Top Insightly features

Insightly is more than just a CRM—it’s a complete tool for managing sales, projects, and team productivity. With features like automated pipelines, in-depth reporting, and seamless integrations, it helps businesses stay organized and efficient.

Sales teams rely on Insightly to track leads, manage workflows, and close deals faster. Its project management tools keep post-sale processes on track, ensuring smooth handoffs and better customer relationships. The intuitive dashboards make it easy to monitor performance and spot opportunities for growth.

Before committing to any software, it’s important to compare options. Dimmo’s AI-powered platform helps sales professionals evaluate tools like Insightly, making software decisions faster and more informed. If you’re exploring CRM solutions, Dimmo can provide insights tailored to your needs.

Insightly is a cloud-based CRM (Customer Relationship Management) software designed to help businesses manage customer interactions, sales pipelines, and projects—all in one place. Unlike traditional CRMs that focus solely on sales, Insightly also includes project management tools, making it a versatile choice for businesses looking to streamline operations.

Key Features and Benefits:

• All-in-One Platform: Combines CRM and project management, ensuring a smooth transition from sales to post-sale tasks.
• Customizable Dashboard: Users can personalize the layout to track deals, monitor progress, and manage relationships efficiently.
• Centralized Data Storage: Keeps all customer details, communication history, and tasks in one place for easy access.
• Sales and Marketing Alignment: Helps sales teams nurture leads, managers oversee performance, and marketing teams track campaigns.

With Insightly, businesses can build stronger relationships, improve team collaboration, and stay organized from the first customer interaction to final project completion.

Insightly offers a 14-day free trial, allowing users to explore its features before committing to a paid plan.

• Free CRM: Available at no cost for up to two users, with a limit of 2,500 records.
• Plus Plan: Priced at $29 per user per month (billed annually), offering additional tools for growing teams.
• Professional Plan: Costs $49 per user per month (billed annually) and includes advanced automation and reporting.
• Enterprise Plan: The most feature-rich option at $99 per user per month (billed annually), designed for large-scale operations.

For the latest pricing details and feature comparisons, visit Insightly’s website.

Insightly is packed with features designed to help businesses manage customer relationships, track sales, and oversee projects—all in one place. Its powerful tools make it easier for teams to stay organized, collaborate efficiently, and drive business growth. Here are some of its standout features:

Insightly goes beyond traditional CRMs by incorporating project management features. Once a deal is closed, businesses can seamlessly transition customer interactions into project workflows. This ensures smooth handoffs between sales and fulfillment teams, reducing miscommunication and improving customer satisfaction.

The platform offers a visually appealing, fully customizable dashboard that allows users to tailor their workspace to fit their needs. Sales teams can track deals, managers can monitor progress, and customer interactions can be easily accessed—all in one place. This flexibility makes it easy to prioritize key tasks and optimize workflows.

With Insightly, businesses can track every stage of the sales process from lead generation to final conversion. The system provides a centralized view of all deals, making it easy to monitor progress, identify bottlenecks, and forecast revenue. Sales teams can quickly access customer details, communication history, and deal status for informed decision-making.

Insightly’s task management system helps teams stay on top of their daily activities. Users can create, assign, and track tasks related to customer interactions, sales opportunities, and projects. Automated reminders ensure nothing falls through the cracks, keeping teams organized and focused.

One of Insightly’s biggest strengths is its intuitive design. The platform’s clean layout and easy navigation make it simple for users of all technical levels to get started. Whether managing contacts, tracking sales, or setting up automation, the user-friendly interface enhances productivity without a steep learning curve.

Businesses can save time with Insightly’s automation features. Tasks like sending follow-up emails, updating records, and assigning leads can be automated, reducing manual work. This helps teams focus on high-value activities while ensuring consistency in customer interactions.

Insightly provides detailed reports and dashboards to help businesses track performance metrics. Sales teams can analyze deal progress, conversion rates, and revenue trends, while managers can gain insights into team productivity. Customizable reports allow users to focus on the data that matters most.

The platform connects with popular business tools like Google Workspace, Microsoft 365, and Slack. These integrations allow teams to sync contacts, emails, and calendars, ensuring that important information is always up to date.

With Insightly’s mobile app, users can manage tasks, track deals, and access customer information from anywhere. This flexibility is especially useful for sales professionals who need to stay connected while on the go.

Insightly includes email tracking and templates to streamline communication. Users can send emails directly from the platform, track open rates, and automate follow-ups. This feature helps teams maintain strong customer relationships without relying on external email tools.

These features make Insightly a powerful tool for businesses looking to improve sales processes, enhance project management, and drive efficiency.

Managing customer relationships and sales processes can get complicated, especially as businesses grow. Insightly helps tackle common challenges by providing tools that keep teams organized, improve communication, and streamline operations.

