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Insightly

The modern, scalable CRM teams love·insightly.com

Insightly is a modern, scalable customer relationship management (CRM) platform that helps businesses centralize customer and pipeline data, manage leads, opportunities, and projects, and automate sales workflows. The broader Insightly platform also includes marketing automation, a customer support/ticketing app (Insightly Service), and an integration engine (AppConnect) that connects to thousands of third-party apps. Insightly is aimed at mid-market and growing companies seeking an affordable, customizable, easy-to-use CRM.

What it's for

manage leads and contactstrack sales pipeline and opportunitiesconvert won opportunities to projects and manage project deliveryautomate workflows and routine admin taskscreate and automate marketing campaigns and email journeysscore and track leads based on engagementmanage customer support tickets and SLAsprovide branded customer self-service portals and knowledge basesintegrate third-party apps via AppConnect (no-code)generate business intelligence dashboards and reports

Features 21

AI Copilot (chat-based record add/update/link, email summaries, automated email replies)
AppConnect no-code/low-code integrations
Built-in business intelligence dashboards and customizable reports
Comprehensive audit logging
Custom fields and custom objects
Customizable sales processes
Email marketing automation, journey builder, dynamic list segmentation, A/B testing (Insightly Marketing)
Email templates and bidirectional email sync
Kanban view
Lead and contact management
Mobile app with business card scanning and voice notes
Opportunity/pipeline management
Products, pricebooks, and quotes (Enterprise)
Project management (convert won opportunities to projects)
REST public API and webhooks
Role-based permissions and configurable page layouts
Sandboxes (Enterprise)
Support ticketing, SLA tracking, knowledge base, and branded customer portals (Insightly Service)
Task management
Web-to-lead capture
Workflow automation

At a glance

free trialAPI

TypeWeb app

DeploymentCloud

PlatformsWeb

Formid-market companies, small businesses, sales teams, marketing teams, customer service teams

CompanyInsightly Inc. · 2009

Integrations

MicrosoftDocuSignShopifyWordPressPandaDocNetsuiteQuickBooksQuickBooks OnlineGmailSlackGongWorkdayZoomInfoUnbounceJiraXeroADP Workforce NowAsanaCalendlyOkta

Complianceself-reported

SOC 2GDPRCCPAHIPAA

Resources

Docs

Pricing

Prices shown are per user/month, billed annually, for the standalone Insightly CRM product. Insightly also sells separately-priced Marketing, Service, and AppConnect products (e.g., Marketing Plus $99/account/month, Professional $499, Enterprise $999; AppConnect tiers from $249 to $1,899/account/month with additional task packs at $249 and a $3,000 technical setup fee), plus an All-in-One bundle (Plus $349/mo, Professional $899/mo, Enterprise $2,599/mo).

Plus$29/user/mo

Billed annually; free 14-day trial, no credit card required

100,000 record limit; 10 GB file storage; 25,000 records per import; 2,500 mass emails/day; 50 custom fields; 2 role-based permissions/page layouts

Professional$49/user/mo

Billed annually; recommended plan; free 14-day trial

250,000 record limit; 100 GB file storage; 50,000 records per import; 5,000 mass emails/day; 100 custom fields; unlimited role-based permissions/page layouts

Enterprise$99/user/mo

Billed annually; requires contacting sales

500,000 record limit; 250 GB file storage; 50,000 records per import; 10,000 mass emails/day; 200 custom fields; unlimited role-based permissions/page layouts

Save up to 30% off the entire Insightly platform when bundling CRM, Marketing, Service, and AppConnect in an All-in-One plan