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Integrated CRM and project management platform focused on B2B lead conversion and delivery.
Editor Review Breakdown
Product Overview
Insightly is a leading digital software platform in the MarTech ecosystem. Tailored specifically for b2b sales crm, project task board, lead conversion operations, it enables marketing leaders to streamline their daily workflows, gather deep insights, and optimize campaign metrics. Established to fulfill critical bottlenecks in the crm space, this software supports robust direct integrations and is highly valued for its overall capability and responsive support pipelines.
Key Features
- Visual sales pipeline contact tracker
- Post-sale client project task boards
- Stable third-party API webhook links
Pros
- •Seamless B2B sale-to-project handover layouts
- •Highly competitive starting price floor
Cons
- •Custom object architecture is limited on basic tiers
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Browse CRM & Sales Enablement DealsPricing & Plans
Starter
- Access to core b2b sales crm features
- 1 Consolidated brand project dashboard
- 1 User seat included
- Email support channels ticket log
Professional
- Full unlock of b2b sales crm, project task board, lead conversion tools
- Up to 10 project directories monitored
- 5 Team collaboration seats included
- 24/7 Priority chat customer support
Enterprise
- Infinite database query transactions
- Dedicated private cloud deployment options
- Custom Looker Studio API dashboard webhook links
- Dedicated customer success account manager
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Active Head-to-Head Comparisons
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FAQ
Who is Insightly best suited for?
Insightly is specifically optimized for B2B and DTC teams executing b2b sales crm and project task board campaigns. Its dashboard is highly aligned for solo and small operators.
Does Insightly offer a free version?
Yes, Insightly offers a permanent free tier with essential features. Premium plans can also be audited with trial periods.
Can I integrate Insightly with other platforms?
Absolutely. Insightly supports direct API and webhook links with major SaaS ecosystems including Slack, Zapier, HubSpot, and Google Analytics.
Can I design responsive emails using Insightly without coding HTML?
Yes, Insightly features a drag-and-drop template designer and a rich library of responsive layouts that adjust to mobile and desktop screens.
Does Insightly support conditional logic and branching for automation workflows?
Yes, you can establish complex logic branches, time delays, trigger events, and tag-based rules within Insightly's workflow builder.
How does Insightly manage list segmentation and target tag triggers?
Insightly lets you segment subscribers based on demographic fields, form signups, website behavior, and link click history.
What is Insightly's standard email deliverability rate?
Insightly maintains highly optimized IP pools and bounce management protocols, ensuring average deliverability rates of 98% or higher.
Does Insightly support transactional emails and order confirmations?
Yes, you can configure transactional templates and trigger them via REST API or webhooks for seamless customer communications.