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

"Great platform!!"

What do you like best about Insightly CRM? I love the ease of use within the platform. Everything you need is at your fingers and effortless to find! What do you dislike about Insightly CRM? There isn't much I dislike. I would prefer for address to be easy to copy and paste. What problems is Insightly CRM solving and how is that benefiting you? Having everybody's information through searching for a single series of digits greatly improve performance and speed

"Insightly is my choice for CRM"

What do you like best about Insightly CRM? I love the Insightly app and the functionality it gives me on the go. What do you dislike about Insightly CRM? The only thing I dislike is the date sequencing in the contact area of day/month/year instead of month/day/year. Recommendations to others considering Insightly CRM: If you're looking for a low maintenance, affordable CRM tool, Insightly is for you. What problems is Insightly CRM solving and how is that benefiting you? Keeping track of ...

"Easy, safe and straightforward."

What do you like best about Insightly CRM? I love how easy it is to follow up with my goals using this platform. I can see how many jobs I have scheduled and check how my team is doing. It is also a great tool to create a google map, exporting data over there. What do you dislike about Insightly CRM? Primarily how slow it can get sometimes. I have had problems with reports not loading for minutes, even after refreshing the page multiple times. Especially on the weekends, for some ...

"Aussie solar system manufacturer"

What do you like best about Insightly CRM? The workflow automations make our processes a lot easier to manage. It makes it a lot easy for us to expand our business without needing to hire a lot more staff. What do you dislike about Insightly CRM? Not having all the customers history (tasks, notes, events, etc) for each stage of the process (lead, opportunity, contact, project) all listed in the one place in historical order What problems is Insightly CRM solving and how is that benefiting ...

"Easy to navigate"

What do you like best about Insightly CRM? Insightly is pretty simple to navigate and a lot of it is clear to understand! It's good for companies that may not have a ton of complicated data and supports a sales-based business. I also like the custom components and a shout out to the dev team for making clear API documentation as well. What do you dislike about Insightly CRM? There's a lot of weird glitches and bugs and the linking between objects is not as robust as I'd like it to be. Also, ...

"Insightly is a comprehensive CRM"

What do you like best about Insightly CRM? Most things are customizable -- we have someone on our team to do the backend work. What do you dislike about Insightly CRM? There is nothing that I dislike or find unhelpful. What problems is Insightly CRM solving and how is that benefiting you? It is helping us keep track of our clients.

"Be creative and achieve your ideal process with Insightly, give yourself valuable time back!"

What do you like best about Insightly CRM? The most valuable part of the CRM for me was the project management and pipelines and clear visibility of where I am at any time. What do you dislike about Insightly CRM? The least helpful are the dashboards currently; I haven't found a set-up I like. As a single business owner, not all cards are relevant, so I need to improve at customising this. What problems is Insightly CRM solving and how is that benefiting you? Insightly is helping me become ...

"Easy to navigate"

What do you like best about Insightly CRM? Insightly is pretty simple to navigate and a lot of it is clear to understand! It's good for companies that may not have a ton of complicated data and supports a sales-based business. I also like the custom components and a shout out to the dev team for making clear API documentation as well. What do you dislike about Insightly CRM? There's a lot of weird glitches and bugs and the linking between objects is not as robust as I'd like it to be. Also, ...

"Not as updated as other CRM systems."

What do you like best about Insightly CRM? Navigating through leads/contacts/organizations. Creating list views to simplify search. What do you dislike about Insightly CRM? Bounceback emails are not marked and must be individually updated. What problems is Insightly CRM solving and how is that benefiting you? Reaching target audiences before exporting reports and uploading them into gmail.

"It's very organized but could use easier navigation/involve less clicks."

What do you like best about Insightly CRM? The ability to link items and have overviews of all active projects, for example, is very useful. The fields are easy to fill in and customize. Not sure how good competitors are. What do you dislike about Insightly CRM? It often takes many clicks to get to where you want. If you know what you want, it is easy to find, but sometimes items can be categorized in different places - the ability to link items (e.g., projects and opportunities) helps with ...