Insightly
VerifiedCloud based CRM with built in project management, workflow automation, and AI Copilot for sales teams.
- Deployment Cloud Based
- Starting price $29/user/month
- Free trial Available
- Best for Freelancers, Startups, SMEs
What is Insightly?
Insightly is a cloud based CRM platform designed for small and mid sized businesses that need to manage contacts, leads, opportunities, and projects in one place. It combines sales pipeline tracking with built in project management, so teams can convert closed deals into projects without leaving the platform. Two way email sync, workflow automation, and an AI Copilot help reduce manual data entry and repetitive tasks.
The platform integrates with over 200 applications, including Microsoft, Google, QuickBooks, DocuSign, and NetSuite, through its AppConnect automation tool. Insightly offers customizable dashboards, real time reporting, and native mobile apps for iOS and Android. It is aimed at businesses that want a single system for sales, project delivery, and customer relationships, and it also offers add on Marketing and Service products for teams that need broader functionality beyond core CRM.
Key Features of Insightly
Insightly lists 10 documented features, including Contact and lead management, Opportunity and sales pipeline tracking and Project management with opportunity to project conversion. The list below covers what the product does rather than how it is marketed.
- Contact and lead management
- Opportunity and sales pipeline tracking
- Project management with opportunity to project conversion
- Two way email sync
- Workflow automation
- AI Copilot for email summaries and replies
- AppConnect integration with 200+ apps
- Customizable dashboards and real time reporting
- Native iOS and Android mobile apps
- Custom objects and sandboxes (Enterprise plan)
Insightly Pricing
Insightly lists 3 plans, from $29 to $99.
Plus
$29/user/month
100,000 records, 10 GB storage, billed annually
Lead and contact management, project management, advanced reports, pre-built dashboards
Professional
$49/user/month
250,000 records, 100 GB storage, billed annually
All Plus features plus lead assignment and routing, workflow automation, AI Copilot
Enterprise
$99/user/month
500,000 records, 250 GB storage, billed annually
All Professional features plus sandboxes, products/pricebooks/quotes, comprehensive audit logging
Insightly Specifications
Insightly is available on web app and has iOS and Android apps. It offers an API and has a free trial.
- Cloud Based
- Web App
- iOS
- Android
- Freelancers
- Startups
- SMEs
- Agencies
- Live Support
- Training
Insightly Videos
Insightly Screenshots
Alternatives of Insightly
Other CRM Software products listed on SocialAtoZ, each with its own pricing and feature detail to compare against Insightly.
AI powered CRM and ERP applications from Microsoft for sales, service, marketing, and operations
AI-first CRM software for sales teams to manage leads, pipelines, and customer relationships
Insightly Comparisons
Side by side comparisons of Insightly against 3 other CRM Software options listed here.
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Alternatives to Insightly
Other Contact Management Software products listed on SocialAtoZ.
