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

"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.

"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 ...

"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 ...

"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

"Works as a CRM but interface is NOT intuitive"

What do you like best about Insightly CRM? Ability to customize colors. Functions as a CRM. What do you dislike about Insightly CRM? Confusing to use, big learning curve, just not great. Submits double contacts half the time. What problems is Insightly CRM solving and how is that benefiting you? SEO opportunities, upsells, follow up.

"Works as a CRM but interface is NOT intuitive"

What do you like best about Insightly CRM? Ability to customize colors. Functions as a CRM. What do you dislike about Insightly CRM? Confusing to use, big learning curve, just not great. Submits double contacts half the time. What problems is Insightly CRM solving and how is that benefiting you? SEO opportunities, upsells, follow up.

"Good tool for SMB"

What do you like best about Insightly CRM? The ability to create a rudimentary Sales funnel. What do you dislike about Insightly CRM? Must manually track all conversion from lead, contact and the stages of teh funnel. also their reporting technology is not built out enough to be useable. What problems is Insightly CRM solving and how is that benefiting you? trying to build a functioning sales organization with a many levels of experience from 10+ years to entry level.

"Works as a CRM but interface is NOT intuitive"

What do you like best about Insightly CRM? Ability to customize colors. Functions as a CRM. What do you dislike about Insightly CRM? Confusing to use, big learning curve, just not great. Submits double contacts half the time. What problems is Insightly CRM solving and how is that benefiting you? SEO opportunities, upsells, follow up.

"Insightly Review"

What do you like best about Insightly CRM? Easy to add conversations and save contacts right from my email conversation. What do you dislike about Insightly CRM? Disability to assign task to more than one individual unless they were part of a created "team". What problems is Insightly CRM solving and how is that benefiting you? Being able to set reminders of task with due dates.

"Insightly does what I need, and slightly more"

What do you like best about Insightly CRM? I use Insightly to manage contacts and email templates. Insightly is not a beautiful tool, but it does what I need fairly well. Adding and searching for contacts is easy. The email templates are nice, and Insightly reports delivery, open rate, and click rate statistics, which is essential. I don't use the tasks or projects tabs because I use dedicated tools that I am happy with. Insightly has iOS and Android apps, but I have not tried them ...