Insightly is designed to help growing businesses manage customer relationships, sales pipelines, and marketing activities from a unified system. According to its official website, Insightly combines CRM, marketing automation, and project management features to support the full customer lifecycle from lead capture and nurturing to deal management and post-sale delivery. The platform enables teams to centralize customer data, track interactions, automate workflows, and gain visibility into sales and marketing performance through reports and dashboards
Combines CRM and project management nicely
Flexible, customizable sales pipelines and fields
Strong Google, email, and calendar integrations
Good automations for follow‑ups and workflows
Affordable, scalable option for small businesses
Limited user permissions; data easily gets messy
Advanced features locked to higher‑tier plans
Interface described as dated by some users
Pricing yet to be updated!
Clients yet to be updated!
| Logo | Software Name | Rating | Reviews | Starting Price | Trial |
|---|---|---|---|---|---|
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Less Annoying CRM | 4.5 | 74 | 15 USD ($) | 30 Days |
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Smart Glazier | 4.4 | 9 | 51 USD ($) | 7 Days |
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Zendesk Sell | 4.1 | 67 | 25 USD ($) | 14 Days |
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FieldCamp | 4.1 | 63 | 0 USD ($) | 0 Days |
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Pipedrive | 4 | 56 | 14 USD ($) | 1-7 Days |