmail. I can create, catalog, update info right from gmail. Also, the reminder features has saved me many times when remembering to followup with proposals. What do you dislike about Insightly CRM? Not much. The custom field are really important and I could those a little difficult to understand where they would show up and how they were grouped. What problems is ...

"Great product!"

What do you like best about Insightly CRM? Insightly is extremely user friendly and easy to use. The onboarding process was a breeze. What do you dislike about Insightly CRM? There are some glitches with the program, but it appears they are always trying to improve. Recommendations to others considering Insightly CRM: Great product for the price. What problems is Insightly CRM solving and how is that benefiting you? Customer management and tracking. It’s allowed us to see what is going on ...

"the support of your business"

What do you like best about Insightly CRM? You don't need to pay for any adjustment and everyone is able to do it from your company What do you dislike about Insightly CRM? People don't like to pay for things, neither do I, but seriously I don't miss anything, may be apps would be better than browser What problems is Insightly CRM solving and how is that benefiting you? I solved crm, project management problems

"Easy to use management tool"

What do you like best about Insightly CRM? It is easy to use and navigate. It replaced multiple other systems we were using into one place. It is very convenient and easy for our whole team to communicate and track projects, leads, and contacts. What do you dislike about Insightly CRM? Limited batch controls- I work across multiple projects with large tasks sets, and it would be advantageous to be able to assign and modify tasks in batches. Recommendations to others considering Insightly ...

"Marketing"

What do you like best about Insightly CRM? El control de actividades con prospectos, seguimiento a negociaciones con clientes actuales, seguimiento a leads. What do you dislike about Insightly CRM? Cambiar manualmente os sets de actividades en las oportunidades. What problems is Insightly CRM solving and how is that benefiting you? Seguimiento con prospectos y negociaciones con clientes actuales, el seguimiento.