Insightly

✓ AI Ready

CRM and project management in one platform

CRM & Project ManagementFrom $29/user/month (Plus) to $99/user/month (Enterprise)
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Quick Facts

Category
CRM & Project Management
Pricing
From $29/user/month (Plus) to $99/user/month (Enterprise)
Integrations
7+ apps
Best For
SMBs wanting a CRM that also handles post-sale project delivery

About Insightly

Insightly is a CRM that combines relationship management with project delivery, helping teams manage the full customer lifecycle. It is popular with small and mid-sized businesses wanting CRM plus post-sale project tracking.

AI & Automation Readiness

How well does Insightly work with AI agents and automation?

Automation Score4/5
✓API Available
✓Webhooks/Automation
✓Rich Integration Ecosystem
✓AI-Native Features

Key Features

✓Contact & opportunity management
✓Project management
✓Workflow automation
✓Custom dashboards & reports
✓Email tracking
✓Lead routing

Integrations

Insightly connects with 7+ apps and services.

Google WorkspaceMicrosoft 365SlackMailchimpQuickBooksZapierXero

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Visit their website to learn more and sign up, or add it to your stack for comparison.

Visit InsightlyBrowse CRM & Sales