Insightly CRM is a modern cloud-based customer relationship management platform designed for fast-growing companies. It combines sales pipeline management, lead tracking, customizable data models, and real-time insights, helping teams close deals faster and align cross-functional work. With AI-powered email summaries and replies, Insightly aims to boost productivity and CRM adoption while keeping costs predictable.

The platform provides a complete record of customers and opportunities, enabling teams to capture relevant details, prioritize leads, and manage opportunities in customizable pipelines. It also automates repetitive tasks, enforces validation rules and advanced permissions to safeguard data, and supports post-sale project and task management to ensure smooth handoffs and clear accountability.

In addition to core CRM capabilities, Insightly covers product catalogs, pricing and quotes, and documents post-sale project delivery with milestones and field customization. Real-time performance dashboards let organizations monitor KPIs, while security features—including SOC 2 Type II certification, SSO, 2FA, encryption of data in transit and at rest, GDPR/HIPAA compliance, and mobile access—help protect data. The software supports work from anywhere with award-winning mobile apps for Android and iOS, enabling on-the-go collaboration and updates.

Features & Benefits

• Sales pipeline & lead management: Start acting on leads and create opportunities, capture lead details, prioritize and distribute leads, and gain real-time visibility into deal status.
• Business workflow & process automation: Automate repetitive tasks, reduce human error, and scale with reminders, onboarding stages, and workflow rules.
• Validation rules & advanced permissions: Preserve data integrity, enforce data quality, and control access with role-based permissions.
• Products, price books & quotes: Record offerings, attach products to opportunities, price accurately, and generate branded quotes and PDFs.
• Project & task management: Post-sale project delivery with seamless handoffs, copy of details, and cross-team visibility.
• AI Features: Smarter selling with AI-assisted email replies and summaries to keep data clean and focus on priority leads.
• Performance dashboards & reporting: Create customizable visualizations and real-time KPIs to monitor business health at a glance.