Insightly
Insightly is a comprehensive Customer Relationship Management (CRM) platform designed to help businesses grow faster by centralizing customer data, automating workflow…
Our verdict
Who it's for
Insightly is particularly well-suited for small teams within growing businesses that need to optimize their customer-facing processes.
Who should look elsewhere
Limited features
Pros
- +Good for small business CRM
- +Project management
- +Fair pricing
- +Google integration
- +Easy to use
Cons
- −Limited features
- −Freemium
- −Marketing Automation
- −Customer Support
Key features
- ✓CRM platform
- ✓Project management
- ✓Marketing automation
- ✓Lead routing
- ✓Workflow automation
- ✓AppConnect
Pricing
| Plan | Price | Billing | Notes |
|---|---|---|---|
| Free | $0 | month | Up to 2 users; 2,500 records; Basic CRM features |
| Plus | $29 | month | Contact management; Project tracking; Workflow automation |
| Professional | $49 | month | All Plus features; Advanced reporting; Custom dashboards |
| Enterprise | $99 | month | All Professional features; AI Copilot; Custom objects |
Integrations
SlackJiraShopifyWordPressGmail