Insightly Reviews in November 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 ...

"Perfect for small and mid-sized companies who love Gmail"

What do you like best about Insightly CRM? Gmail integration and the vastly improved reporting function. Task management tied to Gmail Calendar. What do you dislike about Insightly CRM? Search is inaccurate and slow at times but seems to be improving. Finding "linked relationships" is also difficult via reporting. Recommendations to others considering Insightly CRM: Make sure you can get the reports you need, i.e. start with the end in mind. What problems is Insightly CRM solving and how 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, ...

"Insightly helps us manage our business more efficiently"

What do you like best about Insightly CRM? Using opportunities and project components to best advantage What do you dislike about Insightly CRM? Our time zone slows down support. Other than that no dislikes What problems is Insightly CRM solving and how is that benefiting you? We are a three person business. Keeping track of the various stages of our projects has improved immensely. We also subscribe to a separate service that provide data on construction projects. I experimented with ...

"Excellent resource for small business"

What do you like best about Insightly CRM? Provided an excellent tool for our small business to begin a CRM. What do you dislike about Insightly CRM? There was a small learning curve while getting this set up but overall it was great. What problems is Insightly CRM solving and how is that benefiting you? Creating a funnel and customized sales cycle

"Insightly Review"

What do you like best about Insightly CRM? I love I we can easily view the task to be done, the meetings schedule and how we can characterize the prospecst and clients pour tags. What do you dislike about Insightly CRM? It's not easy to connect to a web server other than gmail. What problems is Insightly CRM solving and how is that benefiting you? The primarily use for Insightly is for selling but I also use it as a CRM

"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

"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.

"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.