• Disorganized customer data – Stores all customer details, interactions, and history in one place, making it easy to track relationships and follow up effectively.
• Lack of sales pipeline visibility – Offers a clear overview of deals in progress, helping sales teams prioritize leads and close deals faster.
• Disconnected project management – Links customer data with project tasks, ensuring teams stay aligned from the initial sale to project completion.
• Inefficient task management – Allows users to create, assign, and track tasks, keeping teams on schedule and improving productivity.
• Limited reporting and insights – Provides dashboards and reports that help businesses analyze performance, identify trends, and make data-driven decisions.

Insightly is a versatile CRM that caters to a variety of business needs. Whether you're managing customer relationships, tracking sales, or organizing projects, this platform provides the tools to keep everything in one place. Its flexibility makes it a great choice for different teams and industries.

• Small to mid-sized businesses – Ideal for companies looking for an all-in-one CRM that combines sales tracking, customer management, and project coordination.
• Sales teams – Helps sales professionals build strong customer relationships, track interactions, and manage pipelines efficiently.
• Project managers – Connects customer details with project tasks, ensuring seamless coordination between sales and execution teams.
• Companies optimizing workflows – Streamlines the sales process by centralizing customer data, automating tasks, and improving communication.
• Businesses needing customization – Offers a user-friendly, adaptable interface that can be tailored to specific workflows and team structures.

With Insightly’s combination of CRM and project management tools, businesses can improve efficiency and collaboration across departments.

Insightly stands out as a CRM solution that goes beyond basic contact management. Its unique blend of features helps businesses streamline workflows, improve customer interactions, and boost overall efficiency.

Unlike traditional CRMs, Insightly includes built-in project management tools. This allows businesses to track leads, manage customer relationships, and oversee projects—all within a single platform.

Every business operates differently, and Insightly offers a flexible interface that adapts to various workflows. Users can modify dashboards, automate processes, and personalize fields to fit their specific requirements.

With Insightly, businesses can nurture leads and maintain long-term client relationships. The platform provides a 360-degree view of customer interactions, making follow-ups and engagement more effective.

Tracking deals and sales performance is easier with Insightly’s visual pipeline. Teams can monitor progress, identify opportunities, and ensure that no potential lead slips through the cracks.

Insightly helps teams stay organized by assigning tasks, setting deadlines, and automating repetitive processes. This ensures smoother collaboration and more efficient operations across departments.

Pros:

• User-friendly interface – Easy to navigate, even for those new to CRM software.
• Integrated project management – Combines CRM with task and project tracking for seamless workflow management.
• Customizable dashboards – Allows businesses to tailor the layout to fit their specific needs.
• Strong automation features – Helps automate repetitive tasks, improving efficiency.
• Comprehensive sales tracking – Provides clear visibility into the sales pipeline and customer interactions.

Cons:

• Limited features in the free plan – Some advanced tools are only available in paid versions.
• Learning curve for customization – Setting up workflows and automation may take time for new users.
• Customer support options vary by plan – Higher-tier plans get more extensive support.
• Pricing can add up – Costs increase as more users are added to the system.

While Insightly offers valuable features, businesses should consider their specific needs to determine if it’s the right fit.

1. Does Insightly integrate with other business tools?

Yes, Insightly connects with popular tools like Google Workspace, Microsoft 365, Slack, and QuickBooks. These integrations help businesses sync their CRM with emails, calendars, accounting software, and team collaboration tools.

2. Can Insightly be accessed on mobile devices?

Yes, Insightly offers a mobile app for both iOS and Android. This allows users to manage contacts, track deals, and update projects on the go, keeping teams connected even when they’re away from their desks.

3. Does Insightly support email marketing?

Insightly includes built-in email marketing features, allowing users to send bulk emails, track engagement, and automate follow-ups. It also integrates with external email marketing tools for more advanced campaigns.

4. How secure is customer data in Insightly?

Insightly uses encryption and industry-standard security protocols to protect customer data. It also offers role-based access controls, ensuring that only authorized team members can view or edit sensitive information.

5. Can Insightly handle large teams?

Yes, Insightly is scalable and supports growing businesses. The higher-tier plans offer more storage, advanced automation, and team collaboration features to accommodate larger teams and complex workflows.

Insightly is a powerful CRM that combines sales tracking, project management, and automation into one user-friendly platform. With customizable dashboards, seamless integrations, and strong reporting tools, it helps businesses stay organized and efficient.

If you're considering Insightly or comparing it to other CRM solutions, Dimmo can help. Its AI-powered insights and in-depth software evaluations make it easier to choose the right tool for your needs. Try Dimmo to compare features, pricing, and usability before making your decision!