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

"Flexibly but clunky"

What do you like best about Insightly CRM? Very flexible and customizable. You can add lots of custom fields on objects and set up automations. What do you dislike about Insightly CRM? Lots of irregularity and warts. E-mail integration works for Google Business but not other accounts; have to forward E_mails manually to Insightly to get them to appear, and they intentionally block auto-forwarded E-mails for some reason. Can link people and projects, but can't link people and custom ...

"Flexibly but clunky"

What do you like best about Insightly CRM? Very flexible and customizable. You can add lots of custom fields on objects and set up automations. What do you dislike about Insightly CRM? Lots of irregularity and warts. E-mail integration works for Google Business but not other accounts; have to forward E_mails manually to Insightly to get them to appear, and they intentionally block auto-forwarded E-mails for some reason. Can link people and projects, but can't link people and custom ...

"Declining satisfaction for what was once my favorite CRM"

What do you like best about Insightly CRM? Insightly scales pretty well. It was/is a great starter CRM for small business with a low barrier to entry and a friendly starting price. It has a clean design with an interface that is easy to pick up. Another good feature is that it plays well with other third-party tools like QuickBooks, MailChimp, etc. What do you dislike about Insightly CRM? Support is not great. It is a lot of self serve on the web with fairly generic answers to generic ...

"A CRM solution for every sized organization"

What do you like best about Insightly CRM? Insightly CRM allows our organization to track several ongoing projects (often within multiple cycles). The CRM-based platform provides a comprehensive level of continuity for our organization and integrates seamlessly with Google Workspace. What do you dislike about Insightly CRM? I would prefer more engagement with the customer service team (i.e. training opportunities, tutorials for new aspects of the platform, etc.). At first glance, the ...

"We LOVE Insightly!"

What do you like best about Insightly CRM? The user interface of Insightly is really helpful and allows me to have all customer data in one place. I can now make better business decisions because of it! What do you dislike about Insightly CRM? There is a learning curve with developing your pipelines and just learning the terms they use in the program. Once you know the terms it is easy to use! What problems is Insightly CRM solving and how is that benefiting you? It is solving me not having ...

"Easy to use"

What do you like best about Insightly CRM? The most helpful part of Insightly is that it is very user friendly. We utilize the program to keep track of our clients progress after treatment. We can use it for our notes and information needed to collect good data. I like the customer service we received when we had questions or needed assistance. What do you dislike about Insightly CRM? The only downside is that I have not learned how to utilize the program to it's fullest! I need to review ...

"The Usefulness of Insightly"

What do you like best about Insightly CRM? Insightly helps us keep tasks and workflows in order, which allows us to work efficiently as a team. The filters and fields on Insightly highlight the actions that we need to take to help customers progress. What do you dislike about Insightly CRM? Currently, the same filters and fields can be improved. For example, there is no way to filter accounts to check if one date field is less than another date field. We have to work around that by using ...

"Love Insightly's customization and support team!"

What do you like best about Insightly CRM? I like that it's super customizable and that the development team is always there to help us if we get stuck or have an idea we want to implement. What do you dislike about Insightly CRM? We don't use it for sales, so I wish there was an account path that was not sales-based and could help us focus more on our direct needs. What problems is Insightly CRM solving and how is that benefiting you? It's helping us stay more organized, more electronic, ...

"Improved Workflow"

What do you like best about Insightly CRM? Insightly allows me to keep my opportunities and projects organized while making communicating with my customers more accessible and more efficient. What do you dislike about Insightly CRM? I'm not too fond of the mobile interface. What problems is Insightly CRM solving and how is that benefiting you? The customization of Insightly benefits my customers and me by making it easier and faster to attend to web inquiries.

"Insightly is easy to use and customize for a small business"

What do you like best about Insightly CRM? its customizable and easy to use. Being able to organize all client information. What do you dislike about Insightly CRM? That you cant remove old fields that don't need to be used if they are linked to opportunities or projects What problems is Insightly CRM solving and how is that benefiting you? it keeps information organized so the whole team can work for the team goals