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

"it is very simple to use and help a lot for the deals and oportunitys."

What do you like best about Insightly CRM? its simple to use, very good desing. i recomend a lot What do you dislike about Insightly CRM? at the bigining its dificult to find the commands but with the use, you can explore and organize very well and easy. Recommendations to others considering Insightly CRM: its powerful and help a lot for the sales opportunities What problems is Insightly CRM solving and how is that benefiting you? dificult to find the commands but when you know the right ...

"Multi-tasking system? Couldn't be Insightly"

What do you like best about Insightly CRM? The customization that you can implement is very nice and makes things easy to find with all the unique fields you can put in. What do you dislike about Insightly CRM? I strongly dislike the 1-hour cache. It's been brought to my attention that dashboards and reports can't be on the same speed level of updating, it has to be one or the other which is ridiculous. My company mainly uses reports and with them being cached for 1 hour this really makes ...

"A great way to keep all your needs organized"

What do you like best about Insightly CRM? I love keeping all of my client's information super organized and accessible. What do you dislike about Insightly CRM? I can't think of anything at the moment. Maybe I will have a suggestion in the future. What problems is Insightly CRM solving and how is that benefiting you? I haven't had any problems at the moment!

"Awesome!"

What do you like best about Insightly CRM? Insightly is intuitive, user-friendly, and super easy to use. I rely on Insightly day in and day out to manage my task list, contacts, opportunities. Highly recommend it What do you dislike about Insightly CRM? Nothing as such. We are super happy using Insightly for our small business. I would highly recommend it to small businesses to keep themselves organized. Recommendations to others considering Insightly CRM: Please go ahead and make this ...

"Great "Light" System - packed with features"

What do you like best about Insightly CRM? Much "lighter" than competitors but still packed with features What do you dislike about Insightly CRM? Newer system so employees have to spend time learning an training on it Recommendations to others considering Insightly CRM: Look at the total cost of a fully implemented solution once scaled What problems is Insightly CRM solving and how is that benefiting you? Sales/Sales Management/Commission Tracking/Full Client Life Cycle

"Solid! Been using Insightly for 3 years"

What do you like best about Insightly CRM? The pages load fast and I like how quick and easy it is to navigate from contact to contact, page to page and the convenience of the mobile app - all while tracking progression of each lead n What do you dislike about Insightly CRM? Inability to do mass texting campaigns. Would like to be able to have made for you templates for emails and texts that can be used for each tag/group that is created. Being able to send staggered text/email messages to ...

"Absolutely Perfect"

What do you like best about Insightly CRM? I have been looking around for a long time for a CRM with good features and accessible pricing and Insightly combine both powerful features and budget pricing. What do you dislike about Insightly CRM? It could have a better card interface for the opportunities and leads What problems is Insightly CRM solving and how is that benefiting you? Insightly helps me to keep my team daily up to date with our customers.

"Good small & medium size business system."

What do you like best about Insightly CRM? A good place to store all notes, estimates and invoices and easy to navigate. We started off as a small business and are now a medium size business and it's still working well for us What do you dislike about Insightly CRM? Having to go back to the beginning every time you search for something Recommendations to others considering Insightly CRM: It's worth getting What problems is Insightly CRM solving and how is that benefiting you? We can go back ...

"High powered CRM with project and task management"

What do you like best about Insightly CRM? I love the customization of Insightly. Out of the box, it works... yet you can create custom views, filters, fields, and reports. The task management feature is impressive for a team, with categories, custom views, and assigning tasks. Multiple project pipelines ensure various types of projects are well managed. Activity sets (or workflows) keep everything moving forward. I am a CRM expert who helps clients implement CRM systems, and Insightly is ...

"Using for Real Estate"

What do you like best about Insightly CRM? I like how I can have opportunities (for my potential clients/listings) and then convert them to projects (for the listing/sale). Ability to use tags so I can easily identify who has purchased/sold a home with me in a given year. I set reminders to check on my projects (listings/sales) already in progress, with clients. I like how I could use my own data fields to better correspond with my real estate business. Great CRM! What do you dislike about ...