CRM · Insightly
Insightly
CRM and project management for growing businesses.
CRM and project management platform for growing businesses and agencies.
Insightly combines CRM and project management so teams can connect sales opportunities with delivery work. It is often used by agencies and service businesses that want customer and project information in one system.
subscription
0.0 average rating
0 reviews
0.0 trust score
0.0 quality score
0.0 completeness score
Trend 0
API available
Free trial
Full profile
Database snapshot
Overview
Commercial
Trust
Footprint
Timeline
Signals
Pricing & buyer fit
Free trial
proprietary
CRM and project management platform
Audience
- Not specified
Business size fit
- Not specified
Fit & trust
WebiOSAndroidWindowsMac
Cloud
Catalog path
- Software > Sales & Marketing > CRM > Customer Platforms
- Software
- Sales & Marketing
- CRM
- Customer Platforms
Catalog tags
- CRM
- Sales & Marketing
- Customer Platforms
- CRM and project management platform
- API
Strengths
Weaknesses
Integrations
- Slack
- Google Workspace
- Mailchimp
- QuickBooks
- Zapier
Import & export
- Not specified
Gallery
Structured media
Media inventory
Links & distribution
Website
https://www.insightly.com/
Docs
https://www.insightly.com/compare-crms/
Pricing
https://www.insightly.com/pricing/
Community
https://www.insightly.com/wp-content/uploads/2025/03/communitycare-1.png
Knowledge base
https://www.insightly.com/service/
G2
https://www.g2.com/products/insightly-crm/reviews
YouTube
https://youtube.com/insightlyCRM
X
https://x.com/i/grok?text=Help%20me%20understand%20what%20makes%20Insightly%20a%20powerful%2C%20unified%20CRM%20that%20simplifies%20data%20management%2C%20improves%20customer%20experiences%2C%20and%20supports%20long-term%20growth.%20Based%20on%20insightly.com%2C%20explain%20how%20Insightly%20reduces%20complexity%2C%20eliminates%20tool%20fragmentation%2C%20and%20delivers%20a%20clear%20path%20to%20higher%20revenue%20and%20better%20customer%20experiences.
LinkedIn
https://www.linkedin.com/company/insightly
YouTube
https://youtube.com/insightlyCRM
Youtube Channel
https://youtube.com/insightlyCRM
Linkedin
https://www.linkedin.com/company/insightly
Desktop download
https://www.insightly.com/wp-content/uploads/2025/06/img_11_desktop.png
Affiliate link
https://partner.insightly.com
Demos & media
Webinar
https://www.insightly.com/wp-content/uploads/2022/06/200331-prevent-bad-crm-data-insightly-blog-1.png
Podcast episode 1
https://www.insightly.com/closing-time/
Media asset inventory
4 structured media assets recorded
Reviews
No published reviews yet.
Related collections
No linked collections yet.
Related news
No linked news yet.
Report an issue
Deals & buyer assets
No active deals linked to this tool.
Case study 1 https://www.insightly.com/marketing/ G2 profile https://www.g2.com/products/insightly-crm/reviewsEditorial context
Pros
- Connects sales and delivery work
- Good for service businesses
Cons
- Less polished than some dedicated CRM suites
Editorial notes
- No editorial notes recorded.