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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

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

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