Insightly Overview
What is Insightly?
Insightly is a popular and user-friendly CRM platform that effectively combines customer relationship management with basic project management capabilities. It is designed to help businesses manage contacts, track leads, and monitor opportunities through the entire sales pipeline, while also allowing teams to create and manage projects linked to those customer relationships. A key strength is its seamless native integrations with everyday productivity tools like Gmail, Office 365, and Mailchimp, which centralizes communication and data. This makes it easy for teams to track interactions, measure performance against goals, and maintain organized records without switching between multiple applications.
Who it's for:
Insightly is well-suited for small to medium-sized businesses across diverse industries that need a balanced CRM with project oversight. It is particularly appealing to teams that rely heavily on Gmail or Office 365 and want a CRM that integrates deeply into their daily email and productivity environment for a smooth workflow.
Our verdict:
Insightly is a reliable and accessible CRM that successfully bridges sales and project management. Its excellent integrations with common business apps make adoption easy and data centralization effortless. For growing businesses seeking an affordable, integrated platform to manage both relationships and projects, Insightly is a solid and recommended option.
Insightly Details
Insightly Platforms supported
Cloud, SaaS, Web-Based
Desktop Mac
Desktop Windows
Mobile Android
Mobile iPad
Mobile iPhone
Desktop Chromebook
Desktop Linux
On-Premise Linux
On-Premise Windows
Insightly Support options
Chat
Email Help Desk
FAQ Forum
Knowledgebase
Insightly Training options
Documentation
Live Online
Videos
Webinars
In-Person
Insightly Related Categories
Insightly Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
Insightly Pricing
Tiered pricing system
Insightly Features
Most valued Insightly features by users
Collaboration Tools
Create Subtasks
Gamification
Gantt/Timeline View
Mobile Access
Percent-Complete Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Time Tracking
To-Do List
Contact Database
Data Import/Export
Lead Management
Prospecting Tools
Sales Pipeline Management
Search/Filter
Segmentation
Shared Contacts
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