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2024 Insightly Review: Features, Pricing & More

Name: Insightly
Brand: Insightly
SKU: IS-2024
Price: 29.00 USD
Availability: InStock

Author

Marcus Bennett

Editor

Biography

Marcus Bennett is a highly experienced technology writer and editor with a strong background in the technical side of project management. Before stepping into his role as editor at ProjectManagementTools.com, Marcus spent several years managing intricate projects in the tech industry, where he developed a keen understanding of software systems and engineering processes. His expertise allows him to create content that not only informs but also empowers project managers and technical teams to achieve their goals efficiently. Known for his clear, precise, and actionable writing, Marcus is a respected voice in the project management community. Outside of work, he enjoys exploring cutting-edge technology and mentoring the next generation of project managers.

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Factcheck By:

Anthony Carter

Editor

Biography

Anthony Carter is a veteran technology writer and editor with deep roots in the construction and project management industries. With decades of hands-on experience managing large-scale construction projects, Anthony has a unique perspective on the intersection of technology and construction. His career has been marked by his ability to integrate advanced project management tools into the construction process, improving efficiency and outcomes. Now, as the editor at ProjectManagementTools.com, Anthony leverages his extensive experience to create content that is both practical and insightful, catering to professionals who seek to stay ahead in a rapidly evolving industry. Outside of work, Anthony enjoys woodworking and mentoring aspiring construction managers.

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Latest Update: Sep 5, 2024, 5:57 pm

Our Verdict

This platform offers a blend of project management and CRM functionalities, making it ideal for teams that need to integrate customer relationship management with project tracking. Insightly provides tools for managing tasks, tracking project progress, and maintaining client interactions all in one place. Its user-friendly interface helps streamline workflows and enhance team collaboration.

While Insightly excels in combining CRM with project management, it might not deliver the depth of features found in specialized project management or CRM systems. It’s a great choice for teams that need to bridge the gap between project execution and client management but may fall short for those requiring more advanced project or CRM capabilities.

Pros

Data import
Customization
Mass emailing

Cons

Pricey
Limited support
Limited free plan

Free plan available

yes

Subscription Price

Starts at $29 per user per month

Integrations

123FormBuilder, 3CX, ActiveCampaign, ActiveCollab

Expert Review

4.5

Visit website

Best For

automating business processes

24/7 Support

Mobile App

Cancellation period

Overview

Why we like it

An affordable CRM, Insightly is an easy-to-use, intuitive solution that is flexible enough to scale up as the company using it grows. This scalability is, in our opinion, essential to improved workflow and productivity in small to mid-sized businesses. Insightly has a myriad of top features, including the ability to maintain customer cycles and providing additional care for clients via strong customer service modules.
Building and converting the sales pipeline is the name of the game here. We’ve found that the clear visuals are essential in aiding this endeavor. Powerful across a range of verticals, our experience shows Insightly to be the perfect option for adding companion products for marketing automation, customer service features, and more. Insightly allows businesses to make the software work for their needs, which is a great feature for smaller companies, or those who are more unique within the industry.