Customer messaging platform for live chat, tickets, product tours and an AI inbox.
Insightly
CRM that also tracks projects, so delivery sits next to the deal.
Insightly is cRM that also tracks projects, so delivery sits next to the deal.
Plans are paid or quote-based. Confirm current pricing on the official website.
Evaluate Insightly for your workflow
Use the listing facts below to build a shortlist. Imported provider information can change; confirm availability, plan limits and data terms on the official destination before committing.
- Provider website
- www.insightly.com
- Listed pricing
- Paid
- Categories
- Sales, CRM, Project Management
- Access model
- Paid
A useful trial checklist
- 1. Choose a small task that matches Insightly’s listed purpose: CRM that also tracks projects, so delivery sits next to the deal..
- 2. Use non-sensitive test input and decide what a correct result should contain. Check the provider’s supported formats and account limits.
- 3. Review the result, export options and remaining manual work. For a paid plan, confirm current billing, cancellation and data controls directly with the provider.
This directory record is product information, not a hands-on benchmark or security certification. Editorial method · Report a correction
Compare the listed alternatives
These records share a category. They may solve different parts of the task; open their details to compare the actual fit.
| Tool | Listed access | Primary category |
|---|---|---|
| Intercom | Free plan available | AI Assistants |
| DocuSign | Paid | Sales |
| Salesforce Sales Cloud | Contact for pricing | Sales |
| Apollo.io | Free plan available | Email Marketing |
Key features
Use cases
FAQ
What is Insightly used for?
CRM that also tracks projects, so delivery sits next to the deal.
Does Insightly have a free plan?
It is a paid product; check the official site for current plans.
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