Insightly
#10 in Sales CRM · Rated 3.9
All-in-one CRM with marketing and project capabilities
Insightly is a modern CRM built with small-to-mid-sized teams in mind. It combines contact and pipeline management with project management, marketing automation, and AppConnect integrations to connect CRM with other tools. Insightly’s value lies in its cohesive approach to customer data, workflow automation, and lightweight project management within the same platform. It appeals to teams seeking a single, affordable solution that handles both CRM and light project workflows. On the downside, Insightly’s depth in enterprise-grade governance, complex automations, and global-scale reporting is more limited than top-tier platforms, which can constrain very large or highly regulated deployments. Insightly remains a practical option for growing teams that want a straightforward, integrated CRM-with-project-management experience.
Features
- CRM with lead, contact, and opportunity management
- Marketing automation and email campaigns
- Project management integrated with CRM
- AppConnect integrations
- Workflow automation and dashboards
Pros
- Unified CRM + project management
- Easy setup and quick time to value
- Transparent pricing and flexible plans
Cons
- Limited enterprise-grade governance
- Advanced analytics depth behind competitors