Insightly
Modern, scalable Customer Relationship Management software platform.
Overview
Insightly is a cloud-based CRM platform that provides tools for sales, marketing, and project management. It is designed to help small and mid-sized businesses manage their customer data, track sales opportunities, and deliver projects. The platform emphasizes a unified view of the customer across all departments.
✨ Key Features
- CRM
- Marketing Automation
- Project Management
- Pipeline Management
- Contact Management
- Workflow Automation
🎯 Key Differentiators
- Integrated project management capabilities
- Unified platform for sales, marketing, and projects
- Customizable and scalable for growing businesses
Unique Value: Offers a unified CRM platform that combines sales, marketing, and project management, providing a complete view of the customer and their journey.
🎯 Use Cases (4)
✅ Best For
- SMBs that need a unified platform for CRM, marketing, and project management.
- Businesses that want to manage the entire customer lifecycle, from lead to project completion.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies that only need a simple sales pipeline management tool.
🏆 Alternatives
Includes robust project management features that are not found in many other CRMs, making it a good choice for businesses that deliver projects or services to their customers.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Dedicated Support (Professional and Enterprise tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: Up to 2 users, with basic contact, lead, and project management.
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