Insightly

• Contact, lead, and opportunity management with full sales pipeline views
• Marketing automation & email campaigns built into the same platform
• Service ticketing and customer support / help desk features
• Project management and task tracking capabilities
• Workflow automation / triggers to perform actions, send emails, update records
• AppConnect — no-code integration engine connecting to hundreds of apps
• Custom objects, fields, and data modeling to tailor CRM to your business
• Analytics, dashboards, reporting, and metrics across modules
• Permissions, roles, and user access control (simple & advanced)
• API and webhooks for custom integrations and extensibility

Insightly is a comprehensive cloud-based CRM and business platform built to unify sales, marketing, customer service, and project management into a single, cohesive solution. Designed for small to mid-sized businesses as well as larger teams, Insightly helps streamline operations by breaking down silos between customer touchpoints and internal workflows.

At its heart, Insightly offers traditional CRM capabilities: tracking leads, converting them to opportunities, assigning contacts, and managing your sales pipeline. What sets it apart is that it layers on marketing automation—letting users build email campaigns, segmentation, and lead nurturing workflows—without needing a separate system. The service module supports ticketing, case resolution, and support workflows, so your post-sales customer interactions remain tied to the same customer record. Insightly also includes project management and task tracking modules, enabling businesses to deliver on customer promises and internal initiatives in the same platform.

One powerful feature is AppConnect, a no-code integration engine that connects Insightly with hundreds of commonly used applications—whether accounting, productivity, HR, or communication tools—so data flows between systems without manual work. Workflow automation further enhances efficiency by triggering emails, updating records, assigning tasks, or calling integrations when certain conditions are met. For more technical flexibility, Insightly’s API and webhook support allow custom extensions or integrations.

The platform supports custom objects and fields, letting users model their data exactly as required. With role-based permissions and access control, companies can limit visibility and editing rights across teams. Reporting, dashboards, and analytics across all modules help business leaders monitor performance and make data-driven decisions.

Insightly uses a freemium / tiered pricing model, so new users can begin with a free or trial plan and later upgrade to Plus, Professional, or Enterprise plans as they scale. As businesses grow, the more advanced plans unlock deeper automation, integrations, advanced permissions, and higher usage limits. Because everything—CRM, marketing, service, projects—is integrated, teams avoid data fragmentation and maintain a more unified customer view. Overall, Insightly is well suited for organizations wanting a unified system to manage customer lifecycle and internal work in one place.