Insightly is a CRM that combines sales pipeline management with project delivery and workflow automation. It suits SMBs and mid-market teams that need to manage both winning and delivering work.
Pros & cons
✅ Pros
- Combines CRM and project management
- Workflow automation
- Decent customization
- Good for service-delivery firms
⚠️ Cons
- Can feel complex
- Per-user costs add up
- Some features behind add-ons
Who it's best for
SMBs that manage both sales and project delivery in one tool.
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