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

"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

"A competent CRM easy to use"

What do you like best about Insightly CRM? Insightly is easy to use and has a lot of features that we like to discover everyday! What do you dislike about Insightly CRM? the limited numbers of mails that you can send by day What problems is Insightly CRM solving and how is that benefiting you? Project management / Leads and opportunity management

"Great product and always improving"

What do you like best about Insightly CRM? Easy to use and I really like the interface. It is great how it automatically creates contacts from emails. What do you dislike about Insightly CRM? Emails a bit confusing. We want to use it for emailing, but have decided to just copy our insightly email and bcc. What problems is Insightly CRM solving and how is that benefiting you? Keeping sakes from double calling leads

"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,

"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 ...

"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 ...

"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 & ...

"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.

"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 ...