Insightly
#8 in Mobile CRM Apps · Rated 4.1
All-in-one CRM with built-in project management and AI-powered Copilot.
Insightly positions itself as an approachable, modern CRM with project management and deep integration options. Its mobile app supports field sales activities and on-the-go record updates, while Insightly Copilot (launched 2025) adds conversational AI to automate tasks, hygiene, and insights. The platform is a good fit for mid-market teams that want CRM plus lightweight project management in one place, with AppConnect enabling cross-application integrations. While it’s not the largest CRM, Insightly delivers strong value for teams that need a balance of CRM and project workflow. Insightly was founded in 2009 and HQ’d in San Francisco, aligning with mid-market expansion and private equity activity in 2024–2025. ([insightly.com](https://www.insightly.com/pricing-plans/?utm_source=openai))
Features
- Lead and contact management
- Project management natively within CRM
- AppConnect integrations
- AI Copilot for task automation
- Mobile access with offline support
Pros
- Integrated CRM + project management
- Affordable for growing teams
- AI Copilot adds productivity gains
Cons
- Smaller ecosystem vs mega CRMs
- Can require onboarding for optimal use