Insightly is an all-in-one CRM and project management solution that combines AI automation with powerful collaboration tools. Businesses can use it to track leads, manage pipelines, and automate workflows, ensuring sales teams close deals faster. Its integrated project management features connect customer data to projects, enabling teams to deliver consistent experiences. Marketing teams can launch automated campaigns, track customer journeys, and measure ROI through built-in analytics. The platform also supports advanced reporting and dashboards for data-driven decision-making. With integrations to leading business apps, Insightly adapts easily into existing workflows. Designed for small and mid-sized businesses, it helps align sales, marketing, and operations under one secure, scalable system.

Key Features

• AI-powered CRM with lead routing and pipeline tracking

• Integrated project management linked to customer records

• Marketing automation with personalized campaigns

• Workflow automation to streamline operations

• Advanced analytics and reporting dashboards

• Seamless integration with Gmail, Outlook, Slack, and more

Industries

• Sales & CRM

• Marketing & Outreach

• Professional Services

• Project Management & Operations

• Small & Mid-Sized Businesses

Insightly helps businesses manage customer relationships and projects in a single platform. General use includes tracking leads, automating workflows, running marketing campaigns, and managing customer-linked projects. A specific example: a professional services firm can use Insightly to capture leads, track them through the sales pipeline, and, once closed, launch a client project connected directly to that customer record. Marketing teams can automate email campaigns to nurture leads while sales tracks interactions. Project managers can oversee tasks, deadlines, and deliverables without switching systems. Businesses benefit from reporting dashboards that visualize performance across sales, marketing, and operations. Insightly’s AI lead routing ensures opportunities are assigned efficiently, reducing delays and increasing conversions. Workflow automation eliminates repetitive tasks, freeing teams to focus on strategy and execution. Integrations with Gmail, Slack, and Microsoft Teams connect communication to CRM records. Insightly provides a secure, scalable platform for businesses seeking growth through smarter CRM and project management.