Sales execution platform for revenue teams
Overview
What Insightly does
Insightly is a cloud-based CRM and project management platform designed for small and medium-sized businesses. It combines customer relationship management with project delivery to help teams manage both relationships and work in one platform.
What people use it for
- CRM with project delivery tracking after the sale
- Managing leads, opportunities and customer projects in one record set
Related searches
The honest half
Where it falls short
Concrete and checkable, so you can decide whether any of them matter to you. This is the half of a review a vendor will not write about Insightly.
- Record counts are capped by plan, at 100,000 on Plus and 500,000 on Enterprise, so the database size decides the tier
- Workflow automation requires the Professional plan at $49 per user per month
- AI Copilot is metered by query, at 75 on Plus and 100 on Professional
- Mass email is capped daily, at 2,500 on Plus and 10,000 on Enterprise
- CRM, Marketing and Service are sold as three separate products, and Marketing is priced per account by prospect count starting at $99 for 2,000
- Sandboxes and audit logging are Enterprise only at $99 per user per month
Pricing
What Insightly costs
Taken from the vendor's own pricing page. Prices move, so check before you buy.
Free
Free
- Up to 2 users
- Contact management
Plus
$29 /mo
- Everything in Free
- CRM features
- Project management
Professional
$59 /mo
- Everything in Plus
- Advanced reporting
- Custom fields
Capabilities
Features
Contact management
Contact management capability
Deal tracking
Deal tracking capability
Project management
Project management capability
Task management
Task management capability
Email integration
Email integration capability
Reporting
Reporting capability
Mobile app
Mobile app capability
Mailchimp
Integration with Mailchimp
Slack
Integration with Slack
Zapier
Integration with Zapier
Google Drive
Integration with Google Drive
DocuSign
Integration with DocuSign
Behind it
Who makes Insightly
- Company
- Insightly
- Based in
- Raleigh, NC
Keep looking
Where to go from Insightly
- Insightly alternativesEvery product people weigh against it
- Insightly pricingPlans, floors and what the tiers exclude
- All CRM Sales softwareThe full category
- Best CRM Sales softwareThe shortlist, and how it was cut
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Softwr does not host reviews and shows no star rating for Insightly, because a rating we did not collect is not ours to publish. What is here is the pricing and platform detail from the vendor’s own pages, limitations we could state concretely, and alternatives a reviewer confirmed people weigh against it. Tell us if any of it is wrong.
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