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Insightly

Insightly

Align Marketing, Sales, and Project teams around one view of your customers.

Insightly Overview

Insightly is designed to help growing businesses manage customer relationships, sales pipelines, and marketing activities from a unified system. According to its official website, Insightly combines CRM, marketing automation, and project management features to support the full customer lifecycle from lead capture and nurturing to deal management and post-sale delivery. The platform enables teams to centralize customer data, track interactions, automate workflows, and gain visibility into sales and marketing performance through reports and dashboards

More About Insightly

Key Use Cases and Applications

  • Sales Pipeline & Opportunity Management
  • Marketing Automation & Lead Nurturing
  • Customer Data & Relationship Management
  • Project Tracking Linked to Sales Deals

Pricing

  • CRM Plus: Starts around $29/user/month
  • Marketing: Starts around $99/month
  • Service: Starts around $29/user/month

Pros & Cons

Pros:

Combines CRM and project management nicely​

Flexible, customizable sales pipelines and fields​

Strong Google, email, and calendar integrations​

Good automations for follow‑ups and workflows​

Affordable, scalable option for small businesses​

Cons:

Limited user permissions; data easily gets messy​

Advanced features locked to higher‑tier plans​

Interface described as dated by some users​​

Software Trial

14 Days

Free Version

No

Licensing Type

Proprietary

Insightly Starting Price

Free

Vendor Pricing Page

See Pricing

Insightly Software Features

Calendar & Task Collaboration Tools Custom Dashboard Email Integration Lead Management Pipeline Management Reporting Sales Automation Workflow Automation Analytics/ROI Tracking Campaign Management Email Marketing Sales Intelligence Search Marketing Segmentation and Targeting Social Marketing

Insightly Specification

Starting Price

Free

Price Type

Flat Rate

Currency

USD ($)

Subscription

Monthly , Annually

Deployment Type

  • Cloud Hosted

Supported Platforms

  • Web-Based
  • iPhone/iPad
  • Android
  • Windows
  • Mac

Technical Support

  • Email
  • Chat
  • Phone

Training Resources

  • Documentation
  • Blogs
  • Help Guides
  • Videos
  • Webinars

Software Demo & Screenshots

Insightly Pricing

Pricing yet to be updated!

Insightly Customers

Clients yet to be updated!

Top Competitors of Insightly

Logo Software Name Rating Reviews Starting Price Trial
Less Annoying CRM Logo Less Annoying CRM 4.5 74 15 USD ($) 30 Days
Smart Glazier Logo Smart Glazier 4.4 9 51 USD ($) 7 Days
Zendesk Sell Logo Zendesk Sell 4.1 67 25 USD ($) 14 Days
FieldCamp Logo FieldCamp 4.1 63 0 USD ($) 0 Days
Pipedrive Logo Pipedrive 4 56 14 USD ($) 1-7 Days

Insightly Reviews

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