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Legal & Law FirmsLess admin per case, faster billing, and no missed deadlinesHealthcare & PracticesFewer no-shows, cleaner records and billing that gets paidHome & Field ServicesQuotes out faster, jobs billed the same day, fewer callbacksManufacturingFewer production errors, accurate costing and on-time ordersWholesale & DistributionOrders flow in on their own, with stock numbers you can trustConstruction & ContractorsTighter job costs, faster change orders and subs paid on timeReal Estate & Property MgmtFaster lead response, less paperwork and happier owners and tenantsE-commerce & RetailMore orders shipped right the first time, fewer returns and refundsLogistics & FreightFewer delays, accurate tracking and invoices that go out on timeProfessional ServicesMore billable hours captured, faster onboarding and cleaner invoicesFinancial Services & InsuranceFaster onboarding, fewer compliance gaps and smoother renewalsHospitality & RestaurantsSmoother service, tighter inventory and less wasted laborNonprofitsMore of every dollar goes to the mission, with reporting that takes minutesEducation & TrainingLess admin per student and families who always know where things standAutomotive & DealershipsFaster follow-up, fuller service bays and fewer lost leadsStaffing & RecruitingFaster placements, error-free payroll and quicker client invoicingVeterinary & Pet CareFewer missed reminders, cleaner records and billing that gets paid
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OperationsYou see the inefficiency every day. We build the systems that make it go away.SalesEverything your reps need, right inside the CRM. More time selling, less time searching.FinanceStop chasing data across systems. Your accounting connected to everything else.Customer ExperienceSelf-service portals so customers help themselves, on their own time.MarketingKnow who is engaging, who is at risk and where the opportunities are.Supply ChainOrders, suppliers, stock and shipments in sync, so you see problems before your customers do.WarehousePicks, packs and stock counts that update every system without anyone retyping them.HR & PeopleHiring, onboarding and payroll data moving between systems, so your people team stops chasing forms.ProcurementRequests, approvals and purchase orders that route themselves and match what was actually bought.
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Home/Insightly

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.

Where Insightly stops

When a deal becomes a project, nothing reaches accounting or the rest of the business until someone copies it over.

Got a Insightly problem? Let's solve it →

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

01

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
02

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
03

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.

What this looks like in practice

Commercial Landscaping Contractor

Insightly for bids, a separate tool for job scheduling.

The problemWhen a bid is accepted, the project manager re-enters the customer, scope and budget into the job system and tries to remember what sales promised.

An accepted opportunity creates the project with the contact, scope and budget carried over. What sales promised is in the record, not in anyone's head.
Fix mine →

More on Insightly

What we build on top of specific parts of Insightly.

Insightly APIInsightly IntegrationsInsightly Import & ExportInsightly vs HubSpot
Let's talk

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 →

Questions people ask

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

Tell us the one thing your team does manually that eats up time. We read every message and reply within a day.