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
- Native integration of CRM and project management
- Ability to link projects, contacts, and emails together
- Strong workflow automation capabilities
Unique Value: Provides a single source of truth for customer data across sales and delivery, eliminating the need for separate CRM and project management tools.
🎯 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 more robust, native project management than most CRMs, and better sales pipeline features than most project management tools.
💻 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.
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