Insightly Reviews & Insights

Score7.7 out of 10

849 Reviews and Ratings

Overview

Synthesised from 21 reviews | Last Published May 27, 2026

Insightly is primarily adopted as a comprehensive Customer Relationship Management (CRM) system, serving as a central database for managing client interactions, sales pipelines, and customer data, a use case explicitly mentioned by 86% of reviewers. It also offers project management capabilities for tracking issues and timelines, and organizations leverage it to centralize diverse information into a single source of truth. In TrustRadius reviews, its customization and data management features, particularly the ability to link multiple objects and track client information, are frequently highlighted as strengths.

Reviewers frequently note Insightly's positive impact on operational efficiencies and workflow optimization by centralizing tasks and data, streamlining communications, and reducing repetitive tasks. However, some users report challenges with customer service, citing slow responses and a perceived lack of detailed assistance. Data import issues, leading to duplicate contacts, and UI/UX navigation complexities are also recurring concerns. Despite these areas for improvement, the platform generally contributes positively to business objectives through enhanced data management.

Pros

High degree of customization and flexibility to adapt to specific user needs
Effective data management and organization, including linking multiple objects to records
Seamless integration with Google Suite and Slack for streamlined workflows
Robust reporting and dashboard functionalities providing clear visual insights
Strong contact and lead management, including follow-up reminders and email tracking

Cons

Customer service responsiveness and quality, with reports of slow and unhelpful assistance
Data import issues, frequently leading to duplicate contacts, especially with AI-driven email tracking
UI/UX and navigation complexities, including difficult settings and intrusive pop-up boxes
Limited reporting and filtering options, such as an eight-filter limit per search and lack of selection retention
Insufficient training and onboarding, making initial setup lengthy and guidance inadequate

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Insightly Reviews

441 Reviews

Insightly Review

Rating: 8 out of 10

Incentivized

March 24, 2026

Use Cases and Deployment Scope

We use Insightly to track or Opportunities and Projects, the Contacts on each, and their status.

Pros

Acts as a central source of truth
Supports good collaboration
Very customizable

Cons

Cannot see Projects alongside Opportunities
Dashboard widgets could provide more sizing options
Dashboard list views autosave, even if I'm not ready for them to.

Likelihood to Recommend

It is working well enough for our consulting organization, but could do better at supporting customization without requiring help from Insightly.

Verified User

Project Manager in Professional Services (11-50 employees)

Vetted Review

3 years of experience

Effective CRM Platform

Rating: 8 out of 10

Incentivized

March 20, 2026

Use Cases and Deployment Scope

Using Insightly for all our CRM needs allows us to empower our sales force, forecast appropriately and drive our business forward. We use as our account and contact database for sales and marketing activities; lead and opportunity follow up and project management. Insightly offers a cost effective, easy to use and comfortable platform. It is easy to understand and has a clear and user-friendly interface. It also integrates well into our Google based systems. I would not hesitate to recommend Insightly as a great CRM platform

Pros

Contact management
Opportunity Management
Mailing list creation
Lead follow-up

Cons

Tracking of contact that leave organizations or move to another one.
Account (Company) name changes
Get rid of pop-up boxes when hovering over links (or be able to turn this off)

Likelihood to Recommend

Tracking and monitoring of opportunities. We have not integrated our ERP system into Insightly but this would be something many customers would want.

Verified User

Manager in Customer Service (11-50 employees)

Vetted Review

10 years of experience

A Smooth and Cost Effective CRM Software

Rating: 8 out of 10

Incentivized

March 16, 2026

Use Cases and Deployment Scope

We use Insightly to keep track of our clients cases as they progress with us. The CRM software allows us to track emails and associated files, as well as separate cases before and after instruction through the "opportunity" and "project" features.

Pros

File Management
Case Tracking
Email Management

Cons

Integrations with outside software

Likelihood to Recommend

It helps us maintain each case and all of their associated files. The email tracking software automatically linking emails to the projects makes this much easier than manually adding them from our other file system. The task management could be easier to set up.

