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

"Great product"

What do you like best about Insightly CRM? I really like Insightly. The activity sets are a huge time saver and great tool. What do you dislike about Insightly CRM? I would like the email features to improve. What problems is Insightly CRM solving and how is that benefiting you? Managing our client relationship.

"Great Sales CRM"

What do you like best about Insightly CRM? I love how it connects to G-Suite and my calendar. What do you dislike about Insightly CRM? It isn't really meant for project management. Recommendations to others considering Insightly CRM: More organized Project management. What problems is Insightly CRM solving and how is that benefiting you? We are keeping track of our leads and creating follow up. This product makes it so any follow up does not fall through the cracks.

"A great CRM tool that stands up to the big dogs"

What do you like best about Insightly CRM? Loved the full featured CRM platform in general and loved that fact that it was free for first two users. This allowed my small company to utilize a great CRM platform while we were small with no cost and as we grow we will become a paid user. I love this business model and am surprised more SaaS platforms don't take this approach. What do you dislike about Insightly CRM? The mobile and iPad app needs attention. Not nearly as fully featured and not ...

"Great customization for organizing customer data for an outstanding value!"

What do you like best about Insightly CRM? We love the ability to customize fields that is very important to us. The import and export feature is also important so we can make bulk edits. So far Insightly has been developed in a way that makes things easy to setup and start using right away, but also gives you a good deal of customization which is essential to the intricacies of our business. What do you dislike about Insightly CRM? Sometimes the import feature is a bit clunky and insightly ...

"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 ...

"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

"Great CRM Solution to Growth With"

What do you like best about Insightly CRM? Ease of use. From the web to the app, it's very intuitive. What do you dislike about Insightly CRM? We haven't yet been able to exploit the ability to track deal flow and look forward to make more use out of that. Recommendations to others considering Insightly CRM: From ACT to Saleslogix to Salesforce, this has been a great product for us. What problems is Insightly CRM solving and how is that benefiting you? Keeping track of all my contacts & ...

"Great and easy to use system"

What do you like best about Insightly CRM? the opportunity and lead section are easy to fill out and give a great overview What do you dislike about Insightly CRM? The reports are not very handy, yet it might be my limited knowledge What problems is Insightly CRM solving and how is that benefiting you? Overview on opportunities and leads