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Insightly CRM/Verified Features
CRM
4.2

Insightly CRM Verified Features

CRM and project platform connecting sales, relationships, delivery, and automation

Human Verified
Independently audited and validated by editorial team.
Visit Website
PricingCompare
90
Hope Score
Trust & Quality Rating
Hope Score Factors:• Verification status (Claimed/Audit)
• Feature completeness & count
• Update frequency (Recent changes)
• User rating & review count
Verified Coverage (100%)
14 Verified / 14 Available
14
Features
0
Integrations
7
Groups
4.2
Rating
1
Reviews
Oct 2026
Updated
Community Audited
Response
/
OverviewFeaturesPricingReviewsAlternativesIntegrationsFAQ
Categories
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Ad Placement Spot
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CRM & Sales Automation

100% verified · 6 features
6 Verified
Verified
SoftwareHope Verified
Audited By: Community Audit
Last Verified: Oct 4, 2026
Source: Verified Benchmarks

Insightly combines contact

Verified core capability in Insightly CRM designed to enhance productivity, accuracy, and operational workflows.

HelpfulView Specs
Verified
SoftwareHope Verified
Audited By: Community Audit
Last Verified: Oct 4, 2026
Source: Verified Benchmarks

Lead

Verified core capability in Insightly CRM designed to enhance productivity, accuracy, and operational workflows.

HelpfulView Specs
Verified
SoftwareHope Verified
Audited By: Community Audit
Last Verified: Oct 4, 2026
Source: Verified Benchmarks

Opportunity

Verified core capability in Insightly CRM designed to enhance productivity, accuracy, and operational workflows.

HelpfulView Specs
Verified
SoftwareHope Verified
Audited By: Community Audit
Last Verified: Oct 4, 2026
Source: Verified Benchmarks

Organize relationships

Verified core capability in Insightly CRM designed to enhance productivity, accuracy, and operational workflows.

HelpfulView Specs
Verified
SoftwareHope Verified
Audited By: Community Audit
Last Verified: Oct 4, 2026
Source: Verified Benchmarks

Automate routine processes

Verified core capability in Insightly CRM designed to enhance productivity, accuracy, and operational workflows.

HelpfulView Specs
Verified
SoftwareHope Verified
Audited By: Community Audit
Last Verified: Oct 4, 2026
Source: Verified Benchmarks

Keep customer and delivery information linked in

Verified core capability in Insightly CRM designed to enhance productivity, accuracy, and operational workflows.

HelpfulView Specs

Project & Team Management

100% verified · 1 features
1 Verified
Verified
SoftwareHope Verified
Audited By: Community Audit
Last Verified: Oct 4, 2026
Source: Verified Benchmarks

Project management with tasks

Intelligent workflow automation designed to eliminate manual overhead and accelerate multi-step processes for Insightly CRM.

HelpfulView Specs
Sponsored Placement

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Workflow Automation

100% verified · 1 features
1 Verified
Verified
SoftwareHope Verified
Audited By: Community Audit
Last Verified: Oct 4, 2026
Source: Verified Benchmarks

Workflows

Intelligent workflow automation designed to eliminate manual overhead and accelerate multi-step processes for Insightly CRM.

HelpfulView Specs

Developer Tools

100% verified · 1 features
1 Verified
Verified
SoftwareHope Verified
Audited By: Community Audit
Last Verified: Oct 4, 2026
Source: Verified Benchmarks

Custom fields

Verified core capability in Insightly CRM designed to enhance productivity, accuracy, and operational workflows.

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Sponsored Placement

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Data Engineering & BI

100% verified · 1 features
1 Verified
Verified
SoftwareHope Verified
Audited By: Community Audit
Last Verified: Oct 4, 2026
Source: Verified Benchmarks

Reporting

Real-time analytics and reporting metrics providing actionable visibility into key operational and organizational performance.

HelpfulView Specs

Collaboration

100% verified · 1 features
1 Verified
Verified
SoftwareHope Verified
Audited By: Community Audit
Last Verified: Oct 4, 2026
Source: Verified Benchmarks

Integrations. Teams can connect sales activities to post-sale projects

Robust integration framework enabling seamless data exchange and connectivity across external platforms and third-party tools.

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Sponsored Placement

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Verified Features

100% verified · 3 features
3 Verified
Verified
SoftwareHope Verified
Audited By: Community Audit
Last Verified: Oct 4, 2026
Source: Verified Benchmarks

and project management with tasks

Intelligent workflow automation designed to eliminate manual overhead and accelerate multi-step processes for Insightly CRM.

New
View Specs
Verified
SoftwareHope Verified
Audited By: Community Audit
Last Verified: Oct 4, 2026
Source: Verified Benchmarks

and integrations. Teams can connect sales activities to post-sale projects

Robust integration framework enabling seamless data exchange and connectivity across external platforms and third-party tools.

New
View Specs
Verified
SoftwareHope Verified
Audited By: Community Audit
Last Verified: Oct 4, 2026
Source: Verified Benchmarks

and keep customer and delivery information linked in.

Verified core capability in Insightly CRM designed to enhance productivity, accuracy, and operational workflows.

New
View Specs
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4.2/ 5

1 reviews

Quick Stats

Total Features14
Verified14
Integrations0
Feature Groups7
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Ad Placement Spot
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Available Slot
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