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Insightly is a powerful CRM and project management platform designed for small to medium-sized businesses. It integrates customer relationship management (CRM), project management, and email marketing into a single platform, enabling businesses to manage their contacts, sales, projects, and tasks more efficiently. Insightly is known for its user-friendly interface, robust integration capabilities, and comprehensive feature set that supports businesses in improving their customer relationships and project outcomes.
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Citation Level
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English, etc
Key Features of the Site
Contact Management
Organize and manage all your contacts in one place, with detailed profiles that include contact information, social profiles, and interaction history.
Project Management
Plan, track, and collaborate on projects with tools for task management, milestones, and project timelines.
Email Integration
Sync your email with Insightly to track communications, schedule emails, and manage contacts directly from your inbox.
Sales Pipeline Management
Visualize and manage your sales pipeline with customizable stages, helping you track leads and opportunities through the sales process.
Reporting and Dashboards
Generate detailed reports and customizable dashboards to analyze your sales performance, project progress, and overall business health.
Task Management
Create, assign, and track tasks to ensure that projects and sales activities are completed on time.
Mobile App
Access your CRM and project management tools on the go with Insightly's mobile app, available for iOS and Android.
Integration Capabilities
Easily integrate Insightly with other business tools and services, including G Suite, Microsoft Office 365, and various marketing automation platforms.
Customizable Workflows
Automate your business processes with customizable workflows that trigger actions based on specific criteria.
Security Features
Protect your data with advanced security features, including role-based access control, data encryption, and regular security audits.
Similar Sites and Competitors to insightly.com
Additional information
Headquarters
San Francisco, California, United States
Parent Company
Visma
Number of Employees
200+
Target Market
Small to Medium-sized Businesses (SMBs)
Pricing Model
Subscription-based with multiple tiers (Free, Plus, Professional, Enterprise)
Customer Support
Email support, live chat, knowledge base, and community forums
Awards and Recognition
Recognized by G2 Crowd as a High Performer in CRM and Project Management categories
HTTP headers
Security headers report is a very important part of user data protection. Learn more about http headers for insightly.com