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

"Great for organizing your customer interaction!!!"

What do you like best about Insightly CRM? I loved being able to save emails and all other forms of contact to the customer information card. It made it easy to reference certain conversations when talking to a customer or planning their events. What do you dislike about Insightly CRM? I had very little dislikes with the program. We are just a smaller company and it seemed too big of an expense for a business of our size. As we get larger, I would love to reinvest in it! What problems is ...

"Awesome CRM option for the right price"

What do you like best about Insightly CRM? I don't have robust CRM needs. Just want to be able to keep a log of clients, and make notes on our interactions. Insightly totally gets the job done and is free for what I need. Amazing! Recommend it all the time. What do you dislike about Insightly CRM? It's not really a dislike, but I would like to integrate more Gmail emails (add them to client records). This is limited on the free version. Someday might pay more for that ...

"Great Stuff"

What do you like best about Insightly CRM? Insightly allows us to stay organized and keep our sales/marketing pipelines in sync with our production team. What do you dislike about Insightly CRM? I wish there were more convenient integrations. What problems is Insightly CRM solving and how is that benefiting you? We are solving issues of organization that are so crucial to scaling any business.

"Great Stuff"

What do you like best about Insightly CRM? Insightly allows us to stay organized and keep our sales/marketing pipelines in sync with our production team. What do you dislike about Insightly CRM? I wish there were more convenient integrations. What problems is Insightly CRM solving and how is that benefiting you? We are solving issues of organization that are so crucial to scaling any business.

"Awesome CRM option for the right price"

What do you like best about Insightly CRM? I don't have robust CRM needs. Just want to be able to keep a log of clients, and make notes on our interactions. Insightly totally gets the job done and is free for what I need. Amazing! Recommend it all the time. What do you dislike about Insightly CRM? It's not really a dislike, but I would like to integrate more Gmail emails (add them to client records). This is limited on the free version. Someday might pay more for that ...

"Using a CRM package to change an old established industry practice"

What do you like best about Insightly CRM? It is a easy, intuitive package that seems that it was developed for the Real Estate industry. What do you dislike about Insightly CRM? Not being able to edit some features using my cell phone Recommendations to others considering Insightly CRM: It is so simple to use. But remember, the data requires to be continually updated When you first install a CRM program, you drive the processes. Once the program is up and running, it drives the way you ...

"Simple to use but with all the complex features you need"

What do you like best about Insightly CRM? The connectivity of insightly records is a huge benefit. The real world works in strange circular ways, and the flexibility to tag any contact, project, opportunity, organisation etc on to a record is extremely valuable. What do you dislike about Insightly CRM? Sometimes Insightly can be too clever for its own good; creating records from email addresses is one example, where existing organisations or people can be duplicated because they use an ...

"Big IT for small companies"

What do you like best about Insightly CRM? Simply to use, good Outlook integration, low price. Very flexible and customisable. What do you dislike about Insightly CRM? Bad Exchange integration, calendar events are a bit clunky and unreliable. Recommendations to others considering Insightly CRM: Just do it now. Today. What problems is Insightly CRM solving and how is that benefiting you? Linking accounting (e.g. Xero) marketing (e.g. Mailchimp) and email systems together used to be really ...

"Staying organized with Insightly"

What do you like best about Insightly CRM? The ease of use. When I enter a new client record it is very easy to do. What do you dislike about Insightly CRM? I would prefer if I would be able to get telephone support. Recommendations to others considering Insightly CRM: I would highly recommend Insightly because of its ease of use. Prior to Insightly I used Microsoft CRM and did not like it at all. It was very cumbersome to do one task. What problems is Insightly CRM solving and how is that ...

"Simple to use but with all the complex features you need"

What do you like best about Insightly CRM? The connectivity of insightly records is a huge benefit. The real world works in strange circular ways, and the flexibility to tag any contact, project, opportunity, organisation etc on to a record is extremely valuable. What do you dislike about Insightly CRM? Sometimes Insightly can be too clever for its own good; creating records from email addresses is one example, where existing organisations or people can be duplicated because they use an ...