Verified User

Administrator in Product Management (11-50 employees)

Vetted Review

8 years of experience

Why choose Anything Else

Rating: 9 out of 10

Incentivized

March 16, 2026

Use Cases and Deployment Scope

We use Insightly as our CRM. We qualify warm leads, new sales and subscription renewals. We also use the marketing side for newsletters and other promotional emails.

Pros

Good for creating opportunities
Easy to use
Good level of customisation

Cons

The ability to see if an email has been read
Being able to recall emails
Report templates

Likelihood to Recommend

Each month we go to a group of customers who's subscription is due for renewal. Insightly lets us pull them by end date into an opportunity we create to then approach each customer.

Verified User

General Manager in Customer Service (1-10 employees)

Vetted Review

9 years of experience

Insightly Review

Rating: 7 out of 10

Incentivized

February 17, 2026

Use Cases and Deployment Scope

We use Insightly for our Career Services Department which includes managing our student outreach, student academic records and placements, as well as, our employer outreach, job opportunities, leads, etc. We also use it for tracking our certifications and testing for students. We have six advisors and two other colleagues all of which use the system to track their outreach and document what they are doing on a day to day basis.

Pros

Allowing us to link multiple objects to one record to ensure congruity
Helping us be able to communicate with a large student base quickly while still documenting the outreach
Customization to allow us to use the database how we need it to be.

Cons

We have to do a lot of manual updates because we can only do filters on one type of record at a time unless we are looking at reports. It would be great if there was an ability to filter like we can on reports on fields in Insightly.
It would be great if there was more written documentation on creating validation rules because you currently only have videos and some of them the volume is to quiet which makes it hard to learn.
There is a limit of 8 filters per search but sometimes there is more that is needed.
There is also a limit to the amount of rules you are able to create on page views. We have 3 types of users in the system which has led us to only being able to make rules on pages for our advisors instead of for all of our users.

Likelihood to Recommend

There are a lot of things Insightly is great with for Career Services but much of my job is updating things manually because Insightly doesn't have a way to help me manage the database the way we need to. We have multiple academic records per students but needed to have fields that are multiselect on our contacts. These are all manually updated which are very tedious and not the best for what we need it to be able to do.

Verified User

Administrator (201-500 employees)

Vetted Review

4 years of experience

A great option for customizable and affordable CRM

Rating: 10 out of 10

Incentivized

February 13, 2026

Use Cases and Deployment Scope

As a non-profit, we rely on having the ability not only to store data in a meaningful and organized way but to be able to access it quickly.
We need to see who is using our services, who is donating, and what drives them to our organization. Insightly does this and is adaptable to our needs.

Pros

Is adaptable and customizable
Is easy to use to create reporting tools
Is easy to connect email to a client/user profile
Tracks multiple interaction points across the organizations work profiles

Cons

While customizable there are some things that they just cannot do that others can.
The force feeding of ai into all aspects of their product is a miss.
The Insightly CRM to Marketing connection is a bit clunky
Marketing UI is dated

Likelihood to Recommend

What is great about Insightly is not just the ability to create profiles that match our needs. We have been able to customize much of the database to our standards. Much of which we can do ourselves. The team at Insightly believes in empowering you and wants to see you succeed. They are patient and willing to work hand-in-hand to deliver a tool that you will be happy with.

Verified User

Professional (11-50 employees)

Vetted Review

3 years of experience

Proceed With Caution With Insightly

Rating: 1 out of 10

Incentivized

February 12, 2026

Use Cases and Deployment Scope

I tried to use Insightly in my business, but after a year of trying (& $6K), I gave up. It was incredibly complicated and time-consuming, and I could not get the help I needed from their Customer Service team. I was misled into believing we could run our buisness from their software and I was hopeful it would help make our processes more efficient. But ultimately, it ended up being a big waste of my time and money.

Pros

I like their dashboard options which are a visual way to see how my business is doing.

