Insightly Professional, Scientific, and Technical Services Reviews & Insights

Score7.4 out of 10

824 Reviews and Ratings

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.

Insightly Reviews

109 Reviews

Professional, Scientific, and Technical ServicesLaw Practice2Legal Services1Accounting9Architecture & Planning3Information Technology & Services23Management Consulting16Marketing & Advertising28Market Research1Public Relations & Communications3Design6Research4Photography4Graphic Design2Veterinary2Human Resources5

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 (Accounting company, 11-50 employees)

Vetted Review

3 years of experience

Insightly - A Wonderful Tool for Small Businesses

Rating: 8 out of 10

Incentivized

September 15, 2025

Use Cases and Deployment Scope

We started using Insightly in order to better organize our internal customer database of ongoing and future orders. We needed a better way to keep tracking of customer contact information, addresses, and what their purposes was for contacting and working with our company. We keep track of all of our purchase orders, sales orders, invoices, estimates, and much more in Insightly.

Pros

Organization
Data Management
Report Writing
Customer Follow-Up Reminders

Cons

Ease of Use of the Program
Customer service has a hard time understanding directions
Features sometimes get removed without considered that we use those features
It is hard to copy and paste some fields from Insightly

Likelihood to Recommend

If a business has a simple workflow for purchasing a product or service for a customer and they want to keep track of this workflow then Insightly is very useful. The more complex a business operation is then Insightly starts to become difficult to use. I would recommend Insightly for small and medium sized businesses. Large businesses might have issues delegating tasks across many different users in a large company.

Cora Hulse

Territory Manager/Assistant in Sales at Pacific Resource Brokers (Architecture & Planning, 1-10 employees)

Vetted Review

3 years of experience

Great for small teams but limited for growth.

Rating: 5 out of 10

Incentivized

September 7, 2025

Use Cases and Deployment Scope

We use Insightly CRM and Marketing module to streamline our sales and marketing processes and centralize all BD-related information in the same system. I'm part of the marketing group, and I use Insightly to build landing pages, generate lists, develop templates, send emails, etc. We are in the clinical research industry.

Pros

Prospect list.
Page layout.
Field creation.

Cons

Landing pages.
Report with data from different objects.
Conference management.
Campaign management.

Likelihood to Recommend

Insightly is very good for small-sized companies. We were very happy when we started with the system, but as our company grew, Insightly didn't evolve as much. We had some hiccups with journeys (you can't modify your journey once it is started). The landing page builder is not as modern as some other platforms. When you want to analyze your data, it is not easy to cross-reference if your data is coming from different objects (ex, linked reports). There are no AI components yet. The support is also very slow. Overall, the system is decent, but not mind-blowing.

Verified User

Manager in Marketing (Research company, 201-500 employees)

Vetted Review

8 years of experience

Insightly Powerful yet easy to use

Rating: 9 out of 10

Incentivized

August 22, 2025

Use Cases and Deployment Scope

Insightly is our CRM. We use it for customer relations as well as for our marketing. It is integral for all of our data. It is the central point for all of our information. We are able to engage with prospects then follow-up with them as they become leads. We can tehn create proposals and contract. Once they become a client we can manage that relationship through different projects we are working on with each client.

Pros

Ease of Use
Integration with other platform
Combination of Marketing and CRM

Cons

Addition of some minor additional design tools for landing pages
Mobile app for Marketing module

Likelihood to Recommend

Works well. Ease of use and deployment. Very robust set of features. Works well with other apps

Tony Ferraro

Director of Training Services in Corporate at Floyd Consulting (Human Resources, 11-50 employees)

Vetted Review

7 years of experience

View profile

Great Product! Satisfied Customer!

Rating: 10 out of 10

Incentivized

October 7, 2024

Use Cases and Deployment Scope

We use Insightly to stay on top of partners/potential partners. It makes it easy to keep our contacts up to date, status of the account, etc. Tasks allow us to easily keep track of key check ins and milestones. We used CRMs in the past that were overly complicated and typically lead to headaches.

Pros

Simplicity
Tasks
Pipeline

Cons

Nothing really. It does everything we need it to. Very simple and easy to use.

Likelihood to Recommend

Insightly is a very solid CRM. For our business needs it satisfies all of them. We can easily keep track of the pipeline, stage of particular partners, contacts, etc.

Shaun Myers

Head of Operations in Sales at AdaptMX (Marketing & Advertising, 1-10 employees)

Vetted Review

2 years of experience

View profile

Insightly.

