Insightly

Unclaimed Editor reviewed

Modern, scalable CRM platform with AI, marketing automation, and customer service for growing businesses.

CRM Sales Engagement Help Desk

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4.1(1,586 across the web)

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TL;DR - Insightly

Unified CRM, marketing automation, and customer service platform.
AI-powered features like Copilot automate tasks and enhance sales efficiency.
Integrates with over 2,000 apps to centralize customer data and streamline workflows.

Pricing: Free plan available

Best for: Growing teams

4.1/5 across review platforms

Pros & Cons

Pros

Good for small business CRM
Project management
Fair pricing
Google integration
Easy to use

Cons

Limited features
Reporting basic
Customization limited
Support varies
Better for small teams

Ratings Across the Web

4.1(1,586 reviews)

Ratings aggregated from independent review platforms. Learn more

Key Features

CRM platformProject managementMarketing automationLead routingWorkflow automationAppConnect

Pricing Plans

14-day Free Trial

Free

Up to 2 users
2,500 records
Basic CRM features
Contact management

Plus

$29/user/month

Contact management
Project tracking
Workflow automation
Lead management
Integrations

Professional

$49/user/month

All Plus features
Advanced reporting
Custom dashboards
Email templates
Advanced permissions

Enterprise

$99/user/month

All Professional features
AI Copilot
Custom objects
Advanced security
Priority support

Calculate your cost View full pricing

What is Insightly?

Editorial review

Insightly is a comprehensive Customer Relationship Management (CRM) platform designed to help businesses grow faster by centralizing customer data, automating workflows, and streamlining sales, marketing, and customer support operations. It offers a unified platform that integrates CRM, marketing automation, and customer service functionalities, allowing teams to manage leads, opportunities, projects, and customer interactions from a single source of truth. Insightly aims to improve sales efficiency, enhance customer engagement, and provide actionable insights through its robust reporting and analytics capabilities. The platform caters to a wide range of industries and businesses looking to optimize their customer-facing processes. Key features include lead tracking, pipeline management, email marketing, landing page creation, dynamic list segmentation, and workflow automation. Insightly also incorporates AI features like Copilot, email replies, and summaries to automate repetitive tasks, keep data clean, and help sales teams focus on high-value leads. Additionally, its AppConnect feature allows seamless integration with over 2,000 third-party applications, ensuring it fits into existing tech stacks and provides a holistic view of customer data.