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

"Jerry Insightly review"

What do you like best about Insightly CRM? Insightly works well as a CRM Keeps track of several different types of pipelines and is flexible to meet our specific needs Insightly is the only CRM I have used, so not sure how this compares What do you dislike about Insightly CRM? Learning how to take advantage of all the features is a chore. I basically stick to what I know, but I understand there are many features that I don't know. This is similar to my top of the line Microwave -- all I use ...

"Insightly is an intuitive CRM!"

What do you like best about Insightly CRM? I like how easy it is to generate custom reports. I'm often having to pull data on our partner firms and I like that I can create those reports easily and all of the information I need is in one place. What do you dislike about Insightly CRM? I dislike that the important for the opportunities can sometimes be disorganized. This could be an issue on the user's end and not Insightly's end. What problems is Insightly CRM solving and how is that ...

"Insightly is good but I don't know any different."

What do you like best about Insightly CRM? Insightly is fast and works better than our other programs at work. What do you dislike about Insightly CRM? I wish it refreshed itself so I did not have to waste time refreshing all the time. What problems is Insightly CRM solving and how is that benefiting you? Insightly helps our team collaborate quickly and effectively across several states.

"Insightly is good but I don't know any different."

What do you like best about Insightly CRM? Insightly is fast and works better than our other programs at work. What do you dislike about Insightly CRM? I wish it refreshed itself so I did not have to waste time refreshing all the time. What problems is Insightly CRM solving and how is that benefiting you? Insightly helps our team collaborate quickly and effectively across several states.

"the CRM is agil and easy to work with"

What do you like best about Insightly CRM? the pipeline view and its easy way to visualise stage by stage What do you dislike about Insightly CRM? sometimes when you create an opportunity the crm fails and all the spaces and characters are mixed up What problems is Insightly CRM solving and how is that benefiting you? it help me with organization and control of the numbers

"Very customizable system!"

What do you like best about Insightly CRM? Workflow Automations and ease of creating fields and updating layouts without the need for development. What do you dislike about Insightly CRM? Lack of ability to customize/clone standard objects to make them more useful for each company;s specific use case What problems is Insightly CRM solving and how is that benefiting you? Interdepartmental communication and linking of all customer-related opportunities and projects in one place

"Easy to use"

What do you like best about Insightly CRM? The most helpful part of Insightly is that it is very user friendly. We utilize the program to keep track of our clients progress after treatment. We can use it for our notes and information needed to collect good data. I like the customer service we received when we had questions or needed assistance. What do you dislike about Insightly CRM? The only downside is that I have not learned how to utilize the program to it's fullest! I need to review ...

"The Usefulness of Insightly"

What do you like best about Insightly CRM? Insightly helps us keep tasks and workflows in order, which allows us to work efficiently as a team. The filters and fields on Insightly highlight the actions that we need to take to help customers progress. What do you dislike about Insightly CRM? Currently, the same filters and fields can be improved. For example, there is no way to filter accounts to check if one date field is less than another date field. We have to work around that by using ...

"We LOVE Insightly!"

What do you like best about Insightly CRM? The user interface of Insightly is really helpful and allows me to have all customer data in one place. I can now make better business decisions because of it! What do you dislike about Insightly CRM? There is a learning curve with developing your pipelines and just learning the terms they use in the program. Once you know the terms it is easy to use! What problems is Insightly CRM solving and how is that benefiting you? It is solving me not having ...

"Insightly!"

What do you like best about Insightly CRM? Insightly is most helpful because it simplifies everything you need to get your job done and more! It makes work easier and enjoyable! What do you dislike about Insightly CRM? Some of the forms are limited in the data you can input. What problems is Insightly CRM solving and how is that benefiting you? It's beneficial because it closes out the job very quickly.