Insightly
Insightly is a CRM designed to centralize customer relationship management, sales pipelines, and project management. The tool offers workflow automation, integrations with other solutions, and reporting features to track business activity. Available globally, it is aimed at companies looking to combine CRM and project management in a single platform.
Key features
Strengths
- CRM + project management combined
- Good for SMBs
Keep in mind
- Less specialized in pure prospecting
Who it’s for and use cases
Insightly is particularly suitable for SMEs looking to unify sales management and project management. It is designed for sales and marketing teams that need to track opportunities while collaborating on client-related tasks. For pure prospecting needs, it can be complemented by tools specialized in data enrichment or lead generation.
Frequently asked questions
Is Insightly suitable for large companies?
Insightly is primarily recommended for SMEs, but its per-seat subscription model and global coverage allow it to be used by organizations of various sizes.
What are the main features of Insightly?
Key features include pipeline and project management, workflow automation, integrations with other tools, and reporting.
Can Insightly handle prospecting?
Insightly is less specialized in pure prospecting, but it can be combined with dedicated tools to cover this need.
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<a href="https://listar.fr/en/sales-software/insightly"><img src="https://listar.fr/badges/listar-sales-directory-en.svg" alt="Listed in Listar’s Sales tools directory" width="240" height="56" style="border:0" loading="lazy"></a>Something to fix or a tool to add? Contact us via the trust center. Trust center.
The data Insightly relies on, Listar finds and verifies
A tool is only as good as the data it uses. Listar reconstructs and verifies professional emails and phones from a name and a company, with a waterfall across 30+ sources.
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