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Insightly

CRM-to-project conversion platform with 2000+ integrations

Insightly automatically converts closed deals into projects, carrying all client context forward seamlessly. Its AppConnect marketplace offers 2000+ integrations, providing flexibility for creative shops, consultancies and digital agencies managing sales and delivery visibility.

Pricing from$29/month
Best forCreative shops, consultancies and digital agencies needing visibility across sales and delivery
Websiteinsightly.com

Strengths and trade-offs

  • Automatic deal-to-project workflow eliminates duplicate data entry and handoff friction
  • Massive AppConnect marketplace rivals HubSpot for integration flexibility
  • UI feels less modern compared to newer competitors like Pipedrive
  • Pricing jumps significantly at Professional tier for larger teams

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