Insightly
Product information
Reviews
3.7 out of 5 stars
Insightly is best for SMBs and mid-market teams who need to manage customer relationships and projects in one platform. It stands out for its integrated CRM and project management features, but may not be ideal if you need deep customization or advanced automation. Compared to Salesforce, HubSpot, and Zoho CRM, it’s better suited for organizations that want a straightforward, all-in-one solution without a steep learning curve. If you’re dealing with scattered customer data and disjointed workflows, this is probably the right tool. If not, you might want to explore more robust or specialized alternatives.
Product options
Tool Details
- Salesforce
- HubSpot CRM
- Zoho CRM
- Pipedrive
- Monday.com
- Easy to set up and use
- Combines CRM and project management in one tool
- Affordable pricing for SMBs
- Good email integration
- Solid reporting features
- Limited customization options
- Workflow automation is basic
- Mobile app can be inconsistent
- Not ideal for large enterprises
- Customer support can be slow
Related Resources
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