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

"Easy to use"

What do you like best about Insightly CRM? Insightly allows me to keep all my contacts and tasks organized. I receive email alerts when I have tasks due and the set-up was simple. What do you dislike about Insightly CRM? When a task is assigned to me I can't add a reminder. It would be great if this could be added. Recommendations to others considering Insightly CRM: Make sure to watch a few tutorials before implementing. It's pretty simple but knowing a few of the tricks makes it even ...

"Feature Rich"

What do you like best about Insightly CRM? Easy to navigate and has a lot of features that are worthwhile. What do you dislike about Insightly CRM? It lacks a large amount of connectivity to other platforms. Namely connectivity to Outlook. What problems is Insightly CRM solving and how is that benefiting you? Customer management and logging of calls/meetings/contacts. Better visualization of visits etc.

"Great CRM for Small Businesses"

What do you like best about Insightly CRM? Intuitive, easy to use interface. A decent level of customization available and good canned reporting options. What do you dislike about Insightly CRM? There really isn't anything I dislike about Insightly as a CRM. What problems is Insightly CRM solving and how is that benefiting you? Keeping track of clients and prospects and associated tasks/info to increase organizational efficiency.

"Very helpful sales and organizational platform"

What do you like best about Insightly CRM? It's easy to use, great free version, can import/export excel contacts spreadsheet, set us reminders, pipelines etc.. What do you dislike about Insightly CRM? there really wasn't anything that I didn't like Recommendations to others considering Insightly CRM: you can try it for free and it's very useful, so I recommend that you try it What problems is Insightly CRM solving and how is that benefiting you? helping the bosses see where we are in sales ...

"We love Insighly"

What do you like best about Insightly CRM? We really like how easy it is to use and manage Insighly. The company is very easy to work with as well. What do you dislike about Insightly CRM? I wish that communication from the company was a little better. I understand they are growing, but sometimes important info slips through the cracks. Recommendations to others considering Insightly CRM: Super easy to use and work with. What problems is Insightly CRM solving and how is that benefiting ...

"We love Insighly"

What do you like best about Insightly CRM? We really like how easy it is to use and manage Insighly. The company is very easy to work with as well. What do you dislike about Insightly CRM? I wish that communication from the company was a little better. I understand they are growing, but sometimes important info slips through the cracks. Recommendations to others considering Insightly CRM: Super easy to use and work with. What problems is Insightly CRM solving and how is that benefiting ...

"Complex System that Takes Time to Learn"

What do you like best about Insightly CRM? I love the layout of Insightly, I can see where emails are or where we are at on a project. Also, emails CAN be linked to one another and projects to know where communication is. Additionally, I appreciated how I could create our own work flows and visually see the progress. This was handy to quick take a look at what needed to be done next. What do you dislike about Insightly CRM? I believe Insightly would be great but there are so many layers to ...

"Insightly Review"

What do you like best about Insightly CRM? Insightly easily allows me to easily organize and manage my customers and has helped greatly streamline my sales process. The tasking system is easy and quick to use and, as a sales rep that works with many new customers on a daily basis, adding new contacts is a breeze. What do you dislike about Insightly CRM? I dislike being forced to have separate contacts for the organization and those who work at the organization. Also, an update that was ...

"Insighlty Insight"

What do you like best about Insightly CRM? Easy to navigate from task to task. Love that it puts everything in a chronological order so that I can see what needs to be done and whats coming up. What do you dislike about Insightly CRM? I do have some issues sometimes with the program being slow. What problems is Insightly CRM solving and how is that benefiting you? I am able to work closely with my boss to know exactly where we are in a transaction and it helps to keep our sphere up to date.

"Great CRM for small businesses and non profit organisations"

What do you like best about Insightly CRM? Insightly has all the features of a standard CRM for businesses and non profit organisations. It allows to track leads, client journeys, report on activity and money made. What do you dislike about Insightly CRM? It takes a bit of time at first to find a way around it. Especially for someone who has not used that many customer relations management systems in the past. Recommendations to others considering Insightly CRM: Make sure that you think ...