Insightly

Insightly

Verified

The modern CRM teams love.

A cloud-based CRM platform offering project management and marketing automation for growing businesses.

CRM
150+ employees
San Francisco, California, United States
Founded 2009
Visit Website

Work at Insightly?

Claim this profile to update your company information and connect with buyers

0

Product Overview

Insightly CRM

Modern CRM platform that unifies customer data, sales processes, and project management in one system. Designed to help businesses build lasting customer relationships while managing projects and driving growth through powerful automation and analytics.

Unique Value Proposition

The only CRM that seamlessly combines relationship management with project management capabilities, allowing teams to manage the entire customer lifecycle from lead to project delivery in one platform. Native integration between CRM and project management eliminates data silos.

Categories

CRM
Project Management
Marketing Automation
Customer Service

Target Market

Industries

Professional Services
Consulting
Marketing Agencies
Technology Services
Manufacturing
Financial Services

Company Size

50 - 1000 employees

Reviews (0)

No reviews yet. Be the first to review!

Pricing Information

Pricing Model

per_user

Price Range

$29 - $99/user/month

Free Trial Available

14-day trial period

Typical Contract Length

12 months

Key Features

Unified CRM and project management
Opportunity and pipeline management
Project templates and milestones
Email marketing automation
Lead routing and assignment
Workflow automation
Custom objects and fields
Kanban-style project boards
Gantt charts
Resource management
Quote and proposal management
Email integration and tracking
Web-to-lead forms
Task dependencies
Business card scanning
Relationship linking
Custom dashboards and reports
Record merging and deduplication

Integrations

Google Workspace
Microsoft Office 365
Slack
Mailchimp
QuickBooks
Xero
Zapier
Dropbox
Box
OneDrive
Evernote
Gmail
Outlook
Adobe Sign
PandaDoc
Stripe
Square
WordPress
Shopify
Eventbrite
API Available
View Docs

Security Features

Role-Based Access Control (RBAC)
Two-Factor Authentication (2FA)
Single Sign-On (SSO)
Data Encryption at Rest
Data Encryption in Transit
IP Whitelisting
Audit Logs & Activity Tracking
Field-level security permissions

Security & Compliance

GDPR
CCPA
HIPAA

Implementation & Support

Implementation Time

2 weeks (14 days)

Deployment Options

Cloud

Support Hours

Business Hours

Implementation Support Included
Training Resources Available