Insightly

Grow faster with the modern CRM teams love

CRM 2.8 (39 reviews)

2009 Founded

51-200 Employees

25,000+ Customers

San Francisco, CA, United States Headquarters

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Quick Facts

✓ Free Trial

Website

insightly.com →

Pricing Model

per-user

Free Trial

14 days

Company Type

acquired

Phone

(888) 999-4039

Address

58 W Portal Ave PMB 716, San Francisco, CA 94127 →

Business Type

Software company

Verified on Google View →

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About Insightly

Insightly is a cloud-based customer relationship management (CRM) platform built to help small and mid-sized businesses sell smarter, grow faster, and build lasting customer relationships. Delivered as SaaS, it centralizes leads, contacts, organizations, opportunities, emails, and projects, giving go-to-market teams a single source of truth from first touch through post-sale delivery. Over time Insightly has expanded from core CRM into a broader GTM suite with marketing automation, customer service, and a low-code integration platform called AppConnect.

Founded in 2009 in Perth, Australia by Anthony Smith, Insightly was originally designed as a lightweight CRM tightly integrated with Google Apps. The company later relocated its headquarters to San Francisco and raised multiple venture rounds to expand its capabilities beyond the Google ecosystem. Over the 2010s Insightly grew rapidly in the SMB CRM market, adding advanced reporting, workflow automation, project management, and deep integrations with productivity and accounting tools such as Microsoft 365, QuickBooks Online, and Xero.

The platform now offers three main CRM editions (Plus, Professional, and Enterprise) along with companion products for marketing automation and support ticketing. Its AppConnect integration layer connects to thousands of third-party apps while also supporting low-code workflows, making it attractive to teams that need flexibility without heavy IT overhead. Insightly emphasizes ease of use, fast time to value, and a lower total cost of ownership compared with heavyweight enterprise CRMs.

In July 2024 Insightly was acquired by private equity firm Crest Rock Partners and merged with Unbounce, a leading landing-page and conversion optimization platform. Operating as Insightly CRM by Unbounce, the combined company focuses on aligning sales and marketing workflows end to end, from first click on a landing page through CRM, marketing automation, and customer success. Insightly today is used by more than a million users and tens of thousands of organizations worldwide across industries such as professional services, manufacturing, finance, healthcare, and technology.

Key Features

Contact and account management - Centralize contact, organization, and relationship data with rich profiles and linking between records.

Lead and opportunity management - Track leads and deals through customizable pipelines and Kanban views with stages, probabilities, and forecasts.

Project management - Manage post-sale projects, milestones, tasks, and deliverables in the same system used for sales, keeping handoffs tight.

Workflow automation - Automate tasks, record updates, email alerts, and routing rules using visual workflow tools on Professional and Enterprise plans.

Email integration and templates - Sync with Gmail and Microsoft Outlook, log emails to records, and send mass email using reusable templates.

Dashboards and reporting - Build configurable reports and dashboards to monitor pipeline health, team performance, and project status.

Custom fields and objects - Extend the data model with custom fields, page layouts, and custom objects or apps (higher tiers) to match unique processes.

AI Copilot and automation assistance - Use AI features such as Copilot, email summaries, and suggested replies to speed data entry and outreach.

Marketing automation - Design multi-step journeys, email campaigns, forms, and landing pages that sync natively with CRM records.

Support and ticketing - Track support tickets, SLAs, and service interactions with branded portals, knowledge base, and case queues.

Mobile CRM apps - Access contacts, opportunities, tasks, and projects via iOS and Android apps, including a business card scanner for lead capture.

Role-based permissions and security - Control access with roles, profiles, and optional field-level security; Enterprise adds advanced audit logging.

AppConnect integration platform - Connect Insightly with hundreds of apps and build multi-step integrations using a low-code designer.

Web-to-lead and landing page capture - Capture leads from website forms and Unbounce landing pages directly into CRM with automated routing.

Built-in BI and insight cards - Use real-time insight cards and BI-style dashboards to surface key metrics, alerts, and next-best actions.

Best For

Company Size

smb mid-market

Industries

Professional Services and Consulting Technology and SaaS Manufacturing and Industrial Financial Services Healthcare and Life Sciences Construction and Real Estate

Use Cases

Sales pipeline and deal management Account and contact management Post-sale project and delivery management Marketing automation and email campaigns Customer support and ticket tracking Workflow automation and process standardization

FAQ

What is Insightly?

Insightly is a cloud-based customer relationship management (CRM) platform designed primarily for small and mid-sized businesses. It centralizes leads, contacts, organizations, opportunities, projects, and activities in one system so teams can manage the entire customer lifecycle from first touch through post-sale delivery. Beyond core CRM, Insightly also offers native marketing automation, customer support and ticketing, and a low-code integration layer called AppConnect, allowing it to serve as a unified go-to-market platform.

How much does Insightly cost?

