Insightly
UnclaimedModern, scalable CRM platform with AI, marketing automation, and customer service for growing businesses.
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TL;DR - Insightly
- Unified CRM, marketing automation, and customer service platform.
- AI-powered features like Copilot automate tasks and enhance sales efficiency.
- Integrates with over 2,000 apps to centralize customer data and streamline workflows.
Pricing: Free plan available
Best for: Growing teams
Score: 85/100
Pros & Cons
Pros
- Good for small business CRM
- Project management
- Fair pricing
- Google integration
- Easy to use
Cons
- Limited features
- Reporting basic
- Customization limited
- Support varies
- Better for small teams
Key Features
CRM platformProject managementMarketing automationLead routingWorkflow automationAppConnect
Pricing Plans
14-day Free TrialFree
Free
- Up to 2 users
- 2,500 records
- Basic CRM features
- Contact management
Plus
$29/user/month
- Contact management
- Project tracking
- Workflow automation
- Lead management
- Integrations
Professional
$49/user/month
- All Plus features
- Advanced reporting
- Custom dashboards
- Email templates
- Advanced permissions
Enterprise
$99/user/month
- All Professional features
- AI Copilot
- Custom objects
- Advanced security
- Priority support
About Insightly
By Toolradar Team·
Insightly is a comprehensive Customer Relationship Management (CRM) platform designed to help businesses grow faster by centralizing customer data, automating workflows, and streamlining sales, marketing, and customer support operations. It offers a unified platform that integrates CRM, marketing automation, and customer service functionalities, allowing teams to manage leads, opportunities, projects, and customer interactions from a single source of truth. Insightly aims to improve sales efficiency, enhance customer engagement, and provide actionable insights through its robust reporting and analytics capabilities.
The platform caters to a wide range of industries and businesses looking to optimize their customer-facing processes. Key features include lead tracking, pipeline management, email marketing, landing page creation, dynamic list segmentation, and workflow automation. Insightly also incorporates AI features like Copilot, email replies, and summaries to automate repetitive tasks, keep data clean, and help sales teams focus on high-value leads. Additionally, its AppConnect feature allows seamless integration with over 2,000 third-party applications, ensuring it fits into existing tech stacks and provides a holistic view of customer data.
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Insightly FAQ
What is Insightly?
Insightly is a unified CRM platform that includes sales pipeline management, project management, and marketing automation for growing businesses.
What makes Insightly different?
Insightly combines CRM with project management, so you can manage the full customer journey from lead to deal to project delivery in one system.
Is Insightly free?
Insightly offers a free plan for up to 2 users. Paid plans start at $29/user/month for CRM features.
Source: insightly.com