Project Management

Insightly Project Management: A Comprehensive Review

Insightly Project Management

Project management is an intricate process, requiring tools tailored to help managers and their teams navigate the multifaceted terrain of tasks, timelines, and team collaboration. One such tool that has been making waves in the industry is the Insightly Project Management software. In this article, we delve into its features, weighing its pros and cons to help you make an informed choice.

Features and Capabilities of Insightly Project Management

A core strength of Insightly Project Management is its dual nature: it serves as both a customer relationship management (CRM) tool and a project management tool. This seamless integration ensures that businesses can track sales and project progress in a single platform.

Furthermore, if you’re someone stepping into the project management world, perhaps through Project Management Internships, tools like Insightly can offer a foundational understanding of how projects are organized and executed. For those wondering, What Is Project Management, it is the art and science of planning, executing, and finalizing projects. Tools like Insightly are instrumental in making this process streamlined.

Insightly isn’t the only tool in the market. There are alternatives such as NetSuite Project Management Software and techniques like How to Use a Planner for Project Management. Each has its strengths, but Insightly stands out for its integrated approach.

Pros and Cons of Insightly Project Management

Seamless CRM and Project Management integration.It might be overwhelming for small businesses with fewer CRM needs.
Offers a mobile app for on-the-go management.Limited customizability in comparison to some competitors.
Advanced reporting and dashboard features.The learning curve can be steep for some users.
Effective for both small businesses and large enterprises.Pricing can be high for premium features.

Comparative Analysis

As with all tools, it’s essential to do a comparative analysis. For an unbiased comparison, it might be worth checking out this external review which provides user-generated reviews and feedback on Insightly.

Employees searching Alternatives for Insightly Project Management

Top Alternatives for Insightly Project Management:

SoftwareKey FeaturesBest Suited For
NetSuite Project ManagementComprehensive project tracking, Gantt chart visualization, robust reportingMedium to Large businesses
TrelloVisual card-based system, Integrations via Power-Ups, Mobile app availabilityIndividuals and Small to Medium businesses
AsanaTask and subtask structure, Timeline view, workload trackingSmall to Large businesses
Monday.comColor-coded boards, automation capabilities, time trackingSmall to Large businesses
Zoho ProjectsTime tracking, Gantt chart representation, task automationSmall to Medium businesses
BasecampTo-do lists, message boards, schedule & calendar, file storageFreelancers, Individuals, and Small businesses

Average salaries of project managers across some top countries.

CountryAverage Annual Salary (in USD)

Based on this 2023 data, Switzerland offers the highest average salary for project managers.


Insightly Project Management offers a compelling package for businesses, combining CRM and project management under one umbrella. Its strengths, such as advanced reporting and mobile compatibility, make it stand out. However, potential users should weigh the cons, like its pricing and learning curve, before making a decision. It’s always advised to explore, compare with other tools like NetSuite, and even consider traditional methods like using a planner for project management. The key is to find a system that aligns with your project’s requirements and your team’s capabilities.


Q1: What are Insightly projects?

A1: Insightly projects embody structured frameworks within the platform, providing an avenue for businesses to strategically manage, track, and facilitate work-related undertakings. Through Insightly projects, organizations can meticulously manage assignments, oversee workflows, and ensure that progress is tracked and milestones are attained, aligning team efforts toward coherent project completion.

Q2: What is Insightly used for?

A2: Insightly serves as a multi-faceted platform, widely recognized for its comprehensive Customer Relationship Management (CRM) capabilities. It acts as a centralized hub where businesses manage integral customer and prospect data, navigate sales pipelines, coordinate email communications, and additionally, manage projects, amalgamating sales and operational functionalities into a singular, unified platform.

Q3: What are the insights of a project manager?

A3: The term “insights,” when applied to a project manager, refers to the nuanced understanding and adept awareness a manager possesses regarding all facets of project execution. This encompasses a profound understanding of team dynamics, foresight into potential risks, an intuitive grasp of stakeholder expectations, and a strategic alignment of project objectives with the larger organizational goals.

Q4: Is Insightly a CRM system?

A4: Yes, Insightly is categorically recognized as a CRM system, engineered to assist organizations in managing critical customer data, orchestrating sales opportunities, and administrating communications. However, its utility extends beyond traditional CRM functionality, offering integrated project management capabilities that cater to the multifaceted demands of sales and project teams alike.

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