Insightly
insightly.com
Best for Small to mid-sized businesses needing CRM plus project deliveryFree trial
Insightly is a customer relationship management platform that combines contact and lead management with project delivery tools. It offers pipeline tracking, workflow automation, and reporting dashboards, along with native integrations for email platforms like Gmail and Outlook. Insightly also includes project management features that let teams manage tasks and milestones after a deal closes, connecting sales and delivery in one system. It suits small and mid-sized businesses looking for a CRM that extends beyond sales into post-sale project execution, and is used across industries including professional services and manufacturing.
- Pipeline management
- Workflow automation
- Project management tools
Where Insightly ranks on SaaS Criteria
Insightly appears in one ranking on SaaS Criteria.
| Rank | Ranking | Link |
|---|---|---|
| 5/6 | Best CRM Software for Sales TeamsCRM | See entry → |
Alternatives to Insightly
Products SaaS Criteria ranks in the same categories.
Insightly FAQ
- What is Insightly?
- Insightly is a customer relationship management platform that combines contact and lead management with project delivery tools. It offers pipeline tracking, workflow automation, and reporting dashboards, along with native integrations for email platforms like Gmail and Outlook. Insightly also includes project management features that let teams manage tasks and milestones after a deal closes, connecting sales and delivery in one system. It suits small and mid-sized businesses looking for a CRM that extends beyond sales into post-sale project execution, and is used across industries including professional services and manufacturing.
- Where does Insightly rank on SaaS Criteria?
- Insightly is ranked #5 of 6 in CRM.
- Who is Insightly for?
- It is aimed at small to mid-sized businesses needing crm plus project delivery. Listed capabilities: Pipeline management, Workflow automation, Project management tools. Free trial.
- What are the alternatives to Insightly?
- SaaS Criteria ranks Capsule CRM, Keap, Nutshell, HubSpot, SugarCRM in the same categories as Insightly.
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