Overview
Insightly CRM is a cloud-based customer relationship management system for small and midsize businesses.By consolidating contacts, sales activities, tasks and projects into one system, it helps you stay organized. You can access Insightly on web and mobile, customize workflows, and connect your data across teams.If you manage leads, track deals, or run client projects, Insightly helps you keep everything in one place.While some users consider the platform expensive compared to alternatives, its flexibility and integrations make it a strong option for teams that rely on daily CRM activity.
Insightly CRM Specifications
Contact and relationship management
Lead and opportunity tracking
Sales pipeline and forecasting
Email and communication tracking
What Is Insightly?
Insightly CRM is a cloud-based customer relationship management tool that offers the ability to create, share, and manage projects both in the web and mobile apps. Unlike traditional contact databases, Insightly also connects people with companies, deals, projects and tasks. Insightly shows how customer data connects directly to sales and execution.
Insightly Pricing
Insightly Pricing Insightly has a free plan and three paid plans. Prices are billed per user.
- Free plan
Up to 2 users and 2,500 records
- Plus
$29 per user per month billed annually
- Professional
Begins at $49 per user per month when paid annually
- Enterprise
Begins at $99 per user per month with increased permissions and automation
The last Insightly price depends on billing cycle and add-ons. Pricing is subject to change.
Users
Insightly CRM software is widely used by small businesses and growing teams in marketing, advertising, IT services, manufacturing and any other B2B industry. It’s most useful for teams that are managing relationships, tasks and projects with sales.
Simple-pipeline organizations appreciate its structure, but those teams need deep analytics could find reporting limitations.
Integrations
Insightly integrates with 1,000+ apps including AppConnect. Common integrations include:
- Gmail and Google Workspace
- Outlook and Office 365
- Google Drive and Dropbox
- QuickBooks Online and Xero
- Slack and Mailchimp
- Zapier and Facebook Lead Ads
Alternatives to Insightly CRM
Selecting the right CRM is much more than comparing a checklist of features. Many CRM management software platforms offer tools similar to the Insightly CRM system, including contact management, deal tracking, and workflow automation.
Solutions like Pipedrive, Freshsales, and EngageBay deliver comparable functions. While looking at alternatives you should keep in mind how many people are in your team, how complex your sales process is, what industry-specific requirements you may have and what goals you pursue with for the growth of your business.
If you are looking for a longer free trial, lower entry costs or deeper automation capabilities, other CRM software examples may suit your needs better. Some platforms focus on simplicity for lean teams, while others emphasize analytics, AI-driven insights, or scalability.
How does Insightly Works?
You begin by entering contacts, leads and organizations. It connects all these together automatically and give you a relationship-based view. You then generate leads, assign tasks and move deals through customizable pipelines.
Automation tools handle repetitive processes such as creation of tasks and follow-ups. Managers monitor progress using dashboards, and it enables field teams to update records.
Choose Insightly CRM software to link sales pipelines with project delivery
Choose Insightly CRM software if you need:
- A unified list of contacts, deals and projects
- Simple workflow automation without coding
Insightly Features
The Insightly CRM platform includes performance, sales and project dashboards as well as the ability to create custom reporting for business analytics. You can set your own KPIs and see sales and activities in single platform.
Professional plan businesses can build 100 shareable dashboard cards. The enterprise plan lifts those limits and offers unlimited cards. The platform is great for day-to-day reporting, but analytics may require third party tools or integrations.
Insightly CRM app automatically logs the full detail of a customer email conversation. You can follow conversations, apply email templates, and send messages through connected email providers.
The service provides versatile automation capabilities to create workflows based on triggers and actions. For instance, you can automatically offer each new lead its own meeting the very moment they step foot in your CRM software.
Activity Sets are also available within an Insightly CRM account. These task groups are set as default and automatically associated with opportunities or projects.
On the Enterprise level, automatic lead assignments are managed by Insightly CRM software. Leads are distributed to the appropriate team members according to criteria, such as campaign source, timing or demographics.
This way, each lead is quickly directed into the pipeline and to the appropriate sales representatives for increased response time and consistency.
Contacts linked between companies, opportunities and projects, Insightly organizes contacts. You always see how records connect.
Custom pipelines and Kanban views enable you to follow every stage of a deal and accurately predict revenue.
You’ve been running your post-sale work with milestones, deadlines, and task ownership in one place.
You generate reminders, call logs and automated lists of tasks you need to complete.
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Frequently Asked Questions
Yes. The free plan accommodates two users and 2,500 records. It’s effective at managing contacts and recording tasks.
You can personalize fields, pipelines, workflows and objects with no-code tools.
Yes. Insightly has connections with email, accounting, marketing and productivity solutions.
There are four Insightly pricing plans : Free, Plus, Professional and Enterprise tiers.