Cons

Customer Service - they made me feel bad for needing help and made it difficult to get the help I needed. In the beginning, whenever I had a question, they wanted me to take a screen recording explaining every question I had. Meanwhile I had paid extra for an upgraded customer service otpion.
Onboarding - should have warned me that it would take a VERY long time to set every little detail up. Should have listened better to my needs.
Sales - should have assessed my needs better and not sold me on 3 platforms, as I couldn't even get one to work for me.

Likelihood to Recommend

It may be good for companies that have an IT Support Person who can build the system for them. It is not good for anyone running a small business, as they likely don't have the time or knowledge to build an entire platform, let alone 2 or 3.

They did not offer the type of help I needed and I was misled to believe they would. I am very disappointed.

Verified User

Executive in Corporate (11-50 employees)

Vetted Review

1 year of experience

Good Quality Product for the Price

Rating: 8 out of 10

Incentivized

February 10, 2026

Use Cases and Deployment Scope

This is our source of truth for all contact information. We worked with so many different people and organizations at different capacities so this helps make sure we all have the more accurate information on the contact and the organization.

Pros

Linking Contacts, Opportunities and Organizations
Lots of availability to customize
import feature is really nice

Cons

syning with outlook is a little challenging.. it seems to spin for a while
linking emails to contacts is cumbersome. It attaches all pictures (even if its just the linkedin logo for an email)
you need the better package for better customization

Likelihood to Recommend

For the price this is a good platform. We use it as a non-profit and track board members, donations, prospects etc. We also like Insightly marketing and how they work together. Being able to update contact info in just one place is super helpful.

Verified User

Director in Finance and Accounting (11-50 employees)

Vetted Review

3 years of experience

Integral part of our process

Rating: 7 out of 10

Incentivized

October 21, 2025

Use Cases and Deployment Scope

We use Insightly as an all encompassing CRM for sales and production pipeline management. It allows us to keep all the information in one place and have multiple users get alerts as different actions happen throughout the pipelines.

Pros

Pipeline management
Automate alerts and emails
calendar integration

Cons

the task feature can be cumbersome, especially with automating reminders
sometimes the coding information is too detailed for a non-tech-literate person

Likelihood to Recommend

I think it's decent for housing company and contact information and setting up notifications for prospecting. The pipelines are great for managing projects, but for us, they take a LOT of work to get them customized

Verified User

Account Manager in Sales (1-10 employees)

Vetted Review

6 years of experience

Insightly A Great Tool

Rating: 10 out of 10

Incentivized

October 2, 2025

Use Cases and Deployment Scope

We used Insightly not only to catalogue our client bases, but also potential clients as well. It was a great to differentiate between the two and make notes on specific things about said PR's and client. Tracking these two important type of people was helpful. It also a very good marketing system.

Pros

Marketing
Differentiating Clients and PR
Tracking & Storing important information for Client
Taking notes on PR's and Clients

Cons

Easier Search options
Filter through phone numbers faster
More intuitive document storage

Likelihood to Recommend

Insightly strives best as a CRM. It does well to help me find about certain people and make notes on people my business wants to avoid that tend to come back multiple times. The notes section has saved me in situations with irate PR's that always like to come back.

Verified User

Administrative Assistant in Finance and Accounting (11-50 employees)

Vetted Review

2 years of experience

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Insightly Review

Rating: 7 out of 10

Incentivized

February 17, 2026

Use Cases and Deployment Scope

Pros

Allowing us to link multiple objects to one record to ensure congruity
Helping us be able to communicate with a large student base quickly while still documenting the outreach
Customization to allow us to use the database how we need it to be.

Cons

We have to do a lot of manual updates because we can only do filters on one type of record at a time unless we are looking at reports. It would be great if there was an ability to filter like we can on reports on fields in Insightly.
It would be great if there was more written documentation on creating validation rules because you currently only have videos and some of them the volume is to quiet which makes it hard to learn.
There is a limit of 8 filters per search but sometimes there is more that is needed.
There is also a limit to the amount of rules you are able to create on page views. We have 3 types of users in the system which has led us to only being able to make rules on pages for our advisors instead of for all of our users.

Likelihood to Recommend

Verified User

Administrator (201-500 employees)

Vetted Review

4 years of experience