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

"Would recommend"

What do you like best about Insightly CRM? I love how organized Insightly is compared to most platforms. What do you dislike about Insightly CRM? Sometimes we will submit jotforms that should go directly to insightly. They don't always go thorugh and we have to connect them to projects manually. What problems is Insightly CRM solving and how is that benefiting you? Insightly helps me keep all of my projects organized and where they are in the process. I love that we can create reports to ...

"Insightly is a Game Changer!"

What do you like best about Insightly CRM? I love the Customized Objects you can create! What do you dislike about Insightly CRM? The lag time we experience with updates. What problems is Insightly CRM solving and how is that benefiting you? Being able to track status of projects especialy through reports and customized objects

"Simple and straight to the point"

What do you like best about Insightly CRM? I liked the pipeline up above and the separate tabs in one view from top to bottom. I like how a lot of things are found in reports. What do you dislike about Insightly CRM? It could be a little technical if you are unfamiliar with what you are doing...sometimes there's different ways in doing the same thing and could seem confusing What problems is Insightly CRM solving and how is that benefiting you? Newer versions seem to be more simplified. I ...

"its very intuitive, when searching up a client."

What do you like best about Insightly CRM? was useful is the the bar status on client to find out where they stand on there project. What do you dislike about Insightly CRM? i think it would be the extra tabs its has should all be on one page What problems is Insightly CRM solving and how is that benefiting you? looking up s status on a clients status

"work in progress"

What do you like best about Insightly CRM? Clean presentation, Good color contrast makes it easy to see and read, and use. Specially if you are working long hours What do you dislike about Insightly CRM? Sometimes it takes too long to interact with other software. we use twilio for phone system, and somtimes corky. Should have a phone system module with call recording. some of the JOTforms can use some more combo boxes and dropdowns. What problems is Insightly CRM solving and how is that ...

"Easy to Navigate"

What do you like best about Insightly CRM? That is has enough folders to sort out each deparmtent into their each and own reports. I also like the scanning options when in-store. It is easy to navigate and train on. What do you dislike about Insightly CRM? The least helpful thing I have noticed or found was that there is no chat bubble or a technical person to contact easily unless going through another system. And the database could be organized a little better. What problems is Insightly ...

"Organized, insightful , slow"

What do you like best about Insightly CRM? I loved how organized insightly can be , you can really build it to look a certain way for the job needed. What do you dislike about Insightly CRM? The only downfall is certain lags that happen that you might need some information fast but instead we might have to wait between 30-1hr to get the information What problems is Insightly CRM solving and how is that benefiting you? I believe insightly is fixing the bugs and lags we might encounter. Once ...

"Reliable and consistent."

What do you like best about Insightly CRM? After getting a grasp on how to use it, it's been extremely consistent, any errors I've encountered are usually user based. What do you dislike about Insightly CRM? Difficult to learn and understand initially. What problems is Insightly CRM solving and how is that benefiting you? Understanding timelines of projects, providing effective communication to customers.

"great product for keeping up to date with client contacts"

What do you like best about Insightly CRM? Organizations information all in one space able to save emails as well. What do you dislike about Insightly CRM? More tips and tricks, they could have more pointers pop up. What problems is Insightly CRM solving and how is that benefiting you? Being able to log all customer data and contact in one spot and share with other employees

"Insightly - Making thousands of solar contracts flow easier"

What do you like best about Insightly CRM? One thing I love the most about Insightly CRM is how the projects are structured and how easy it is to find the information we need. We use Insightly for project management, timelines, and to track the status of any project. What do you dislike about Insightly CRM? What I do not like very much is the limited fields to have on a project page - even though it is easy to create "custom objects" that use pointers to point an info - I think that more ...