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CRM and Project Management. Easy. Powerful. Affordable.

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Overview of Insightly

Insightly is the leading web based Customer Relationship and Project Management system for small business. 


Insightly is a great tool to help small businesses deal with the vital task of managing your contacts, organisms, partners, vendors and suppliers.Using CRM best practices, you can see everything about a touch - from background, email history and significant dates, to-any gold projects Opportunities in qui They Have participated.With Insightly's web-based management features touch you won't miss a beat.

Integrated Project Management

Insightly is a CRM and Project Management in one so you can make sour you're on top of your customer relationship At Every internship. With the project overview screen you can see the recent activity on Any project, and track project performance over time against milestones.

Unique Features of Insightly

Powerful CRM

Manage leads, contacts, organizations, partners, vendors and suppliers. See everything from background, email history, events, projects or opportunities.

Project Management

Make sure you’re on top of your project at every stage – track project activity and performance against milestones.

Social CRM

We’ll detect virtually every social media profile related to a contact’s email address.

Business Overview and Reports

Look at your business any way you want with task dashboard, activity sets, reports and more.

Go Mobile

Supporting iPhone and Android phones and popular tablets, the Insightly mobile app has you covered.

Key Integrations

Integration with email, Box, Dropbox, Evernote, Google Apps, MailChimp, Outlook 2013/Office 365 Business Edition, QuickBooks Online, QuoteRoller, Torpio, Zapier, and more. 

Features checked in Insightly

  • 2-Way Email Integration
  • Bulk Email Sending
  • Calendar Management
  • Calls Automatically Tracked
  • Contacts, Leads & Opportunities
  • Customer Portal
  • Ecommerce Integration
  • Email Templates
  • Interaction Tracking
  • Task Management
  • Track Email Link Clicks
  • Track Email Opens

See how Insightly works

Specifications for Insightly


Free to $99/month per user

Operating Systems