Insightly CRM

Insightly is an affordable customer relationship management (CRM) and project management application that provides a lot of value by helping small to medium sized businesses manage customers more efficiently. Businesses use Insightly to manage contacts at every stage of the sales process, track relationships, monitor their sales pipeline, and more. With Insightly, all your critical sales and business info – leads, contacts, emails, events, projects, tasks, and sales opportunities – are organized and available on your devices. When all your teammates have the most current customer information at their fingertips, your company sells more and satisfies customers better.

The Insightly app is a free companion app to the Insightly web application so that your reps have all key customer information on the go. It’s a universal app that works on iPhone, iPod Touch and iPad. Try Insightly today using a free account! (Up to 2 users)


--= Insightly is recommended by =--
PC Magazine, Entrepreneur Magazine, G2 Crowd, TrustRadius, & Others

“Insightly's mobile app is simple-to-use and adds great value for collecting sales activity data in real-time.” (Authenticated TrustRadius Review by Emily F. in 2016)

“[Insightly is a] very helpful tool in keeping day-to-day and long term business organized.” (Validated G2 Crowd Review by Madeline S. in 2015)


--= Insightly Accolades =--
- #1 CRM for Google Apps
- Over 1M customers & growing


--= Insightly’s Benefits & Features =--
- Increased sales effectiveness and productivity.
Reps on the go have the most current customer information at their fingertips – opportunity, contact, event, lead, project, note info & more.

- Easily create and update prospect and customer info.
Has a field rep just won a deal? Mark the opportunity as won directly on your mobile so the sales team in headquarters can celebrate.

- Easily define relationships between contacts through linking.
You’ll always know how contacts are organizations are related to each other.

- Quickly find the info you need through searching and filtering.
With Insightly, you’ll easily find that contact or opportunity you need for a successful meeting just by searching on your smartphone.

- Add voice notes while on the go.
Let your voice and the Insightly app do all the work for you, not your finger tips. With the Insightly app, you can easily add voice memos to leads, contacts, opportunities, and organizations so everyone be up to date on the opportunity.

- Just attended a conference and have a stack of cards?
With Insightly you can scan business cards directly into your account so you never lose a lead.

- Stay up to date on customer projects.
See how a project is developing and have answers ready for your customers and, more importantly, be prepared for upsell opportunities.

- Actively manage projects.
Create projects and assign tasks to your team from your smartphone to keep your customers satisfied.

Recent changes:
- Keep your tasks on track with push notifications for task reminders! Swipe a notification to mark a task complete or snooze for a day when today is just too busy

- Get an email when records are updated by reaching for the stars. Tap the star icon at the top of a contact, opportunity, or any other record to receive email notifications when changes are made. (Manage your Follow preferences under User Settings in our web app)