Vendor: Insightly, Inc.
Category: CRM
Best for: Small business (1–50), Mid-market (51–500)
CRM and project management for growing businesses.
Overview
Insightly combines CRM, marketing automation, and project management in one platform. Sales teams manage leads and opportunities while delivery teams track projects, milestones, and billing on the same customer record. Email marketing, web forms, and workflow automations connect marketing to sales to delivery for relationship-driven businesses.
Features
- Lead and opportunity management
- Contact and organization records
- Project management and milestones
- Email marketing and campaigns
- Web forms and lead capture
- Workflow automations
- Custom objects and fields
- Reporting and dashboards
- Mobile CRM app
- AppConnect integrations marketplace
Pricing
- Plus: $29 (per user / month)
CRM with lead routing and email templates.
- Lead management
- Email templates
- Custom fields
- Mobile app
- Professional: $49 (per user / month)
Workflow automations and lead assignment.
- Workflow automations
- Lead assignment
- Products and quotes
- Reporting
- Enterprise: $99 (per user / month)
Custom objects, permissions, and API.
- Custom objects
- Advanced permissions
- API access
- Sandbox
Integrations
- Gmail
- Outlook
- Mailchimp
- QuickBooks
- Xero
- Slack
- Zapier
- WordPress
Deployment
- Cloud, SaaS, Web-Based
- Mobile — iOS
- Mobile — Android
Support
- Live Chat
- Knowledge Base
- Phone
Languages
- English
- French
- German
- Spanish
Alternatives in CRM
- NinjaPipe (Grid Score 4.4)
- HubSpot CRM (Grid Score N/A)
- SugarCRM (Grid Score N/A)
- Freshsales (Grid Score N/A)
- Salesforce Sales Cloud (Grid Score N/A)
- Zoho CRM (Grid Score N/A)
- Close (Grid Score N/A)
- Pipedrive (Grid Score N/A)