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

"Simple to use and helpful CRM"

What do you like best about Insightly CRM? It is a simple and very easy to use. We can keep track or record of call details. Easy and helpfull to find group information also has the option to filter information. Invoice function is superfast . Love to use this software What do you dislike about Insightly CRM? Log you out if you don't use it for long . Should there be update regarding this Overall this software is great and helpful . You can log in back quickly as well though So in terms of ...

"Most helpful CRM"

What do you like best about Insightly CRM? Best thing about Insight CRM is it's contact management, as this CRM makes it easy to manage our contacts and sales leads. Also, I ssight CRM is a great help when it comes to manage our tasts efficintly everyday. What do you dislike about Insightly CRM? Although I have a very good overall experience with this CRM but I would say that it is relatively expensive than it's competitors and the user interface could also be upgraded What problems is ...

"Functional CRM, sales-y customer service"

What do you like best about Insightly CRM? Troubleshooting is possible. We had an issue with duplicates and the developers were quick to correct that. When used consistently, it does help increase conversions. What do you dislike about Insightly CRM? -The customer service requires quarterly business meetings which are essentially meant to upsell you different products -Sometimes to correct a problem, you'll have to talk them out of scheduling a meeting with you, and just fix the problem and ...

"Functional CRM, sales-y customer service"

What do you like best about Insightly CRM? Troubleshooting is possible. We had an issue with duplicates and the developers were quick to correct that. When used consistently, it does help increase conversions. What do you dislike about Insightly CRM? -The customer service requires quarterly business meetings which are essentially meant to upsell you different products -Sometimes to correct a problem, you'll have to talk them out of scheduling a meeting with you, and just fix the problem and ...

"Delivering world-class online data storage"

What do you like best about Insightly CRM? I particularly appreciate Insightly's flexibility in creating custom categories and labels. Whenever I want to store or label specific information, there is already a built-in system that recognises my particular use cases. For example, when tracking follow-ups with recipients by industry classification (music industry versus film production), this feature comes in handy! In addition, from an analytics perspective, it helps me to think ahead before ...

"Fully Customizable - Reporting Lacking"

What do you like best about Insightly CRM? Objects and fields can be easily customized. What do you dislike about Insightly CRM? Not terribly intuitive. And the reporting requires a lot of skill. What problems is Insightly CRM solving and how is that benefiting you? Helps us in scheduling our trainings. The Insightly calendar is useful.

"Insightly offers features that really help with assigning multiple reports for each department."

What do you like best about Insightly CRM? Insightly is simple, direct, and cohesive. What do you dislike about Insightly CRM? There are a lot of different features which can be helpful but also is difficult to find thee most efficient way to house information/reporting/data. What problems is Insightly CRM solving and how is that benefiting you? Project specific data and department specific reports.

"Fully Customizable - Reporting Lacking"

What do you like best about Insightly CRM? Objects and fields can be easily customized. What do you dislike about Insightly CRM? Not terribly intuitive. And the reporting requires a lot of skill. What problems is Insightly CRM solving and how is that benefiting you? Helps us in scheduling our trainings. The Insightly calendar is useful.

"Insightly is a helpful tool supporting success in the workplace"

What do you like best about Insightly CRM? Insightly provides the opportunity to display a vast array of information and proves to be detailed and provides the opportunity to locate specific details needed when working on projects.The reporting is extremely helpful, and the capability to capture details that are important in everyday work and tasks. What do you dislike about Insightly CRM? Notes. If there was a way to provide a better layout for notes, in chronoligical order, or possibly ...

"Greatly customer service!"

What do you like best about Insightly CRM? The easy of the tool is helpful in everyday tasks within the system. What do you dislike about Insightly CRM? The system can be wonky in saving information at times. Just make sure to save your work. What problems is Insightly CRM solving and how is that benefiting you? Keeping track of client prospects and opportunities.