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

"Insightly meets almost all our needs for a CRM"

What do you like best about Insightly CRM? Insightly allows for multiple users and customized fields. By far 2 of our favorite options. We can have different owners assigned to clients and track both by client and by owner. We can also tag what we can't field. What do you dislike about Insightly CRM? Does not include a docusign or similar option for contracting. This is one feature that I think would really elevate the product. However, it may be included in a higher level of ...

"Easy and quick"

What do you like best about Insightly CRM? Mobile phone App, and very easy to use features What do you dislike about Insightly CRM? Sometimes, when you add some information, saves it but goes to the calendar page... Recommendations to others considering Insightly CRM: Very usefull in a simply way of doing What problems is Insightly CRM solving and how is that benefiting you? Market knowledge and information sharing with our sales team

"Fantastic CRM"

What do you like best about Insightly CRM? I love the ability to interconnect records What do you dislike about Insightly CRM? Importing isn't as seemless as I would like with my Mac What problems is Insightly CRM solving and how is that benefiting you? Its a paper trail of relationships across the years. As a Regional Director I have happenings for 100+ locations and Insightly allows me to quickly access these location based records.

"Easy to use"

What do you like best about Insightly CRM? Insightly is easy to use. Keeps track of my projects and tasks for each project. Sends communication directly to my email so I can stay up to date. I was able to jump right in and use it without questions. What do you dislike about Insightly CRM? I dislike that I can't go directly to the notes I've made on each project without going into the project first. What problems is Insightly CRM solving and how is that benefiting you? I am solving the task ...

"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.

"Highly recommend!"

What do you like best about Insightly CRM? Ease of use and low cost for small companies. What do you dislike about Insightly CRM? The phone app seems old to me. I am using Android. Recommendations to others considering Insightly CRM: I think for the cost, features, ease of use, insightful is perfect. What problems is Insightly CRM solving and how is that benefiting you? Keeps me organized. Streamlined work flow

"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 ...

"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 ...

"Huge Value Compared to Competition"

What do you like best about Insightly CRM? The CRM tool is incredibly is super easy What do you dislike about Insightly CRM? Only things is sometimes have to refresh Recommendations to others considering Insightly CRM: Start with Insightly. It is free, so from there you can figure out if it is correct for you. What problems is Insightly CRM solving and how is that benefiting you? I use the Insightly CRM tool for all my customer contact info, order management, task management, ...

"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.