Insightly

Insightly is a customer relationship management platform aimed at small and mid-sized businesses, notable for combining CRM with built-in project management. This pairing means that once you win a deal, you can manage the delivery of that work in the same system, making it a strong fit for service businesses that want to track a customer from lead all the way through project completion.

Contact and lead management

Insightly centralises contacts, leads and organisations, giving you a clear view of every relationship and interaction. It captures leads, tracks communications, and helps you build a complete picture of each customer. Linking records — people to organisations to opportunities — makes it easy to understand the connections in your business relationships.

Sales pipeline and opportunities

The platform provides sales pipeline and opportunity management so you can track deals through your stages, forecast revenue and see what needs attention. Workflow automation helps move deals forward and handle routine tasks automatically, keeping your sales process consistent and efficient without constant manual effort.

Built-in project management

What sets Insightly apart from many CRMs is its project management capability. When a deal closes, you can convert it into a project and manage tasks, milestones and delivery in the same platform. For service businesses, agencies and consultancies, this continuity from sale to delivery is a real advantage, avoiding the gap that often opens when handing off from a CRM to a separate project tool.

Integrations and reporting

Insightly integrates with popular business tools including email, accounting and productivity apps, and offers dashboards and reporting so you can measure sales performance and project progress. This helps businesses make data-informed decisions and keep everything connected.

Who it's for

Insightly is well-suited to small and mid-sized businesses — particularly service-based ones — that want a CRM which also handles project delivery, keeping the whole customer journey in one place. It's especially appealing to teams that would otherwise juggle a separate CRM and project tool.

For a growing business that wants to manage both winning customers and delivering their work in a single, connected platform, Insightly is a practical and capable choice.

Why businesses choose Insightly

Insightly's standout advantage is uniting CRM and project management in one platform, which is a natural fit for service businesses, agencies and consultancies that need to manage a customer from first lead all the way through delivering the work. Instead of winning a deal in a CRM and then losing continuity when handing off to a separate project tool, teams convert closed deals into projects and manage tasks and milestones in the same place, keeping the whole journey connected. Add solid pipeline management, workflow automation, integrations and reporting, and it becomes a practical hub for growing businesses. For a company that wants to both sell and deliver in one connected system — and avoid the gap that opens between sales and fulfilment — Insightly offers a capable, well-rounded solution.