Insightly

Category: Sales/CRM

SMB CRM with project management baked in, for service businesses.

Insightly is the SMB CRM with project management features layered on top, useful for service businesses, agencies, and consultancies who manage clients as projects rather than pure sales deals. AI features added across lead scoring and email assistance. Less ambitious than HubSpot or Salesforce; more focused on the project-centric SMB use case. Worth a look for service businesses managing client work alongside sales pipeline.

Our verdict

Mid-market CRM with project management features and AI integrations. Worth using if you need CRM tied to project delivery and HubSpot feels too marketing-heavy for your workflow.

Best for: Service businesses, agencies, and consultancies managing client work alongside sales pipeline.

Pros

• Project management bundled with CRM works well for services
• SMB-friendly pricing
• Decent AI features for the price

Cons

• Feature depth is less than HubSpot or Salesforce
• Integration ecosystem is smaller
• UI feels more traditional than newer competitors

Pricing: $29/seat/mo (Paid)

Rating: 3/5