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Insightly

7.9

Good

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description Insightly Overview

Insightly uniquely combines CRM with project management, making it a strong choice for service-based businesses and B2B companies that need to manage client relationships and project delivery in one place. It offers robust contact and opportunity management, marketing automation, and deep integration with G Suite and Microsoft 365. Its project management features allow teams to link deals to projects, track tasks, and manage resources. Targeted at small to midsize businesses, it provides a unified platform to manage the entire customer lifecycle from lead to project completion.

Its ranking is due to this effective hybrid approach for project-centric customer relationships.

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What is Insightly?

Insightly uniquely combines CRM with project management, making it a strong choice for service-based businesses and B2B companies that need to manage client relationships and project delivery in one place. It offers robust contact and opportunity management, marketing automation, and deep integration with G Suite and Microsoft 365. Its project management features allow teams to link deals to projects, track tasks, and manage resources. Targeted at small to midsize businesses, it provides a unified platform to manage the entire customer lifecycle from lead to project completion. Its ranking is due to this effective hybrid approach for project-centric customer relationships.

How good is Insightly?

Insightly scores 7.9/10 (Good) on Lunoo, making it a well-rated option in the CRM category.

What are the best alternatives to Insightly?

See our alternatives page for Insightly for a ranked list with scores. Top alternatives include: Capsule CRM, Real Geeks, Neon CRM.

How does Insightly compare to Capsule CRM?

See our detailed comparison of Insightly vs Capsule CRM with scores, features, and an AI-powered verdict.

Is Insightly worth it in 2026?

With a score of 7.9/10, Insightly is a solid option in CRM. See all CRM ranked.

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