Insightly CRM
Manage relationships and projects in one unified platform.
Size:
Startup, SMB, Mid-Market
Best For:
Broker
3PL
Freight Forwarder
Platform Overview
Insightly CRM combines customer relationship management with project management capabilities. Features include pipeline management, workflow automation, email tracking, and built-in project delivery tools.
Core Strengths
- CRM + project management
- Easy to use
- Affordable pricing
- Strong integrations
Best Suited For
- SMBs needing CRM and PM
- Service businesses
- Teams wanting simplicity
Why Choose Insightly CRM
Manage relationships and projects in one unified platform.
Best For
Startup, SMB, Mid-Market
Broker
3PL
Freight Forwarder
Insightly CRM Features (10)
VerifiedPipeline management
Workflow automation
Email tracking
Project management
Lead routing
Custom dashboards
Mobile app
Contact management
Task management
Reporting
Insightly CRM Integrations (22)
VerifiedGmail
Google Workspace
Google Drive
Microsoft Outlook
Microsoft 365
QuickBooks Online
Xero
NetSuite
Slack
Dropbox
Box
Mailchimp
DocuSign
PandaDoc
Shopify
WordPress
Salesforce
HubSpot
Zapier
PayPal
Asana
Zoom
Company Background
Company Details
Customer Testimonials
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Product Demo & Videos
Full Product Demo
15 minutes
Watch a complete walkthrough of Insightly CRM's platform
Feature Highlights
8 minutes
Quick overview of key capabilities
Customer Success: Pluralsight
5 minutes
See how Pluralsight improved efficiency by 35%
Implementation Overview
10 minutes
Learn about the onboarding process and timeline
Pricing Information
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