Insightly CRM is sold on a per-user, per-month basis billed annually. The main CRM tiers are Plus at approximately $29 per user per month, Professional at around $49 per user per month, and Enterprise at about $99 per user per month, all billed annually. Pricing varies based on edition, number of users, and any add-ons such as AppConnect volume, marketing automation, or service modules. A 14-day free trial is available for new customers, but there is no ongoing free plan.

What are the main features of Insightly?

Key Insightly features include contact and account management, lead and opportunity tracking with customizable pipelines, built-in project management for post-sale work, workflow automation, email integration with Gmail and Outlook, mass email and templates, configurable reports and dashboards, custom fields and objects, mobile apps for iOS and Android, and role-based permissions. Customers can also add Insightly Marketing for campaigns and journeys, Insightly Service for support and SLAs, and AppConnect for low-code integrations with hundreds of external applications.

Who are Insightly's main competitors?

Insightly competes with a range of CRM platforms serving small and mid-market organizations. Its primary competitors include HubSpot CRM, Salesforce Sales Cloud, Zoho CRM, Pipedrive, and Freshsales. In some segments it also competes with tools such as Copper, Monday Sales CRM, and Zendesk Sell, especially where sales and project workflows overlap. The right alternative depends on a companys budget, need for advanced marketing features, desired level of customization, and existing tech stack.

Is Insightly good for small businesses?

Yes. Insightly is generally considered a strong fit for small businesses and lean mid-market teams that want a powerful yet approachable CRM. Reviewers frequently highlight its intuitive interface, flexible pipelines, and strong integrations as advantages for small organizations that lack dedicated admin staff. At the same time, some very small or early-stage companies may prefer CRMs with a permanent free plan, and businesses with extremely complex processes might eventually outgrow Insightly in favor of more customizable enterprise suites.

Customer Reviews

2.8 out of 5

Based on 39 Google reviews

5★

4★

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Justin Bear 🏅

4 months ago

No, just No. Find another CRM. They were pretty good, but lately have dropped the ball with support. No replies, you have to pay for tech support, and then all they give you is self help. Have been chasing them for over 10 weeks to fix something they made which does not work. Sad, not a bad system, but no longer a good support network. I would swap if we could.

Clinton Breckenridge jr 🏅

5 months ago

Andrew P 🏅

11 months ago

Terrible. There was an error with our company credit card for the Insightly renewal. They locked us out of our account. For the last 2 days, we have been emailing Insightly to pay with no response from their customer service. We should have never changed from Salesforce to Insightly. Their response to my initial post about Insightly has no phone number or email to contact them. They also make no reference to why there is no response from our emails or why their phone does not work correctly. When you call the 888 number and I hit 2 for sales, it goes back to the main greeting. The phone help sales system is messed up.. Whoever wrote the response should be fired. DO NOT USE THEIR SERVICE.

Response from owner 11 months ago

Hi Andrew, I’m sorry to hear about your experience and appreciate you bringing this to our attention. It appears your account was locked due to non-payment of a past-due invoice. Could you please provide your ticket number? I’ll ensure someone follows up promptly to assist you in resolving this matter. Thank you for your patience, and I look forward to your response.

Benjamin McAvoy 🏅

4 years ago

We've been using Insightly for three years now. I pretty much use it on a daily basis, not only for CRM management but also for our Project Pipeline and analytics that come from that data. The best thing about it is the visual dashboards, they are a brilliant way of viewing data and incredibly flexible.

Tim Dvorak 🏅

5 years ago

Over promise, under deliver, take your money and your information with no customer service.

Response from owner 5 years ago

Hi Tim, Sorry you're not happy with the service. I looked to see if you had any open tickets and the last ticket was dated January 2020. Our team is always here to help. We pride ourselves on great service. Im confident that if we can connect that we can help you out.

Jeff Bond 🏅

5 years ago

This company over promises and severely under delivers. Be wary of your auto renewal process, they will derail, slow walk, and disrupt your ability to stop the auto renewal, and NEVER refund you money. Terrible!!!

Jay Kane 🏅

5 years ago

Never had an issue with the product or staff. Happy camper

James Cooper 🏅

5 years ago

Excellent customer support

Tim Hartman 🏅

5 years ago

Shannon Silva 🏅

5 years ago

I am a huge fan of everything Insightly and everything their team does. top notch service. High recommend.

Crystal Silva 🏅

5 years ago

Couldn't ask for a better solution.

PPC Nick 🏅

5 years ago

This company is garbage, bad over-hyped platform with 0 customer support. The tool works for a little while, and fails. Stay away!!!!!

Response from owner 5 years ago

Hi Nick, I emailed you yesterday and haven't heard back.

Nick Guenther 🏅

5 years ago

What a joke! I'd give this company negative starts... Their platform does not work as promoted. Their customer service & sales strategy is "OVER promise UNDER deliver." When I asked why I was overbilled, and if I could talk to someone on the phone about that, their response was, "You can pay for customer service phone support for AN EXTRA $1,500!.... WHAT?!??!!? This company is horrible - don't use.

