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

"Insightly - Making thousands of solar contracts flow easier"

What do you like best about Insightly CRM? One thing I love the most about Insightly CRM is how the projects are structured and how easy it is to find the information we need. We use Insightly for project management, timelines, and to track the status of any project. What do you dislike about Insightly CRM? What I do not like very much is the limited fields to have on a project page - even though it is easy to create "custom objects" that use pointers to point an info - I think that more ...

"Looking up information about the products we sell."

What do you like best about Insightly CRM? I like that I can sort through different filters to narrow down my search. What do you dislike about Insightly CRM? Once I have entered my Tracking information for shipping, it automatically disappears instead of asking if I am finished with the project. What problems is Insightly CRM solving and how is that benefiting you? NA

"It feels like the right sized solution for many common use cases."

What do you like best about Insightly CRM? The best part is that it is very powerful yet streamlined. Unlike systems like Salesforce which require professionals to config and manage, Insightly can be run by normal business users. What do you dislike about Insightly CRM? When you have a use case that needs more flexibility, you're dead in the water. If your use case is well defined up front, it's perfect. If you're more fluid and iterating to find what you need - you may realize too late ...

"Insightly is a great app"

What do you like best about Insightly CRM? Keeps my schedules in order. Easy interface to edit and update. The tech support is great. Ever since using the app, I have had a good experience an no issues.. What do you dislike about Insightly CRM? I do not dislike the app. It's helpful, and plenty of options to customize and keep your schedule organized and updated. I would recommend inslightly to anyone. What problems is Insightly CRM solving and how is that benefiting you? Insightly solves ...

"Highly recommend"

What do you like best about Insightly CRM? Integration with Outlook, Quickbooks. Easy to customize views and reports. What do you dislike about Insightly CRM? The search capabilities need some improvement. Right now can only search for duplicate leads by phone number. What problems is Insightly CRM solving and how is that benefiting you? Tracking tasks, performing sales process, storing customer documents. It allows me to be more organized and keep all information for a customer in one ...

"Incredibly helpful organizational tool."

What do you like best about Insightly CRM? Insightly CRM is a super helpful organization tool that processes many complicated steps to completion. What do you dislike about Insightly CRM? Sometimes there are not enough filters to allow certain triggers for jobs to process most efficiently. There have also been glitches every now and then. What problems is Insightly CRM solving and how is that benefiting you? It has the capacity for many databases while being the main hub for keeping track ...

"Best and intuitive CRM"

What do you like best about Insightly CRM? Having project information readily available, the ability to customize attributes for projects and organizations, as well as quickly generating reports or building cards for dashboards, help me have better control over projects,tasks and organizations within the tool What do you dislike about Insightly CRM? At first, using the tool is complicated as it is not intuitive, but the learning curve is slight. What problems is Insightly CRM solving and ...

"Straightforward and intuitive CRM"

What do you like best about Insightly CRM? The intuitive layout makes it easy for new employees to learn the system, and keeps it easy for existing users to manage client information, and sales pipelines. What do you dislike about Insightly CRM? There are so many potential fields to use, that it's a learning curve to figure out how a business wants to set up data fields for useful metrics. Ultimately a background in data management is helpful for using this CRM. What problems is Insightly ...

"International sales tracking tool"

What do you like best about Insightly CRM? It is a place where I can organize all of the communication for an opportunity. What do you dislike about Insightly CRM? It can be difficult to know what tools are available and how to use them. What problems is Insightly CRM solving and how is that benefiting you? We have not had a consistent method of tracking.

"International sales tracking tool"

What do you like best about Insightly CRM? It is a place where I can organize all of the communication for an opportunity. What do you dislike about Insightly CRM? It can be difficult to know what tools are available and how to use them. What problems is Insightly CRM solving and how is that benefiting you? We have not had a consistent method of tracking.