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

"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

"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.

"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

"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 ...

"Great tool, quick and valuable"

What do you like best about Insightly CRM? The ease of use, and intuitive interface.It is just very easy to understand the processes involved, the key elements and how they all work together. Also the search function and filters are very fast and very helpful. What do you dislike about Insightly CRM? The reporting tool is great but is more complicated to get to know. There are many reports available but in order to get what you really need, you need to create your own. It is slightly more ...

"Cost effective replacement for SalesForce "

What do you like best about Insightly CRM? Ease of use, video training, support team response, price, Search Filters, connectivity to Gmail and MailChimp What do you dislike about Insightly CRM? There are some quarks with linking Leads to Organizations. The Custom fields don't have the capability to do calculations. Missing feature to add certain customizations. What problems is Insightly CRM solving and how is that benefiting you? Lead tracking, Email Marketing,

"Love!!!"

What do you like best about Insightly CRM? What I like the best about Insightly is that I can see if and when an email was opened and any links/attachments. I love being able to create email templates so I don't have to type a full email. Insightly's app helps me to respond to leads in a timely manner by sending me notifications while on the go. I also love being able to check off each task for my opportunities. I am not an organized person, but having all my tasks done in advance, and ...

"Insightly benefits"

What do you like best about Insightly CRM? Most useful to me is capturing important emails and attaching them to contacts or creating a new contact and organization. What do you dislike about Insightly CRM? It's hard to believe tasks cannot be sorted or filtered. It's very cumbersome to make the tasks useful when I can't easily rearrange or sort. Recommendations to others considering Insightly CRM: Take time to learn all the features and get set up from the beginning. What problems is ...

"Insightly Review"

What do you like best about Insightly CRM? Very simple and straightforward structure What do you dislike about Insightly CRM? Sometimes client information is repeated Recommendations to others considering Insightly CRM: Review the CRM model and information structure to determine corporate fit What problems is Insightly CRM solving and how is that benefiting you? Client information and deal activity archived in orderly fashion.

"Great integration and layout, easy to get started!"

What do you like best about Insightly CRM? Insightly's Task and CRM integration is superior to the other program I've used - being able to call up emails sent while looking at a task is of great benefit What do you dislike about Insightly CRM? We're a very small business, and ran out of space on the free plan. If I were bigger, I would certainly consider a higher level of service. Recommendations to others considering Insightly CRM: Great for CRM and task management What problems is ...