Gifts

Culture

Reviews

Local Spots

Insightly

★★★★☆ 4.0 (3,200 reviews)
Analytics Cloud Based Integrations Team Collaboration
Subscription $29-$99/user/month

Overview

A CRM and project management platform designed for growing businesses to manage relationships and deliver projects.

Key Features

  • Contact management
  • Project management
  • Workflow automation
  • Email tracking
  • Custom dashboards
  • Relationship linking
  • Lead routing
  • Business intelligence

Pros

  • Combined CRM and project management
  • Good Gmail and Outlook integration
  • Relationship mapping
  • Reasonable pricing

Cons

  • Interface feels dated
  • Limited customization options
  • Customer support could improve
  • Mobile app is basic

Insightly Pricing Plans

Plus

$29/user/mo

  • ✓ project management
  • ✓ email tracking
  • ✓ custom fields
MOST POPULAR

Professional

$49/user/mo

  • ✓ lead routing
  • ✓ workflow automation
  • ✓ custom dashboards

Enterprise

$99/user/mo

  • ✓ custom apps
  • ✓ sandbox
  • ✓ unlimited records

Company Info

Founded2009
HeadquartersSan Francisco, CA

Own Insightly?

Claim this profile to add your website link, custom description, and get a verified badge.

$50/month or $350/year (save $250)

Insightly Alternatives & Competitors

Looking for something different? Here are the top alternatives to Insightly:

Nimble for Real Estate

★★★★☆ 4.2 (2,400)
Crm Real Estate Crm

Nimble CRM applied to real estate workflows with social enrichment and contact management for agents managing relationships.

Oracle CX

★★★★☆ 3.9 (5,500)
Crm Enterprise Crm

Oracle's comprehensive customer experience cloud suite covering sales, marketing, service, and commerce.

Close

★★★★★ 4.5 (1,800)
Crm Sales Crm

A CRM built for inside sales teams with built-in calling, email, and SMS to help close more deals faster.

Daylite

★★★★☆ 4.0 (480)
Crm Small Business Crm

A CRM and project management app exclusively for Mac, iPhone, and iPad users in small business environments.

X2CRM

★★★★☆ 3.6 (180)
Crm General Crm

An open-source CRM with marketing automation that combines contact management with visual workflow designer and process automation.

Maximizer

★★★★☆ 3.8 (850)
Crm Small Business Crm

A CRM platform focused on helping financial advisors and B2B sales teams manage relationships and grow revenue.

EngageBay

★★★★☆ 4.2 (900)
Crm Small Business Crm

An affordable all-in-one marketing, sales, and service CRM platform designed for small businesses and startups.

Top Producer

★★★★☆ 3.7 (1,800)
Crm Real Estate Crm

One of the oldest real estate CRMs offering contact management, MLS integration, and automated follow-up for real estate professionals.