Insightly is best for small and mid-sized businesses that want to manage contacts, track deals, and run projects all in one place.
Track leads, contacts, and deals through a visual sales pipeline
Convert closed deals into projects without leaving the platform
Automate email follow-ups, lead scoring, and workflow tasks
Connect 2,000+ apps including QuickBooks, Slack, and Shopify via AppConnect
Get AI-powered email summaries, reply suggestions, and a Copilot chat assistant (Professional plan and up)
Add marketing automation and customer support ticketing as separate modules
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Sources: www.insightly.com·www.insightly.com·Verified April 2026
Insightly CRM connects with Gmail so you can log emails, track deals, and manage contacts without leaving Google Workspace. Customer interactions from your inbox automatically sync to your CRM records. Small businesses use it to keep their sales and project data organized in one place.
Insightly Copilot (available on Professional and Enterprise plans) lets you add or update records through a chat interface and get instant summaries of contacts, deals, and tasks. It also auto-generates email replies and summaries to cut down on manual writing.
Insightly is a strong pick for small businesses that sell a product or service and then need to deliver on it — think consultants, agencies, or contractors who manage projects after the sale. The biggest pro is that CRM and project management live in the same tool, which saves you from paying for two apps. The main downside is that AI features and workflow automation are locked behind the $49/user/month Professional plan, so the entry-level tier feels limited for teams that want to automate their sales process.
AI-generated training guides tailored to your team's size, skill level, and focus areas for Insightly — coming in v0.3.2.
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Last researched: April 2026
