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

"CRM that's perfect for small business"

What do you like best about Insightly CRM? Insightly CRM has an easy interface that allows us to customize the program for our individual company. Since we are a small company and don't have a dedicated IT department, the ability to get these adjustments completed quickly and easily has made a huge difference and definitely helped us grow over the past 3 years. Also, Brian Revak, our assigned customer success manager, is an amazing partner who is always available with helpful insights and ...

"Easy to Use & Intuitive CRM"

What do you like best about Insightly CRM? Insightly is quick and easy to use. I can record call details in under a minute. It is easy to search and group information that I may need to look at, and it is easy to filter info so that I see just what I want to see. We also use the invoice function and that is super fast. I appreciate the ease of use more than anything! What do you dislike about Insightly CRM? The only complaint is that it logs you out after non-use fairly quickly. I ...

"Transparency"

What do you like best about Insightly CRM? What is most helpful with our CRM is the transparency we have w/ remote offices when looking up other pipelines for review & discussion when necessary. I also like the compartmentalization of almost all the required values entered in their respective windows for easy locating. What do you dislike about Insightly CRM? Not much, but having the required extra steps to perform our due diligence does take some time to insert the correct information ...

"Operation Manager"

What do you like best about Insightly CRM? Ease of use. Very easy set up without a lot of clicks. What do you dislike about Insightly CRM? Wish there was more integrations with dialers like JustCall. What problems is Insightly CRM solving and how is that benefiting you? Really goes back to ease of use and clarity on where to find data.

"A few upgrades needed"

What do you like best about Insightly CRM? Tasks, Pipeline creations, and reports are the areas I think are built out well What do you dislike about Insightly CRM? Contacts are a hot mess! Our org is having a very hard time. We focus on the Org, and we can't email to org emails etc and our contacts weren't done properly. Recommendations to others considering Insightly CRM: It is a fine tool, but once the business started to really expand, we've had trouble integrating with our site and ...

"Nice but not as robust as we need it to be."

What do you like best about Insightly CRM? It is user-friendly. Very self-explanatory and simple to train new users on. What do you dislike about Insightly CRM? The lack of integration between accounts and contacts is frustrating for a company that works sales using account-based methodology. Report building is also tedious, and they tend to break often. What problems is Insightly CRM solving and how is that benefiting you? We use Insightly as our CRM for our sales process as well as the ...

"Insightly Review"

What do you like best about Insightly CRM? The labeling of items in insightly makes it easy to find certain things about projects What do you dislike about Insightly CRM? There are too many tabs to click in to, would be better if everything was on one page What problems is Insightly CRM solving and how is that benefiting you? I am able to navigate insightly to find out why projects are stuck etc

"Sophisticated CRM without needing sophisticated Coding!"

What do you like best about Insightly CRM? My favorite thing about Insightly is how easy it is to customize! I have no coding background, and I have been able to construct a system architecture that is both user-friendly and robust! Take the inherent automations and add on the power of their AppConnect integration, and this CRM can connect to hundreds of applications in seconds. AppConnect has been a game changer for us to connect to a variety of business applications, including Quick Books ...

"Solid CRM & Marketing tool for my new business ventures objectives"

What do you like best about Insightly CRM? Insightly CRM's interface is intuitive / user-friendly, and can be customized independently or with some help from the service team. It helps to manage my pipeline and forecast. What do you dislike about Insightly CRM? I would like to have the ability to customize more easily without customer success team support for things like a dashboard or other reporting. This may be possible, but as a non-daily user of the platform I just cant invest the time ...

"Good tool to get your organization on track through a CRM"

What do you like best about Insightly CRM? The service from the Insightly team is great. The tool itself is flexible to adapt to your needs; also, helpful to have Marketing and CRM in the same place. I haven't had much experiences with other CRM tools, though, but so far and after a couple of years of using, complains are minimal. What do you dislike about Insightly CRM? Not super happy about the fact that you need to pay extra for some of the most interesting integrations (App Connect). In ...