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Insightly

SaaS

CRM that pairs contact and sales tracking with project management and automated workflows, for small and midsized organizations.

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insightly.com
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About Insightly

Insightly is a customer relationship management product that also includes project tracking and automated workflows. It is aimed at small and midsized organizations that want to follow a deal from lead through delivery in one place instead of splitting that work between separate tools.

The vendor site could not be read when this entry was prepared, so plans, integrations and pricing are not described here. Insightly is a proprietary, hosted service sold by subscription; check the vendor for current features and costs.

Key features

  • Contact and lead management
  • Sales pipeline tracking
  • Project tracking after deals close
  • Automation of repeated workflows

Good fit for

  • →Teams that need CRM and project tracking together
Tags
crm
project-tracking
workflow-automation
sales
small-business
saas

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