Insightly scores reflect first-party research — not hands-on product testing.
Starting price
$29.00/user/month
Free plan
No
Free trial
Yes
Best for
Service SMBs needing CRM and light project management
SoftwareGlimpse review
6.9/10
Average
Use cases pair SoftwareGlimpse fit analysis with official workflow demos when ResearchMedia is linked — not brand promo videos from Overview.
Track deals through stages, keep ownership clear, and see where opportunities stall.
SoftwareGlimpse fit analysis
Advance deals visually across customizable stages.
Official vendor tutorial
This video is hosted on YouTube
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Official vendor tutorial
What this workflow demonstrates
Source: Official Insightly CRM by Unbounce. This is vendor training/demo content — not SoftwareGlimpse instruction.
Capture, qualify, and route leads before they become pipeline deals.
SoftwareGlimpse fit analysis
Capture inbound or outbound leads into the CRM.
Keep people, companies, and interaction history in one searchable system.
SoftwareGlimpse fit analysis
Organize contacts and decide which leads become deals.
Official vendor tutorial
This video is hosted on YouTube
This content is hosted by YouTube. The player loads only after you allow marketing cookies.
Official vendor tutorial
What this workflow demonstrates
Source: Official Insightly CRM by Unbounce. This is vendor training/demo content — not SoftwareGlimpse instruction.
Forecast and pipeline reporting managers can trust without spreadsheet rebuilds.
SoftwareGlimpse fit analysis
Review pipeline health and outcomes in reporting views.
Own post-sale accounts with stakeholders, renewals, and expansion opportunities in one place.
Capture inbound demand, assign owners fast, and qualify into pipeline without inbox chaos.
Keep territory visits, notes, and follow-ups visible when sellers work away from the desk.
Never drop promised next steps — tasks, reminders, and history attached to the right record.
Use case information is based on product evidence and common customer workflows. Official demos illustrate vendor workflows; they are not SoftwareGlimpse testing claims.