Insightly is a customer relationship management (CRM) platform designed for small to medium-sized businesses, enhancing project and contact management.
San Francisco, California, United States
Insightly
2009
Insightly is a robust customer relationship management (CRM) and project management platform designed to help businesses streamline sales, marketing, and customer service processes. It offers features such as contact management, workflow automation, email integration, and advanced analytics, enabling teams to improve collaboration and boost productivity. Ideal for small to midsize businesses, Insightly provides intuitive tools to manage customer relationships, track project milestones, and drive growth efficiently—all within a single, user-friendly interface.
Feature | Description |
|---|---|
💼 Project Management & Collaboration | Tools for managing projects, tasks, and team collaboration in one platform. |
🔗 CRM & Contact Management | Centralized database to organize and track customer contacts and interactions. |
📈 Sales Pipeline & Lead Tracking | Visual sales pipelines to monitor and manage leads and opportunities. |
⚙️ Customizable Workflows | Customize workflows to match specific business processes and automate routine tasks. |
🖥️ Integrations with popular apps | Seamless integration with email, marketing, and other business applications. |
📊 Reporting & Analytics | Dashboards and reports to analyze sales performance and customer data. |
🔔 Automated Alerts & Reminders | Automated notifications to keep teams informed and on schedule. |
🔒 Data Security & Permissions | Robust security features to control data access and ensure privacy. |
Basic CRM features
Up to 10 users
Limited integrations
Email support
All Free features
Additional storage
Bulk email
Email tracking
All Plus features
Advanced automation
Advanced integrations
Custom reporting
| Platform | Description | Pricing | Website |
|---|---|---|---|
| Salesforce CRM | A leading cloud-based CRM platform offering comprehensive sales and marketing tools. | Starts at $25/user/month (Essentials plan) | |
| Zoho CRM | An all-in-one CRM solution designed for small to medium-sized businesses with automation features. | Free plan available; paid plans start at $14/user/month | |
| HubSpot CRM | A popular inbound marketing and sales platform with a free tier and extensive integrations. | Free plan; paid plans start at $45/month for 2 users | |
| Pipedrive | A visual sales pipeline CRM known for its intuitive interface and deal management. | Starts at $12.50/user/month (Essential plan) | |
| Freshsales | A CRM platform with built-in phone, email, and automation tools for sales teams. | Starts at $15/user/month (Growth plan) |
| Category | Rating |
|---|---|
| Features | ⭐⭐⭐⭐☆ (4/5) |
| Ease of Use | ⭐⭐⭐⭐☆ (4/5) |
| Value for Money | ⭐⭐⭐⭐☆ (4/5) |
| Customer Support | ⭐⭐⭐⭐☆ (4/5) |
| Overall | ⭐⭐⭐⭐☆ (4/5) |
| Recommendation | ✅ Yes, especially for entrepreneurs and marketers |
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