Insightly Review
Insightly is a CRM and project management platform that helps businesses manage customer relationships, sales pipelines, and project delivery.
Category: Marketing · Pricing: freemium · SaaSGuidr score: 6.2/10
Key features
- CRM
- Project Management
- Email Integration
- Automation
- Reporting
Pros
- CRM + PM combo
- Good integrations
- Affordable
- Easy to use
Cons
- Limited customization
- Basic reporting
- Learning curve
Best for
- Sales management
- Project tracking
- Customer relationships
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Common questions
Is Insightly free?
Insightly has a free plan, with paid plans for more features.
What is Insightly used for?
CRM with project management capabilities. Common uses include sales management, project tracking, customer relationships.
What are the main downsides of Insightly?
Reviewers most often mention: limited customization; basic reporting; learning curve.
What does Insightly integrate with?
Insightly integrates with Google Workspace, Microsoft 365, Slack, Mailchimp, QuickBooks.
How does Insightly score on SaaSGuidr?
Insightly scores 6.2/10 (Below Average) based on features, pricing value, ease of use, integrations and support.
Can I use Insightly in Canada?
Insightly is a cloud-based tool, so teams in Canada and the US can sign up online. Prices are usually shown in USD; check the vendor's checkout for CAD billing and applicable GST/HST.
Reviewed by Maya Chen, Senior Software Analyst · How we rate
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- Moosend – Affordable email marketing and automation platform.
- SimpleTexting – SMS marketing and texting platform for businesses.
- VWO – A/B testing and conversion optimization platform.
- Campaigner – Advanced email marketing and automation platform.