Insightly CRM

CRM & Project Management for QuickBooks Online. Easy. Powerful. Affordable.

Key benefits

  • Grow your business faster than ever before by building stronger customer relationships over time, accelerate sales and exceed expectations every step of the way.

How it works with QuickBooks

The integration with QuickBooks Online means your team can view financial information in their CRM.

Details

Insightly uniquely offers CRM & Project Management in one so you can manage sales pipelines, customer relationships and make sure you’re on top of your projects at every stage.

Information

DEVELOPER
Insightly Inc

LEGAL
Terms and Conditions
Privacy Policy

Give Insightly a try for 14-days for FREE


PLAN PRICE USERS DETAILS
Free Free 2 Free forever for up to 2 users and 2500 contacts. QuickBooks integration built in!
Plus $29 Unlimited Higher storage limits, scheduled emails, reports and alerts.
Professional $49 Unlimited Workflow automation, advanced permissions, auto-lead assignment and more.
Enterprise $99 Unlimited Unlimited records, SAML-based SSO, Lambda functionality and more.

We offer online Help Center and Community based support as well as additional services available for purchase.

Contacts

Online support
Online support:
http://support.insight.ly/


FAQ

Is the free plan really free?
Yes, totally free – no catches. You don’t even need a credit card to install and use Insightly, and it’s not a trial so you can use it for as long as you like.
What is the Insightly 14 Day Trial Plan?
The 14 Day Trial Plan is a free trial of the Professional Plan for users who want to try the features for 14 days at no charge.
Do I have to sign a fixed term contract?
No, you have the option of paying monthly or annually. If you pay monthly your credit card will be billed each month. If you pay annually your credit card will be charged every 12 months.
Does Insightly have native mobile apps?
Yes, Insightly has an Android native app and a native iOS app that works on your iPhone or iPad.