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

"Great software, gets the job done."

What do you like best about Insightly CRM? User friendly interface that is simple for our CX team to navigate. What do you dislike about Insightly CRM? Sometimes it would be more convenient to be linked straight to an account rather than have it pulled up on the side bar. What problems is Insightly CRM solving and how is that benefiting you? Its an easily accesible platform for our CX to quickly pull up the accounts of our clients in order to assist them very quickly.

"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 ...

"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 ...

"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 ...

"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 ...

"It is very user friendly"

What do you like best about Insightly CRM? How easy it is to access what I need at the click of a button. What do you dislike about Insightly CRM? There isn't too much I dislike, sometimes just a smoother transition between CRM and marketing would be great. What problems is Insightly CRM solving and how is that benefiting you? With it being user friendly getting the data and reports I need in a timely fashion is very helpful.

"Easy, to the point"

What do you like best about Insightly CRM? Easy navigation, easy upload. Reports are functional, simple to run and update What do you dislike about Insightly CRM? Had a bit of a hard time linking email to Insightly and tracking the outgoing data to clients. a bit manual What problems is Insightly CRM solving and how is that benefiting you? tracking what we are doing and how a sale moves through the process

"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 ...

"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 ...

"Insightly Review for Managing Solar Jobs."

What do you like best about Insightly CRM? Insightly is very intuative and has powerful functionality in terms of orginziation, project management, and generating documents. What do you dislike about Insightly CRM? Maybe if there was a greater ability to tailor your layout a little more based on your top uses it would be good. What problems is Insightly CRM solving and how is that benefiting you? How to orgianize, provide updates, move projects to other stages, make changes to documents by ...