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

"Multiple uses!"

What do you like best about Insightly CRM? WE've got so many uses for it, it is so helpful and great in many ways! What do you dislike about Insightly CRM? I wish that the integration with quickbooks was free it is kind of a bummer that its not! What problems is Insightly CRM solving and how is that benefiting you? it helps us keep all our contacts togetheri n one place - so helful

"I get so much done with this program"

What do you like best about Insightly CRM? The ability to sort and filter with ease. Creating new fields or changing is simple. My entire team seems everything we all do I can see my teams work What do you dislike about Insightly CRM? How to see old or dead projects. Once a project falls into a certain status it is really hard to re find it What problems is Insightly CRM solving and how is that benefiting you? Tracking status of job Seeing other departments work status updating cost and ...

"It is a lot more user friendly than SalesForce"

What do you like best about Insightly CRM? It is easy to use. I love the capabilities you can do with it to integrate with AutoCAD. What do you dislike about Insightly CRM? I dislike the fact that it can't have more fields inside of each custom object. What problems is Insightly CRM solving and how is that benefiting you? It is being able to utilize instead of having to use excel as embedded links within AutoCAD

"Easy to use and a great tool"

What do you like best about Insightly CRM? I like the fact that we can keep track of all of our projects in 1 place. What do you dislike about Insightly CRM? Sometimes there are issues with sorting the queries. What problems is Insightly CRM solving and how is that benefiting you? Insightly has many useful functions. I like that we can track any emails we send to clients or possible clients. All information is in 1 program.

"Insightly is a beast!"

What do you like best about Insightly CRM? It is robust and integrates well with other software tools. What do you dislike about Insightly CRM? Navigation between pages is slow to load and a bit clunky What problems is Insightly CRM solving and how is that benefiting you? Insightly has become the one stop shop for all employees to view project pages as the source-of-truth. It certainly increases productivity.

"nice recordkeeping tool, but cumbersome to use"

What do you like best about Insightly CRM? sorts alphabetically by customer and tracks quotes/sales activity What do you dislike about Insightly CRM? slow to enter data, but stores alot of information What problems is Insightly CRM solving and how is that benefiting you? organizing quote/sales activities better than our own CRM system enables me to find quotes and orders

"nice recordkeeping tool, but cumbersome to use"

What do you like best about Insightly CRM? sorts alphabetically by customer and tracks quotes/sales activity What do you dislike about Insightly CRM? slow to enter data, but stores alot of information What problems is Insightly CRM solving and how is that benefiting you? organizing quote/sales activities better than our own CRM system enables me to find quotes and orders

"Insight on Insightly"

What do you like best about Insightly CRM? I liked the organization of the individual contacts. Like a Rolodex for us old schoolers. I like how the tabs open up for more information on contact. What do you dislike about Insightly CRM? Maneuvering around took me some time to get used to. What problems is Insightly CRM solving and how is that benefiting you? Making calls and organizing the tabs for sales reps on team.

"Insight on Insightly"

What do you like best about Insightly CRM? I liked the organization of the individual contacts. Like a Rolodex for us old schoolers. I like how the tabs open up for more information on contact. What do you dislike about Insightly CRM? Maneuvering around took me some time to get used to. What problems is Insightly CRM solving and how is that benefiting you? Making calls and organizing the tabs for sales reps on team.

"Best tool to give the actionable Insights"

What do you like best about Insightly CRM? The best part about this tool is its inbuilt integration with the CRM. Also the ease of OOTB connectors with which you can integrate with other tools makes it one of the best out there. What do you dislike about Insightly CRM? Our team really wish for this tool to come with a powerful prebuilt processes within their CRM system to avoid the need to complex customization. So some generic use cases would make it more robust. What problems is Insightly ...