Insightly

Insightly combines CRM and project management in a clean interface. Navigation is logical, and the relationship linking feature (connecting contacts to organizations, projects, and opportunities) is intuitive once understood. The Kanban view for pipelines is visual and easy to use. Some users find the project management side adds slight complexity.

Insightly setup is straightforward with guided onboarding. Import contacts via CSV, configure pipelines, and connect email within a day. The project management module requires additional planning to set up properly. Overall, most small teams are fully operational within a week without external help.

Email support is available on all plans, with phone support on Professional and Enterprise. Response times are generally within one business day. The help center covers all features with articles and videos. Enterprise plans include a dedicated account manager.

Insightly integrates with Google Workspace, Microsoft 365, Mailchimp, QuickBooks, Xero, Slack, and others. The AppConnect middleware enables more complex integrations. The Zapier connection extends reach. The integration ecosystem is adequate for small to mid-size businesses but smaller than HubSpot or Salesforce.

Insightly offers good value for teams that need both CRM and project management. The bundled functionality eliminates the need for separate project management tools. Per-user pricing is competitive on the Plus and Professional plans. The free plan supports 2 users for basic CRM needs.