Insightly
FREEMIUMCRM with built-in project management for growing businesses
► Track deals through sales and seamlessly transition them into project delivery without switching tools
Product Details
■ INTELLIGENCE BRIEFING — Weekly tool drops. No spam.
PROS & CONS
STRENGTHS
- Unique combination of CRM and project management in one platform
- Relationship linking lets you map complex organizational structures and connections
- Includes marketing automation and customer service add-ons for a unified platform
WEAKNESSES
- −Interface feels dated compared to modern CRM alternatives
- −Free plan is extremely limited with just 2 users and basic features
KEY FEATURES
CRM + Project Management
Convert won deals into projects seamlessly, tracking delivery alongside the sales pipeline
Relationship Linking
Map and visualize relationships between contacts, organizations, and opportunities
Email Marketing
Built-in email marketing with templates, journeys, and engagement tracking
Custom Objects
Create custom data objects and fields to model your unique business processes
WHO IS Insightly BEST FOR?
Service businesses
Track deals through sales and seamlessly transition them into project delivery without switching tools
Teams needing CRM and project tracking
Manage the full customer lifecycle from prospect to active project in a single platform
INTEGRATIONS
TECHNICAL DETAILS
✓ AVAILABLE
FIELD REPORTS (0)
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DOSSIER
- COMPANY
- Insightly
- HQ
- San Francisco, United States
- FOUNDED
- 2009
FILED UNDER
PRICING MODEL
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