Insightly

Paid

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

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. 2. Easily create projects and assign tasks with drag-and-drop interface. 3. Powerful reporting and analytics tools to track progress and measure success.

Pros & Cons

Pros

Intuitive drag-and-drop interface simplifies project and workflow creation

5.0

New AI ToolsContact

Inputs: text, file, url, apiOutputs: text

Type

Saas

Visit Website

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. 2. Easily create projects and assign tasks with drag-and-drop interface. 3. Powerful reporting and analytics tools to track progress and measure success.

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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.

What integrations does Insightly support?

AppConnect provides drag-and-drop integrations with over 2,000 apps including Microsoft, DocuSign, Shopify, QuickBooks, and more; full list should be checked on the site.

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.