Sales & CRM Tools

Insightly

The modern customer relationship platform.

Use Cases:

The Lowdown on

Insightly

Marketing, Sales, and Project Management—together at last on a single platform. Grow your business faster by building lasting relationships with your customers, through every step of the customer journey.

The NoCode.Tech Verdict on

Insightly

Overall Rating
Explore our rating
Overall rating
How do I know which tool is right for me?

When considering a no-code tool, we always recommend taking four key factors into account: ease of use, flexibility, design freedom, and cost-effectiveness.

Ease of use. How quickly can a non-technical person get productive with this tool? This is usually the most important factor if you are just getting started.

Flexibility. Can the tool handle the logic, integrations, and custom functionality your project needs as it grows?

Design freedom. Some tools give you pixel-level control, while others intentionally trade that away for speed and safer defaults.

Cost-effectiveness. Think about the real cost to launch and scale, not just the starting plan. A low score in one category does not make a tool bad, it usually just means it is optimized for a different type of builder.

Find out more about

Insightly

Pricing options for

Insightly

$

29

CRM | Plus
Includes:
  • Work from any device
  • Deliver projects
  • Collaborate across the company
$

29

Service | Plus
Includes:
  • Custom ticket automations
  • Macros
  • Custom and scheduled reports

Some features include:
- Service Level Agreement (SLA) management
- Business hours (single schedule in Plus)
- Dashboard cards (customise with Pro and Enterprise)
- Knowledge base articles (multiple versions, languages with Pro and Enterprise)
- Customisable role-based permissions

$

49

CRM | Professional
Includes:
  • Find and manage leads
  • Sell more productively
  • Work from any device
  • Deliver projects
  • Business intelligence platform
  • Collaborate across the company
  • Get the most out of Insightly
$

49

Service | Professional
Includes:
  • Custom ticket automations
  • Macros
  • Custom and scheduled reports
  • Service Level Agreement (SLA) management
  • Business hours (single schedule in Plus)
  • Dashboard cards (customise with Pro and Enterprise)
  • Knowledge base articles (multiple versions, languages with Pro and Enterprise)
  • Customizable role-based permissions
  • Configurable page layouts
  • Community forums
  • Portal customisation
  • Custom objects
  • Custom queues
  • Field-level security
  • Ticket sentiment and keyword analysis*
  • Customer satisfaction surveys*
  • Integrations