Insightly Reviews

It helps me keep customer information, follow-ups, opportunities, and ongoing activities organized in one place. I work as a Dietician and Nutritionist, manage a homeopathy clinic, and also create health education content. My work involves handling consultation enquiries, wellness program discussions, follow-up communication, and educational outreach activities, so having everything connected inside one system is very useful. What I like most about Insightly CRM is that contacts, leads, opportunities, tasks, and project-related activities stay linked together. When I receive a new enquiry, I can track the contact, manage follow-ups, schedule activities, and continue organizing related work without losing information between different records. This makes daily CRM work more structured. I regularly use contact management, lead tracking, opportunity management, task management, calendar activities, and reporting features. These help me organize consultation enquiries, monitor follow-up progress, schedule discussions, and keep track of ongoing communication. Having activity history available alongside customer records makes it easier to review previous interactions before the next follow-up.

Another thing I find useful is the way projects and tasks can be managed within the same platform. For health education initiatives and ongoing wellness programs, I can keep activities, deadlines, and related records organized without switching between multiple systems. The system is easy to understand, implementation for everyday use was straightforward, and performance has been smooth during regular work. Moving between contacts, leads, opportunities, tasks, and projects feels responsive, even when managing multiple records. The available integrations and workflow features also help keep information connected and reduce manual tracking work. Overall, Insightly provides a good balance of CRM, activity management, project tracking, and organization tools.

I like how contacts, opportunities, and projects can be connected together, but sometimes maintaining those relationships requires a little extra setup when records become more detailed. It works well once everything is organized, although the initial record structure can take some time to maintain consistently. For larger workflows this makes sense, but for smaller day to day activities it occasionally feels more detailed than necessary.

I use Insightly CRM to manage my customer relationships, track sales and opportunities, and keep all customer information in one place. I appreciate how it helps by keeping customer data, sales activities, and follow-ups organized, which makes it easy to track. What I like most is how easy it is to manage customers, track sales, and check progress in a single dashboard. It was also easy to set up, and we were able to get started with less training. Additionally, using it with Google Workspace and email tools keeps communication and customer information synced. We switched from spreadsheets and basic CRM because Insightly offered better features.

Some advanced features can take a little time to learn, and reporting options could be more customizable.

I use Insightly CRM to manage customer relationships and track sales. It keeps customer data, sales activities, and follow-ups organized, making them easy to track.

The features I use most and find the most valuable are bulk editing and reporting. The bulk editing function saves me a significant amount of time by allowing me to update multiple records at once instead of making changes individually. I also really like the drag‑and‑drop functionality when creating reports, which makes it quick and easy to customize the columns I want to include. An added benefit is how intuitive the platform is overall—the site is easy to navigate across different pages, which helps streamline my daily workflow.

One issue I’ve experienced with Insightly CRM is that when creating reports, filters don’t always work as expected. Even after applying a filter to exclude certain data, those records sometimes still appear in the report. Additionally, Insightly Marketing cannot link email campaigns directly to contacts in Insightly CRM, which makes it more difficult to track engagement and campaign impact at the contact level.

We struggled with managing outreach, tracking relationships, and building targeted contact lists, but now we can use Insightly CRM to send email campaigns, create filtered lists through reports, and link contacts, opportunities, and organizations in one place, which has improved organization, visibility into relationships, and overall efficiency.

Insightly has all the files I need for work, and it’s easy to access. The information is reliable, which helps me stay on top of my daily information and tasks.

Sometimes the font feels kind of small, but maybe that’s because I work on a tablet/laptop, and everything looks super small jaja.

We constantly access customers’ folders with files like photos and plan sets, and everything is well arranged, which makes it very accessible for day-to-day use.

The convenience of staying on top of daily tasks

When searching for an organization the scope seems to be too broad.

I like that when an outbound call is being made, the task becomes completed.

It's flexible. You can set up multiple sales pipelines and stages and move sales opportunities between them as they progress. Drag and drop, group edits and filters reduce the amount of time to add and maintain information. It can grow with you. As you learn more of the systems capabilities, it's easy to add them to your CRM process. Onboarding new employees and training them on the system is quick because it's intuitive. It's also cost effective, and we can show results in a meaningful way.

Although you can run it from a phone, the screen is crowded, and it's challenging to do more than record meeting notes via voice to text.

I use Insightly for forecasting, and it saves me around 1 hour a week over the previous process. It also improves forecasts because I can also look at multiple scenarios quickly which was too time consuming to be practical in previous processes.

I like that it's very easy to manage projects in Insightly CRM and add tasks, and keep track of them. Being a team manager, it's a lot easier when the project is added to Insightly, and we already have a predetermined list of tasks for each project. Setting up the project is user-friendly, and it ensures that staff completes all their tasks. The ability to report to my managers the percentage of projects that we are completing and the timing is very valuable as well. The initial setup on the site link was very easy.

It seems like at certain times, I don't know if the system is updating. The interface will change and sometimes certain aspects won't be available. Reports won't be available or the size of the font will randomly increase, making it hard to see everything on the screen, so that could definitely be improved.

Insightly CRM organizes our projects, ensures all tasks are completed, and makes it easy to track statistical information on task completion using a site link.

.CRM is a good software and provide better experience it is very easy to use and implementation

Not any dislike in CRM software and not need any corrections

it is very suitable for business purpose and solve my many problems

That the data I need can be found easy and reduces the time needed for other work.

Some times I have to add fields in order to get the information that I need

calculating cases and distiguishing one participant from another

Insightly CRM has a clean, user-friendly interface that makes it easy to track leads, contacts, and opportunities. The integration with Google Workspace, Outlook, and third-party apps is seamless, and I like that it combines project management and CRM in one tool.

The reporting feature could be more advanced, and sometimes the customization options feel limited compared to bigger CRMs. It also takes time to set up automation properly.

Insightly CRM is helping us solve the problem of scattered customer data and poor follow-up. Before, our sales pipeline and project tasks were tracked in multiple tools, which made things confusing and time-consuming. With Insightly, everything from lead capture to project delivery is in one place. This has improved team collaboration, reduced missed follow-ups, and given us a clear view of where each opportunity stands. The biggest benefit is time savings and better customer relationships because we can respond faster and more consistently.