Insightly is CRM with integrated project management enabling teams to manage customer relationships and deliver projects from one platform, hosted on EEZYCLOUD’s secure Azure cloud. BYOL — bring your existing license.
Insightly is CRM with integrated project management enabling teams to manage customer relationships and deliver projects from one platform, hosted on EEZYCLOUD’s secure Azure cloud. BYOL — bring your existing license.
Insightly is a comprehensive CRM platform that uniquely combines customer relationship management with project management capabilities, enabling businesses to manage sales opportunities, customer relationships, and project delivery in a unified system without switching between disconnected CRM and project tools. The platform provides traditional CRM features including contact and account management, opportunity tracking, visual sales pipelines, email integration, and activity management while adding native project management with task assignments, milestones, dependencies, and Gantt charts.
Contact relationship linking maps complex business relationships including organizations, contacts, vendors, and partners showing how entities connect, particularly valuable for B2B companies navigating multi-stakeholder sales cycles and account management. Lead routing and assignment automatically distributes inbound leads to appropriate sales reps based on territory, product specialization, or round-robin rules with configurable criteria ensuring leads receive immediate attention.
Workflow automation triggers actions based on field changes, record creation, or time-based schedules including creating follow-up tasks, sending email notifications, advancing deal stages, and launching project workflows when deals close. Project management features create projects directly from closed opportunities with automatic team assignment, task creation, and milestone setup ensuring smooth handoff from sales to delivery with complete context preservation.
Email marketing capabilities enable bulk campaigns with templates, segmentation, and performance tracking while marketing automation nurtures leads through targeted campaigns based on behavior and lifecycle stage. Custom objects and fields allow businesses to extend Insightly beyond standard CRM structure to track industry-specific data like properties for real estate, policies for insurance, or assets for equipment leasing.
Insightly integrates with 500+ applications including Gmail, Outlook, Slack, QuickBooks, Xero, Mailchimp, and Zapier for connecting with broader business ecosystem.
With EEZYCLOUD, you can run Insightly on a secure, Azure-powered cloud desktop accessible from any device, anywhere. Our BYOL (Bring Your Own License) model means you keep using your existing license — cloud desktops start at $58.30/user/month plus $5.50/user/month per hosted application.
Small businesses choose Insightly cloud hosting to address these common challenges:
Connect to your hosted Insightly environment from Windows, Mac, iPad, or any device with a web browser. Work from the office, home, or on the go — your data and applications are always available.
Your data is protected by 256-bit AES encryption, SOC2-compliant data centers, and daily automated backups with 30-day retention. All hosted on Microsoft Azure infrastructure in US-based data centers.
Eliminate the cost and hassle of maintaining local servers. EEZYCLOUD handles all infrastructure management, updates, and monitoring — so you can focus on running your business.
Multiple team members can access Insightly simultaneously without complex networking or VPN setups. Changes sync in real time across all connected users.
EEZYCLOUD uses a BYOL (Bring Your Own License) model — you keep your existing software license and we provide the cloud infrastructure:
| Item | Price | Includes |
|---|---|---|
| Cloud Desktop | $58.30/user/mo | Azure-powered cloud desktop with backups, SOC 2 security, and US-based support |
| Software Hosting | +$5.50/user/mo | Per hosted application per user (e.g. Insightly hosting, backups, SOC2 security, multi-user access, US support |
Bring your existing Insightly license — no need to repurchase. Get started with a free consultation.
Sign up at eezycloud.com/get-started, and our team will help migrate your existing Insightly installation to our Azure cloud. Most migrations are completed within 24 hours.
No. EEZYCLOUD uses a BYOL (Bring Your Own License) model. You keep your existing Insightly license and we provide the cloud infrastructure to host it. This saves you from paying for both a new license and hosting.
Yes. All data is encrypted with 256-bit AES encryption, hosted in SOC2-compliant US data centers on Microsoft Azure. We perform daily automated backups with 30-day retention and maintain PCI-DSS compliance for payment processing.
Yes. Our cloud desktops support multi-user access. Multiple team members can work in Insightly simultaneously from different locations without any special networking configuration.
Join thousands of businesses running Insightly on EEZYCLOUD. Secure, reliable, and accessible from anywhere — cloud desktops from $58.30/user/month.
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