Rating: 8 out of 10

Incentivized

September 23, 2024

Use Cases and Deployment Scope

We use the INS CRM tool to monitor the department's projects and pipelines and track their progress. We ensure that we use the INS CRM tool on every aspect of the technical, bookkeeping, admin, and tax teams. We keep track of the end users or customers who submit all their financial data to ensure they are correctly documented, stored, and kept safe. We use the tool to ensure no projects get left behind or fall into the cracks and develop new processes for proper streamlining. This tool is beneficial for centralizing all the firm's targets and KPIs. My only comment on the user interface is it is pretty basic and straightforward; it could use a different color palette.

Pros

Project Tracking.
KPI Monitoring.
Process Streamlining.

Cons

Automation
Integration
User Interface Friendly.

Likelihood to Recommend

Suitable for centralized project tracking, KPI monitoring, and process improvement. It makes the streamlining of the project more seamless and practical. Some tasks can be broken down for proper monitoring and closure for updates. It could be used as a central database of all the pertinent info or details from end users, customers, and minute details of the projects. It can be helpful to track all the progress that the team and the individual make. We can generate reports from it directly, be more agile, and get the needed KPIs.

Erwin Chua

Junior Tech Specialist in Information Technology at Tax Goddess Business Services PC (Accounting, 51-200 employees)

Vetted Review

Verified on LinkedIn

Still Learning.

Rating: 5 out of 10

Incentivized

August 11, 2024

Use Cases and Deployment Scope

CRM and marketing platforms.

Pros

List building.
Email templates.
Journeys

Cons

Can’t figure out how to load things into file manager.
I Don’t like that replies to emails cannot be tracked.
I am having trouble seeing actions from emails load into the contact or prospect record correctly.
Marketing training takes too long.

Likelihood to Recommend

I would tell them it works okay and has most of the functionality I need, but the user interface is really clunky.

Verified User

Director in Marketing (Marketing & Advertising company, 11-50 employees)

Vetted Review

Great place for Bulk Marketing

Rating: 10 out of 10

Incentivized

October 10, 2023

Use Cases and Deployment Scope

I can easily manage my bulk marketing activities from Insightly.

Pros

Email Marketing
Contact Management
Workflow
Reports

Cons

Reports
Dashboard
Emails in spam

Likelihood to Recommend

Because of its extensive adaptability, I can make it fit the particular requirements of my company. Workflows, reports, and custom fields are simple to add.

Verified User

Manager in Marketing (Information Technology & Services company, 11-50 employees)

Vetted Review

1 year of experience

Insightly is a Solid!

Rating: 9 out of 10

Incentivized

March 10, 2023

Use Cases and Deployment Scope

We use it as our database for customers, prospects and for records of deliverables with the media outlets. All employeess track and record activities and we use this for marketing outreach as well. This allows our teams to collaborate and share information among departments. It also has been customized for our industry and and streamlines our processes.

Pros

Storage of records for clients and projects
Streamlines communications between departments
Allows for fast emails and mass communications

Cons

More flexibility on pull down descriptions
Interfacing with Google better, especially emails
Search more intuitive

Likelihood to Recommend

Insightly works well for long term use, to maintain records, conversations and schedule tasks. It it reassuring to know all data is stored and backed up. It is extremely valuable to our sales team as well as our production team. I also love how it connects information to the web on additional information on media contact that we have entered, allowing us to easily look more information.

Verified User

C-Level Executive in Marketing (Marketing & Advertising company, 11-50 employees)

Vetted Review

7 years of experience

Insightly has potential to be good

Rating: 6 out of 10

Incentivized

March 10, 2023

Use Cases and Deployment Scope

I mainly use Insightly API to pull data to a database so I can view it through Vue.js components. Some issues I would say is the process of even getting the API and the fields that we need is a lot longer and harder process than other services

Pros

The Dashboard at the front that is overview of data is helpful
Instructions on how to use the API Development

Cons

Insightly has trouble loading for sales
Insightly doesn't always sync up with what we need

Likelihood to Recommend

If you are making calls and need to keep track for multiple companies who do all different thing I think it is set up very well for that. I have not personally used the Marketing for insightly but I have heard good things about it

Hannah Rafeld

Frontend Engineer in Marketing at COACT (Marketing & Advertising, 11-50 employees)

Vetted Review

1 year of experience

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