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Insightly is a cloud-based customer relationship management (CRM) software for managing leads, tracking sales opportunities, managing projects, and organizing tasks and communications. Insightly is particularly popular among small to medium-sized businesses (SMBs) and organizations looking for an affordable and user-friendly CRM solution.
Insightly was founded by Anthony Smith in 2009. The company is headquartered in San Francisco, California, and it has gained a significant user base over the years. Insightly is often positioned as a CRM solution for small to medium-sized businesses (SMBs), its features and pricing plans are generally well-suited for smaller organizations.
One distinctive feature of Insightly is its project management capabilities. It allows users to not only manage customer relationships but also to track and manage projects, tasks, and milestones within the same platform.
From 25.00 € to 90.00 € /month /user
Website
Scope
- Accounting & Finance
- Calendar
- Advertising
- Asset Management
- Business Intelligence
- Call center
- Collaborative space
- Community management
- Configure/Price/Quote (CPQ)
- Contact Management
- Content (CMS)
- Contract Management
- Customer Service
- Digital signature
- Document management
- Ecommerce
- Email & Email Campaigns
- Event Management
- Expense Reports
- Field Service
- Fundraising & Grants
- Governance
- Human Resources
- Inventory & Stocks
- Invoicing
- Lead Engagement
- Learning (LMS)
- Logistics & Warehouses
- Marketing Automation
- Orchestration
- Resource planning
- Point of Sales
- Project Management
- Sales Management
- Social media & Omnichannel
- Subscriptions & Memberships
- Timetracking
- Surveys
- Telephony
Features
- Androïd app
- Approval rules
- Artificial Intelligence (AI)
- Assignement rules
- Custom fields
- Custom objects
- Customer / Partner portal
- Email tracking
- Escalation rules
- Gmail extension
- iPhone app
- Rapid Application Development (RAD)
- Outlook plugin
- Reports & Dashboards
- Responsive (HTML5)
- Schedule meetings
- Scoring
- Single Sign On (SSO)
- Territory management
- Webhooks
- Workflows
Trial account limitations
Limited duration
Integrations
Integrations with 3rd-party applications
Notes on integration
<div><a target="_blank" rel="noopener noreferrer" href="https://www.insightly.com/appconnect/">https://www.insightly.com/appconnect/</a><br /></div>
Languages
Languages
- Arabic
- Turkish
- Bulgarian
- Catalan
- Chinese
- Croatian
- Czech
- Danish
- Dutch
- English
- Estonian
- Finnish
- French
- German
- Greek
- Hebrew
- Hungarian
- Italian
- Irish
- Latvian
- Lithuanian
- Japanese
- Maltese
- Polish
- Portuguese
- Romanian
- Russian
- Slovak
- Slovenian
- Spanish
- Swedish
- Others, Africa
- Others, Asia
- Others, Eastern Europe
- Others, Middle-East
- Others, Northern Europe
- Others, Oceania
- Others, South America
Hosting
Hosting
Data hosting
EU
US
Terms
Ecosystem
Deployment assistance
Publisher
API
Yes, public (https://www.insightly.com/api-for-developers/)
Marketplace