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

"Great value CRM"

What do you like best about Insightly CRM? I appreciate how easy it is to organize your leads and contacts and the customization of the tasking requirements you can apply to these sources. What do you dislike about Insightly CRM? I find that the gmail extension feature definitely has some misses and through Murphy's Law it always happens on that 1 email you want to refer back to down the road. What problems is Insightly CRM solving and how is that benefiting you? Insightly has allowed me to ...

"Insightly Review"

What do you like best about Insightly CRM? -Layout is easy to navigate. -Email and project management integration. What do you dislike about Insightly CRM? --Nothing...good features for what I need. Recommendations to others considering Insightly CRM: Good product that can serve as a "one stop shop" for your needs. It certainly serves that purpose for me. Helps me stay focused and on top of all of my projects. What problems is Insightly CRM solving and how is that benefiting you? -Sales - ...

"a Basic CRM that can be greatly improved"

What do you like best about Insightly CRM? That I can manage Projects from the insightly platform What do you dislike about Insightly CRM? That You can not import a current google calendar to be managed from within insightly. Recommendations to others considering Insightly CRM: Do more research before committing to insightly. Chances are you WILL find a program that has the features you need in better quality. Pay the little extra for the features you want instead of trying to build a ...

"Cloud CRM for start-up business"

What do you like best about Insightly CRM? Simple to use, low cost CRM solution. If your needs are simple this could be an option. What do you dislike about Insightly CRM? Not very feature rich. Not easy to tailor. Recommendations to others considering Insightly CRM: It is basic, but simple to setup and use, and cost effective. If your needs are just for basic CRM then it could be a good option. If you want lots and features and tight integration with other software you probably want to ...

"Simple to use but feature-rich CRM solution"

What do you like best about Insightly CRM? Very simple to set up and use all the main features with minimal training or guidance. Insightly provides each user with a unique email address that you can BCC to all sales correspondence which then automatically appends to the Contact info in Insightly. What do you dislike about Insightly CRM? A little fiddles to view Contacts and Organization all in one place - a little disjointed. What problems is Insightly CRM solving and how is that ...

"Cloud CRM for start-up business"

What do you like best about Insightly CRM? Simple to use, low cost CRM solution. If your needs are simple this could be an option. What do you dislike about Insightly CRM? Not very feature rich. Not easy to tailor. Recommendations to others considering Insightly CRM: It is basic, but simple to setup and use, and cost effective. If your needs are just for basic CRM then it could be a good option. If you want lots and features and tight integration with other software you probably want to ...

"Cloud CRM for start-up business"

What do you like best about Insightly CRM? Simple to use, low cost CRM solution. If your needs are simple this could be an option. What do you dislike about Insightly CRM? Not very feature rich. Not easy to tailor. Recommendations to others considering Insightly CRM: It is basic, but simple to setup and use, and cost effective. If your needs are just for basic CRM then it could be a good option. If you want lots and features and tight integration with other software you probably want to ...

"excellent resource for multiple uses cases"

What do you like best about Insightly CRM? From the contact integration and side bar extension with Gmail to the ability to create Tasks, Activity Sets, and Projects to manage existing client relationships an develop systematic courses of action for new clients Insightly is a very well rounded CRM / Practice management tool. From Leads to Opportunities and in finally Customers the tools gives you the ability to track the client relationship from start through he entire engagement. What do ...

"Insight Granted! "

What do you like best about Insightly CRM? Super. Sleek. Intelligent. Cheap. I'm a big fan of Salesforce.com but was recently pushed into giving insightly a try. Most companies will offer a CRM solution with too many unnecessary bells and whistles that I feel are used to simply increase the price. Insightly offers something very clean and intelligent without the fluff. What do you dislike about Insightly CRM? The support model is slow and cumbersome. Email only support and only available on ...

"The best CRM for small businesses"

What do you like best about Insightly CRM? I like the integration ability the best. I like how I can easily save emails from my Outlook, upload notes from my Evernote, and transfer customers into my Quickbooks Online. What do you dislike about Insightly CRM? Sometimes the built-in tools for Outlook don't work. Recommendations to others considering Insightly CRM: It's even better if your company uses Google Apps. What problems is Insightly CRM solving and how is that benefiting you? I love ...