Insightly
A cloud-based platform that centralizes customer data and enables sales, marketing, and support teams to manage customer interactions and automate business proc
- Vendor
- Insightly
- Also known as
- insightly
Available worldwide · Popular in: US, CA
What is Insightly?
Insightly is a customer relationship management platform that helps teams manage leads, opportunities, and customer support through integrated sales, marketing, and ticketing tools. The platform includes workflow automation, business dashboards, and extensive third-party integrations to streamline operations.
Insightly pricing
Plans, per-tier features and add-ons, dated and linked to live pricing. Pricing changes often; always verify at source before you rely on it.
From $29/user/month for CRM, $99/account/month for marketing automation, $29/user/month for support. 14-day free trial on CRM.
CRM Plus
Entry-level CRM with lead and contact management
- records
- 100,000
- file_storage
- 10 GB
- custom_fields
- 50
- Lead and contact management
- Project management
- Advanced reports
- Pre-built business dashboards
CRM Professional
CRM with workflow automation and AI Copilot
- records
- 250,000
- file_storage
- 100 GB
- custom_fields
- 100
- All Plus features
- Lead assignment and routing
- Workflow automation
- AI Copilot
- Email summaries and replies
CRM Enterprise
Contact salesEnterprise CRM with advanced customization and audit logging
- records
- 500,000
- file_storage
- 250 GB
- custom_fields
- 200
- All Professional features
- Sandboxes
- Products, pricebooks, and quotes
- Comprehensive audit logging
- Custom validation rules
- SAML/SCIM SSO
Marketing Plus
Contact salesEmail marketing automation for 2,000 prospects
- prospects
- 2,000
- monthly_email_volume
- 10,000
- Email marketing automation
- Prospect scoring
- A/B testing
- Built-in dashboards
Marketing Professional
Contact salesMarketing automation for 10,000 prospects with custom scoring
- prospects
- 10,000
- monthly_email_volume
- 50,000
- All Plus features
- Custom scoring models
- Advanced prospect tracking
- Unlimited role-based permissions
Marketing Enterprise
Contact salesMarketing automation for 20,000 prospects with advanced rules
- prospects
- 20,000
- All Professional features
- Comprehensive audit logging
- Calculated fields
- Custom validation rules
Support Plus
Contact salesSupport ticketing with SLA tracking
- Comprehensive ticket editor
- SLA tracking
- Configurable email macros
- Customizable reports
Support Professional
Contact salesSupport ticketing with customer surveys and portal customization
- All Plus features
- Customer satisfaction surveys
- Custom ticket automations
- Portal customization
Support Enterprise
Contact salesEnterprise support with unlimited portals and audit logging
- All Professional features
- Comprehensive audit logging
- Custom validation rules
- Unlimited brands and portals
AppConnect Standard
Contact salesWorkflow automation with 25,000 monthly tasks
- tasks_per_month
- 25,000
- Drag-and-drop workflow builder
- No-code integration
- 2000+ app integrations
AppConnect Professional
Contact salesWorkflow automation with 100,000 monthly tasks
- tasks_per_month
- 100,000
- All Standard features
- Custom AppConnect development
- AWS Lambda support
AppConnect Enterprise
Contact salesWorkflow automation with 250,000 monthly tasks
- tasks_per_month
- 250,000
- All Professional features
- Enterprise support
- Priority development
Add-ons
- Additional AppConnect tasks$249 per 25000 tasks
What Insightly does
The capabilities that matter for crm software, normalised so it lines up with every alternative. “-” means we haven't confirmed it, not that it's missing.
- Contact & account management
- ✓
- Deal / pipeline management
- ✓
- Lead scoring
- ✓
- Email sync & tracking
- ✓
- Marketing automation
- ✓
- Workflow automation
- ✓
- Reporting & dashboards
- ✓
- Sales forecasting
- ✓
- Native mobile app
- ✓
- Public API
- ✓
- Custom fields & objects
- ✓
Platform & deployment
Independently observed- Web
- Cloud / SaaS
Integrations (10)
Independently observed- Microsoft
- MS 365
- PandaDoc
- QuickBooks
- Xero
- DocuSign
- Shopify
- WordPress
- Netsuite
Insightly alternatives
Other crm software we track, ranked by the same independent score.
- Teamwork CRMAI-powered platform that integrates project management, resource planning, and financial tracking to help services teams deliver work profitablymedium · 73%
- Agile CRMAn integrated platform combining sales tracking, marketing automation, and customer service tools designed for small and growing businesseslow · 36%
- FreshsalesAn AI-powered sales platform designed to help teams manage pipelines, improve conversion rates, and close deals more efficientlymedium · 73%
- PipedriveA sales management platform that organizes your pipeline and automates deal tracking with AI assistancemedium · 71%
- SalesforceCloud-based CRM platform combining sales, marketing, and support with AI agents for workflow automationmedium · 74%
- HubSpotAn all-in-one platform uniting marketing, sales, and service teams with AI-powered customer relationship managementmedium · 73%
The Vioscale score: one lens on the evidence
Not user reviews and not a paid placement: a confidence-weighted blend of the independent signals below (adoption, activity, security posture, and more), which you can sort and re-weight yourself. Vendors can correct their listing but can never move their rank, and stars are weighted low as a vanity metric. It is one way to read the evidence for Insightly, not the verdict.
| Signal | Score | Weight | Contribution | Evidence |
|---|---|---|---|---|
| Reliability | 98 | 0.07 | 7.1 | ✓ |
| Capabilities | 100 | 0.05 | 4.9 | ✓ |
| Security posture | 55 | 0.07 | 4.0 | ✓ |
| Integrations | 95 | 0.04 | 3.9 | ✓ |
| Price level | 50 | 0.05 | 2.6 | ✓ |
| Pricing transparency | 20 | 0.08 | 1.7 | ✓ |
Computed . Re-weight it by intent, or see the full method.
All data & sourcesshow ↓
Every value we hold, with its source, retrieval date, and confidence. This is the evidence behind the score: don't trust it, verify it.
Features
| Attribute | Value | Evidence |
|---|---|---|
| Capabilities | Api access, Mobile app, Forecasting, Lead scoring, Custom fields, Email integration, Contact management, Pipeline management, Workflow automation, Marketing automation, Reporting dashboards | mediumsource · 2026-08-16 · 60% |
Integrations
| Attribute | Value | Evidence |
|---|---|---|
| Count | 2,000 | mediumsource · 2026-08-16 · 60% |
Market
| Attribute | Value | Evidence |
|---|---|---|
| Availability | HqCountry: US · PrimaryMarkets: … · AvailabilityScope: global · AvailableCountries: … · NotAvailableCountries: … | highsource · 2026-08-16 · 75% |