Insightly
Insightly CRM: Powerful, intuitive, and affordable customer relationship and project management software trusted by over 400,000 businesses globally.
About Insightly
Insightly is a modern CRM and project management platform designed to help small and mid-sized businesses streamline customer relationships, automate workflows, and manage projects efficiently. With seamless integrations, customizable features, and mobile accessibility, Insightly empowers teams to grow faster and deliver exceptional results.
Key features
Intuitive User Interface
Insightly's clean and user-friendly interface ensures quick adoption and easy navigation, allowing teams to focus on productivity without a steep learning curve.
Seamless Integrations
Connect Insightly with popular tools like Google Workspace, Microsoft Office, and marketing automation platforms to create a unified workflow that saves time and reduces manual data entry.
Fully Customizable
Tailor Insightly to fit your business needs with customizable dashboards, fields, and workflows, ensuring the CRM adapts to your processes rather than the other way around.
Built-in Project Management
Manage projects, tasks, and deadlines alongside CRM data in one centralized platform, improving collaboration and ensuring nothing falls through the cracks.
Mobile CRM Access
Stay connected with Insightly's mobile app, which provides full CRM functionality on the go, enabling sales teams and managers to access critical data anytime, anywhere.
Pricing
Full pricing pagePlus
Lead and contact management, Project management, Advanced reports, Pre-built business dashboards, Free 14-day trial
- Lead and contact management
- Project management
- Advanced reports
- Pre-built business dashboards
- Free 14-day trial
Professional
All Plus plan features and: Lead assignment and routing, Workflow automation, AI Copilot, Free 14-day trial
- All Plus plan features and: Lead assignment and routing
- Workflow automation
- AI Copilot
- Free 14-day trial
Enterprise
All Professional plan features and: Sandboxes, Products, pricebooks, and quotes, Comprehensive audit logging
- All Professional plan features and: Sandboxes
- Products, pricebooks, and quotes
- Comprehensive audit logging
Plus
Email marketing automation, Prospect scoring, A/B email testing, Built-in business dashboards
- Email marketing automation
- Prospect scoring
- A/B email testing
- Built-in business dashboards
Professional
All Plus plan features and: Custom scoring models, Advanced prospect tracking, Unlimited role-based permissions
- All Plus plan features and: Custom scoring models
- Advanced prospect tracking
- Unlimited role-based permissions
Enterprise
All Professional plan features and: Comprehensive audit logging, Calculated fields, Custom validation rules
- All Professional plan features and: Comprehensive audit logging
- Calculated fields
- Custom validation rules
Plus
Comprehensive ticket editor, SLA tracking and management, Configurable email settings/macros, Configurable, customizable reports
- Comprehensive ticket editor
- SLA tracking and management
- Configurable email settings/macros
- Configurable, customizable reports
Professional
All Plus plan features and: Customer satisfaction surveys, Custom ticket automations, Portal customization
- All Plus plan features and: Customer satisfaction surveys
- Custom ticket automations
- Portal customization
Enterprise
All Professional plan features and: Comprehensive audit logging, Custom validation rules, Unlimited brands and portals
- All Professional plan features and: Comprehensive audit logging
- Custom validation rules
- Unlimited brands and portals
Plus
Starting at $349 per month
Professional
Starting at $899 per month
Enterprise
Starting at $2,599 per month
FAQ
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