Insightly
The Astronaut's Review
Expert analysis by The Software Astronaut
Astronaut's Score
The Verdict
CRM with project management built-in for service businesses.
Our Take
Insightly combines CRM with project delivery, helping service businesses manage from lead to completed project in one platform.
Best For
- Service businesses
- Agencies and consultancies
- Those wanting CRM plus project management
- SMBs
Consider Alternatives If
- Complex sales processes
- Enterprise needs
- Sales-only focus
Rating Breakdown
In-Depth Analysis
Overview
Insightly is a CRM platform with project management capabilities, designed for businesses that need to manage both sales and delivery.
Ease of Use
Insightly is moderately easy to learn. The combination of CRM and projects is unique. Setup is straightforward.
Key Strengths
- CRM plus projects
- Good for services
- Workflow automation
- Email integration
- Mobile apps
- Reporting
Limitations to Consider
- Less specialized than dedicated tools
- Interface could be more modern
- Advanced features limited
- Pricing per tier
Pricing Analysis
Plus at $29/user/month. Professional at $49/user/month. Enterprise at $99/user/month.
Final Thoughts
Insightly is valuable for service businesses wanting unified CRM and projects. For complex CRM, use HubSpot. For projects, use Asana. The combination is the value.
Top-Rated Alternatives
Explore other highly-rated CRM Software options to find the best fit for your needs.
Popular Integrations
Insightly works seamlessly with these popular tools to enhance your workflow.
Note: Integration availability may vary based on your subscription plan. Visit the official Insightly website or check our individual product pages for the most up-to-date integration information.
About Insightly
CRM with project management
Key Features
Feature Availability
| Feature | Insightly |
|---|---|
Cloud-Based Accessible from any device with internet | |
Mobile App Native mobile applications available | Partial |
API Access Programmatic access for integrations | Partial |
Free Trial Try before you buy | |
Free Tier Permanently free plan available | |
24/7 Support Round-the-clock customer assistance | Partial |
SSO/SAML Enterprise single sign-on | Partial |
Data Export Export your data anytime | |
Integrations Connect with other tools | |
Custom Branding White-label capabilities | Partial |
Pricing Overview
Free for 2 users, Plus from $29/user/month
Integration & API
- API Supported
- Yes
- API Auth Methods
- API KeyOAuth2
- API Protocols
- REST
- Native Integrations
- Google WorkspaceMicrosoft 365MailchimpQuickBooks
- Marketplace
- Yes
- Zapier
- Yes
Security & Compliance
- Certifications
- SOC 2
- Encryption
- AES-256TLS 1.2
- Compliance
- GDPR
- Uptime SLA
- 99.9%
Customization
- Custom Objects
- Yes
- Custom Fields
- Yes
- Custom Workflows
- Yes
- Custom Reports
- Yes
- Custom Branding
- Yes
- Coding Capability
- No
Mobile
- Mobile App
- Yes
- Platforms
- iOSAndroid
- Mobile Pricing
- Included
Delivery & Infrastructure
- Deployment Type
- Public Cloud
- Browsers
- ChromeFirefoxSafariEdge
- Data Centers
- USA
- Languages
- English
Pricing & Licensing
- Contract Duration
- MonthlyAnnual
- License Mix
- Yes
- Trial Days
- 14 days
- Currency
- USD
Support
- Channels
- PhoneEmailHelp Center
- Hours
- Business Hours
- Dedicated Manager
- Yes
- Training
- Yes