Insightly

Insightly delivers a comprehensive CRM platform that handles contact management, project tracking, and workflow automation. Teams can build custom pipelines, set milestones, and integrate data from emails and social channels. Built-in project management keeps tasks aligned with business goals, while advanced reporting tools provide insights into sales performance and forecasting. Integrations with apps like QuickBooks, Slack, and Mailchimp streamline cross-functional collaboration. Insightly’s dashboards can be tailored for different user roles, making it suitable for small firms and larger enterprises seeking a scalable CRM solution.