Insightly CRM

Insightly is a cloud-based CRM platform designed for small and medium-sized businesses. The platform offers native project management capabilities where won opportunities convert directly into projects, eliminating handoff to separate PM tools. Key features include Kanban boards and Gantt chart views for visual pipeline and project tracking, a drag-and-drop workflow automation engine, and native integrations with Gmail, Outlook, Slack, QuickBooks, and Zapier. Insightly lets users add up to 100,000 contacts and manage them from a centralized contact list. The platform also includes AI features like Copilot, marketing automation with email campaigns and landing pages, support and ticketing, and dynamic list segmentation.