9.3
SpotScore

Insightly Reviews in July 2026: User Ratings, Pros & Cons
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Insightly Reviews & Ratings
Spotsaas Editor’s POV
Insightly CRM stands out as a user-friendly and customizable platform for businesses aiming to improve sales processes and centralize customer data. Its strengths lie in its adaptability to various organizational needs, offering features such as pipeline tracking, task automation, and contact management. Users appreciate its ability to seamlessly integrate with ...Read more
Insightly pros and cons
Insightly helps manage contacts, leads, deals, and opportunities, offering a unified platform for sales and marketing teams.
The built-in real-time messaging feature makes collaboration easy, keeping teams aligned on deals and client communications.
Insightly syncs with Outlook and Gmail, simplifying the process of organizing contacts and tracking communications.
The clean interface makes it easy for teams to adapt quickly and start using the platform effectively.
While useful for basic CRM tasks, Insightly's reporting tools could be more capable for advanced analytics.
The mobile app doesn't offer the same range of features as the desktop version, which could limit productivity on the go.
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Showing 721-730 out of 877
AU
Anonymous User
09/21/17
"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.
AU
Anonymous User
09/21/17
"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.
AU
Anonymous User
09/13/17
"User-friendly and flexible"
What do you like best about Insightly CRM? Have been using Insightly for about two years. The best feature is that almost everything is customizable and it is intuitive to figure out. What do you dislike about Insightly CRM? Worst thing is that leads cannot be connected to organizations. They are only connected to contacts. You should be able to convert a lead to an opportunity. Not possible in their current set up. Recommendations to others considering Insightly CRM: Good for relatively ...
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BG
Brian G
09/05/17
"Excellent CRM"
What do you like best about Insightly CRM? Support and functionality. Team was extremely helpful. What do you dislike about Insightly CRM? N/A. Can't say that I have any concerns at this point What problems is Insightly CRM solving and how is that benefiting you? CRM needed at a non-Salesforce price point
BG
Brian G
09/05/17
"Excellent CRM"
What do you like best about Insightly CRM? Support and functionality. Team was extremely helpful. What do you dislike about Insightly CRM? N/A. Can't say that I have any concerns at this point What problems is Insightly CRM solving and how is that benefiting you? CRM needed at a non-Salesforce price point
AB
Anna B
09/05/17
"It's easy to use"
What do you like best about Insightly CRM? It is simple to navigate and keeps all my info central What do you dislike about Insightly CRM? Its yet another app i have to use, I have to much already! What problems is Insightly CRM solving and how is that benefiting you? keeps my contacts centralized
AU
Anonymous User
08/31/17
"Great Tool... Super Compatible with G Suite"
What do you like best about Insightly CRM? This tool is so compatible with Gsuite and so easy to use it really makes keeping track of clients and projects a breeze. What do you dislike about Insightly CRM? Sometimes it syncs into other gmail accounts. Recommendations to others considering Insightly CRM: Give it a shot! There is a free trial so why not What problems is Insightly CRM solving and how is that benefiting you? Sales, lead nurturing, projects - marketing/sales
AU
Anonymous User
08/25/17
"Great Small Business CRM"
What do you like best about Insightly CRM? Ease of use, reporting and overall flow of lead to project What do you dislike about Insightly CRM? Additional project management functionality would be helpful Recommendations to others considering Insightly CRM: If you are looking for an easy to use, feature rich small business CRM, Insightly is use. What problems is Insightly CRM solving and how is that benefiting you? Sales and Project tracking, monthly reporting on opportunities, completed ...
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AJ
Andrew J
08/15/17
"Easy to use!"
What do you like best about Insightly CRM? It's like a never ending possibility of systems to use. Anything you want to do can be accomplished by the software or another software owned by the same company. What do you dislike about Insightly CRM? It can feel a little overwhelming getting everything setup and figuring out where to get started. Recommendations to others considering Insightly CRM: Make sure you get it setup right the first time! What problems is Insightly CRM solving and how ...
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AU
Anonymous User
08/13/17
"Insightly for SOHO business"
What do you like best about Insightly CRM? It is very intuitive and easy to use tool that complements daily use of Gmail for business purposes. What do you dislike about Insightly CRM? Insightly add-on keeps popping up at the bootm of each received e-mail on Gmail regarding Freshdesk plugin and I cannot understand if the recipient on the other side might see this as well. Recommendations to others considering Insightly CRM: Definitely consider this solution if your company is operating in ...
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].