Insightly
The CRM That Works for Your Business.
Overview
Insightly is a CRM platform designed for growing businesses, offering a unique combination of sales, marketing, service, and project management features in one place. This makes it particularly suitable for consultants who need to manage the entire client lifecycle from lead to project delivery.
✨ Key Features
- Integrated Project Management
- Lead Routing and Management
- Workflow Automation
- Customizable Dashboards and Reports
- Marketing Automation (Insightly Marketing)
- Help Desk (Insightly Service)
🎯 Key Differentiators
- Native integration of CRM and project management
- Advanced relationship linking to map complex customer networks
- Unified platform for sales, marketing, and service
Unique Value: Provides a single source of truth for customer data across marketing, sales, and project management, eliminating the need for separate tools.
🎯 Use Cases (4)
✅ Best For
- CRM for project-based consulting firms
- Unified sales and project management
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Users who only need a basic, sales-focused pipeline manager
- Companies that already have and prefer a separate, dedicated project management tool
🏆 Alternatives
Offers more robust, natively integrated project management than most other CRMs.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Available with paid support plans tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: Up to 2 users. Basic contact, sales, and project management.
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