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.