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

"Director of Key Accounts"

What do you like best about Insightly CRM? It's an intuitive platform, overall very simple and easy to use. What do you dislike about Insightly CRM? Some things don't make sense. For example, why can't you use existing organizations and contacts as leads? Why can't you have multiple leads for the same organization and contact? What problems is Insightly CRM solving and how is that benefiting you? Helps keep track of all my sales goals, leads, opps, pricing and samples.

"Energy Consultant"

What do you like best about Insightly CRM? Helps keep track of customers, running reports to assist with stats and trends, follow-up dates, self-automation, and integrating with Gmail, calendar, etc. What do you dislike about Insightly CRM? Minor bugs, and constant refreshing while working on notes or updates caused me to lose the notes that I took. What problems is Insightly CRM solving and how is that benefiting you? Data gathering, reaching out to clients, follow-ups, data for ...

"Great CRM to help manage client prospect data."

What do you like best about Insightly CRM? I like that you can work through prospects from an Account and Contact level and really drill down on all activity for each account. What do you dislike about Insightly CRM? Reports are difficult to customize at times and painful to pull in certain data for specific reports. What problems is Insightly CRM solving and how is that benefiting you? Managing customer data from an agency perspective. Their customization has helped us really make it our own.

"Great detail and opportunity for growth in company policy, procedure and requirements on data"

What do you like best about Insightly CRM? Great detail and opportunity for growth in company policy, procedure and requirements on data What do you dislike about Insightly CRM? Some issues with lags, delays and duplicates on populated links for submissions. What problems is Insightly CRM solving and how is that benefiting you? Accuracy and data capability. More opportunity to over communicate and update/share data in a timely matter

"Not too complicated"

What do you like best about Insightly CRM? It is easy to use, especially if you do not have a tech team to build automation. What do you dislike about Insightly CRM? The two items I would like to see Insightly address are: 1 - adding a cc: functionality to email automation; we currently have to send separate emails to our internal team that needs to be cc'd on client-facing automated emails. 2 - Reports should be able to be turned into dashboard cards. The 2 live separately in Insightly's ...

"The account set up and customer service team are great to work with. Answer questions promptly."

What do you like best about Insightly CRM? Set up and dashboards are easy to make. Customer service and account management team are great. What do you dislike about Insightly CRM? The system is based off individual names and not company names. It is also hard to catch duplicate entries. What problems is Insightly CRM solving and how is that benefiting you? Our actual potential revenue pipeline and finding engaged prospects

"My thoughts on Insightly"

What do you like best about Insightly CRM? The ability to streamline data regarding our firm's opportunities and print customized reports summarizing the data. What do you dislike about Insightly CRM? It takes awhile to learn all of the components. I'm stilling learning all it has to offer! What problems is Insightly CRM solving and how is that benefiting you? Insightly allows us to reach out clients with marketing efforts and track the success of those efforts.

"It does what it needs to do"

What do you like best about Insightly CRM? It's okay. Has the basic capabilities and allows you to search well. What do you dislike about Insightly CRM? It's a very basic UI, and not complex. They are definitely missing a lot of the functionalities that we are looking for What problems is Insightly CRM solving and how is that benefiting you? It is allowing us to manage our customer base effectively.

"The account set up and customer service team are great to work with. Answer questions promptly."

What do you like best about Insightly CRM? Set up and dashboards are easy to make. Customer service and account management team are great. What do you dislike about Insightly CRM? The system is based off individual names and not company names. It is also hard to catch duplicate entries. What problems is Insightly CRM solving and how is that benefiting you? Our actual potential revenue pipeline and finding engaged prospects

"Works well enough for our initial use cases but we've outgrown it"

What do you like best about Insightly CRM? I like that it works as a quick way to start up our CRM needs initially across the company. It handled marketing, BD, growth, and ops needs for the time being. However, could be better. What do you dislike about Insightly CRM? It could be better about notifying us about API responses that we have set up. Also, it doesn't manage some of our use cases to use it as an internal CRM completely. What problems is Insightly CRM solving and how is that ...