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

"Finally Getting Organized"

What do you like best about Insightly CRM? I appreciate that insightly offers the functionality to set repeating tasks. I don't have to worry if I've finished all of my quarterly tax projects or not because I get reminders with start dates and due dates. What do you dislike about Insightly CRM? I wish that you could set a date for a task to appear on your to-do list so it doesn't look like there is always 1000 things to do on the list. Recommendations to others considering Insightly ...

"Very good functionality even at the free level"

What do you like best about Insightly CRM? The Opportunities section within Insightly is robust and allows the addition of custom fields in a free account. For example, I wanted to note the referral source for each opportunity, so I created a custom field called "Referral Source." I also like the Insightly gmail widget, which allows me to add a new Opportunity (or Contact) straight from my G-Suite email. What do you dislike about Insightly CRM? I've been trying to figure out the workflows, ...

"CRM for Small Medium Business "

What do you like best about Insightly CRM? I like the cost - it's free! That's hard to beat. There is also lots of webinars available and good customer service to ask questions. What do you dislike about Insightly CRM? The systems has limitations when adding notes - it makes it very hard to search notes. It doesn't integrate with mail systems like iContact making it harder to track emails you are sending to customers and prospects. Recommendations to others considering Insightly CRM: Think ...

"Unsightly to Insightly"

What do you like best about Insightly CRM? Being able to see our database grow, funneling from our website. What do you dislike about Insightly CRM? No universal tagging during conversions from contacts, to leads, to companies, to projects What problems is Insightly CRM solving and how is that benefiting you? Better customer data management

"Basic but good for small businesses"

What do you like best about Insightly CRM? The feature I like the most about Insightly is how much you can customize it. Instead of having a specific process for using the application, you can create your own templates, pipelines, categories etc. This way it adapts to the different ways people work. I am also a fan of how you can link anything to anything (contact to business, or contact to opportunity for example). I also like how it's overall very easy to use. What do you dislike about ...

"Great CRM software"

What do you like best about Insightly CRM? Easy to use, this CRM is a powerhouse. Easily store emails, notes, leads, contacts and more. Sync google calendars. Apply tags. Build pipelines and activity sets. Set User Permissions. You can even allow automatic social media profiles to be found and added to all contacts. Easy to import contacts from another database. Syncs nicely with mailchimp. Customer service is fantastic. And to top it off, Insightly even offers a free trial. By far the best ...

"The world is filled with greener pastures"

What do you like best about Insightly CRM? It's simple and very easy to get started. Just avoid putting too much info into the system untill you're sure you can overcome its weaknesses. What do you dislike about Insightly CRM? It fails at many basic procedures. If you're searching for Benjamin James - and type in Ben James. Insightly can't find it. Looking for Jim, but you entered James into the database, he's lost forever. Good luck with hyphenated names! You'll never find them ...

"Best CRM for Small Business"

What do you like best about Insightly CRM? Tracks leads and projects through all the phases. What do you dislike about Insightly CRM? Doesn't scale to enterprise well or offer the ability for custom reports. Recommendations to others considering Insightly CRM: Great CRM for small business that is going to stay small. Go with Salesforce or others if you need scaling and customization. What problems is Insightly CRM solving and how is that benefiting you? Track leads and clients through all ...

"Great for Client Accounts and leads"

What do you like best about Insightly CRM? Easy to use and understand. We keep track of our client activity and leads with insightly. I love that it's so easy to record emails and import documents. What do you dislike about Insightly CRM? Constantly having to sign in even though I save my username and password. What problems is Insightly CRM solving and how is that benefiting you? Very beneficial for keeping track of client activity and emails. All contact information is organized and easy ...

"Solid CRM and helped us organize our workflow better"

What do you like best about Insightly CRM? It's easy to learn and our teams use Contacts, Organizations, Opportunities and Projects extensively. I personally use Tasks to organize top of mind initiatives. What do you dislike about Insightly CRM? We're finding it very difficult to remove bad data in an automated way. The contact data within our instance is likely 40% bad and I'd like the functionality to upload a string of email address to retire matching records. I have checked with ...