Insightly uniquely combines CRM with project management capabilities, helping teams manage customer relationships alongside the projects and work required to deliver value and close deals.
Insightly addresses the common gap between CRM and project delivery by unifying both in one platform. Traditional CRM capabilities include contact and organization management, opportunity tracking, and sales pipeline management. What sets Insightly apart is integrated project management that lets you create projects from opportunities and track tasks, milestones, and deliverables alongside customer relationships. This bridges the gap between winning deals and delivering successfully. Marketing automation helps generate and nurture leads. Workflow automation streamlines processes. Reporting provides visibility into both sales and project performance. For service businesses, agencies, and consultancies where projects and customer relationships are intertwined, Insightly provides capabilities that separate CRM and project tools can't match.
Key Features:
- Integrated project management: Manage projects and tasks alongside customer relationships in one platform
- Opportunity to project: Convert won deals into projects automatically with context preserved
- Marketing automation: Lead generation and nurturing capabilities built into CRM
- Unified reporting: Visibility into both sales performance and project delivery
Who It's For: Insightly is ideal for service businesses, agencies, and consultancies. It's perfect for teams needing both CRM and project management, organizations where delivery and sales are connected, and businesses tired of disconnected tools.
Insightly uniquely unifies CRM with project management in one platform.
