The modern, scalable CRM your teams will love. It’s simple to set up, integrates easily, and built to support your growth.
Customer Relationship Management, Project Management, Marketing Automation, Custom Dashboards and Reports, Lead Management
Insightly offers a CRM platform that is simple to set up and integrates seamlessly with existing systems, providing a user-friendly experience that supports team collaboration and business growth.
Subscription-based with multiple pricing tiers
Insightly, Inc. is headquartered in San Francisco, USA. The company provides services aimed at improving customer relationship management for small to medium-sized businesses. For more information, they can be contacted via their website.
The modern, scalable CRM your teams will love. It’s simple to set up, integrates easily, and built to support your growth.
Product Overview
Insightly offers a robust Customer Relationship Management (CRM) platform that is designed to cater to businesses of various sizes, particularly focusing on small to medium enterprises. With its user-friendly interface and ease of integration, Insightly facilitates effective customer relationship management, project tracking, and marketing automation, allowing businesses to streamline operations and enhance productivity. A standout feature of Insightly is its capability to provide custom dashboards and reports, enabling strategic data-driven decision-making. The platform’s project management features further empower teams by ensuring tasks and workflows are managed efficiently across departments. Despite its many strengths, Insightly may require a learning curve for users unfamiliar with CRM systems, and its advanced features might be more than what very small businesses require.