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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. 1. Choose a small task that matches Insightly’s listed purpose: CRM that also tracks projects, so delivery sits next to the deal..
  2. 2. Use non-sensitive test input and decide what a correct result should contain. Check the provider’s supported formats and account limits.
  3. 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.

ToolListed accessPrimary category
IntercomFree plan availableAI Assistants
DocuSignPaidSales
Salesforce Sales CloudContact for pricingSales
Apollo.ioFree plan availableEmail Marketing

Key features

✓ CRM
✓ Projects
✓ Workflows
✓ Reporting

Use cases

AgenciesServices firms

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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