Insightly is a CRM platform for small and midsize businesses. It covers contacts, opportunities and project management, with separate products for marketing automation, customer service and app integrations (AppConnect).
Insightly keeps customer and pipeline data together, including emails and calls. You can add custom fields, and higher-tier plans add custom objects, custom page layouts, validation rules and finer-grained permissions to protect data quality and control who sees what. Workflows can standardize how leads are assigned, how opportunities move forward and how new customers are onboarded. On the marketing side, Insightly can score leads automatically and send follow-ups.
Insightly describes itself as a flexible CRM for fast-growing companies. It names agencies, consulting, finance, healthcare, manufacturing, professional services and solar among the industries it serves, and it has pages aimed at sales, marketing, operations and product teams. Insightly also says it works with companies in nearly every industry.
AppConnect, a no-code integration design tool sold separately for higher-tier plans, links Insightly to apps such as QuickBooks Online, Xero, Slack, Jira, Asana, Shopify, DocuSign, Calendly and Microsoft Power BI. The Insightly add-on for Gmail and the sidebar for Outlook let you save emails to Insightly from your inbox. On paid plans, Google and Exchange calendars sync both ways with the Insightly calendar. You can also link Google Drive and OneDrive files to records. The help center has setup guides, support documentation and product updates.
CRM plans are priced per user and billed annually, marketing is priced per account by prospect count, and All-in-One bundles combine the products. Required onboarding is charged separately. Current prices are in the pricing box above.