Response from owner 5 years ago

Hi Nick, Last we chatted on Facebook, you said you had a call and/or this was all figured out. I see that our team did process the cancellation for the account. If something is missing, please let me know.

David Sutter Glickman 🏅

6 years ago

Gui Cha 🏅

6 years ago

I've been receiving unsollicited emails from your marketing team, don't fall for these wrong marketing practives, it's weak.

Response from owner 6 years ago

Hello Gui - We are sorry you didn't like our email. We do our best to craft an informative message, sharing industry best practices and insight.

Andrew Gotleib 🏅

6 years ago

INSIGHTLY was Awful! They auto deducted from us for 3 years straight while trying to cancel the subscription. The email the subscription was created on was cancelled. So they couldn’t do anything about it. Eventually we outsmarted them by closing the account. If Insightly is smart they will get better costumer service to help clients out with issues like this. Except there was no one to talk to! It’s like a wall or a game where they won’t talk to you. Even tried their chat support didn’t work. Gonna write a review aswell on the professional sites and Apple Apps! Horrible customer care! Horrible customer care!

Response from owner 6 years ago

Hello Andrew - So sorry you had issues. We have worked very hard to grow our team to help serve all our customers. If you can, please email support@insightly.com and I'll personally look into this. Thank you, Zeke S. Sr. Director of Client Services.

Stefan Ciobanu 🏅

6 years ago

Benjamin Hoehn (mojomogul) 🏅

6 years ago

Topper Limo 🏅

7 years ago

The CRM part is pretty good. The customer service is horrible/ non existent. We moved over to the new version of Insightly and some of the features work differently. We have been trying to track things that we had in the classic version and it is not working properly. I have been communicating with customer support for weeks, because it takes them 24 to 48 hours to respond. A simple questions takes 24-48 hours to respond. No wonder i'm at 2 weeks and still no resolution. I could get the entire thing set-up correctly in 30 minutes if i could speak with someone. I have a paid account and still they tell me email support only. I'm starting to think i need to change CRM's. Great sales pitch, horrible customer support.

Response from owner 7 years ago

Hi Danny - So sorry you're having issues. I'll follow up with the tickets you have with our team. Have a great day.

Michael Procaccio II 🏅

7 years ago

Response from owner 7 years ago

Hi Michael - How can we help? We see you left a 1 star review. How can we help make your experience better?

See All on Google

Insightly

Quick Facts

About Insightly

Key Features

Contact and account management - Centralize contact, organization, and relationship data with rich profiles and linking between records.

Lead and opportunity management - Track leads and deals through customizable pipelines and Kanban views with stages, probabilities, and forecasts.

Project management - Manage post-sale projects, milestones, tasks, and deliverables in the same system used for sales, keeping handoffs tight.

Workflow automation - Automate tasks, record updates, email alerts, and routing rules using visual workflow tools on Professional and Enterprise plans.

Email integration and templates - Sync with Gmail and Microsoft Outlook, log emails to records, and send mass email using reusable templates.

Dashboards and reporting - Build configurable reports and dashboards to monitor pipeline health, team performance, and project status.

Custom fields and objects - Extend the data model with custom fields, page layouts, and custom objects or apps (higher tiers) to match unique processes.

AI Copilot and automation assistance - Use AI features such as Copilot, email summaries, and suggested replies to speed data entry and outreach.

Marketing automation - Design multi-step journeys, email campaigns, forms, and landing pages that sync natively with CRM records.

Support and ticketing - Track support tickets, SLAs, and service interactions with branded portals, knowledge base, and case queues.

Mobile CRM apps - Access contacts, opportunities, tasks, and projects via iOS and Android apps, including a business card scanner for lead capture.

Role-based permissions and security - Control access with roles, profiles, and optional field-level security; Enterprise adds advanced audit logging.

AppConnect integration platform - Connect Insightly with hundreds of apps and build multi-step integrations using a low-code designer.

Web-to-lead and landing page capture - Capture leads from website forms and Unbounce landing pages directly into CRM with automated routing.

Built-in BI and insight cards - Use real-time insight cards and BI-style dashboards to surface key metrics, alerts, and next-best actions.

Best For

Company Size

Industries

Use Cases

FAQ

What is Insightly?

How much does Insightly cost?

What are the main features of Insightly?

Who are Insightly's main competitors?

Is Insightly good for small businesses?

Customer Reviews

Justin Bear 🏅

Clinton Breckenridge jr 🏅

Andrew P 🏅

Benjamin McAvoy 🏅

Tim Dvorak 🏅

Jeff Bond 🏅

Jay Kane 🏅

James Cooper 🏅

Tim Hartman 🏅

Shannon Silva 🏅

Crystal Silva 🏅

PPC Nick 🏅

Nick Guenther 🏅

David Sutter Glickman 🏅

Gui Cha 🏅

Andrew Gotleib 🏅

Stefan Ciobanu 🏅

Benjamin Hoehn (mojomogul) 🏅

Topper Limo 🏅

Michael Procaccio II 🏅

Recent News

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The Best CRM Software We've Tested for 2025

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