What is Insightly CRM?
Insightly CRM is CRM software that combines contact, opportunity and lead management with post-sale project tracking. It offers workflow automation, custom objects and relationship mapping. It can be used together with the same company's marketing and customer service products. It is aimed at small and mid-sized businesses.
Key facts
- Starting price
- $29 / user/month
- Pricing model
- Subscription
- Active users
- —
- Customers
- —
- Vendor employees
- —
- Launched
- —
- Deployment
- Cloud (SaaS)
- Platforms
- Web, iOS, Android
Strengths & considerations
Strengths
- CRM with built-in project management
- Straightforward setup for SMBs
- Custom objects and workflow automation
- Free trial available
Considerations
- Reporting can feel limited
- Interface less modern than some competitors
- Key features reserved for higher tiers
Editorial summary based on public information; not a user review.
Features
✓Workflow automation· Automation
✓GDPR compliance· Compliance
✓Custom fields· Customization
✓API access· Integrations
✓Webhooks· Integrations
✓Integrations marketplace· Integrations
✓Zapier integration· Integrations
✓Email integration· Integrations
✓Calendar integration· Integrations
✓Mobile app· Platform
✓Custom reports· Reporting
✓Dashboards· Reporting
✓Pipeline management· Sales
✓Single sign-on (SSO)· Security
✓Role-based access· Security
User reviews
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