Insightly
A unified CRM platform that combines sales pipeline management, marketing automation, and customer support tools in one place.
| What is it | A unified CRM platform that combines sales pipeline management, marketing automation, and customer support tools in one place. |
|---|---|
| Pricing | Paid — from $29/mo |
| Free tier | No |
| Platform | Web Application |
| API | Yes |
| Works with | Integrately, Make, Workato, Zapier |
| Best for | Managing sales pipelines and closing deals, Running automated email marketing campaigns |
| Domain registered | 2008 |
Data updated Aug. 1, 2026
What does Insightly do?
Insightly is a customer relationship management (CRM) platform designed to help businesses manage their entire customer lifecycle. It acts as a central hub where you can track leads, manage sales opportunities, automate marketing campaigns, and handle customer support tickets. The idea is to replace several separate tools with one system, giving teams a single source of truth for all customer interactions, from the first point of contact through to ongoing support.
What sets Insightly apart is its focus on being an all-in-one suite. Beyond basic contact and deal tracking, it includes built-in marketing automation for creating email campaigns and landing pages, plus a service module for managing support inquiries. A key feature is AppConnect, which provides pre-built integrations with popular tools like Slack, Gmail, QuickBooks, and Shopify to keep data flowing between systems. The platform also incorporates AI features, referred to as Copilot, to assist with tasks, though the specific capabilities aren't detailed on the homepage.
This tool is a solid fit for small to mid-sized businesses that are growing quickly and want to consolidate their operations. Sales teams can use it to visualize their pipeline and automate follow-ups. Marketing teams can build customer journeys and segment lists. Support teams get a ticketing system and knowledge base. It's particularly useful for companies tired of juggling multiple subscriptions and seeking to improve efficiency with a unified platform.
Key features
What makes it stand outWho is Insightly for?
Who benefits most from this toolPricing
Plus
- Lead and contact management
- Project management
- Advanced reports
- Pre-built business dashboards
Professional
Everything in Plus, plus:
- Lead assignment and routing
- Workflow automation
- AI Copilot
Enterprise
Everything in Professional, plus:
- Sandboxes
- Products, pricebooks, and quotes
- Comprehensive audit logging
Trust & presence
Gallery
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