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

"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 ...

"Works good if you have the time to do a lot of data entry"

What do you like best about Insightly CRM? organizes my clients and can generate custom reports and lead sheets for sales What do you dislike about Insightly CRM? takes a lot of effort and time. Have to have someone to enter all the information. also, lead section is organized my persons name, cannot change that, would be better to be organized by company name since we don't always have a point of contact yet when we generate a business lead. Also easier to recognize the lead by company ...

"Solid sensible online solution but not as good as it claims"

What do you like best about Insightly CRM? Insightly lets me put everything in one place, so it is really easy to feel confident that my contact database is complete. It allows me to know who I have contacted when and about what so this is useful. What do you dislike about Insightly CRM? There are two things. Insightly does not actually give you a CRM workflow - you have to create that for yourself and put it on top. So it is not actually as intuitive as it could be. Second I had an ...

"It is a very easy and intuitive CRM"

What do you like best about Insightly CRM? Integrates with other solutions very quickly and easily What do you dislike about Insightly CRM? Don't has own generator of quotes and dashboard Recommendations to others considering Insightly CRM: It is important that they include a module that allows me to quote. What problems is Insightly CRM solving and how is that benefiting you? Give priority to businesses that are closer to win

"Insightly - great Salesforce alternative"

What do you like best about Insightly CRM? Insightly is a great alternative to Salesforce. It has most of the same functionality at a fraction of the price. The interface is clean and easy to get the hang of. We integrate Insightly with Slack so that notifications or updates get sent through Slack and notify the team. This is especially helpful for our management team. What do you dislike about Insightly CRM? The downside is that it does take a little getting used to, it's obviously not ...

"Solid CRM easy to use and can integrate into gmail and linkedin nav"

What do you like best about Insightly CRM? Integration into my gmail and linkedin accounts What do you dislike about Insightly CRM? emails are converted to contacts where I need them converted to leads. I manually change these to leads once a week. What problems is Insightly CRM solving and how is that benefiting you? Great way to easily create a sales process and flow. Reports are easy. Campaign emails are a great and easy feature.

"Very good starter CRM"

What do you like best about Insightly CRM? Has adequate features, even on the free tier. As a starting real estate agent, there are already enough costs we have to incur, so having a starter plan that would not cost any money at first was an important consideration. It was very easy to get started by importing CSVs of our existing contact lists. Customizable and flexible. For example, I can create custom lead sources to track ROI on my advertising methods. Tagging also allows categorization ...

"It's Good but it lacked what we needed"

What do you like best about Insightly CRM? I liked that it was simple to use at first. Easy to upload lists, as well. What do you dislike about Insightly CRM? Didn't track customers like we needed since it was higher ed and it needed to be admits. What problems is Insightly CRM solving and how is that benefiting you? it was supposed to keep us all looped in together, but it just didn't work out like we wanted it to.

"Great CRM for the price"

What do you like best about Insightly CRM? -easy interface -simple but effective companion app -merges well with other programs What do you dislike about Insightly CRM? -Having to attache a separate email address, usually in the BCC field to avoid possible confusion, so emails are bound to the correct account. I wish there was an auto-email comb extension. Recommendations to others considering Insightly CRM: Offers great value for the money. If you are looking for a CRM for small-medium ...

"Very user friendly"

What do you like best about Insightly CRM? The platform is easily configurable. Just watch the webinars and post on the message board if you have more questions. What do you dislike about Insightly CRM? Nothing bad just takes a little time to watch the webinars. Recommendations to others considering Insightly CRM: It's easy to use, just watch their webinars and you can configure 90% of the platform. What problems is Insightly CRM solving and how is that benefiting you? I needed a CRM, ...