I

Insightly

CRM & Sales

CRM for growing businesses that need project delivery

FreemiumFree TrialBest for: medium
7
out of 10
Overall Score
Visit Insightly

Last updated: January 2025

About Insightly

Insightly combines CRM with project management, making it ideal for businesses that need to track deals through delivery. Good for service businesses.

Pros & Cons

Pros

  • Built-in project management
  • Good for service businesses
  • Solid Gmail/Outlook integration
  • Free tier available
  • Relationship linking features

Cons

  • Interface feels dated
  • Limited automation
  • Customer support could be better
  • Mobile app needs improvement

Who is Insightly for?

Perfect for

  • Service businesses (agencies, consultants)
  • Teams needing CRM + PM combo
  • Small businesses wanting simplicity

Not ideal for

  • High-volume sales teams
  • Teams needing advanced automation
  • Modern UI enthusiasts

Key Features

Contact Management
Deal Pipeline
Email Tracking
Email Templates
Sales Automation
Basic
Reporting
Mobile App
Api Access
Lead Scoring
Telephony

Expert Verdict

Insightly is a solid option worth considering. We particularly recommend it for service businesses (agencies, consultants).

Based on our hands-on evaluation
Final Score:7/10

Ready to try Insightly?

Start your free trial today and see why Insightly is trusted by thousands of businesses.

Free trial available
No credit card required
Highly rated tool
Start Free TrialLearn More

* We may earn an affiliate commission when you visit Insightly through our links. This doesn't affect our ratings or reviews.

Frequently Asked Questions

The value of Insightly depends on your specific needs. Check our detailed pricing section and "Who is it for" section to see if it aligns with your requirements and budget.
Please check the pricing section above for current free trial availability. Trial terms may change, so we recommend visiting the official website for the most up-to-date information.
We've listed comparable crm & sales tools in the "Compare with Alternatives" section. Each alternative has similar capabilities but may excel in different areas.
Check the "Who is Insightly for" section to see if small businesses are among the recommended user groups. We also indicate team size recommendations in our review.
Use our comparison feature to see detailed side-by-side comparisons with similar tools. We evaluate features, pricing, ease of use, and customer support for fair comparisons.

Detailed Ratings

Ease of Use7/10
Features7/10
Value for Money7/10
Customer Support7/10
Overall Score
7/10

Pricing

Free Tier Available

Starting from $29/month

Free Trial Available

Try before you buy

Best for:

smb

Team size:

medium

About This Review

E

Emma Brooks

Small Business Advisor

Helps SMBs choose affordable, practical software solutions.

Last updated: January 10, 2025

Compare with Alternatives

H

HubSpot CRM

Freemium

8.5
S

Salesforce

From $25/mo

8
P

Pipedrive

From $14/mo

8.5
Z

Zoho CRM

Freemium

7.5
F

Freshsales

Freemium

8
View all CRM & Sales tools