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Insightly

Sales

3.6(48 ratings)

Insightly is a powerful CRM and project management tool designed for small to medium-sized businesses.

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About Insightly

Best for small to mid-sized businesses needing CRM and project management.

Insightly is a CRM and project management platform designed primarily for small to mid-sized businesses looking to manage their sales pipelines, customer relationships, and post-sale project delivery in one place. It combines contact management, opportunity tracking, and workflow automation with built-in project management tools, which sets it apart from many standalone CRMs. The platform integrates well with popular business tools and offers customizable dashboards for reporting. It's a solid choice for teams that want CRM and project tracking without juggling multiple platforms, though larger enterprises may find its feature depth limited compared to heavyweights like Salesforce.

Pros

Combined CRM and project management in one platform
Clean, intuitive interface with low learning curve
Strong workflow automation for repetitive sales tasks
Good native integrations with Google and Microsoft
Customizable dashboards and reporting capabilities

Cons

Advanced features require higher-tier paid plans
Customer support can be slow on lower plans
Limited customization compared to enterprise-level CRMs
Email marketing features are relatively basic

Use Cases

Best for small businesses tracking sales pipelines and managing customer relationships

Best for teams needing CRM with built-in project management after deal closure

Best for growing companies automating repetitive sales workflows and lead routing

Best for service businesses managing client relationships and delivering projects simultaneously

Key Features

6 features

Customizable sales pipeline management

Project tracking with task assignments

Email integration for communication tracking

Contact management with detailed profiles

Reporting and analytics for sales performance

Mobile app for on-the-go access

SaasHunter Score

7.2/10

“Small to medium businesses that require both CRM and project management capabilities in one tool.”

Ease of Use

7.0

Features

8.0

Pricing

7.0

Support

6.0

Integrations

8.0

Best For

Small Business 9Agencies 7Startups 7Freelancers 6Enterprise 5

Integrations

Google WorkspaceMicrosoft 365SlackMailchimpQuickBooksZapierDropboxXero

Crm Software Project Management

Frequently Asked Questions

What is Insightly?

Insightly is a cloud-based CRM and project management platform that helps businesses manage contacts, track sales opportunities, and deliver projects. It's designed primarily for small to mid-sized businesses that want both capabilities in a single tool.

How much does Insightly cost?

Insightly offers paid plans starting at around $29 per user per month (Plus plan), with Professional at $49 and Enterprise at $99 per user per month, billed annually. A free plan with very limited features was previously available but may no longer be offered.

What are the main features of Insightly?

Key features include contact and lead management, sales pipeline tracking, workflow automation, project management, email tracking, custom dashboards, and reporting. It also offers relationship linking to map connections between contacts, organizations, and projects.

Who should use Insightly?

Insightly is ideal for small to mid-sized businesses, especially those in professional services, consulting, or agencies that need to manage both the sales process and post-sale project delivery. It suits teams wanting a straightforward CRM without enterprise-level complexity.

Is there a free plan for Insightly?

Insightly previously offered a free plan for up to two users with limited features, but availability has changed over time. It's best to check Insightly's current pricing page, as they do offer a 14-day free trial for paid plans.