CRM platform
Insightly - the practical guide.
Insightly is a CRM with project and service delivery built in - one of the few SMB-focused platforms that treats 'won the deal' as the start of the workflow rather than the end. Around the CRM core sit Insightly Marketing (journeys, forms, landing pages), Insightly Service (ticketing) and AppConnect (an integration platform), which together give small and mid-market teams a credible single-vendor stack.
What Insightly does
The CRM covers contacts, organisations, opportunities, leads and a flexible relationship model that lets you map who-knows-who across accounts. Once a deal is won it can convert into a Project with milestones, tasks, pipeline stages and team assignments - useful for agencies, professional services and any business where delivery is part of the customer experience.
Marketing adds journeys, email, forms and landing pages off the same contact record; Service handles tickets and SLAs; AppConnect provides a low-code iPaaS for moving data between Insightly and the rest of the stack. Native integrations cover Google Workspace, Microsoft 365, Slack, QuickBooks, Xero, Mailchimp and the usual SMB suspects, with a public API for custom work.
Who it's for
Small and mid-market businesses where the same team closes the deal and delivers the work - agencies, consultancies, construction, professional services, manufacturing and distribution. Particularly strong for teams of 5-100 that want CRM, marketing, service and project tracking under one roof and one bill.
Pricing, in rough terms
Per user per month, billed annually, across Plus, Professional and Enterprise tiers for each product - CRM starts around USD 29 per user, Professional around USD 49, Enterprise around USD 99. Marketing, Service and AppConnect are sold separately, with bundle pricing when you take two or more. A free CRM tier supports up to 2 users for personal use.
When Insightly is the right fit
The right call when project delivery is a real part of the business and you'd rather not stitch a CRM, a project tool and a marketing tool together. Also a sensible default for owner-operated SMBs that want to consolidate vendors. A poorer fit if you need the depth of Salesforce or HubSpot in any single area, or if your sales motion is purely transactional and project tracking would be unused weight.
Watch-outs
The product breadth is genuinely useful but each module is shallower than the category leader - validate current capability against your specific marketing or service requirements rather than assuming parity. Reporting is workable but you'll likely send data to a warehouse for cross-functional analytics at any real scale. Pricing adds up quickly once you take CRM, Marketing and Service together; negotiate a bundle.