Insightly
#10 in Commerce & Retail CRM · Rated 3.9
CRM + project management for SMBs
Insightly is a cloud CRM with built-in project management, targeted at small and mid-size businesses. It combines contact management, lead tracking, and pipeline visibility with basic project workflows, making it a good fit for retailers who need to connect sales with project tasks (fulfillment, onboarding, implementation). Its strengths include integrated marketing and service options and a familiar interface, while some advanced enterprise capabilities are more limited compared to larger platforms. Insightly’s ecosystem includes AppConnect integrations (including Shopify, Google, Slack), which helps retailers link ecommerce activity with CRM data. The company has a San Francisco HQ and a history of growth in the SMB market, evidenced by its pricing tiers and feature progression.
Features
- CRM with contact, lead, and pipeline management
- Project management and automation
- Marketing and service add-ons
- AppConnect integrations (Shopify, Google, Slack)
- Custom dashboards and reporting
Pros
- Good SMB fit with project and CRM in one
- Strong AppConnect ecosystem
- Flexible pricing tiers
Cons
- Midsize-to-enterprise needs may require other platforms
- Some advanced analytics features are behind higher tiers