Bridges the gap between Sales and Delivery. CRM + Project Management in one.
Insightly combines CRM with project management. Here's whether that combination makes sense.
Insightly's differentiator: it handles both customer relationships AND project delivery. Win a deal, then manage the project—all in one place.
Convert opportunities to projects. Track delivery alongside sales. Useful for service businesses where the sale is just the beginning.
Strong Gmail and Google Workspace integration. Sidebar shows contact info while emailing.
Automate task creation, email sends, and field updates based on triggers.
Optional Insightly Marketing add-on for email campaigns and lead nurturing.
$29/user/mo
CRM + Projects
$49/user/mo
Workflows, lead routing
$99/user/mo
Advanced customization
Insightly's CRM-plus-projects approach works for service businesses where sales and delivery blur together. For pure CRM or pure PM, specialized tools are usually better.
Yes, they added 'Insightly Marketing' recently.
No, it's really for services/projects.
Affordable CRM with marketing and service desk. The budget-friendly alternative.
White-label CRM and marketing platform designed for agencies. Comprehensive but complex.
Small business CRM with marketing automation. The complete package for growing businesses.
