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Insightly

Situational

CRM with built-in project management. Manage the deal and the delivery in one tool.

87 reviews
Free tierHas API
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In a nutshell

Insightly's CRM-to-project pipeline is genuinely useful for service businesses. The deal-to-project conversion eliminates the handoff gap that plagues agencies and consultancies. Neither the CRM nor PM individually beats dedicated tools, but the combination solves a real workflow problem.

What's great

  • Unique CRM-to-project conversion for post-sale delivery
  • Eliminates handoff friction between sales and delivery teams
  • Good integration between contact relationships and project tasks

Watch out for

  • CRM features individually weaker than HubSpot or Pipedrive
  • Project management lighter than Asana or ClickUp
  • No free tier limits evaluation options

Best for

Service businesses that need to manage both the sales pipeline and client project delivery.

Not ideal for

Pure sales teams or organizations that use separate, dedicated project management tools.

Pricing

Free

14-day free trial

Starter

$29/user/mo (Plus)

Pro

$49/user/mo (Professional)

Enterprise

$99/user/mo (Enterprise)

View official pricing →
How it compares
C

Clay

4.4

Data enrichment and outbound automation platform. Build perfect lead lists with 75+ sources.

H

HubSpot

4.4

The CRM that grows with you. Free tier is absurdly generous, paid tiers are premium.

C

Close

4.3

CRM built for outbound sales teams. Calling, emailing, and closing without leaving the app.

See full comparison →
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