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

"An Affordable, Easy-to-Use, and Effective CRM"

What do you like best about Insightly CRM? Insightly is a great CRM for a small business. It's much more affordable than alternatives like Pitchbook or Salesforce. It's highly customizable for different businesses. For example, you can design your own sales pipeline that fits your business's standard operating procedures. It's also great for organizing all of your business contacts. By linking those contacts to each pipeline, you can quickly brush up on the background of the company before ...

"Intuitive and friendly"

What do you like best about Insightly CRM? I really enjoyed the user interface of Insightly. Was easy to navigate around the website, and getting information about each individual contact was convenient. Specifically, one of the features that proved to be invaluable was the tags feature. Was really cool to organize contacts by how I saw fit and not have to work within specific, sometimes rigid, criteria that may come with other CRM platforms. What do you dislike about Insightly CRM? Maybe ...

"This is the perfect solutions of any business to manage sales opportunities."

What do you like best about Insightly CRM? The analytics and reporting system is the part of this program that I like the best. It is well laid out and easy to read. We use this to compare month to month and the performance of our entire sales team. What do you dislike about Insightly CRM? The system can be a little buggy when it comes to the contact syncing. As well we have noticed it is a little buggy when it comes to the following of opportunities. The person who creates the opportunity ...

"Great CRM System"

What do you like best about Insightly CRM? I like the way that the emails can be linked to the contact / organisation and the history the system gives. The mail chimp integration is also great. What do you dislike about Insightly CRM? I am not a fan of the new layout, I do prefer the old version. The ease of contact duplication has caused issues for us. Recommendations to others considering Insightly CRM: If you are looking for a goods, simple CRM that is easy to use then this is the ...

"Great CRM System"

What do you like best about Insightly CRM? I like the way that the emails can be linked to the contact / organisation and the history the system gives. The mail chimp integration is also great. What do you dislike about Insightly CRM? I am not a fan of the new layout, I do prefer the old version. The ease of contact duplication has caused issues for us. Recommendations to others considering Insightly CRM: If you are looking for a goods, simple CRM that is easy to use then this is the ...

"Great tool for keeping track of tasks and projects"

What do you like best about Insightly CRM? Insightly is a great too that I use on a daily basis to organize tasks and keep track of projects. What do you dislike about Insightly CRM? I would like to edit and/or move tasks in groups rather than individually. Often times due dates change for multiple tasks, and it would be nice to change them all at once. What problems is Insightly CRM solving and how is that benefiting you? It's great for keeping organized with your current projects, and ...

"Insightly is a great tool for marketers!"

What do you like best about Insightly CRM? I like how easy the CRM is to navigate, and the accessibility of the mobile app. What do you dislike about Insightly CRM? I dislike that Insightly doesn't easily integrate with marketing programs (i.e. Marketo, etc.) Recommendations to others considering Insightly CRM: Request a demo from Insightly! Their team is very creative and flexible when it comes to meeting the CRM needs of your company. What problems is Insightly CRM solving and how is that ...

"Insightly is Reliable. "

What do you like best about Insightly CRM? I believe that Insightly is reliable. The amount of storage information that is available for this software is very useful. The constant 3-prong reminders are great to have. What do you dislike about Insightly CRM? I wish there was a constant reminder to update contacts. Because there is a large storage of information, information can easily be outdated without reminders. Recommendations to others considering Insightly CRM: I wish there was a ...

"Use for potential candidates and freelancer organization/database"

What do you like best about Insightly CRM? The organization and ease of finding records. What do you dislike about Insightly CRM? Sometimes it can be a tad clumsy but once you get used to it seems fine. What problems is Insightly CRM solving and how is that benefiting you? A new tool as a database for freelancers.

"Use for potential candidates and freelancer organization/database"

What do you like best about Insightly CRM? The organization and ease of finding records. What do you dislike about Insightly CRM? Sometimes it can be a tad clumsy but once you get used to it seems fine. What problems is Insightly CRM solving and how is that benefiting you? A new tool as a database for freelancers.