Insightly CRM

About Insightly CRM

Insightly CRM is a popular choice for small and mid-sized businesses that want a CRM with built-in project management capabilities. Unlike tools that bolt on task management as an afterthought, Insightly treats post-sale delivery as a first-class workflow—you can convert won opportunities directly into projects and track milestones without leaving the platform.

The platform integrates natively with Gmail, Outlook, and Google Workspace, automatically logging emails and syncing calendar events. Its pipeline views and reporting dashboards cover the full sales cycle, and the free tier supports up to 2 users, making it one of the few enterprise-capable CRMs that starts at zero cost.

Insightly is especially well-suited for service businesses—agencies, consultancies, and professional services firms—where a deal closing is only the beginning of the customer relationship. The unified sales + project view eliminates the handoff friction that causes deals to get lost after signature.

Key Features

• Free plan for up to 2 users
• Built-in project management linked to CRM deals
• Native Gmail and Outlook email sync
• Pipeline and sales funnel reporting
• Workflow automation for lead routing and follow-ups
• Mobile apps for iOS and Android

User Ratings

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