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

"CRM that's perfect for small business"

What do you like best about Insightly CRM? Insightly CRM has an easy interface that allows us to customize the program for our individual company. Since we are a small company and don't have a dedicated IT department, the ability to get these adjustments completed quickly and easily has made a huge difference and definitely helped us grow over the past 3 years. Also, Brian Revak, our assigned customer success manager, is an amazing partner who is always available with helpful insights and ...

"Transparency"

What do you like best about Insightly CRM? What is most helpful with our CRM is the transparency we have w/ remote offices when looking up other pipelines for review & discussion when necessary. I also like the compartmentalization of almost all the required values entered in their respective windows for easy locating. What do you dislike about Insightly CRM? Not much, but having the required extra steps to perform our due diligence does take some time to insert the correct information ...

"Insightly is a helpful tool supporting success in the workplace"

What do you like best about Insightly CRM? Insightly provides the opportunity to display a vast array of information and proves to be detailed and provides the opportunity to locate specific details needed when working on projects.The reporting is extremely helpful, and the capability to capture details that are important in everyday work and tasks. What do you dislike about Insightly CRM? Notes. If there was a way to provide a better layout for notes, in chronoligical order, or possibly ...

"Fully Customizable - Reporting Lacking"

What do you like best about Insightly CRM? Objects and fields can be easily customized. What do you dislike about Insightly CRM? Not terribly intuitive. And the reporting requires a lot of skill. What problems is Insightly CRM solving and how is that benefiting you? Helps us in scheduling our trainings. The Insightly calendar is useful.

"A few upgrades needed"

What do you like best about Insightly CRM? Tasks, Pipeline creations, and reports are the areas I think are built out well What do you dislike about Insightly CRM? Contacts are a hot mess! Our org is having a very hard time. We focus on the Org, and we can't email to org emails etc and our contacts weren't done properly. Recommendations to others considering Insightly CRM: It is a fine tool, but once the business started to really expand, we've had trouble integrating with our site and ...

"Insightly is great and easy to use."

What do you like best about Insightly CRM? The ease of use. We are able to make this work for us! What do you dislike about Insightly CRM? It is not exactly what we need for the kind of sales calls that we are making but we were able to make it work for us. What problems is Insightly CRM solving and how is that benefiting you? It is helping us zone in more on interested customers.

"Review"

What do you like best about Insightly CRM? Organized. Various functions. Flexible customization. What do you dislike about Insightly CRM? Click twice on the action to get to the place. For instance, finish the note and go back to the card description. What problems is Insightly CRM solving and how is that benefiting you? Sales tracking. Better customer service for sales.

"Nice but not as robust as we need it to be."

What do you like best about Insightly CRM? It is user-friendly. Very self-explanatory and simple to train new users on. What do you dislike about Insightly CRM? The lack of integration between accounts and contacts is frustrating for a company that works sales using account-based methodology. Report building is also tedious, and they tend to break often. What problems is Insightly CRM solving and how is that benefiting you? We use Insightly as our CRM for our sales process as well as the ...

"I love Insightly"

What do you like best about Insightly CRM? That we were able to create a project page inside a project page. What do you dislike about Insightly CRM? I dislike that the information doesn't always flow between the object link connected to the project page What problems is Insightly CRM solving and how is that benefiting you? It helps with the organization and tracking of our customers project

"An easy to use and seamless experience"

What do you like best about Insightly CRM? Everything you need in a CRM is all here. From top to bottom, the CRM is organized in such a way that you are able to find anything and everything in a very easy and seamless fashion. What do you dislike about Insightly CRM? Perhaps its because I have more access with my workplace than others but at first, it was hard to understand the layout. Maybe have some kind of a walkthru to help new people get a grip on what going on? What problems is ...