Insightly CRM

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Business & SaaS AI

About this Tool

Insightly CRM

Insightly Customer Relationship Management (CRM) and project management is a leading cloud-based application built for businesses of all sizes. More

Insightly Customer Relationship Management (CRM) and project management is a leading cloud-based application built for businesses of all sizes. More than 1.5 million users in 200+ countries worldwide, trust Insightly to help grow their business by managing customer interactions, leads, sales opportunities and projects. The Insightly platform is flexible, customizable and accessible via web browser and mobile app.

The Insightly CRM app is free and works in tandem with the Insightly CRM web appl

Pros & Cons

✓ Pros

✓CRM Sell smarter, grow faster and build lasting customer relationships
✓Marketing automation Attract and engage your ideal customers and grow faster
✓AppConnect Easily integrate Insightly with all the apps you use to run your business
✓Free plan or trial available
✓Mobile apps for iOS and Android

✗ Cons

✗No native Android app
✗Some advanced features may require higher-tier plans

Key Features

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CRM Sell smarter, grow faster and build lasting customer relationships

🔧

Marketing automation Attract and engage your ideal customers and grow faster

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AppConnect Easily integrate Insightly with all the apps you use to run your business

🔧

Support and ticketing More productive solutions with higher satisfaction and successful interactions

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AI Features

🔗

Integrations

🔧

Unbounce landing pages Scale pipeline management and turn leads into loyal customers faster

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Agencies

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Consulting

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Healthcare

📋 Scripts & Prompts for Insightly CRM +

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🔌 MCP Servers for Insightly CRM +

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GitHub

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ShareSeer

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[lmwharton/sieve-mcp](https://github.com/lmwharton/sieve-mcp) [![lmwharton/sieve-mcp MCP server](https://glama.ai/mcp/servers/lmwharton/sieve-mcp/badges/score.svg)](https://glama.ai/mcp/servers/lmwharton/sieve-mcp) 🐍 ☁️ - AI-powered startup due diligence. Screen any startup across 7 IMPACT-X dimensi

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Dumpling AI

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Zencoder

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**[SQLite](https://github.com/modelcontextprotocol/servers-archived/tree/main/src/sqlite)** - Database interaction and business intelligence capabilities.

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🤖 AI Agents for Insightly CRM +

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🤖 CLAUDE CODE

Business

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⬇ Import Agent Docs

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8925 Workflow Automation Templates

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⚡ ZAPIER

4 ways to use marketing automation to grow your business

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⚡ ZAPIER

Top Sales & CRM Apps

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