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Get a full-featured, scalable CRM at a fraction of the cost

All-in-one CRM. Single source of truth for lead, contact, sales, and project data. Scalable marketing campaigns and pipelines.
Easy to use. Drag-and-drop emails. Fully customizable dashboards and fields. 500+ integrations. Auto-score and move leads through stages.
Pricing. Enterprise features including scoring, routing, email, and automations. Save 50% over competitors.

Join the thousands of companies across nearly every industry that run on Insightly.

Features

CRM

View all customer and pipeline data in one place. Lead status, contact info, emails & calls, deals, analytics, and more.

Pipeline Management

Auto-move leads through stages in your pipeline based on triggers such as scoring, form submissions, and activity completion.

Lead Scoring

Automatically score leads based on demographics, website interactions, profile data, and more.

Sales Routing

Auto-assign leads to sales reps based on location, product, and expertise. Route missed calls to next available agents.

Marketing Templates

Get pre-built and customizable templates for marketing campaigns, emails, landing pages, and more.

Project Management

Create, assign, and track tasks in your pipeline. Link tasks to projects and milestones to streamline record keeping.

Customer Service

All customer details at your fingertips. Communication history, past inquiries, and more. Send automatic emails and reminders.

Dashboards

Get custom reports. Track sales performance, conversion rates, task completion, projected revenue, and more.

Integrations

Integrates with G Suite, Office 365, Mailchimp, Slack, QuickBooks, Evernote, Xero, Jira, ADP, and 2,000+ more.

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The integrations your business needs

Connect every single application you use today with AppConnect, Insightly’s powerful, no-code integration engine.

FINANCE

QuickBooks Online

Sage

Xero

HR

Workday

BambooHR

ADP Workforce Now

SALES

ZoomInfo

DocuSign

Gong

MARKETING

WordPress

Microsoft Power BI

Asana

SUPPORT

Slack

Drift

Calendly

DEVOPS/IT

Jira

ServiceNow

Okta

eCOMMERCE

Magento

WooCommerce

Shopify