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.