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

"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 ...

"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 ...

"Productivity Super-Powered"

What do you like best about Insightly CRM? The automation - I foward an email to insightly and the rest is taken care of. If the contact doesn't exist, they are created. If the company doesn't exist, it is created. Everything is linked together - so it is always at your fingertips. What do you dislike about Insightly CRM? At this point, nothing. I'm fairly new to the software (a few months), but am loving how it works. I need to better explore time tracking within Insightly. As a CPA, this ...

"Incredible customer management !!"

What do you like best about Insightly CRM? I love your integrations and features, the facilities with which I have to carry out actions that were once rather boring. I love Insightly !!! What do you dislike about Insightly CRM? I miss the "html" editor in email templates .. What problems is Insightly CRM solving and how is that benefiting you? I solved many problems of contact management, projects and tasks.

"Using Insightly for Inside Sales"

What do you like best about Insightly CRM? Being able to track progress and see the connections within contacts and organizations. What do you dislike about Insightly CRM? It takes too many steps to do anything on Insightly. I feel like it could be much more streamlined and have a cleaner look. Recommendations to others considering Insightly CRM: This is a great tool for a small company, if your team is larger I would consider a different tool. It is great for integrating all of your google ...

"Workflow of leads and organizational organization"

What do you like best about Insightly CRM? The ability to email out and see some of the metrics of the emails and insightly capture info when you input it in. The administrative tools are very simple and straight forward as well. What do you dislike about Insightly CRM? One of the things that has troubled me the most is the way leads are represented in Insightly. I understand the workflow is supposed to operate, but why don't leads exist under the organizational level? Or at least have the ...

"excellent service and product"

What do you like best about Insightly CRM? Love being able to use it to track my leads, convert them into potential sales, track where they`re at in our sales process and then continue on with project management once they sign off on their quote. The activity sets allow us to keep track of everything efficiently and pipelines give us a snapshot instantly of where we`re at and what we`re waiting on to proceed to the next step. What do you dislike about Insightly CRM? I dislike that when I ...

"Insightly - for everyone"

What do you like best about Insightly CRM? Very easy to set-up, navagate & customize. Very user friendly What do you dislike about Insightly CRM? I would love to be able to customize a bit more Recommendations to others considering Insightly CRM: NA What problems is Insightly CRM solving and how is that benefiting you? We are growing and having growing pains

"Operations"

What do you like best about Insightly CRM? Easy to use. Love that it has a phone app. What do you dislike about Insightly CRM? Cannot print to do list. Lots of clicking through screens to make changes to existing information. Recommendations to others considering Insightly CRM: Ability to print to do lists What problems is Insightly CRM solving and how is that benefiting you? Prospect database Great way to store call notes and follow-up date.