Insightly – Features, Pricing & Reviews 2026 | Krowdbase
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Insightly

Krowdbase Shortlist

Leverage accurate and up-to-date data to accurately forecast. Use powerful reports to help manage sales opportunities.

What is Insightly?

Insightly helps small businesses manage customer relationships, tasks, and sales workflows in one platform. It s most used by marketing, IT services, and construction teams. Users value its contact linking and task scheduling tools, though reporting and lead tracking are often flagged. Recent AI updates and workflow automation improve speed and reduce manual effort.

Screenshots

screenshot of Insightly
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Video

Features

Budgeting/Forecasting
Contact Database
Contact Management
Customizable Reports
Data Import/Export
Data Visualization
Forecasting
Lead Capture
Lead Management
Email Management
Reporting/Analytics
Sales Pipeline Management
Task Management
Workflow Management
CRM
Customizable Fields
Interaction Tracking
Search/Filter
Shared Contacts
Activity Dashboard
Alerts/Notifications
Quotes/Estimates
Third-Party Integrations
Campaign Management

FAQ

The official website of Insightly is https://www.insightly.com/

Pricing

Starting at:

$29/per month

Free Trial Available

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