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

"Director of Key Accounts"

What do you like best about Insightly CRM? It's an intuitive platform, overall very simple and easy to use. What do you dislike about Insightly CRM? Some things don't make sense. For example, why can't you use existing organizations and contacts as leads? Why can't you have multiple leads for the same organization and contact? What problems is Insightly CRM solving and how is that benefiting you? Helps keep track of all my sales goals, leads, opps, pricing and samples.

"Wokring in insightly has been a great help management our 150k customer data base!"

What do you like best about Insightly CRM? Being able to filter everything has been a great benefit. Whenever we need to customize something we have a work instructions that shows how to filter something down to what exactly you need. And it works! What do you dislike about Insightly CRM? The only downside of insightly is when we are trying to export data it is a little difficult. I have moved a few things to google sheets to make it readily available. What problems is Insightly CRM solving ...

"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

"Insightly is a great way to organize our business!"

What do you like best about Insightly CRM? I like that I can find any information super quickly. As an employee at a small business, to have Insightly as our hub for all information, files, contacts, and data is super helpful. What do you dislike about Insightly CRM? There isn't much I dislike about Insightly. I'd say my only dislike is when I download files, the files download with underscores in the titles. Other than that, there's not much to dislike. What problems is Insightly CRM ...

"Customizable CRM with Excellent Customer Support"

What do you like best about Insightly CRM? Insightly's AppConnect service is an excellent tool for any enterprise-level business looking to increase efficiency and data integrity via automation. Their phone support team is knowledgeable, polite, and empathetic. If you have an issue, they will do everything they can to find someone to resolve the issue if they don't know how. Insightly also takes feedback very seriously; there have been multiple features we've requested that were eventually ...

"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 ...

"Insightly really helped us integrate CRM-Marketing efforts"

What do you like best about Insightly CRM? It's an intuitive platform. If you know how to use google, you'll be able to start using insightly CRM without much trouble. What do you dislike about Insightly CRM? Reporting needs more knowledge to take advantage of what it does. It is not as intuitive as the rest of the other tools it brings What problems is Insightly CRM solving and how is that benefiting you? It has helped us to manage completely the whole customer cycle, from prospecting, to ...

"Clean platform with excellent customer service."

What do you like best about Insightly CRM? Intuitively navigatible software with great reporting tools and helpful customer service. I also appreicate the personalized views and being able to identify and save lists for quick access. What do you dislike about Insightly CRM? There's a definitive learnging curve to import and match contacts so as not to end up with duplicates. I would prefer to be able to edit fields by clicking within them instead of having to hit the pencil icon first. What ...

"Energy Consultant"

What do you like best about Insightly CRM? Helps keep track of customers, running reports to assist with stats and trends, follow-up dates, self-automation, and integrating with Gmail, calendar, etc. What do you dislike about Insightly CRM? Minor bugs, and constant refreshing while working on notes or updates caused me to lose the notes that I took. What problems is Insightly CRM solving and how is that benefiting you? Data gathering, reaching out to clients, follow-ups, data for ...

"The account set up and customer service team are great to work with. Answer questions promptly."

What do you like best about Insightly CRM? Set up and dashboards are easy to make. Customer service and account management team are great. What do you dislike about Insightly CRM? The system is based off individual names and not company names. It is also hard to catch duplicate entries. What problems is Insightly CRM solving and how is that benefiting you? Our actual potential revenue pipeline and finding engaged prospects