Insightly

What it does

Insightly is a CRM that combines sales pipeline management with native project management — tracking a deal after it closes through delivery milestones, tasks, and timelines in the same system. It also includes workflow automation and basic marketing tools. It's used by small and mid-size businesses whose sales process doesn't end at "closed won" — agencies, consultancies, and service businesses that need to manage fulfillment after the sale.

Who this helps

You want CRM and project management together.

You track deals after they close through delivery.

You run a services business.

You want one system from sale to project.