CRM with built-in project management and marketing automation
Shyft Score
Directory quality rating
AI Readiness
How prepared for AI workflows
Our take
Insightly combines contact management, project management, and marketing automation in a single CRM platform. Its integrated workflows and reporting make it a versatile tool for sales and marketing teams.
Best for: Sales and marketing teams in small to mid-sized businesses looking for an all-in-one CRM solution.
Request a demo to evaluate insightly for your team.
See how insightly fits your stackBenefits
Manage all your customer relationships and projects in one place instead of juggling multiple tools
Track leads from first contact to closed deal without losing prospects in the pipeline
Automate repetitive marketing tasks so you can focus on high-value activities
Get instant visibility into sales performance and project status with integrated reporting
About
Insightly is a comprehensive CRM platform that combines contact management, project management, and marketing automation in one solution. It helps sales and marketing teams streamline lead tracking, manage customer relationships, and execute projects more efficiently with integrated workflows and reporting.
Contact Management
Project Management
Lead Tracking
Marketing Automation
Integrated Reporting
Use cases
Track leads and automate follow-ups for sales teams
Manage customer projects and relationships in one place
Automate marketing campaigns and track their performance
Streamline workflows with integrated project and CRM tools
Generate reports on sales, marketing, and project progress
Best for
Pricing
insightly starts at $29/mo
Starting at $29/mo
Ecosystem
MCP servers, AI skills, and integrations that work with insightly
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FAQs
Common questions about insightly and its capabilities
Insightly is a CRM tool that integrates project management and marketing automation directly into its platform. It's designed for sales teams, marketing teams, and project managers looking for a comprehensive solution to manage contacts, track leads, automate marketing tasks, and oversee projects efficiently.
Our team can help you integrate insightly with your existing tools and build custom automation workflows.
Pulse delivers operations-specific AI insights every week. Free.
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