Insightly
Sell smarter, grow faster and build lasting customer relationships
About Insightly
Insightly is a unified CRM platform that combines sales, marketing, and customer service on a single system. It helps teams manage leads, opportunities, and projects while providing real-time insights through built-in dashboards and AI-assisted automation.
Pros & Cons
Pros
- Combines CRM, marketing, and project management in one platform so closed deals flow straight into delivery
- AI Copilot is genuinely useful for drafting follow-ups and summarizing account activity
- Strong native integrations with G Suite, Office 365, QuickBooks, and Xero
- Flexible custom object and field system adapts to non-standard sales processes
- Reasonable mid-market pricing compared to Salesforce or HubSpot at similar feature parity
Cons
- Reporting builder has a learning curve and some chart types feel dated
- Marketing automation module is an extra add-on (AppConnect) that raises the effective price
- Mobile app is functional but lags the web experience for complex record edits
- Enterprise tier needed for sandbox and quoting, which pushes cost up for smaller teams
Key Features
AI Copilot
AI assistant that automates tasks, drafts emails, and retrieves information instantly from CRM records.
Lead & Opportunity Management
Pipeline views, customizable stages, lead routing, and conversion tracking from first touch to close.
Project Management
Convert closed deals into projects with milestones, tasks, and client deliverables in the same system.
Workflow Automation
Multi-step automations trigger tasks, emails, and field updates based on record changes or schedules.
Marketing Automation Suite
Native email campaigns, landing pages, and journey builder for lead nurturing without leaving the CRM.
Customizable Dashboards
40+ chart types and dashboards built on live CRM data, shareable with teams or external stakeholders.
Mobile App
iOS and Android apps with offline-capable record access, business card scanning, and voice-to-note.
REST API & Webhooks
Developer-friendly REST API plus Zapier and AppConnect integrations to hundreds of third-party apps.
Pricing
- Lead & contact management
- Project management
- Advanced reports
- Pre-built dashboards
- Custom fields & layouts
- Everything in Plus
- Lead routing
- Workflow automation
- AI Copilot
- Unlimited role-based permissions
- Everything in Professional
- Sandbox environment
- Products, pricebooks & quotes
- Audit logging
- Advanced API limits
Best For
Project-Driven Sales Teams
Agencies and consultancies that need deals to transition smoothly into billable projects with the same record graph.
Small to Mid-Market B2B Sales
Teams of 10-200 reps who have outgrown spreadsheets but find Salesforce overkill and expensive to customize.
Unified GTM Stack
Companies wanting sales, marketing, and service on one platform to avoid syncing contacts across tools.
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Featured In
Best Simple CRMs for Small Business (2026)
Best for service businesses and agencies where sales and project delivery are the same workflow.
Top 7 Capsule CRM Alternatives for Small Businesses (2026)
Best for consultancies and agencies who specifically rely on Capsule's project boards — Insightly is the rare CRM that takes post-sale delivery seriously.
Best Affordable CRMs for Startups (2026)
Best for services, agency, or B2B startups that need CRM and project management in one tool.
7 Simple CRMs for Small Businesses That Don't Require a 30-Day Onboarding (2026)
Best for project-based small businesses (consultancies, agencies) where deals turn into deliverables.
Best CRMs for Consultants and Freelancers (2026)
Best for delivery-heavy consultants whose projects are long enough that sales-to-delivery handoff is a real coordination problem.