Insightly is a CRM platform that uniquely combines sales pipeline management with post-sale project management — making it particularly suited for professional services, consulting, and implementation teams that need to track both winning business and delivering it in the same tool.
Product Overview
Insightly's core differentiator is its native project management module: when a deal is won, it can be automatically converted to a project with tasks, milestones, and delivery team assignments — all in the same platform where it was sold. This is a meaningful capability gap for teams using Salesforce or HubSpot that must manage post-sale delivery in separate tools like Asana or Monday. The CRM covers standard pipeline management, contact and organisation records, email integration, workflow automation, and reporting. Insightly Marketing add-on enables email campaigns and marketing automation from the same platform. The combination of CRM, project management, and marketing automation at competitive pricing positions Insightly as an all-in-one operational platform for SMB professional services firms.
Key Features
- Sales Pipeline Management: Visual deal pipeline with stage automation, activity tracking, and relationship linking across contacts and organisations.
- Project Management: Built-in project module with tasks, milestones, and Gantt views — deals convert to projects on close for delivery tracking.
- Workflow Automation: Configurable automations for task creation, field updates, email sends, and pipeline stage triggers.
- Insightly Marketing: Email campaign builder and automation workflows — available as an add-on for full CRM + MAP in one platform.
- Relationship Linking: Link contacts, organisations, opportunities, and projects in flexible many-to-many relationships.
Best For
SMB professional services, consulting, and implementation teams that manage both sales pipeline and post-sale project delivery and want both in one CRM platform.
Pricing
Plus from $29/user/month. Professional from $49/user/month. Enterprise from $99/user/month.
Key Integrations
Google Workspace, Microsoft 365, Slack, QuickBooks, Xero, Mailchimp, Zapier, DocuSign, HubSpot, LinkedIn
Pros
- Native CRM-to-project workflow is unique — eliminates handoff to Asana or Monday at deal close
- All-in-one positioning reduces subscription complexity for small professional services firms
- Competitive pricing relative to Salesforce for similar feature depth
- Relationship linking handles complex multi-organisation client structures
Cons
- Less powerful than Salesforce or HubSpot for complex enterprise sales processes
- Project management module is functional but less feature-rich than dedicated PM tools
- Smaller integration ecosystem than major CRM platforms
RevOps Jobs-to-Be-Done
- SMB CRM and Project Management Combined — Manage contacts, deals, and post-sale project delivery in a single platform designed for small to mid-market businesses. KPI: Eliminate handoff friction between sales and delivery by managing the full customer lifecycle in one CRM
- Pipeline Management for Service Businesses — Track sales pipeline stages and automatically convert won opportunities into projects with assigned tasks and timelines. KPI: Reduce new project kickoff time by 50% with automatic deal-to-project conversion and task generation
- Marketing Automation from CRM — Use Insightly Marketing to build email campaigns and nurture sequences natively connected to CRM contact records. KPI: Unify marketing and sales in one platform, reducing tool cost and data sync issues for SMB teams
How It Fits Your Stack
Primary system of record: Insightly serves as CRM, project management, and MAP in one
Key integrations: Gmail, Outlook, QuickBooks, Xero, Slack, Mailchimp, Zapier
Data flows: Contact and deal data managed in CRM; won deals convert to projects with task assignment; marketing sequences send from CRM data; reporting across all modules
Security & Compliance
- SSO / SAML: Google SSO and SAML
- RBAC / permissions: Yes
- Audit logs: Yes
- Certifications: SOC 2 Type II
- Data residency: US
Implementation & Ownership
- Time to first value: 1–2 weeks
- Implementation complexity: Low — guided setup for SMB use cases
- Typical owners: CEO/Founder, Sales Manager, Operations Manager
Strong for professional services, agencies, and construction firms that need CRM + project management without two separate tools
Proof & Buyer Signals
Ratings: G2: 4.2/5 (800+ reviews)
What buyers praise:
- CRM + project management combo is unique
- Good for service-based businesses
- Affordable for SMBs
Common complaints:
- Less powerful than Salesforce for complex sales
- Marketing automation depth is basic
Often Compared With
- Salesflare — Salesflare automates CRM data entry for B2B SMBs; Insightly adds project management for service businesses that need post-sale delivery tracking
- Keap (Infusionsoft) — Keap focuses on marketing automation for SMBs; Insightly provides CRM + project management with lighter marketing automation
- Nimble — Nimble focuses on social CRM and relationship management; Insightly adds project management for teams with post-sale delivery responsibilities
