Insightly
Insightly CRM is a cloud-based solution ideal for small to medium-sized businesses, combining CRM and project management features in one platform. It offers tools for contact and lead management, visual sales pipelines, task and milestone tracking, email marketing, and workflow automation. The platform provides customizable dashboards, advanced reporting, and integrations with Google Workspace and third-party apps like MailChimp and QuickBooks. Insightly’s mobile app allows users to manage projects and customer relationships on the go. While easy to use and customizable, it has limited marketing automation and some advanced features locked behind higher-tier plans.
Pros
- ECombines CRM and project management.
- Customizable dashboards and reports.
- Easy to use with mobile access.
- Integrates with Google Workspace, MailChimp, and QuickBooks.
Cons
- Limited marketing automation.
- Advanced features require higher-tier plans.
- Some advanced features can be difficult for new users.
- Mobile app has fewer features than desktop.
Reviews
Oliver Evans
My experience with Insightly CRM has been positive overall. It helps me stay organized and allows me to manage projects effectively. I particularly appreciate the customizable reports, which let me generate exactly what I need. The learning curve for some of the advanced features can be challenging, but it’s worth the effort.
