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

"Organizes orders so we can quickly get them shipped!"

What do you like best about Insightly CRM? We use Insightly CRM for managing orders. It makes it extremely easy to organize the orders coming in and get them out the door as fast as possible. My work would not be as organized without Insightly CRM. The reports are especially helpful to use in conjunction with Excel. What do you dislike about Insightly CRM? I personally haven't found any downsides. What problems is Insightly CRM solving and how is that benefiting you? Isnightly helps us ...

"Looking up information about the products we sell."

What do you like best about Insightly CRM? I like that I can sort through different filters to narrow down my search. What do you dislike about Insightly CRM? Once I have entered my Tracking information for shipping, it automatically disappears instead of asking if I am finished with the project. What problems is Insightly CRM solving and how is that benefiting you? NA

"Permit Coordinator"

What do you like best about Insightly CRM? How well sorted our projects are within the program. It is very easy to navigate and deal with. The program updates very fast and almost instantly; you see the different task completed. What do you dislike about Insightly CRM? In order to go back to a report you have to exit out from whatever page you are and pretty much start over to be able to pull same report again. this is also for any other report assigned to me. What problems is Insightly CRM ...

"Insightly is a great way to organize our business!"

What do you like best about Insightly CRM? I like that I can find any information super quickly. As an employee at a small business, to have Insightly as our hub for all information, files, contacts, and data is super helpful. What do you dislike about Insightly CRM? There isn't much I dislike about Insightly. I'd say my only dislike is when I download files, the files download with underscores in the titles. Other than that, there's not much to dislike. What problems is Insightly CRM ...

"Wokring in insightly has been a great help management our 150k customer data base!"

What do you like best about Insightly CRM? Being able to filter everything has been a great benefit. Whenever we need to customize something we have a work instructions that shows how to filter something down to what exactly you need. And it works! What do you dislike about Insightly CRM? The only downside of insightly is when we are trying to export data it is a little difficult. I have moved a few things to google sheets to make it readily available. What problems is Insightly CRM solving ...

"Multiple uses!"

What do you like best about Insightly CRM? WE've got so many uses for it, it is so helpful and great in many ways! What do you dislike about Insightly CRM? I wish that the integration with quickbooks was free it is kind of a bummer that its not! What problems is Insightly CRM solving and how is that benefiting you? it helps us keep all our contacts togetheri n one place - so helful

"I get so much done with this program"

What do you like best about Insightly CRM? The ability to sort and filter with ease. Creating new fields or changing is simple. My entire team seems everything we all do I can see my teams work What do you dislike about Insightly CRM? How to see old or dead projects. Once a project falls into a certain status it is really hard to re find it What problems is Insightly CRM solving and how is that benefiting you? Tracking status of job Seeing other departments work status updating cost and ...

"It is a lot more user friendly than SalesForce"

What do you like best about Insightly CRM? It is easy to use. I love the capabilities you can do with it to integrate with AutoCAD. What do you dislike about Insightly CRM? I dislike the fact that it can't have more fields inside of each custom object. What problems is Insightly CRM solving and how is that benefiting you? It is being able to utilize instead of having to use excel as embedded links within AutoCAD

"Easy to use and a great tool"

What do you like best about Insightly CRM? I like the fact that we can keep track of all of our projects in 1 place. What do you dislike about Insightly CRM? Sometimes there are issues with sorting the queries. What problems is Insightly CRM solving and how is that benefiting you? Insightly has many useful functions. I like that we can track any emails we send to clients or possible clients. All information is in 1 program.

"Insightly is a beast!"

What do you like best about Insightly CRM? It is robust and integrates well with other software tools. What do you dislike about Insightly CRM? Navigation between pages is slow to load and a bit clunky What problems is Insightly CRM solving and how is that benefiting you? Insightly has become the one stop shop for all employees to view project pages as the source-of-truth. It certainly increases productivity.