Insightly Reviews

User Rating

4/5 (Based on 5,164 Ratings)

Rating Distribution

Excellent
28.6%
Very Good
49.9%
Average
16%
Poor
3.4%
Terrible
2.1%

User Sentiments

Ease of Use, Extensive Integrations, Effective Contact Management, Customizable Features

Limited Customization Options, Slow Performance, Unintuitive Interface, Lack of Robust Reporting

Do You Use Insightly?

Write a Review

Review Summary

Overall, Insightly garners positive feedback for its user-friendly interface, customizable features, and effective sales tracking capabilities. Users appreciate the ease of managing customer relationships, scheduling appointments, and tracking sales pipelines. The mobile app is also praised for its convenience and functionality. However, some users have expressed concerns regarding occasional bugs and glitches, the need for improved reporting and analytics, and the limited customization options for certain features. Additionally, a few users have reported issues with customer support responsiveness.

Pros

Affordable and easytouse CRM platform for small businesses and startups.
Offers customizable features, including custom fields and workflows.
Mobile app for onthego access and productivity.

Cons

Limited integrations with other business applications, such as accounting and marketing software.
Some users may find the interface cluttered and overwhelming.
Limited reporting capabilities compared to more robust CRM platforms.

AI-Generated from the text of User Reviews

Did you find this information valuable?

YES NO

Reviews

Alex M

February 24, 2025 Source: G2.com

Insightly has been an invaluable tool to work with at my organization.

What do you like best about Insightly CRM?

I appreciate how centralized Insightly is, and that different users can easily synthesize their whole together to paint a holistic picture of a project's progress.

What do you dislike about Insightly CRM?

There is occasionally lag when navigating the website and/or when updating existing lists, which creates frustration from time to time.

What problems is Insightly CRM solving and how is that benefiting you?

Insightly CRM is helping different levels of the organization to communicate with each other, and easily access different levels of a project.

Javier G

February 24, 2025 Source: G2.com

Insightly really helped us integrate CRM-Marketing efforts

What do you like best about Insightly CRM?

It's an intuitive platform. If you know how to use google, you'll be able to start using insightly CRM without much trouble.

What do you dislike about Insightly CRM?

Reporting needs more knowledge to take advantage of what it does. It is not as intuitive as the rest of the other tools it brings

What problems is Insightly CRM solving and how is that benefiting you?

It has helped us to manage completely the whole customer cycle, from prospecting, to lead administration, until we close our sales and look for resales opportunities.

Dem Bessette

September 7, 2022 Source: Trustpilot.com

Easy to use CRM with email campaign, marketing automations

Insightly is very easy to use, plus creating email campaigns with the templates (or customize your own) takes less than 5 minutes. Landing pages, forms, marketing automations and much more.

Mohamed Ahmed

April 10, 2025 Source: Saasworthy.com

Insightly is an integrated CRM and project management system that helps businesses track clients and

Easy-to-use interface: Insightly offers a sleek, organized interface that allows you to easily access important data.

Strong integration with other tools: Integrates with Google Workspace, Office 365, MailChimp, and other tools to make your work easier.

Advanced project management: Manages projects in great detail, assigning tasks and tracking time and budgets.

Customization: You can fine-tune the system to suit your specific business needs.

Reporting and analytics: Provides detailed reports that help businesses track performance and make data-driven strategic decisions.

Jeremy Gates

September 14, 2020 Source: Trustpilot.com

Full of Bugs and Poor Service

The platform is fine if you want very basic CRM functionality - but once you need it to do anything useful you need to pay for the Enterprise version and / or know how to do API integrations ( but not via Zapier )

We have had bug after bug and always the response from support is " you need to pay more for that"

The lack of customer support is astounding in this day and age. Most support tickets take 3-5 days to get resolved.

Save your time and money and go elsewhere

TRISH WALLER

November 16, 2024 Source: Trustpilot.com

AVOID please.

AVOID please.
An absolute scam of a company. Zero customer service and they treat you like a cash machine without providing the actual CRM they purport to provide.
AVOID please.

John Spence

April 21, 2022 Source: Trustpilot.com

Terrible customer service poor email

Terrible customer service, email are not arriving and not reliable, the search facility is hopeless

Steve Siegel

December 14, 2021 Source: Trustpilot.com

Using Insightly For 9 Years - It's Time They Close Shop

We have been using Insightly for 9 years. We were grandfathered in and decided to support them by buying an upgraded subscription. So far, so unimpressed. From the clueless sales representative and the astonishingly slow tech support. We currently have a basic functionality bug we've reported (filters not working) and it's been over a month with no solution.
I think the company behind this is probably struggling and unable to improve the product.

Harry Gordon

May 19, 2021 Source: Trustpilot.com

Clunky to use

Clunky to use, just doesn't flow very well, lots of jumping around. No free videos explain how to set it up/use it efficiently, they want $1500 per year for entry level support, no good for small business. Much better CRMs out there

Chris Carbert

February 4, 2019 Source: Trustpilot.com

No customer service for customer service software!

Busy small business owner looking for a cmr and booked demo's with various companies including insightly. I never got a phone call for the demo even though i had multiple conversations and emails with them and they can't even have the courtesy to call and apologize or email the same. With so many crm software companies out there you would think customers service would be high on priority, considering the software they are selling is for customer service.