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

"My experience with Insightly has been positive and rewarding."

What do you like best about Insightly CRM? I like the ease of use of the product. Simple user interface makes data entry simple and efficient. What do you dislike about Insightly CRM? Need more in depth search and reporting features. What problems is Insightly CRM solving and how is that benefiting you? Maintaining a pipeline for opportunities with specific tasks tracked for reaching sales goals.

"Boring CRM management made smart "

What do you like best about Insightly CRM? Usability, google-like kind of experience What do you dislike about Insightly CRM? The fact that leads are not complemented with data coming from social networks Recommendations to others considering Insightly CRM: I love the capability to synch data from mail forwarding to the CRM, organizing a lot of useful info for contacts/companies/opportunities What problems is Insightly CRM solving and how is that benefiting you? As a growth hacker of a ...

"Very solid out-of-the-box CRM, although I have some trouble with the reporting. "

What do you like best about Insightly CRM? 1. Support is great. I've had a few issues figuring things out and they always respond promptly, even for more advanced questions like how to automatically feed leads into the CRM using Zapier. Also their youtube series is great for training and saves me from having to send them a bunch of questions. 2. It's easy to use and doesn't require you to hire a third party consultant for exorbitant rates (cough..salesforce...cough) 3. Pipeline management ...

"Very helpful tool in keeping day-to-day and long term business organized."

What do you like best about Insightly CRM? The best feature of insightly is the ability to keep track of opportunities and convert them to projects once they have become approved or a sale is made. This is a great feature because it tracks the life-cycle of an opportunity to fulfillment, and keeps all relevant documents, tasks, and notes linked together for accessibility. Also, an awesome feature is the visual of the stages of the pipeline. What do you dislike about Insightly CRM? My only ...

"non threatening way to take a bug step with your business"

What do you like best about Insightly CRM? Covers all the most needed features in a non complicated, usable way. Easy to learn. Make a difference to your business without a very large investment in cash and time. Low risk. What do you dislike about Insightly CRM? Can get caught out with fees. They automatically increase when you add a new user, and do not decrease when you remove one (credit is applied to your account instead). So you need to be careful while still in the "discovery" phase. ...

"Good looking, flexible CRM system, but lacking some basics"

What do you like best about Insightly CRM? One of Insightly's standout features is that it has the flexibility to associate any item with any other item. For example, you can associate a contact to more than one organization, associate contacts with each other, associate a task or note to more than one contact, project, or opportunity, etc. Other unique and powerful features are custom pipelines and custom activity sets. You can create multiple pipelines which can be assigned to different ...

"Great CRM for a growing business"

What do you like best about Insightly CRM? I really appreciate how easy it is the easy integration with email communication of this software. The ability to add contacts in the CRM straight from their email is fantastic. What do you dislike about Insightly CRM? Not anything to dislike, as far as I have used this software. Recommendations to others considering Insightly CRM: Try the free trial for two users and give it a go. I think you will like it! What problems is Insightly CRM solving ...

"I found it to be too time consuming - too many duplicates"

What do you like best about Insightly CRM? good pricing model, easy to use overall What do you dislike about Insightly CRM? it took them quite sometime to roll out leads as a contact database; that should be intuitive too many duplicate records created Recommendations to others considering Insightly CRM: over-all Insightly needs to be used by dedicated personnel - otherwise it becomes irrelevant there really isn't a CRM that I have used that solves the problem for very small teams and too ...

"I found it to be too time consuming - too many duplicates"

What do you like best about Insightly CRM? good pricing model, easy to use overall What do you dislike about Insightly CRM? it took them quite sometime to roll out leads as a contact database; that should be intuitive too many duplicate records created Recommendations to others considering Insightly CRM: over-all Insightly needs to be used by dedicated personnel - otherwise it becomes irrelevant there really isn't a CRM that I have used that solves the problem for very small teams and too ...

"I found it to be too time consuming - too many duplicates"

What do you like best about Insightly CRM? good pricing model, easy to use overall What do you dislike about Insightly CRM? it took them quite sometime to roll out leads as a contact database; that should be intuitive too many duplicate records created Recommendations to others considering Insightly CRM: over-all Insightly needs to be used by dedicated personnel - otherwise it becomes irrelevant there really isn't a CRM that I have used that solves the problem for very small teams and too ...