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

"Good intuative interface with generous onboarding support."

What do you like best about Insightly CRM? After reviewing many CRM products, I settled on Insightly as the best mix of features and affordability. It has a very straightforward user interface, allows for ample customization to accommodate our sales flow and business practices and has the added advantage of an incorporated project management module. I have nothing but good things to say about the customer service attention I have received and all of the great free onboarding help and ...

"Ok if Looking for Light CRM"

What do you like best about Insightly CRM? Pretty easy to navigate around the interface. Support is fast with responses. What do you dislike about Insightly CRM? This is marketed to small businesses (hence the low price point) but there are still features that require more technical expertise to set up, like email configuration. The major issue is if you don't set it up, 50% of your emails will go to Junk. Also some features missing that I wish were there -- insert fields other than name ...

"Coustomizable and usful CRM with development potentialities"

What do you like best about Insightly CRM? First I like the layout. Then I like that I can creat my own Piplines with Activity-Sets, to manage processes across team. I'm the only one in my section, so I need the help of my collegues to accomplish my missions. Then, also very important, I like the support insightly is offering. A direct and uncomplicated contact, fast and helfpful responses in a polite and likeable mannner. It's seems that the insightly team has a strong willing to improve ...

"Coustomizable and usful CRM with development potentialities"

What do you like best about Insightly CRM? First I like the layout. Then I like that I can creat my own Piplines with Activity-Sets, to manage processes across team. I'm the only one in my section, so I need the help of my collegues to accomplish my missions. Then, also very important, I like the support insightly is offering. A direct and uncomplicated contact, fast and helfpful responses in a polite and likeable mannner. It's seems that the insightly team has a strong willing to improve ...

"A strong CRM platform for early-stage, fast-growing startups"

What do you like best about Insightly CRM? Insightly has the advantage of not being focused exclusively on direct sales, and more generally on business relationship management. It is designed from the ground up to be intuitive and convenient. The tagging system and the ability to map the relationships between contacts (e.g., Contact A was referred by Contact B) is particularly helpful. The integration with Google Apps is also strong. What do you dislike about Insightly CRM? Insightly still ...

"Sports Car of the CRM world"

What do you like best about Insightly CRM? I like how Insightly knows what it is great for, workflow, project, and contact management. Insightly integrates seamlessly with other programs such as Google for work, Mailchimp, and many others. The feature that stores email sent through Google to my Insightly account contacts is priceless. Insightly is easy to navigate and quick to use, that is why I compare it to a sports car. Some CRMs (mac trucks) hold heftier functionality with finance and ...

"Great product with room to grow."

What do you like best about Insightly CRM? Automatic social media connections, pricing, simplicity in usage. We were using Salesforce before and it was too bloated for any of our users to enjoy. We only have a couple people involved in Sales, so we needed something that would be good for storing information about our clients and be less about managing a large sales team. Insightly does that well. What do you dislike about Insightly CRM? There are some customization options that could be ...

"Great for freelancers"

What do you like best about Insightly CRM? Easy to maintain my customer list, track projects, and record emails. I mostly use it to manage campaigns. What do you dislike about Insightly CRM? I'd like an easier way to track projects in progress--a visual way would be best. Right now, I use Trello for that, but I dislike having to switch from app to app. Also, maybe it's my network or maybe it's your databases, but it takes too long for each screen to refresh. Recommendations to others ...

"Feedback "

What do you like best about Insightly CRM? I like that i can Work on project management and CRM In One place I like That i can Integrare other Leading App such as google drive quickbooks I like that I can have access on the go on mobile I like that I can see all my tasks in one place based of importance priority and delivery date What do you dislike about Insightly CRM? i have honestly satisfied because when I have something to propose, they take in consideration ! Recommendations to others ...

"Insightly for grows with you"

What do you like best about Insightly CRM? We subscribed to Insightly on day 1 of our new business as we needed a contact management system that lived in the Google Apps eco-system. The ease of contact migration (from email systems) was a huge first step. Its speed allowed us to review our 'whole of team' contacts and cross reference what accounts we had the best overview and relationships in. We built our Go to market plan based upon those relationships and quickly named target accounts ...