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Insightly

CRM and project management for growing businesses

RANKED #1 · AI WORKFLOW AUTOMATION TOOLS FOR SMALL BUSINESSESLISTERSCORE 96.0

Insightly combines CRM with project management capabilities, offering sales automation, customer service and workflow automation. Built for businesses managing both customer relationships and projects.

Pricing from	$29/month per user
Best for	Growing businesses managing complex sales cycles combined with client projects and service delivery
Website	www.insightly.com

Company facts

Founded	2009
Headquarters	San Francisco, United States
Social profiles	LinkedIn, X, Facebook

Facilities and features

Published pricing
Free trial
API
Integrations
GDPR

What stands out

The AI tool integrates with over 2,000 third-party apps via AppConnect.

“Microsoft, DocuSign, Shopify, WordPress, PandaDoc, Netsuite, QuickBooks, and 2,000+ more.”Insightly, own website

The AI tool uses Copilot to automate repetitive tasks and keep data clean.

“and email summaries—to keep your data clean, automate repetitive tasks, and focus on the leads that matter most.”Insightly, own website

Worth knowing

The AI tool requires an annual billing cycle for its subscription plans.

“$ 29 per user / month”Insightly, own website

Strengths and trade-offs

Integrated project management functionality eliminates need for separate tools
Flexible customisation and strong pipeline management for complex sales processes

Less feature-rich for pure customer service compared to dedicated helpdesk solutions
Smaller user base means fewer third-party integrations and community resources

Appears in

AIVERIFIED

How Insightly ranks

#1 in AI workflow automation tools for small businesses

How the score is made up: Evidence on its own site 20; How complete its published information is 20; Fit to this ranking's criteria 40; Buying information on its own site 16.

“Boost sales efficiency and CRM adoption by using AI features—like Copilot (Beta), email replies, and email summaries—to keep your data clean, automate repetitive tasks, and focus on the leads that matter most.”Insightly, own website

“Helps small teams simplify workflows, stay organized, and move quickly. $ 29 per user / month”Insightly, own website

Alternatives to Insightly

Nitro Business-focused PDF solution with workflow and signature automation	#2 in AI workflow automation tools for small businesses	94.0
HubSpot Operations Hub Connect your apps, sync your customer data	#3 in AI workflow automation tools for small businesses	90.0
Montr AI Your business, on Autopilot with AI agents	#4 in AI workflow automation tools for small businesses	90.0
ZeroTwo.ai Work done, not just answers	#5 in AI workflow automation tools for small businesses	90.0
Agentova Build and scale your business with a team of AI agents	#6 in AI workflow automation tools for small businesses	86.0
Rethinksoft Define the job and delegate the work with native AI agents.	#7 in AI workflow automation tools for small businesses	84.0

Questions about Insightly

How much does Insightly cost?

Lister lists Insightly's pricing as: $29/month per user.

Who is Insightly best for?

Insightly is best for growing businesses managing complex sales cycles combined with client projects and service delivery.

Where does Insightly rank?

Insightly is ranked #1 in AI workflow automation tools for small businesses (Lister Score 96.0), #4 in Top 10 CRMs for Agencies (Lister Score 87.5) and #8 in Top 10 CRM Software (Lister Score 78.7).

What are the best alternatives to Insightly?

The closest alternatives on Lister are Nitro (#2 in AI workflow automation tools for small businesses), HubSpot Operations Hub (#3 in AI workflow automation tools for small businesses) and Montr AI (#4 in AI workflow automation tools for small businesses).

Where is Insightly based?

Insightly is headquartered in San Francisco, United States, and was founded in 2009.

Is this your company?

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