Insightly
TL;DR
Insightly is an easy-to-use, affordable CRM that pairs contact and pipeline management with built-in project management — a practical all-in-one for small and mid-sized businesses, held back by limited reporting, a clunky marketing module, and occasional support hiccups.
Pricing
Starting at $29/user/mo
Details
What is Insightly?
Insightly is a cloud CRM built for small and mid-sized businesses that want contact, pipeline, and project management in one affordable platform. TrustRadius scores it 7.8 out of 10 across 850 reviews, with 86% of reviewers adopting it as their central customer database. Reviewers consistently highlight its ease of use, customization, and the convenience of managing sales and projects side by side — along with Gmail and QuickBooks integration. The recurring criticisms are limited reporting and filtering, an underdeveloped marketing automation module, occasional support frustration, and data import issues that can create duplicate contacts. For SMBs that outgrew spreadsheets and want a practical CRM without enterprise complexity, Insightly is a solid, well-priced choice.
Key Features
- Contact, lead, and sales pipeline management
- Built-in project management with tasks and timelines
- Email tracking with Gmail and Outlook integration
- Follow-up reminders and workflow automation
- Custom objects and relationship linking between records
- Dashboards and reports for pipeline and revenue visibility
- Marketing automation and email campaigns (companion module)
- QuickBooks and AppConnect integration ecosystem
- Mobile apps for iOS and Android
- Customer service and help desk companion products
Who is it for?
- Small and mid-sized businesses that want an affordable, easy CRM
- Sales teams that also need lightweight project management
- Businesses relying on Gmail and QuickBooks day to day
- Companies ready to leave spreadsheets but not ready for enterprise CRM
Who is it NOT for?
- Enterprises with complex, regulated data and reporting needs
- Teams where marketing automation and social media are core — the marketing module is weak
- Organizations that need deep, unlimited custom reporting
- Anyone who needs top-tier, responsive customer support as a guarantee
The Bottom Line
Insightly earns a 3.9 out of 5 across 850 reviews, and for a small business the value is hard to argue with: reviewers love that it is easy to adopt, customizable, and combines CRM with project management at a price that does not sting. The catch is scale — limited reporting, a weak marketing module, and inconsistent support start to bite as you grow. My verdict: if you are a small team that wants a practical, friendly CRM with project tracking and QuickBooks/Gmail integration, Insightly is a great starting point. If you need serious marketing automation, deep reporting, or enterprise-grade reliability, budget for something stronger.
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