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Insightly is cloud-based customer relationship management (CRM) software for managing leads, tracking sales opportunities, managing projects and organizing tasks and communications. Insightly is particularly popular with small and medium-sized enterprises (SMEs) and organizations looking for an affordable, user-friendly CRM solution.
Insightly has built up a significant user base over the years. Insightly is often positioned as a CRM solution for small and medium-sized businesses (SMBs), as its features and pricing plans are generally well suited to smaller organizations.
One of Insightly's key features is its ability to manage projects. It enables users not only to manage customer relationships, but also to track and manage projects, tasks and milestones within the same platform.
From 25.00 € to 90.00 € /month /user
Website
Scope
- Accounting & Finance
- Calendar
- Advertising
- Asset Management
- Business Intelligence
- Call center
- Collaborative space
- Community management
- Configure/Price/Quote (CPQ)
- Contact Management
- Content (CMS)
- Contract Management
- Customer Service
- Digital signature
- Document management
- Ecommerce
- Email Campaigns
- Event Management
- Expense Reports
- Field Service
- Fundraising & Grants
- Governance
- Human Resources
- Inventory & Stocks
- Invoicing
- Lead Engagement
- Learning (LMS)
- Logistics & Warehouses
- Marketing Automation
- Orchestration
- Resource planning
- Point of Sales
- Project management
- Sales Management
- Social media & Omnichannel
- Subscriptions & Memberships
- Timetracking
- Surveys
- Telephony
Features
- Androïd app
- Approval rules
- Artificial Intelligence (AI)
- Assignement rules
- Custom fields
- Custom objects
- Customer / Partner portal
- Email tracking
- Escalation rules
- Gmail extension
- iPhone app
- Rapid Application Development (RAD)
- Outlook plugin
- Reports & Dashboards
- Responsive (HTML5)
- Schedule meetings
- Scoring
- Single Sign On (SSO)
- Territory management
- Webhooks
- Workflows
Trial account limitations
Limited duration
Integrations
<div><a target="_blank" rel="noopener noreferrer" href="https://www.insightly.com/appconnect/">https://www.insightly.com/appconnect/</a><br /></div>
Languages
- Arabic
- Turkish
- Bulgarian
- Catalan
- Chinese
- Croatian
- Czech
- Danish
- Dutch
- English
- Estonian
- Finnish
- French
- German
- Greek
- Hebrew
- Hungarian
- Italian
- Irish
- Latvian
- Lithuanian
- Japanese
- Maltese
- Polish
- Portuguese
- Romanian
- Russian
- Slovak
- Slovenian
- Spanish
- Swedish
- Others, Africa
- Others, Asia
- Others, Eastern Europe
- Others, Middle-East
- Others, Northern Europe
- Others, Oceania
- Others, South America
Ecosystem
Hosting
Data hosting
EU
US
Terms
Deployment assistance
Publisher
Licence
Pricing
Minimum price
25.00
EUR
per user
/month
Maximum price
90.00
EUR
per user
/month
Editor
Editor
Country of origin
150
employees
(as of November 2024)
40
M$ turnover
(as of November 2024)
Last time this record was updated
11 months ago