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Insightly (Free)

Freemium

A simple, integrated CRM and project management platform for small businesses.

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4.5 Editor Rating
Vetted Score
4.5 / 5.0

Scored 4.5/5 for its intuitive UI, solid free tier, and seamless integration options, though advanced features require paid plans.

Key Features
Contact & Lead Management

Store, organize, and track contacts and leads with customizable fields and activity timelines.

Project & Pipeline Tracking

Link contacts to projects, visualize pipelines, and manage tasks within a unified workspace.

Email & Calendar Integration

Sync Gmail or Outlook to log emails, schedule meetings, and automate follow‑up reminders.

Frequently Asked Questions

The free tier caps users at 2,000 records, offers basic email integration, and lacks advanced workflow automation.

Yes, Insightly provides CSV and Excel import tools to migrate contacts, leads, and projects easily.

Insightly offers native iOS and Android apps that sync with the web platform for on‑the‑go access.
Specifications
Pricing Model Free tier with basic CRM features; paid plans start at $29 per user per month and go up to $99 for enterprise-level functionality.
Supported Platforms
Web (browser)iOSAndroid