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

"Organizes orders so we can quickly get them shipped!"

What do you like best about Insightly CRM? We use Insightly CRM for managing orders. It makes it extremely easy to organize the orders coming in and get them out the door as fast as possible. My work would not be as organized without Insightly CRM. The reports are especially helpful to use in conjunction with Excel. What do you dislike about Insightly CRM? I personally haven't found any downsides. What problems is Insightly CRM solving and how is that benefiting you? Isnightly helps us ...

"Looking up information about the products we sell."

What do you like best about Insightly CRM? I like that I can sort through different filters to narrow down my search. What do you dislike about Insightly CRM? Once I have entered my Tracking information for shipping, it automatically disappears instead of asking if I am finished with the project. What problems is Insightly CRM solving and how is that benefiting you? NA

"Permit Coordinator"

What do you like best about Insightly CRM? How well sorted our projects are within the program. It is very easy to navigate and deal with. The program updates very fast and almost instantly; you see the different task completed. What do you dislike about Insightly CRM? In order to go back to a report you have to exit out from whatever page you are and pretty much start over to be able to pull same report again. this is also for any other report assigned to me. What problems is Insightly CRM ...

"Insightly is a great way to organize our business!"

What do you like best about Insightly CRM? I like that I can find any information super quickly. As an employee at a small business, to have Insightly as our hub for all information, files, contacts, and data is super helpful. What do you dislike about Insightly CRM? There isn't much I dislike about Insightly. I'd say my only dislike is when I download files, the files download with underscores in the titles. Other than that, there's not much to dislike. What problems is Insightly CRM ...

"Best and intuitive CRM"

What do you like best about Insightly CRM? Having project information readily available, the ability to customize attributes for projects and organizations, as well as quickly generating reports or building cards for dashboards, help me have better control over projects,tasks and organizations within the tool What do you dislike about Insightly CRM? At first, using the tool is complicated as it is not intuitive, but the learning curve is slight. What problems is Insightly CRM solving and ...

"Straightforward and intuitive CRM"

What do you like best about Insightly CRM? The intuitive layout makes it easy for new employees to learn the system, and keeps it easy for existing users to manage client information, and sales pipelines. What do you dislike about Insightly CRM? There are so many potential fields to use, that it's a learning curve to figure out how a business wants to set up data fields for useful metrics. Ultimately a background in data management is helpful for using this CRM. What problems is Insightly ...

"Clean platform with excellent customer service."

What do you like best about Insightly CRM? Intuitively navigatible software with great reporting tools and helpful customer service. I also appreicate the personalized views and being able to identify and save lists for quick access. What do you dislike about Insightly CRM? There's a definitive learnging curve to import and match contacts so as not to end up with duplicates. I would prefer to be able to edit fields by clicking within them instead of having to hit the pencil icon first. What ...

"Efficient"

What do you like best about Insightly CRM? We love that it is convenient for our job What do you dislike about Insightly CRM? There are times that it switches up without letting us know before hand What problems is Insightly CRM solving and how is that benefiting you? We can communicate as a team and understand what happened in the last call withour customers which is very beneficial to us

"It feels like the right sized solution for many common use cases."

What do you like best about Insightly CRM? The best part is that it is very powerful yet streamlined. Unlike systems like Salesforce which require professionals to config and manage, Insightly can be run by normal business users. What do you dislike about Insightly CRM? When you have a use case that needs more flexibility, you're dead in the water. If your use case is well defined up front, it's perfect. If you're more fluid and iterating to find what you need - you may realize too late ...

"Fantastic!"

What do you like best about Insightly CRM? Insightly CRM works great for our business needs.. What do you dislike about Insightly CRM? Only thing that could be worked on is the speed at which data on the CRM updates. Also could work smoother with Marketing. What problems is Insightly CRM solving and how is that benefiting you? It helps us to keep track of our projects, sales leads, sales outreach, etc. Also helps us send bulk emails with great templates.