Insightly Review: The Best CRM & Project Management of 2025

Introduction

Insightly is a robust platform that combines customer relationship management (CRM) and project management into one seamless solution, specifically designed for small businesses. As companies grow, the need for efficient management of both customer relationships and project workflows becomes paramount. Insightly aims to cater to this need, providing tools that help organizations streamline their operations and improve productivity.

This platform offers a range of features, from managing contacts and tracking sales to project management capabilities that allow users to oversee tasks and deadlines effectively. The ability to integrate project management directly into the CRM framework sets Insightly apart from many competitors. My first impression of Insightly is that it presents a clean, user-friendly interface that balances functionality with accessibility, making it suitable for users who may not be tech-savvy.

Key Features Deep Dive

One of Insightly's standout features is its comprehensive contact management system. Users can easily add contacts, track interactions, and segment them based on various criteria, which is crucial for targeted marketing and relationship building. The platform also supports custom fields, allowing businesses to tailor the information they collect to their specific needs, a flexibility that many competing CRM solutions lack.

Another significant feature is its project management capabilities. Insightly allows users to create projects, assign tasks, set deadlines, and monitor progress all within the same platform. This integration of CRM and project management is particularly beneficial for project-based sales organizations, as it helps maintain a clear overview of both client relationships and ongoing projects. In comparison to competitors like HubSpot or Salesforce, Insightly's project management features are more accessible for small businesses, which often require straightforward solutions without overwhelming complexity.

Additionally, Insightly offers excellent integration options with numerous third-party applications, including Google Workspace, Microsoft Office 365, and various accounting software. This flexibility ensures that businesses can create a more cohesive workflow by connecting their existing tools to Insightly. Furthermore, the platform’s reporting and analytics functionalities provide valuable insights into sales performance and project status, enabling data-driven decision-making.

Lastly, Insightly's mobile app enhances its usability, allowing users to manage their CRM and projects on the go. Although some competitors offer more advanced mobile features, Insightly's app remains functional and user-friendly, which is essential for small business owners who may work outside the traditional office environment.

Pricing & Value

Insightly offers a free tier that provides basic CRM functionalities, making it an attractive option for startups and small businesses just getting started. For those requiring more advanced features, Insightly has paid plans starting at $29 per user per month. The pricing tiers include Professional and Enterprise options, which introduce additional features such as advanced project management tools, increased storage, and enhanced customer support.

Considering the features offered, Insightly presents good value for small businesses looking for an all-in-one solution. The free version can be a great entry point for users to familiarize themselves with the platform, and the paid tiers provide scalable options as businesses grow. Companies that benefit most from Insightly are those that engage in project-based work and need to keep track of customer relations and project timelines simultaneously.

Pros & Cons

• Pros:
• Comprehensive CRM and project management integration in one platform.
• User-friendly interface that is easy to navigate.
• Customizable features allow for tailored workflows.
• Strong integration capabilities with third-party applications.
• Free tier available for startups and small businesses.

• Cons:
• Some advanced features are only available in higher-tier plans.
• Limited customization options for reporting compared to some competitors.
• Mobile app lacks some advanced functionalities found on the desktop version.

Who Should Use Insightly?

Insightly is particularly well-suited for small businesses, agencies, and project-based sales organizations that require a robust yet straightforward solution for managing both customer relationships and project workflows. Ideal user personas include small business owners, sales teams, and project managers who need to stay organized and maintain clear communication with clients and team members.

Use cases where Insightly excels include managing client projects from initial contact through to completion, tracking sales leads while coordinating project timelines, and maintaining organized records of customer interactions. However, larger enterprises or businesses with complex needs may want to consider alternatives that offer more advanced customization and reporting features.

Final Verdict

Overall, Insightly stands out as a valuable tool for small businesses seeking an integrated approach to CRM and project management. Its user-friendly interface, strong feature set, and flexible pricing make it an appealing choice for organizations looking to streamline their operations without overwhelming complexity. While it may have some limitations in advanced reporting and mobile functionalities, the benefits significantly outweigh the drawbacks for its target audience.

I recommend Insightly for small to medium-sized businesses that need a comprehensive yet easy-to-use platform for managing customer relationships and projects. For those who fit this profile, Insightly offers a compelling blend of functionality and value that can drive efficiency and improve overall business performance.