Insightly

CRM with strong project management capabilities, letting you manage the full customer lifecycle from lead to project delivery in one platform.

Our take

Insightly bridges the gap between CRM and project management, which is useful for service businesses that need to track the customer relationship beyond the sale. The project management features — task assignment, milestones, pipelines — are basic but functional. As a pure CRM, it's competent but unremarkable compared to Pipedrive or HubSpot. The real value proposition is for businesses where the sale is just the beginning of a longer delivery or project lifecycle.

Pricing

Pricing verified 2026-03-09

Ratings

Overall score: 72/100 (composite of the above ratings)

Features