Insightly
CRM and project management platform for small businesses.
⭐ 4/5Free Tier AvailableFounded 2009
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About Insightly
Insightly combines CRM functionality with project management, making it unique in the CRM space. It's designed for small to mid-size businesses that want to manage both customer relationships and project delivery in one platform.
Insightly Interface Preview
Pricing at a Glance
| Free Tier | Lowest Paid | Enterprise |
|---|---|---|
| 2 users, 2,500 records | $29/user/mo | $99/user/mo |
Key Features
✓CRM
✓Project management
✓Contact management
✓Pipeline tracking
✓Email integration
✓Workflow automation
✓Reporting
✓Mobile app
✓Custom fields
✓Mass email
Use Cases
- • CRM + Project Management workflow optimization
- • Insightly onboarding for new teams
- • Reducing manual tasks with Insightly automations
Popular Integrations
SlackGoogle WorkspaceZapierHubSpot
Pros & Cons
👍 Pros
- ✓CRM + project management
- ✓Free plan
- ✓Good for service businesses
- ✓Affordable
👎 Cons
- ✗Limited free plan
- ✗Dated interface
- ✗Complex navigation
- ✗Limited integrations
User Reviews & Testimonials
“We switched in under a week and cut software spend materially while keeping the same workflow quality.”
“The comparison + pricing context made this an easy decision. Great shortlist quality.”
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