Insightly
Insightly CRM: A powerful, user-friendly platform for managing customer relationships and projects, trusted by over 400,000 businesses worldwide.
About Insightly
Insightly is a modern CRM and project management solution designed to help small and mid-sized businesses streamline customer interactions, automate processes, and manage projects efficiently. With customizable features, seamless integrations, and mobile access, Insightly empowers teams to enhance productivity and drive growth.
Key features
User-Friendly Interface
Insightly's intuitive design ensures quick adoption and easy navigation, helping teams focus on productivity without a steep learning curve.
Seamless Integrations
Connect Insightly with tools like Google Workspace, Microsoft Office, and marketing platforms to create a unified workflow that saves time and reduces manual data entry.
Customizable Workflows
Tailor Insightly to your business needs with customizable dashboards, fields, and workflows, ensuring the CRM adapts to your processes.
Built-in Project Management
Manage projects, tasks, and deadlines alongside CRM data in one centralized platform, improving collaboration and ensuring nothing is overlooked.
Mobile CRM Access
Access Insightly's full CRM functionality on the go with the mobile app, enabling sales teams and managers to stay connected and productive 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
Alternatives to consider
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