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    Insightly CRM

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

    Founded 2009
    San Francisco, CA
    100-500
    www.insightly.com
    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
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    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)

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

    Insightly CRM Integrations (22)

    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

    Company Background

    Company Details
    Founded:2009
    Location:San Francisco, CA
    Employees:100-500
    Company History
    2009 Insightly founded in San Francisco
    2016 Raised $50M Series C
    2024 CRM for small and mid-sized businesses

    Source: insightly.com

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    Company information may be sourced from publicly available materials and vendor-provided data. SupplyWolf does not independently verify all information and makes no representations regarding accuracy.

    What is Insightly CRM?

    Insightly CRM is a Sales Tools / CRM solution from Insightly listed on the SupplyWolf supply chain software marketplace. CRM with built-in project management for customer-centric delivery. The company behind Insightly CRM is founded in 2009, headquartered in San Francisco, CA, and with a team size of 100-500.

    Frequently asked questions

    Insightly CRM is a Sales Tools / CRM solution. CRM with built-in project management for customer-centric delivery.

    According to the vendor, Insightly CRM is positioned for teams such as SMBs needing CRM and PM, Service businesses, and Teams wanting simplicity, primarily startups, small and mid-sized businesses, and mid-market companies.

    Insightly CRM lists integrations with Gmail, Google Workspace, Google Drive, Microsoft Outlook, Microsoft 365, QuickBooks Online, Xero, and NetSuite and 14 more. Confirm any specific integration with the vendor as part of your evaluation.

    Insightly CRM pricing as listed by the vendor: Starting at $29/user/month. Request a custom quote for your specific use case.

    Insightly is headquartered in San Francisco, CA, founded in 2009, and with a team of 100-500 people.