Insightly

The pitch

Insightly's founding insight still holds: for most service businesses, the sale is the beginning of the work, not the end. So it pairs a full CRM with genuine project management, and the moment a deal closes, it converts into a project with tasks, milestones and the entire relationship history attached.

Add native marketing and service apps on the same object model, plus AppConnect for no-code integrations, and mid-market teams get one system where others need three.