Insightly Reviews and Ratings

Rating: 7.7 out of 10

Score

7.7 out of 10

Community insights

TrustRadius Insights for Insightly are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Ease of Use: Users have praised the system for its simplicity in entering new contacts and effective tracking, making it user-friendly for various tasks such as managing leads, opportunities, and projects without complications.

Valuable Data Summaries: Reviewers have highlighted the availability of data summaries as a key feature that enhances their decision-making process and overall efficiency. These summaries allow users to quickly grasp important information and make informed choices.

Helpful Customer Support: Some users have found Insightly's staff to be supportive and helpful, particularly when dealing with customer service inquiries and technical support needs. The responsive assistance from Insightly representatives has been instrumental in resolving issues promptly for users.

Reviews

439 Reviews

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

Insightly is a great basic CRM that fits most business models.

Rating: 9 out of 10

Incentivized

October 1, 2025

Use Cases and Deployment Scope

We were using it for the CRM and marketing feature. It helped that we didn't have to manually add data into our marketing platform separately from our CRM and everything was connected. Plus we didn't have a good solution for client management before Insightly other than excel worksheets.

Pros

Marketing and CRM connector
Easy access and view to client data
Basic features connecting email to client info
identifying and merging duplicates

Cons

set up of the pipelines/projects was definitely hard to manage and get the full team involved in training
tasks added up and was very overwhelming.
would have liked a better document management built in system other than a connector to one drive

Likelihood to Recommend

If you business is very basic and has a high emphasis on typical sales, this platform is great. it helps with easy marketing as well as client management. It may not fit models that are more service based.

Verified User

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

Vetted Review

3 years of experience

Insightly Review

Rating: 7 out of 10

Incentivized

September 30, 2025

Use Cases and Deployment Scope

We use Insightly to keep track of our customers and their pipelines to know where we are in our sales. It helps us stay organized, it gives us a map to follow, and it gives us tasks to follow to keep up with our customers. I think it is most useful for our sales reps who have a lot of customers that they have a hard time keeping track of. Overall, it solves a lot of our organization and customer database problems.

Pros

Organizing customers
Pipeline instructions
Pretty fast at responding when having issues
Merging accounts option/ease of deletion

Cons

Gmail AI- reading the wrong part of the email and making new accounts of ones we already have
Complicated settings
Pretty fast at responding when we have inquiries however usually customer service needs really detailed responses and screenshots
More comprehensive user training- I joined the webinar and it just basically went over what you would be implementing, not how to use it
Proof of data privacy

Likelihood to Recommend

Insightly is well suited when creating customer profiles, pipelines and project steps, however when you look into it deeper, it is difficult to make tasks that will show up on time, follow up emails that won't blow your email up, etc.

Savanna Rush

Office Administrator/Transaction Coordinator in Sales at Pacific Resource Brokers (11-50 employees)

Vetted Review

1 year 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