Insightly Reviews in April 2025: User Ratings, Pros & Cons

"It does what it needs to do"

What do you like best about Insightly CRM? It's okay. Has the basic capabilities and allows you to search well. What do you dislike about Insightly CRM? It's a very basic UI, and not complex. They are definitely missing a lot of the functionalities that we are looking for What problems is Insightly CRM solving and how is that benefiting you? It is allowing us to manage our customer base effectively.

"Insightly has really helped us to begin to transform the way we do business."

What do you like best about Insightly CRM? The visual layout, report functions, different ways to enter data. What do you dislike about Insightly CRM? Dashboard/card building I've not been able to get fully immersed in (hope to soon). Document templates are yet to be launched. What problems is Insightly CRM solving and how is that benefiting you? Visibility of actions on a project ... automated tasks to help ensure next steps are being completed (Process Management).

"Not too complicated"

What do you like best about Insightly CRM? It is easy to use, especially if you do not have a tech team to build automation. What do you dislike about Insightly CRM? The two items I would like to see Insightly address are: 1 - adding a cc: functionality to email automation; we currently have to send separate emails to our internal team that needs to be cc'd on client-facing automated emails. 2 - Reports should be able to be turned into dashboard cards. The 2 live separately in Insightly's ...

"Easy to use and a great tool"

What do you like best about Insightly CRM? I like the fact that we can keep track of all of our projects in 1 place. What do you dislike about Insightly CRM? Sometimes there are issues with sorting the queries. What problems is Insightly CRM solving and how is that benefiting you? Insightly has many useful functions. I like that we can track any emails we send to clients or possible clients. All information is in 1 program.

"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 ...

"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 ...

"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 ...

"Highly recommend"

What do you like best about Insightly CRM? Integration with Outlook, Quickbooks. Easy to customize views and reports. What do you dislike about Insightly CRM? The search capabilities need some improvement. Right now can only search for duplicate leads by phone number. What problems is Insightly CRM solving and how is that benefiting you? Tracking tasks, performing sales process, storing customer documents. It allows me to be more organized and keep all information for a customer in one ...

"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 ...

"International sales tracking tool"

What do you like best about Insightly CRM? It is a place where I can organize all of the communication for an opportunity. What do you dislike about Insightly CRM? It can be difficult to know what tools are available and how to use them. What problems is Insightly CRM solving and how is that benefiting you? We have not had a consistent method of tracking.