9.3
SpotScore
Insightly Reviews in July 2026: User Ratings, Pros & Cons
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Insightly Reviews & Ratings
Spotsaas Editor’s POV
Insightly CRM stands out as a user-friendly and customizable platform for businesses aiming to improve sales processes and centralize customer data. Its strengths lie in its adaptability to various organizational needs, offering features such as pipeline tracking, task automation, and contact management. Users appreciate its ability to seamlessly integrate with ...Read more
Insightly pros and cons
Insightly helps manage contacts, leads, deals, and opportunities, offering a unified platform for sales and marketing teams.
The built-in real-time messaging feature makes collaboration easy, keeping teams aligned on deals and client communications.
Insightly syncs with Outlook and Gmail, simplifying the process of organizing contacts and tracking communications.
The clean interface makes it easy for teams to adapt quickly and start using the platform effectively.
While useful for basic CRM tasks, Insightly's reporting tools could be more capable for advanced analytics.
The mobile app doesn't offer the same range of features as the desktop version, which could limit productivity on the go.
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SM
Sarbajoy M
02/25/15
"Definitely Recommending Insightly for Small Businesses"
What do you like best about Insightly CRM? It is free and it can automatically load a lot of information about your clientele based on email address. So for example I had to send an email to a new potential sponsor, and stored the name and email of the point of contact on Insightly. Soon enough, Insightly automatically uploads social media profiles, position and other details about the client. What do you dislike about Insightly CRM? Sometimes the CRM website is not intuitive enough. For ...
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AU
Anonymous User
06/10/14
"Good so far"
What do you like best about Insightly CRM? Simple UI, easy to use and free, integrates with Google apps for business What do you dislike about Insightly CRM? Pipeline forecasting is not as intuitive as it could be. What problems is Insightly CRM solving and how is that benefiting you? Simple sales forecasting and tracking, sharing of contact informaiton
JH
Joseph H
03/12/14
"CRM for Small Business Done Right "
What do you like best about Insightly CRM? Ability to import contacts, add users and set up an organizational flow. What do you dislike about Insightly CRM? Only thing that is a dislike is the visibility options for those outside of an organization. Recommendations to others considering Insightly CRM: It's a "lite" CRM for small businesses, user friendly, and easy to set up. Worth the trial and if needed to upgrade capabilities are in place. What problems is Insightly CRM solving and how is ...
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AU
Anonymous User
08/20/13
"Great CRM, nice interface, easy to use for the novice and flexible enough for the Pro. Highly Recomm"
What do you like best about Insightly CRM? great UI What do you dislike about Insightly CRM? nothing like it, Great CRM, nice interface, easy to use for the novice and flexible enough for the Pro. Highly Recommended! SHIRT ME Recommendations to others considering Insightly CRM: It's good
VS
Vladyslav S
08/02/13
"a basic and inexpensive CRM tool"
What do you like best about Insightly CRM? Gmail and other email add-ons integrate email text with the database well enough What do you dislike about Insightly CRM? Since Insightly is browser-based, it can be slow. User interface is a little crude and company, contact records do not show meaningful information in lists - you need to explicitly filter to see the data you want. Tagging feature is nice, and it makes up for generally rudimentary controls otherwise. Recommendations to others ...
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RK
Ruban K
07/23/13
"A simple CRM for SMBs (only)"
What do you like best about Insightly CRM? Add opportunity => add task => create organizations => add contacts => create projects => set pipe lines => synchronize emails is what Insightly can do for you. It looks very simple at first. I tried Insightly for Google apps and hence the Google integration was a must and it was available. I imported my business contacts from Google in one click. What do you dislike about Insightly CRM? Sometimes, it's very slow to add a pipe line. UI needs a ...
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AW
Alex W
01/10/13
"Great for Small business"
What do you like best about Insightly CRM? Insightly is an amazing tool for small businesses for CRm and project management. The idea behind Insightly was mainly for Google Apps to give powerful tools for communication and collaborations. What do you dislike about Insightly CRM? I wonder how this compares to a more enterprise CRm tool Recommendations to others considering Insightly CRM: I suggest downloading the mobile app!
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].