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

"Insightly CRM for the common man"

What do you like best about Insightly CRM? Ease of navigation and cloud based content. It is seamless from my tablet to my phone to my laptop. What do you dislike about Insightly CRM? Sometimes it runs a bit slow. There are times when my copies into insightly take some time to show up. What problems is Insightly CRM solving and how is that benefiting you? Keeping track of prospects and clients, and the ensuing communications with them. Keeping files sorted and pdf versions of many highly ...

"Extremely customizable cost effective powerhouse solution. "

What do you like best about Insightly CRM? While its considered a CRM the real power comes from its ability to incorporate project management. As time goes on, there becomes a wealth of knowledge as you begin to see past clients, transactions and connections form. What do you dislike about Insightly CRM? The only feature I do not like is that it does not allow for email aliases which defeats the email portion of the CRM. What problems is Insightly CRM solving and how is that benefiting ...

"Great for Small Business! "

What do you like best about Insightly CRM? Very easy to use and a lot of features available to expand. It keeps us organized and everyone can see what is happening at anytime. They have a mobile app which is great for on the go. A lot of times I am out in the field and need to get ahold of a customer and the CRM on the mobile app is great and very easy to use. What do you dislike about Insightly CRM? Don't really have anything we disliked. It worked for what we need it to work ...

"Great low cost CRM for small business users"

What do you like best about Insightly CRM? Very easy to use and meets the challenging requirements and limited budgets of small business. What do you dislike about Insightly CRM? I dislike the limitations to the free edition and would like to see more flexibility there. What problems is Insightly CRM solving and how is that benefiting you? Manage leads, sales & projects. Analytics and reporting as well as managing customer life cycle.

"Insightly Review"

What do you like best about Insightly CRM? Areas for all business management - leads, opportunities, projects. What do you dislike about Insightly CRM? Manual entry of everything. Manual clicking through to change pipeline stages rather than just clicking on the pipeline bar itself. Recommendations to others considering Insightly CRM: Link emails, it's a great feature! What problems is Insightly CRM solving and how is that benefiting you? Streamlining sales process. Organization

"Insightly has been streamline process to come together with my team and produce results."

What do you like best about Insightly CRM? I like that I am able to share information seamlessly with my team. I am able to task information to others, share notes, and collaborate to complete projects. What do you dislike about Insightly CRM? The home page is slightly skewed. For new users, it is a bit overwhelming. What problems is Insightly CRM solving and how is that benefiting you? We are collaborating on a short term project for an insurance company-- we are looking to solve data ...

"An Outstanding Product"

What do you like best about Insightly CRM? Seemless integration with GMail client. Solid Mobile Android app that allows full access to records. Very strong free-form tagging and linking system. Social media integration with client records. Reasonable opportunity management. What do you dislike about Insightly CRM? E-mail from customer record not really fully developed. Cloning and copying of data is not permitted in all record categories. Relationships could be better represented. Output of ...

"Insightly review "

What do you like best about Insightly CRM? I mainly use the task and project management tools What do you dislike about Insightly CRM? It's another separate site to go to when I've already got so many What problems is Insightly CRM solving and how is that benefiting you? Task & project management/delegation

"A simple yet powerful CRM"

What do you like best about Insightly CRM? We have been using Insightly for a couple of years now and are very happy with it's functionality. It is clearly laid out and easy to understand which makes it a good choice for young organizations who may be using a CRM for the first time. What do you dislike about Insightly CRM? It is lacking in visual drivers - would like it to be easier to view progress at a glance at the group and individual level What problems is Insightly CRM solving and how ...

"Interesting Insightly Interactions"

What do you like best about Insightly CRM? For newly starting or very small business use Insightly is a good option. It is definitely a good place to start with people who are not overly familiar with using a CRM to bring all of the client information to one location and are looking for an inexpensive and simple CRM solution. What do you dislike about Insightly CRM? It does not feel very intuitive and I found it to be rather limiting when I am used other CRMs. To the rest of the members of ...