Insightly CRM
Build a complete view of your customer.
Overview
Insightly is a CRM platform that uniquely combines sales, marketing automation, and project management in one application. This allows businesses to manage the entire customer lifecycle from lead to project delivery. It helps teams build strong customer relationships, accelerate sales, and manage projects without having to switch between different systems. It's designed for growing businesses that need to align cross-functional teams.
✨ Key Features
- Lead Routing & Management
- Opportunity Management
- Workflow Automation
- Integrated Project Management
- Marketing Automation (Campaigns, Journeys)
- Custom Reports & Dashboards
- Contact & Organization Management
🎯 Key Differentiators
- Natively integrated project management features
- Relationship linking to map complex customer networks
- Highly customizable platform
Unique Value: A single platform to manage customer relationships from lead to project delivery, eliminating data silos between sales and operations.
🎯 Use Cases (4)
✅ Best For
- Professional services firms
- Consulting agencies
- Real estate and construction
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies that only need a simple sales pipeline tool
- Large enterprises requiring highly specialized, deep CRM customization
🏆 Alternatives
Offers built-in project management, which is a key differentiator from sales-only CRMs like Pipedrive or Copper.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Available with paid success plans tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: Up to 2 users. Basic CRM features for contact, sales, and project management.
🔄 Similar Tools in CRM Systems
Salesforce Sales Cloud
AI-powered sales software that helps sales teams sell smarter, faster, and more efficiently....
HubSpot Sales Hub
An easy-to-use sales CRM that helps teams close more deals, deepen relationships, and manage their p...
Zoho CRM
An omnichannel customer relationship management platform for growing businesses....
Pipedrive
A sales-focused CRM that helps users visualize their sales pipeline and get organized....
Freshsales
An AI-powered CRM that provides a 360° view of customers for sales and marketing teams....
Zendesk Sell
A modern sales CRM that helps teams enhance productivity, processes, and pipeline visibility....