Insightly

Insightly

Insightly is a comprehensive CRM and project management platform designed for small to mid-sized businesses looking to manage customer relationships, sales pipelines, and project delivery in one integrated system. It combines contact management, opportunity tracking, and workflow automation with built-in project management capabilities.

Starting from $29/mo

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Features

Contact and lead management with relationship linking
Sales pipeline and opportunity tracking
Integrated project management with task assignments
Workflow automation and custom business processes
Email tracking and integration with Gmail and Outlook
Custom reporting and dashboards

Pros & Cons

Pros

  • +Unified CRM and project management in a single platform
  • +Strong integration capabilities with popular business tools
  • +Intuitive interface with relatively easy learning curve
  • +Flexible customization options for fields and workflows

Cons

  • -Can become expensive as team size grows
  • -Advanced features require higher-tier plans
  • -Mobile app functionality is limited compared to desktop version

Pricing

PlanPriceFeatures
Plus$29/user/moContact and organization management, Pipeline management, Email integration, Mobile apps
Professional$49/user/moEverything in Plus, Workflow automation, Custom reports and dashboards, Advanced permissions
Enterprise$99/user/moEverything in Professional, Advanced customization, API access, Priority support, Advanced security features

Quick Info

Category
CRM
Starting Price
$29/mo
Features
6 listed

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