n-frames

Insightly tracks the sale and the project after it. The systems around both are still on their own.

Insightly is built to cover more ground than a typical CRM: pipeline and deal tracking on one side, project and task delivery on the other, plus a relationship map showing how contacts and organizations connect to each other. What it doesn't do natively is reach into your accounting system or whatever else runs the rest of your business once a deal becomes a project. That's the part we build.

Insightly's pitch is the handoff most CRMs ignore: once a deal closes, it becomes a project inside the same tool, with tasks, milestones, and the same contact and relationship data carried over. That's a genuine strength for businesses, real estate, consulting, agencies, construction, where "sold it" and "delivered it" are two different jobs that usually run on two different systems.

Insightly's own AppConnect tool and a short list of native integrations (Gmail, Outlook, Mailchimp, QuickBooks Online among them) cover some of the basics. They stop covering it the moment your workflow needs something more specific: a budget check before a project task gets approved, a billing trigger tied to a project milestone instead of the original deal value, or a system Insightly simply has no native connector for.

What We Build on Top of Insightly

Connect the deal-to-project handoff to the rest of your business

So the information doesn't stop moving once a deal becomes a project.

  • ■Invoices generated automatically, tied to project milestones rather than just the original deal value, synced to QuickBooks, Xero, or whatever you run
  • ■Project budgets checked against task approvals automatically, so a task that would blow the budget gets flagged before it starts, not after
  • ■Client-facing updates (status, next milestone, invoice due) sent automatically as a project moves, instead of someone drafting an email each time

Go past AppConnect's native reach

Insightly's own automation tool covers the common cases. Custom logic and uncommon systems are ours.

  • ■Lead and project data synced with systems that don't have a native Insightly connector at all
  • ■Custom reporting that combines Insightly's pipeline and project data with financial data from a completely separate accounting system

Where does your deal-to-delivery handoff actually break down?

That's usually where the real automation opportunity is. Tell us what's manual right now.

Let's talk

More on Insightly

Deeper write-ups on specific parts of Insightly and what we build around each one.

Insightly APIInsightly IntegrationsInsightly Import & ExportInsightly vs HubSpot

Running deals and projects through Insightly and still bridging the two by hand?

Tell us where the information stops moving right now, between the deal, the project, and whatever runs your invoicing. We'll work out what's worth automating first. And if Insightly isn't actually where the friction is, that's fine too, automating whatever's manual in your business is the whole job, this is just where it happens to show up.

Let's talk

Frequently Asked Questions

What is Insightly?+
A CRM that also handles project delivery: pipeline and deal tracking on the sales side, projects, tasks, and milestones on the delivery side, plus a relationship map that shows how your contacts and organizations connect. It's built for businesses where the sale and the work that follows are closely linked.
How much does Insightly cost? Is there a free plan?+
There's a limited free plan for a very small team, and paid tiers scale up from there by user count and feature depth, with advanced workflow automation, custom apps, and deeper reporting at the higher tiers. Check Insightly's site for current numbers, since published pricing changes.
What are the alternatives to Insightly?+
The most common comparisons are HubSpot, for a more marketing-heavy CRM, and lighter pipeline-only tools like Streak or Capsule. Which one fits depends more on whether you actually need the built-in project delivery side than on any single feature.
Insightly vs HubSpot: which is better?+
HubSpot has a much bigger marketing and automation ecosystem; Insightly's real advantage is the built-in project delivery module, which HubSpot doesn't have a true equivalent to. If your business sells something that then has to be delivered as a project, that difference usually matters more than either tool's marketing features.
Is Insightly any good?+
For a business that genuinely needs both a CRM and basic project delivery in one place, yes, that combination is Insightly's real differentiator. For a sales team that just wants a clean pipeline and nothing else, it can feel like more tool than necessary.

Let's talk

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