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

"User friendly, affordable CRM"

What do you like best about Insightly CRM? I like the flow of how you can easily link and search accounts, customers and opportunities. What do you dislike about Insightly CRM? When you look up an opportunity it shows the contacts first. Recommendations to others considering Insightly CRM: More user friendly than Salesforce What problems is Insightly CRM solving and how is that benefiting you? I keep track of all my leads in notes.

"Amazing Program for tracking and organizing your work"

What do you like best about Insightly CRM? Task tracking and allocation of projects What do you dislike about Insightly CRM? Lack of an easier way to edit and manipulate contacts What problems is Insightly CRM solving and how is that benefiting you? Keeping all tasks on schedule, following up and contact maintenance

"Perfect for our small business!"

What do you like best about Insightly CRM? Easy to use, adaptable, flexible . I love that I can easily view my tasks, and look up my customers. I love the mobile app too! What do you dislike about Insightly CRM? Limitation on daily email. I don’t send emails every day, but when I have time to follow up on customers, I tend to want to complete this task with a large group of customers at one time. Recommendations to others considering Insightly CRM: If you are a smaller business, this ...

"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

"Great User Interface - Easy to use"

What do you like best about Insightly CRM? Was extremely easy to navigate and organize the information What do you dislike about Insightly CRM? No easy way to filter contacts to export and keep with single organization. What problems is Insightly CRM solving and how is that benefiting you? DragonWave has no CRM so I needed to get my own in order to keep track of opportunities.

"Simple and easy to use"

What do you like best about Insightly CRM? The integration with Google Drive. The fact that Insightly detects contacts and pulls their profile picture from web. What do you dislike about Insightly CRM? I cannot login using my standard Google account Recommendations to others considering Insightly CRM: Easy to use, can scale up depending on your needs. What problems is Insightly CRM solving and how is that benefiting you? I run a photography business with my wife and we are using Insightly ...

"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 ...

"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

"Simple and easy to use"

What do you like best about Insightly CRM? The integration with Google Drive. The fact that Insightly detects contacts and pulls their profile picture from web. What do you dislike about Insightly CRM? I cannot login using my standard Google account Recommendations to others considering Insightly CRM: Easy to use, can scale up depending on your needs. What problems is Insightly CRM solving and how is that benefiting you? I run a photography business with my wife and we are using Insightly ...

"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.