Insightly is an all-in-one cloud-based platform designed to help businesses manage customer relationships, streamline sales processes, and handle project management seamlessly. Ideal for small to medium-sized businesses, Insightly integrates CRM and project management tools, allowing teams to collaborate more effectively and drive business growth.
With Insightly, businesses can manage contacts, track leads, monitor sales pipelines, and automate marketing tasks—all within a unified platform. It provides a powerful CRM solution that helps businesses organize customer data, track interactions, and maintain meaningful relationships across the customer lifecycle. Insightly’s project management features enable users to create tasks, set deadlines, manage milestones, and track project progress, ensuring timely delivery and efficient workflows.
Insightly’s integration capabilities with popular tools like Google Workspace, Microsoft Office 365, and Slack ensure that your business remains productive while working across different platforms. The platform also offers a robust set of reporting and analytics tools to help businesses make data-driven decisions by tracking sales performance, customer trends, and project timelines.
One of Insightly’s standout features is its user-friendly interface, which makes it easy for teams to adapt quickly and maximize the platform’s potential. Insightly also offers strong mobile support, so your team can access critical information on-the-go, keeping them productive wherever they are.
Insightly is available with flexible pricing plans, from a free tier for small businesses to premium plans with advanced features for growing teams. With its scalability and a comprehensive suite of tools, Insightly helps businesses improve their customer engagement, sales processes, and project management, all while driving operational efficiency.
Product Overview:
Platform: Cloud-based SaaS
Pricing Plans: Free, Plus, Professional, Enterprise (with a free trial available)
Integrations: Google Workspace, Microsoft Office 365, Slack, Mailchimp, QuickBooks, and more
Mobile Support: iOS and Android apps for on-the-go access
Security: SSL encryption, GDPR-compliant
Customer Support: Email support, Knowledge Base, Community Forum
Target Audience: Small to medium-sized businesses in need of a CRM and project management solution.
Key Features:
CRM Management: Track leads, contacts, sales pipelines, and customer interactions.
Project Management: Create and manage tasks, timelines, and milestones to ensure timely project completion.
Automation: Automate sales and marketing workflows, improving efficiency and reducing manual effort.
Reporting & Analytics: Gain insights into customer trends, sales performance, and project timelines.
Integrations: Seamlessly integrate with Google Workspace, Microsoft Office 365, Slack, and more.