Insightly combines CRM with project management capabilities, offering sales automation, customer service and workflow automation. Built for businesses managing both customer relationships and projects.
| Pricing from | $29/month per user |
| Best for | Growing businesses managing complex sales cycles combined with client projects and service delivery |
| Website | www.insightly.com |
Strengths and trade-offs
- Integrated project management functionality eliminates need for separate tools
- Flexible customisation and strong pipeline management for complex sales processes
- Less feature-rich for pure customer service compared to dedicated helpdesk solutions
- Smaller user base means fewer third-party integrations and community resources
Appears in
SAASVERIFIED
HubSpot95.02
Productive92.53
HighLevel90.0RANKINGfull ranking →SAAS
Salesforce95.02HubSpot CRM92.73
Microsoft Dynamics 36590.3RANKINGfull ranking →
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