Insightly
Modern, scalable Customer Relationship Management software platform.
Overview
Insightly is a cloud-based CRM platform that provides tools for sales, marketing, and project management. It is designed to help small and mid-sized businesses manage their customer data, track sales opportunities, and deliver projects. The platform emphasizes a unified view of the customer across all departments.
✨ Key Features
- CRM
- Marketing Automation
- Project Management
- Pipeline Management
- Contact Management
- Workflow Automation
🎯 Key Differentiators
- Native integration of CRM and project management
- Advanced relationship linking to map complex customer networks
- Unified platform for sales, marketing, and service
Unique Value: Provides a single source of truth for customer data across marketing, sales, and project management, eliminating the need for separate tools.
🎯 Use Cases (4)
✅ Best For
- SMBs that need a unified platform for CRM, marketing, and project management.
- Businesses that want to manage the entire customer lifecycle, from lead to project completion.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies that only need a simple sales pipeline management tool.
🏆 Alternatives
Offers more robust, natively integrated project management than most other CRMs.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Dedicated Support (Professional and Enterprise tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: Up to 2 users, with basic contact, lead, and project management.
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