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Task Management Software
Insightly reviews and summary
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 b... Insightly is well-suited for small to medium-sized businesses across diverse...
Best 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.
Starting price
$29.00 Per-Month
Category
Task Management Software
Vendor
Insightly
Key takeaways
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.
Quick facts
Insightly at a glance
Overall rating
3.9/5
Reviews
497
Starting price
$29.00 Per-Month
Vendor
Insightly
Founded
2010
Location
United States
Category
Task Management Software
Ratings
Insightly ratings
Ratings in this section summarize available rating data. Software reviews are shown separately when users submit reviews.
Decision notes
Insightly pros and cons
Potential strengths
- Connects customer data, leads, opportunities, and projects, which can help teams follow work from prospect to delivery.
- The profile lists integrations with Gmail, Office 365, Mailchimp, and other common business applications.
- Supports cloud, desktop, and mobile access, including Android, iPhone, and iPad.
- May suit teams that want CRM and project oversight together rather than a task tool with no customer record attached.
Points to verify
- Confirm whether Insightly's project tools are deep enough for your delivery workflow or only enough for light follow-up.
- Test email and productivity app connections with the accounts your team uses every day.
- Review reporting against your sales goals before relying on it for pipeline meetings.
- Check permissions and data structure if sales, service, and delivery teams will all work from the same records.
Buyer fit
Who uses Insightly?
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.
Feature research
Insightly features
These are common features buyers compare in Task Management Software. Product-specific availability should be confirmed with the vendor.
Team Collaboration Suite
Features that enable team members to exchange files, message, and co-author projects in real-time.
Subtask Creation
Deconstruct tasks into their constituent parts, then assign users and deadlines to these subtasks.
Incentive Gamification
Incorporates game mechanics and rewards to motivate user engagement and track goal achievement.
Gantt Chart Visualization
Visual coordination of project timelines, milestones, and task dependencies.
Mobile Device Compatibility
Utilize the platform features from any location using smartphones or tablets.
Task Completion Tracking
Monitoring the progress level of individual tasks.
Repeated Tasks
Configure a task to reoccur automatically.
Reports & Analytics
Analyze and visualize essential performance metrics and data trends.
Spreadsheet Interface
The user interface presents as a spreadsheet.
Task Board Interface
The user interface resembles a task board.
Time & Labor Tracking
Record labor hours and measure the time required for task completion.
Visual To-Do List
Features a user interface designed to visually resemble a traditional to-do list.
Pricing
Insightly pricing
Starting price
$29.00 Per-Month
Visit Website
Pricing model: Per Feature
Pricing can change. Confirm current plans and terms with the vendor.
Compare
Insightly alternatives
Compare Insightly with other Task Management Software tools that buyers often evaluate.
Everhour by Weavora
Everhour is for teams that need time tracking tied to project budgets, alerts, resource planning, reports, and invoices. It is most worth testing if your work already lives in tool...
GanttPRO by GanttPRO
GanttPRO is built for teams that plan work visually with Gantt charts, dependencies, workloads, costs, and deadlines. It is a practical shortlist pick when project timing keeps sli...
Easy Projects by Logic Software
Easy Projects is project and task management software for teams that need visual planning, resource planning, reporting, and integration fit. It is worth testing once basic task to...
Pacer by EHSolution.com
Pacer is built for teams running multi-location initiatives that can fall apart without a shared plan. It helps leaders coordinate rollout work, communicate across distributed team...
Any.do by Any.do
Any.do is a task management option for lists, reminders, assigned work, and progress tracking across web and mobile. It suits buyers who want lighter task control before heavier pr...
Things by Cultured Code
Things is a personal task manager built exclusively for the Apple ecosystem, designed around capturing and organizing tasks, projects, and deadlines with a clean, distraction-free...
Hygger by Hygger
Software teams that find Jira too heavy and Trello too light might land on Hygger as a middle ground. It's built around Kanban boards with swimlanes, WIP limits, and time tracking,...
Software reviews
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FAQ
Insightly FAQs
Insightly is used to manage customer data, leads, opportunities, sales pipeline activity, and projects tied to customer relationships. It sits between CRM and task management rather than being only a to-do app.
Insightly may fit organizations that want CRM and project follow-through in the same system. It is especially relevant when sales handoffs and customer delivery tasks need clearer ownership.
The profile lists integrations with Gmail, Office 365, Mailchimp, and other popular applications. Buyers should test the exact sync behavior before making those connections part of their process.
Insightly is primarily described as a CRM with project management and delivery support. If your team only needs task boards or time tracking, compare it with more focused task tools.
Verify project depth, pipeline reporting, user permissions, mobile usability, and how cleanly email data moves into customer records. Those areas determine whether the tool saves time or adds another place to update.
Compare Insightly when customer history matters. A standalone project tool may have deeper planning features, but Insightly may be a better fit when tasks need to stay connected to leads, opportunities, and accounts.
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