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

"Adequate CRM for small businesses"

What do you like best about Insightly CRM? Insightly allows our sales to project managers to accounting team all be on the same page with clients instead of sharing gmail contacts inefficiently and not cross-organizationally. Transitioning the opportunities to projects is really helpful for our company. We also like being able to link emails and upload our contract for each project. Assigning owners is helpful and we also use the tag feature to distinguish types of projects. What do you ...

"Great Product but Terrible Customer Support - as in NO phone support."

What do you like best about Insightly CRM? For the price, it at first appears that it's a pretty robust system. However, their support is terrible. Did you know that they do not allow phone calls? Try using e-mail for a complex problem and you spend hours going back and forth when a phone call would resolve it in 15 minutes. I hate companies that do that. I won't purchase it again after the subscription runs out. What do you dislike about Insightly CRM? Insightly's customer support is ...

"We *Heart* Insightly "

What do you like best about Insightly CRM? We like the Google Apps integration, Pipelines feature, and activity sets the most. I have tried several CRMs and keep coming back to Insightly. What do you dislike about Insightly CRM? Not much to dislike, however I would like better email features and not have have it limited, as far as scheduling them. What problems is Insightly CRM solving and how is that benefiting you? Solving the paperless and recurring projects issues. Paperless by being ...

"Super Efficient"

What do you like best about Insightly CRM? That I can assign tasks and keep track of notes and emails What do you dislike about Insightly CRM? not sure yet. WE still have to grow our business a bit more. Recommendations to others considering Insightly CRM: downloading the phone app is great for on the go. What problems is Insightly CRM solving and how is that benefiting you? working remotely, we can send each other tasks to take care of our clients

"Easy & convenient"

What do you like best about Insightly CRM? I love many features, one of them is the visual I get from connecting organizations to people as well as the tags, I love the tags! I love the task feature so much, I can't go through my day without it! It was very easy to get started, painless I would say. The initial transfer of information was very welcoming. Insightly has incredible customer service as well. I'm always impressed at the quick response I get when I have questions. What do you ...

"Play together: Insightly and Google Apps for Work for SMB and start-ups"

What do you like best about Insightly CRM? Google Apps for Work is not a CRM - but Insightly is! And we love it. Together with the collaboration and communication platform from Google it's best available solution for start-ups and SMB at the moment. What do you dislike about Insightly CRM? It's a SaaS solution. So I'm afraid I won't get all my preferred tiny customisations... but wait: I profit from a strong grass root community and continuous integration of new features. Maybe not that bad ...

"Easy & convenient"

What do you like best about Insightly CRM? I love many features, one of them is the visual I get from connecting organizations to people as well as the tags, I love the tags! I love the task feature so much, I can't go through my day without it! It was very easy to get started, painless I would say. The initial transfer of information was very welcoming. Insightly has incredible customer service as well. I'm always impressed at the quick response I get when I have questions. What do you ...

"Awesome CRM..."

What do you like best about Insightly CRM? Insightly is very easy to setup for a small and startup business that doesn't know too much on how to work a CRM. What do you dislike about Insightly CRM? Some part of Insightly can be a bit technical, but there is always help in their forums... Recommendations to others considering Insightly CRM: Insightly is great for small to medium business. Even more so for Startups - Their free program is great for startups! What problems is Insightly CRM ...

"Insightly CRM Review"

What do you like best about Insightly CRM? Google Apps integration and Fee of Charge initial plan. What do you dislike about Insightly CRM? The mobile app feels a little clunky at times. Recommendations to others considering Insightly CRM: Watch the excellent tutorials available. They are short and concise and get you started easily. Don't get too concerned that you can break anything. The platform is very robust and it's easy to delete anything you don't like. What problems is Insightly ...

"Excellent choice for a CRM - Many features. Affordable. Built for it's users-through it's community"

What do you like best about Insightly CRM? I have used a few CRM's before Insightly and find this one to be the best. Insightly has many great features and benefits and priced to meet the needs of small busineses. They focus on building their product based on the needs of it's users through their on-line community. Their support team is nothing short of excellent. My favorite feature is the ability to link contacts, opportunities, tasks, projects and organizations. Link docuemnts to your ...