Insightly – Visionary Marketing
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Insightly
☆☆☆☆☆
CRM (30)

Insightly

Insightly is a CRM and project management platform combining sales pipeline tracking with delivery and project workflows, aimed at small and mid-sized businesses.

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Starting price Paid subscription plans

Tool Information

Insightly combines a sales CRM with project management, so teams can track a deal through the pipeline and then hand it off into a delivery project without switching platforms, which suits small and mid-sized businesses that sell and then deliver services.

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Overview

Pricing
Paid
Tool Type CRM

Applicable Tasks

CRM project management pipeline small business
Category
Customer Experience › CRM
Team Readiness
Needs Setup
Internal Visionary Marketing estimate, not a formal review.
Is This a Fit for Your Team?
✓ Good fit if: you need both sales pipeline tracking and post-sale project delivery in one system.
✗ Consider skipping if: you only need a simple sales CRM without project management features.
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