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Insightly

CRM with built-in project management for SMBs.

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What we love

  • CRM + projects in one
  • Affordable
  • Strong workflow automation

What to watch

  • Less modern UI than Attio / Folk
  • Marketing automation costs extra

Best for

SMB services businesses managing both client relationships and project delivery.

Key features

  • CRM with pipelines
  • Project management module
  • Workflow automation
  • Marketing add-on
  • Mobile app

What is Insightly?

Insightly combines a sales CRM with light project management, marketing automation, and a customer service module. Strong for SMBs that need an all-in-one.

Who is it for?

Insightly is a great fit for teams looking for a crm tool that fits the paid tier. It's especially loved by founders, BD teams, and agencies managing relationships at scale.

Key tags

CRMProject ManagementSMB

How it compares

We curate Insightly among the top CRM tools on saas.fyi. Browse all CRM tools to compare alternatives, or use the directory's search and filters to find a closer fit.

Pricing

from $29/user/mo. Pricing tier: Paid. Always confirm current pricing on the official site — SaaS pricing changes frequently.

Quick facts

  • Category: CRM
  • Pricing: Paid — from $29/user/mo
  • Website: insightly.com
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