Insightly
Sell smarter, grow faster and build lasting customer relationships
Founded
2009
Starting Price
$29
Category
Sales & CRM
Last updated April 20, 2026
About Insightly
Insightly is a unified CRM platform that combines sales, marketing, and customer service on a single system. It helps teams manage leads, opportunities, and projects while providing real-time insights through built-in dashboards and AI-assisted automation.
Pros & Cons
Pros
- Combines CRM, marketing, and project management in one platform so closed deals flow straight into delivery
- AI Copilot is genuinely useful for drafting follow-ups and summarizing account activity
- Strong native integrations with G Suite, Office 365, QuickBooks, and Xero
- Flexible custom object and field system adapts to non-standard sales processes
- Reasonable mid-market pricing compared to Salesforce or HubSpot at similar feature parity
Key Features
AI Copilot
AI assistant that automates tasks, drafts emails, and retrieves information instantly from CRM records.
Lead & Opportunity Management
Pipeline views, customizable stages, lead routing, and conversion tracking from first touch to close.
Project Management
Convert closed deals into projects with milestones, tasks, and client deliverables in the same system.
Workflow Automation
Multi-step automations trigger tasks, emails, and field updates based on record changes or schedules.
Marketing Automation Suite
Native email campaigns, landing pages, and journey builder for lead nurturing without leaving the CRM.
Customizable Dashboards
40+ chart types and dashboards built on live CRM data, shareable with teams or external stakeholders.
Mobile App
iOS and Android apps with offline-capable record access, business card scanning, and voice-to-note.
Pricing
Plus
$29/user/month
- Lead & contact management
- Project management
- Advanced reports
- Pre-built dashboards
- Custom fields & layouts
Best For
Project-Driven Sales Teams
Agencies and consultancies that need deals to transition smoothly into billable projects with the same record graph.
Small to Mid-Market B2B Sales
Teams of 10-200 reps who have outgrown spreadsheets but find Salesforce overkill and expensive to customize.
Unified GTM Stack
Companies wanting sales, marketing, and service on one platform to avoid syncing contacts across tools.
