Deals for Insightly
CRM with integrated project management capabilities
Insightly 14-day free trial
Start Free TrialWhat Insightly does
Insightly is a cloud-based CRM platform designed to help businesses manage both their sales pipeline and project delivery within a single system. It is most often used by service-oriented companies that need to track leads, manage customer relationships, and coordinate project tasks after deals close.
Alongside traditional contact management and sales tracking, Insightly offers features for assigning tasks, collaborating on projects, and monitoring progress, aiming to reduce the need to juggle separate CRM and project management tools. This dual approach makes it distinct from many CRMs that focus solely on sales activities.
What sets it apart
Combines CRM and project management tools in one platform for seamless handoff from sales to delivery.
Key features
- ◆Contact and lead management
- ◆Sales pipeline tracking
- ◆Project task assignment
- ◆Project milestone tracking
- ◆Email integration
- ◆Workflow automation
What teams use it for
- Track leads through sales cycle
- Manage project tasks post-sale
- Collaborate across sales and delivery teams
- Automate follow-ups and reminders
Pros
- +Sales and projects managed in one place
- +Reduces need for multiple tools
- +Simple project tracking features
Cons
- −Limited advanced project management features
- −Reporting may lack depth for large teams
- −Integrations can require setup
Integrates with
Our verdict
Insightly fits teams that want sales and project management in a single tool. Businesses with complex project workflows or needing highly specialised project management features may need more advanced options.
Frequently asked questions
Does Insightly include project management features?+
Yes, Insightly includes built-in tools for tracking projects, assigning tasks, and setting milestones alongside traditional CRM features.
Can I integrate Insightly with my email or accounting software?+
Insightly offers integrations with popular tools such as Google Workspace, Outlook, Mailchimp, and QuickBooks.
Is Insightly suitable for large enterprises?+
While Insightly supports growing teams, larger enterprises with very complex sales or project needs may require more customisable or specialised solutions.
Where can I find Insightly's pricing?+
You can view up-to-date pricing on Insightly's official website.
Insightly alternatives
Similar tools worth comparing.
Donor database and fundraising platform for nonprofits
Donor management CRM
Donor management CRM for nonprofit organisations
Donor management
Donor management tool for nonprofits and small charities
Donor management
CRM platform designed for nonprofit organisations
Nonprofit tech suite
We link directly to each vendor's own site. These are not affiliate or tracking links, and we earn no commission from them.