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

"Very simple and efficient."

What do you like best about Insightly CRM? The organization and efficiency. Pretty easy to navigate once settled in. What do you dislike about Insightly CRM? Things can take too long to be updated after submitting. What problems is Insightly CRM solving and how is that benefiting you? Solving issues for accounts and queues.

"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 ...

"Insightly CRM was a useful tool for us when we needed to rethink our customer relationships"

What do you like best about Insightly CRM? The determining factor was that we could fully sync Insightly CRM fields with our Google Workspace groups, users and calendars. That allows us a fairly seamless outreach with our member database. What do you dislike about Insightly CRM? The email marketing builder has been challenging. We have to create newsletters in another tool and copy/paste them in HTLM into Insightly. The smart merge functionality is also time-consuming. What problems is ...

"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 ...

"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 ...

"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.

"A CRM solution for every sized organization"

What do you like best about Insightly CRM? Insightly CRM allows our organization to track several ongoing projects (often within multiple cycles). The CRM-based platform provides a comprehensive level of continuity for our organization and integrates seamlessly with Google Workspace. What do you dislike about Insightly CRM? I would prefer more engagement with the customer service team (i.e. training opportunities, tutorials for new aspects of the platform, etc.). At first glance, the ...

"Insightly is easy to use and customize for a small business"

What do you like best about Insightly CRM? its customizable and easy to use. Being able to organize all client information. What do you dislike about Insightly CRM? That you cant remove old fields that don't need to be used if they are linked to opportunities or projects What problems is Insightly CRM solving and how is that benefiting you? it keeps information organized so the whole team can work for the team goals

"Improved Workflow"

What do you like best about Insightly CRM? Insightly allows me to keep my opportunities and projects organized while making communicating with my customers more accessible and more efficient. What do you dislike about Insightly CRM? I'm not too fond of the mobile interface. What problems is Insightly CRM solving and how is that benefiting you? The customization of Insightly benefits my customers and me by making it easier and faster to attend to web inquiries.

"Gift Conceirge"

What do you like best about Insightly CRM? We used Insightly most often from New accounts that are coming, bogus contacts and so what I like about is to get our task done in all account What do you dislike about Insightly CRM? The contacts we cant find them that is not send to automation What problems is Insightly CRM solving and how is that benefiting you? organized in all we do, syncing of contacts from different lead and contacts in our Laravel