Neura Market
Insightly logo

Insightly

Paid

Manage customer data, sales, projects, and tasks in one place with drag-and-drop interface and powerful reporting.

5.0
New AI ToolsContact
Inputs: text, file, url, apiOutputs: text
Type
Saas
Visit Website

About Insightly

Insightly is a powerful customer relationship management (CRM) and project management platform designed to help businesses streamline their workflow and maximize productivity. With Insightly, users can easily manage customer data, sales opportunities, projects, and tasks in one centralized system. Its intuitive interface and comprehensive features make it an incredibly versatile tool that can be adapted to a variety of business needs.Insightly provides users with powerful features such as contact and opportunity management, task and project creation, marketing automation, and analytics. With its easy-to-use drag-and-drop interface, users can quickly create projects and assign tasks to team members. Insightly also offers powerful reporting and analytics tools, allowing businesses to track progress and measure the success of their projects.Insightly is a great fit for businesses of any size, offering a range of plans and pricing options to suit different budgets. It is also user friendly, with a clear and intuitive user interface and helpful support resources.

Key Features

Manage customer data, sales opportunities, projects and tasks in one system.
Easily create projects and assign tasks with drag-and-drop interface.
Powerful reporting and analytics tools to track progress and measure success.

Pros & Cons

Pros
  • Intuitive drag-and-drop interface simplifies project and workflow creation
  • Broad integrations with over 2,000 apps via AppConnect reduce tool-switching
  • Free trial available without credit card for easy testing
  • Highly rated by users across industries for usability and performance
  • AI features like Copilot appear to boost efficiency in data management and sales
  • Scalable for businesses of various sizes with comprehensive CRM, marketing, and support tools
Cons
  • Pricing requires contacting sales, so exact costs should be verified
  • Free trial limits and paid plan details should be checked on the current site
  • Requires internet access as a SaaS platform
  • Some advanced features like AI Copilot are in beta and may have limitations
  • Customization may depend on integrations for non-native apps

Best For

Manage customer data, sales opportunities, projects and tasks in one system.Easily create projects and assign tasks with drag-and-drop interface.Powerful reporting and analytics tools to track progress and measure success.

Alternatives to Insightly

AI Shopify Product Reviews

Boost Sales Instantly With Automated Social Proof

Vector Magic

Convert JPG, PNG images to SVG, EPS, AI vectors

Plask AI

Plask.ai uses AI motion capture to animate characters from video, simplifying 3D animation workflows for creators and studios.

PlugSugar

Automate conversations, answer questions with Web Search plugin, and customize ChatGPT experience using powerful AI plugins.

Apploi

Simplify recruitment, improve job seeker visibility, and help employers find the perfect candidates efficiently and affordably.

MedARC

Monitor patient progress, streamline processes and generate insights for healthcare providers to improve patient care.

FAQ

Does Insightly offer a free trial?
Yes, the website indicates a free trial is available without a credit card required; exact duration and limits should be verified.
Is there project management in Insightly?
Based on available information, it includes drag-and-drop project and task creation alongside CRM; this should be confirmed for specific needs.
What AI features are available?
AI tools like Copilot (beta) for record management, email summaries, and automation are mentioned; capabilities may evolve and should be verified.
How is pricing structured?
Pricing appears to be custom via contact sales, with plans for different business sizes; details should be obtained from the current pricing page.
Is Insightly suitable for small businesses?
It is described as scalable for businesses of any size with user-friendly features; suitability depends on specific needs and should be tested via trial.