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

"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 ...

"Intuitive CRM System"

What do you like best about Insightly CRM? I am not extremely fluent in data, but Insightly is the most intuitive CRM system I've worked with. What do you dislike about Insightly CRM? I wish that personalizing the Dashboard was a bit easier and more flexible. I don't think I'm using it to it's full capacity because I have a hard time creating items that would be actually useful for me. What problems is Insightly CRM solving and how is that benefiting you? It helps me stay organized in my ...

"Useful CRM with lots of opportunities for customization"

What do you like best about Insightly CRM? very user-friendly with lots of opportunities for custom reporting What do you dislike about Insightly CRM? could have a more streamlined tasks feature What problems is Insightly CRM solving and how is that benefiting you? makes tracking thousands of data points easy

"Great platform!!"

What do you like best about Insightly CRM? I love the ease of use within the platform. Everything you need is at your fingers and effortless to find! What do you dislike about Insightly CRM? There isn't much I dislike. I would prefer for address to be easy to copy and paste. What problems is Insightly CRM solving and how is that benefiting you? Having everybody's information through searching for a single series of digits greatly improve performance and speed

"Insightly is my choice for CRM"

What do you like best about Insightly CRM? I love the Insightly app and the functionality it gives me on the go. What do you dislike about Insightly CRM? The only thing I dislike is the date sequencing in the contact area of day/month/year instead of month/day/year. Recommendations to others considering Insightly CRM: If you're looking for a low maintenance, affordable CRM tool, Insightly is for you. What problems is Insightly CRM solving and how is that benefiting you? Keeping track of ...

"Aussie solar system manufacturer"

What do you like best about Insightly CRM? The workflow automations make our processes a lot easier to manage. It makes it a lot easy for us to expand our business without needing to hire a lot more staff. What do you dislike about Insightly CRM? Not having all the customers history (tasks, notes, events, etc) for each stage of the process (lead, opportunity, contact, project) all listed in the one place in historical order What problems is Insightly CRM solving and how is that benefiting ...

"Easy to use, makes managing our data simple"

What do you like best about Insightly CRM? Insightly makes our data easy to organise and find details when we need them What do you dislike about Insightly CRM? All the members of the team need to be using it to make it worth having a subscription What problems is Insightly CRM solving and how is that benefiting you? Putting our data into groups that we can then target with email campaigns

"Insightly is well-rounded as a CRM and I appreciate that it is always improving"

What do you like best about Insightly CRM? I like that we are able to utilize multiple avenues of approach for searching and that there are analytical reports for agent performance and productivity. Insightly is great at encompassing what needs to be done. What do you dislike about Insightly CRM? That the reports may not be accurate up to 60 minutes and can cause huge delays/issues for scheduling. It would be great to have accurate informaiton on the projects at all times when utilizing the ...

"Can be slow at times"

What do you like best about Insightly CRM? The functionalities and organisation of the programme. What do you dislike about Insightly CRM? Creating a report can be challenging to understand What problems is Insightly CRM solving and how is that benefiting you? It makes sure no leads or opportunities are forgotten about, being able to follow up with customers easily

"Useful CRM with lots of opportunities for customization"

What do you like best about Insightly CRM? very user-friendly with lots of opportunities for custom reporting What do you dislike about Insightly CRM? could have a more streamlined tasks feature What problems is Insightly CRM solving and how is that benefiting you? makes tracking thousands of data points easy