Insightly is a CRM and project management tool that helps teams manage customer relationships, tasks, and projects in one platform. It offers features like contact management, task assignments, and pipeline tracking, making it ideal for businesses looking to streamline their operations.
Year Founded & Location
Insightly is sold by Insightly, which was founded in 2009. Insightly is presently headquartered in San Francisco, USA.
Core Features
| Feature | Description | Feature Availability | Customization Options | Supported Platforms | Collaboration Features | Security Measures |
|---|---|---|---|---|---|---|
| Task Management | Manage tasks with CRM integration features. | Free, Plus, Professional, Enterprise | High | Web, iOS, Android | Task lists, CRM integration | Data encryption |
| Project Tracking | Track project progress with visual tools and reports. | Plus, Professional, Enterprise | Moderate | Web | Visual tools, Progress reports | Role-based access |
| Team Collaboration | Collaborate through shared tasks and CRM features. | All plans | High | Web, iOS, Android | Task sharing, CRM | Two-factor authentication |
| Custom Workflows | Design custom workflows with CRM integration. | Professional, Enterprise | High | Web | Custom workflows, CRM integration | Data encryption |
| Reporting & Analytics | Generate reports and analyze project performance. | Professional, Enterprise | Low | Web | Custom reports, Performance analytics | Secure data storage |
Languages Supported
Insightly supports the following languages:
- English
Pricing
| Plan | Price |
|---|---|
| Plus | $29 per user/month |
| Professional | $49 per user/month |
| Enterprise | $99 per user/month |
Customer Support Options
- Help Center
- Community Forum
- Email Support
- Priority Support
- Dedicated Customer Success Manager
Insightly Alternatives
Salesforce, Zoho CRM, HubSpot, Pipedrive, Microsoft Dynamics
Mobile App
Insightly offers a mobile app available on both iOS and Android, providing key features for managing tasks on the go.
Insightly User Reviews
Excellent CRM integration, efficient task management, customizable workflows, higher pricing, helpful support resources
