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

"Insightly was a game changer for us!"

What do you like best about Insightly CRM? We lean heavily on Insightly to keep us on track. The projects tab is where we live and it helps keep our entire team on the same page. What do you dislike about Insightly CRM? As it stands today, I don't have any complaints. We're really happy with feature set and the ease of use. Recommendations to others considering Insightly CRM: Make sure your data is in order before importing. We ended up importing and deleting a couple of times to get it ...

"I love Insightly!"

What do you like best about Insightly CRM? Insightly keeps me organized. I have all of my tasks and contacts in one place. I would be lost without it! What do you dislike about Insightly CRM? Nothing! All aspects of Insightly fit into our needs. What problems is Insightly CRM solving and how is that benefiting you? Having a place to store our customers/contacts relieves a ton of headaches.

"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 ...

"Time Saver"

What do you like best about Insightly CRM? Integration with QuickBooks Online. The ease of sending email templates. What do you dislike about Insightly CRM? The inability to send emails from my templates from the mobile app; When I add a task or event under the contact I would like to have the ability to add the person's name next to the task Title for easy identification. This would be helpful when looking at the calendar and know that Pickup - Person 1 is different from Pickup - Person 2 ...

"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 ...

"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 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 ...

"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.

"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 ...