Insightly CRM

CRM with built-in project management for customer-centric delivery.

About Insightly CRM

Insightly CRM combines customer relationship management with project management capabilities. Features include pipeline management, workflow automation, email tracking, and built-in project delivery tools.

Listed capabilities

  • Pipeline management
  • Workflow automation
  • Email tracking
  • Project management
  • Lead routing
  • Custom dashboards
  • Mobile app
  • Contact management
  • Task management
  • Reporting

These are catalog-listed capabilities. Confirm current availability and any plan or setup requirements directly with the provider.

Listed integrations

  • Gmail
  • 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

Ask the provider to confirm the supported connection and implementation requirements for your systems.

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