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Insightly

7/10

CRM with built-in project management for services businesses

Overview

Insightly combines CRM with project management, making it ideal for professional services businesses that need to track both sales and project delivery.

Our Rating

7
out of 10
Ease of Use
8
Customization
7
Integration
7
Scalability
5
Analytics
7
Security
7
Support
7
Cost
7

Key Features

Contact Management
Reporting & Analytics
Integrations
Opportunity Management
Lead Management
Collaboration

Insightly Pricing

Plus

$29/month

or $348/year (save 0%)

  • Custom fields
  • Email templates
  • Project management
Most Popular

Professional

$49/month

or $588/year (save 0%)

  • Lead assignment
  • Custom dashboards
  • Workflow automation

Enterprise

$99/month

or $1,188/year (save 0%)

  • Custom objects
  • Dedicated support
  • Advanced permissions

Frequently Asked Questions

Insightly offers excellent value for businesses looking for a comprehensive CRM solution with strong features and support.
Yes, Insightly typically offers a free trial or free tier so you can test the platform before committing.
Insightly integrates with many popular tools and platforms including email, marketing automation, and productivity apps.

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