Insightly

Insightly is aimed at a specific shape of business: agencies, consultancies and implementers, where the deal closing is the start of the work rather than the end of it. The pipeline looks like any other, and then a won opportunity becomes a project with milestones and tasks against the same account record, which is the part the rest of this category leaves to a second subscription.

What supports that is a fairly complete set of machinery. Custom objects, workflow automation, click-to-call, email sync, SAML single sign-on and an audit log all appear across three published tiers at US$29, US$49 and US$99 a user a month, and there is a documented REST API rather than an integrations page pointing at an automation platform.

That machinery is why scale headroom is high: field-level access control and a change log both sit on published tiers. The cost is that two products in one box take longer to make useful than either would. Setup is a configuration exercise — objects, pipelines, project templates and permissions — before the thing does anything you could not do in a spreadsheet, and the entry price at US$29 a seat sits above the middle of this field. A team that only ever needed the sales half is paying for a delivery half it will not open.