About Insightly CRM: Modern, scalable Customer Relationship Management software platform
Overview
Insightly is a customer relationship management platform for fast-growing companies, combining CRM, marketing automation, support and ticketing, and no-code integrations in one system. Thousands of companies across nearly every industry run on the platform, which became part of Unbounce in July 2024.
Key Benefits
- Track all pipeline data in one place, from lead status and contacts to emails, calls, and deals.
- Auto-score leads based on engagement and send automated follow-ups when prospects open emails or submit forms.
- Build and automate marketing campaigns for every stage of the customer journey.
- Automate routine admin with workflows and drag-and-drop integrations that create tasks and coordinate the team.
- Let clients submit tickets through branded portals, email, or web forms, with tickets auto-generated from contact records.
- Use AI Copilot to update records, get instant summaries, and generate email replies.
How It Works
New teams start a free 14-day trial without a credit card, then centralize customer and pipeline data in the CRM. They track opportunities through customizable Kanban pipelines, score leads automatically, and route them to the right owners. With AppConnect, teams connect third-party apps and build custom workflows through drag-and-drop with no coding required.
Use Cases
- Sales teams track opportunities and close more deals from a single pipeline view.
- Marketing teams generate campaigns and follow up based on email opens and form submissions.
- Support teams manage client tickets and maintain branded portals with articles, FAQs, and product updates.
- Professional services and change management firms grow revenue by centralizing client data.
- Small business owners coordinate tasks and updates across the team with workflow automation.
Why Choose This Product
Users consistently rate Insightly highly across industries, earning Buyer's Choice and High Performer marks on Capterra. An independent analyst's ROI study found its faster go-live time and low total cost of ownership deliver ROI ahead of two major competitors. The platform unifies CRM, marketing, support, and 2,000+ app connectors in one place.
Insightly CRM: Modern, scalable Customer Relationship Management software platform Pros & Cons
- Free 14-day trial with no credit card required
- 2,000+ app connectors via no-code AppConnect
- AI Copilot automates record updates, summaries, and email replies
- CRM, marketing, and support unified in one platform
- Rated Buyer's Choice and High Performer on Capterra
- AI Copilot is currently labeled Beta
- AppConnect requires a paid technical setup of $3,000
- Enterprise plans require contacting sales for pricing
Key Features
Pipeline management
Track all pipeline data, from lead status and contacts to emails, calls, and deals, in one place with a drag-and-drop Kanban view.
Lead scoring
Automatically score leads based on engagement with your product, service, or content.
AI Copilot
Professional+Add, update, and link records through chat, get instant summaries, and generate email replies automatically.
Marketing automation
Create and automate campaigns for every stage of the customer journey, including follow-ups based on email opens and form submissions.
Lead routing
Professional+Assign and route leads automatically with custom validation rules to ensure accuracy in automation.
AppConnect
Connect to 2,000+ third-party apps and build custom workflows with drag-and-drop, no coding required.
Support ticketing
Let clients submit tickets through branded portals, email, or web forms, with tickets auto-generated from contact records.
Email automation
Send custom, templated, and tracked emails to targeted lists and schedule outbound sends for better timing.
Insightly CRM: Modern, scalable Customer Relationship Management software platform Pricing
View full pricing →- Lead and contact management
- Project management
- Advanced reports
- Pre-built business dashboards
- All Plus plan features
- Lead assignment and routing
- Workflow automation
- AI Copilot
- All Professional plan features
- Sandboxes
- Products, pricebooks, and quotes
- Comprehensive audit logging
| Feature | Plus $29/mo | Professional $49/mo | Enterprise $99/mo |
|---|---|---|---|
| Lead and contact management | |||
| Project management | |||
| Advanced reports | |||
| Pre-built business dashboards | |||
| All Plus plan features | |||
| Lead assignment and routing | |||
| Workflow automation | |||
| AI Copilot | |||
| All Professional plan features | |||
| Sandboxes | |||
| Products, pricebooks, and quotes | |||
| Comprehensive audit logging |
Pricing extracted from the product website and may change. Check the source for current details.
Frequently asked questions about Insightly CRM: Modern, scalable Customer Relationship Management software platform
Can I try Insightly CRM for free?
Yes. Insightly offers a free 14-day trial on its Plus and Professional CRM plans with no credit card required.
How much does Insightly CRM cost?
CRM plans are billed annually in USD: Plus at $29 per user per month, Professional at $49 per user per month, and Enterprise at $99 per user per month, with Enterprise requiring contact with sales.
Which apps does Insightly integrate with?
Insightly integrates with tools such as Gmail, Slack, Gong, QuickBooks Online, Workday, ZoomInfo, Unbounce, Jira, Shopify, Xero, and Calendly. AppConnect provides access to 2,000+ app connectors and a no-code workflow builder.
Does Insightly have AI features?
Yes. AI Copilot is available on Professional and Enterprise CRM plans, letting users add, update, and link records via chat, get instant summaries of contacts and deals, and generate email replies. Email summaries and replies are included in both plans.
What does the AppConnect integration tool require?
AppConnect pricing starts at $249 per account per month for 25,000 tasks, with additional task packs costing $249 per 25,000 tasks and a required technical setup of $3,000.
What products does Insightly offer?
Insightly offers CRM, marketing automation, AppConnect integrations, support and ticketing, and an All-in-One bundle that combines these capabilities on a single platform.