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CRM

Management

Automation

Insightly

4.9

Insightly

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

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Overview

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.

Pros

User-friendly interface that simplifies project management

Robust CRM features for lead and contact management

Integrations with various third-party apps and services

Customizable dashboards and reporting tools

Affordable pricing plans for small to medium-sized businesses

Cons

Limited functionality in the free version

Some users report issues with customer support response times

Mobile app has fewer features compared to the desktop version

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Key Features

💼 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.

Plan & Price

Free

$0/month

Basic CRM features

Up to 10 users

Limited integrations

Email support

Plus

$29/month per user

All Free features

Additional storage

Bulk email

Email tracking

Professional

$49/month per user

All Plus features

Advanced automation

Advanced integrations

Custom reporting

Alternatives

Platform	Description	Pricing
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)