Insightly Reviews in May 2025: User Ratings, Pros & Cons

"Easy to Use"

What do you like best about Insightly CRM? This was an easy to understand and easy to use CRM. What do you dislike about Insightly CRM? There's nothing about it that I didn't like. With any CRM, you need to actively input data into it to get out what you want. Recommendations to others considering Insightly CRM: Go for it! What problems is Insightly CRM solving and how is that benefiting you? It helped me to track my prospects and sales process.

"Easy to Use"

What do you like best about Insightly CRM? This was an easy to understand and easy to use CRM. What do you dislike about Insightly CRM? There's nothing about it that I didn't like. With any CRM, you need to actively input data into it to get out what you want. Recommendations to others considering Insightly CRM: Go for it! What problems is Insightly CRM solving and how is that benefiting you? It helped me to track my prospects and sales process.

"Great free platform"

What do you like best about Insightly CRM? For tracking calls and meetings, this is the best. It also has great company/contact connections. Easy to use and integrate. What do you dislike about Insightly CRM? I wish it had a kanban feature. It would also be helpful if there was a built in timer. What problems is Insightly CRM solving and how is that benefiting you? Tracking calls and meetings are easy to track with insightly!

"Communication and Organization Simplified"

What do you like best about Insightly CRM? It can serve as a singular place for all emails, documents, attachments, contact info, and more. Really great planning and organization software. What do you dislike about Insightly CRM? The interface could be a bit smoother/easier to navigate, but overall I am satisfied. What problems is Insightly CRM solving and how is that benefiting you? Cross-user project visibility, client communications, project portal.

"Absolutely excellent CRM however gets some basics wrong"

What do you like best about Insightly CRM? THe UX is very simple which promotes adoption, and core features are best in class for the price tag. The tag system and easy Zapier integration mean that advanced functionality can be achieved at a very reasonable price. Integration with Mailchimp is also a huge win. What do you dislike about Insightly CRM? No backup functionality or contact version history is a big one issue for me. There is a 'recycle bin' for deleted contacts or orgs, but it is ...

"Insightly for customer management"

What do you like best about Insightly CRM? Easy to keep track of different customers and automate emails. What do you dislike about Insightly CRM? I think it could be better organized with the different labels and customer groups. What problems is Insightly CRM solving and how is that benefiting you? Honestly, we don't use it as often as when we first started. For our small startup it was extremely useful in managing leads and cold contacts.

"Complete yet no-frills system. Simple enough for new users, good mobile app."

What do you like best about Insightly CRM? What I like best of Insightly is that it has many functions and you can easily "link" different items without any weird constraints other systems have. The web browser based interface is good, looks nice and is pretty responsive (fast). Lastly, I love the fact that they have an API for those who would like to use their own solution to access the data. What do you dislike about Insightly CRM? Even though I love Insightly and have used it for over 3 ...

"Friendly and Approachable CRM"

What do you like best about Insightly CRM? I like how easy it is to add new contacts and organize information. You can add custom fields easily. This is a pretty easy system to learn and train someone on, which is really nice. What do you dislike about Insightly CRM? It can be a little tricky to import databases and records in if your records are somewhat incomplete. I had a large list of records that was created by someone I outsourced the work to last Winter--this list didn't have ...

"Strong CRM Solutions"

What do you like best about Insightly CRM? There are many avenues to enter data in. You can customize how you use it - not just for sales, but also for operations processes. What do you dislike about Insightly CRM? Not as user friendly as I had hoped. Fine once you get used to it. It's so massive that there are lots of things to learn. I think I could utilize it even better if I took the time to view more training videos. What problems is Insightly CRM solving and how is that benefiting ...

"Insightly for pre-revenue startup"

What do you like best about Insightly CRM? I like how it is simple to use, but flexible enough to customize for different pipeline models What do you dislike about Insightly CRM? emailing into opportunities does not seem to work, or is difficult to do Recommendations to others considering Insightly CRM: try it out for free! What problems is Insightly CRM solving and how is that benefiting you? track opportunities and partners for a pre-revenue analytics startup.