Insightly
Insightly combines CRM with project management, making it useful for businesses that need to manage both sales pipelines and post-sale project delivery.
Rating
3.9/5
Founded
2009
HQ
San Francisco, California
Best For
Businesses needing CRM and project management in one platform
Key Features
What We Like
- +Combines CRM and project management
- +Good for tracking post-sale delivery
- +Decent customisation options
- +Integrates with Google and Microsoft
- +Project linking to contacts and opportunities
Worth Knowing
- -Interface feels dated
- -Reporting is limited on lower tiers
- -No free plan
- -Email marketing requires separate add-on
- -Customer support could be better
Get Started with Insightly
Visit InsightlyFree to try. Exclusive Ikaroa partner pricing.
Alternatives to Insightly
Other crm tools reviewed by the Ikaroa team
Open Doors
All-in-one CRM, marketing automation, and business management platform. Built for small to medium businesses who want enterprise features without enterprise pricing. Includes CRM, email marketing, SMS, funnels, landing pages, booking, invoicing, automation workflows, reputation management, and more.
HubSpot CRM
HubSpot offers a free CRM with powerful marketing, sales, and service tools. Popular with small to mid-sized businesses for its generous free tier and intuitive interface.
Salesforce
The world's leading CRM platform, Salesforce offers unmatched customisation and scalability. Best suited for larger organisations with complex sales processes and dedicated admin resources.
Pipedrive
A sales-focused CRM built by salespeople, for salespeople. Pipedrive excels at visual pipeline management and is known for its simplicity and ease of use.
Zoho CRM
Part of the broader Zoho ecosystem, Zoho CRM offers excellent value with a comprehensive feature set. Particularly strong for businesses already using other Zoho products.
Freshworks CRM
Freshworks (formerly Freshsales) offers a modern, AI-powered CRM with a clean interface. Part of the Freshworks suite that includes helpdesk and marketing tools.
Frequently Asked Questions
What is Insightly?
Insightly combines CRM with project management, making it useful for businesses that need to manage both sales pipelines and post-sale project delivery.
How much does Insightly cost?
Insightly offers several plans to suit different business sizes. Visit their website through our link for the latest pricing and exclusive Ikaroa partner deals.
Is Insightly good for small businesses?
Insightly is best for: Businesses needing CRM and project management in one platform. We rated it 3.9/5 based on features, value, and ease of use.
What are the alternatives to Insightly?
Top alternatives include Open Doors, HubSpot CRM, Salesforce. See our full alternatives comparison for a detailed breakdown.
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