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Insightly

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The modern CRM that teams love to use.

About Insightly

The CRM for Post-Sale Delivery Insightly is unique because it combines CRM with Project Management. Once a deal is won, you can convert that opportunity directly into a project to track delivery, ensuring the customer experience remains high after the contract is signed. Best For: Service-based businesses, agencies, and manufacturing firms that need to track a project after the sale. Key Highlights: Relationship linking (mapping complex connections between contacts), custom objects, and powerful AppConnect integrations for over 500+ apps.

Deployment

  • Cloud, SaaS, Web
  • Mobile - Android
  • Mobile - iOS
  • Desktop - Mac
  • Desktop - Windows

Support

  • Email/Help Desk
  • Knowledge Base
  • Chat
  • 24/7 (Live rep)
  • Phone Support

Training

  • Documentation
  • Videos
  • Webinars
  • Live Online
  • In Person

Ideal Company Size

Not specified

Pricing Overview

Freemium

Free plan available

LicensingSubscription
Supported LanguagesEnglish, Spanish, French, German, Japanese
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