Insightly
A modern, easy-to-use CRM platform designed to scale with growing businesses and integrate with common workflow tools
- Vendor
- Insightly
- Also known as
- insightly
Available worldwide · Popular in: US
What is Insightly?
An accessible customer relationship management system that centralizes customer data and supports integration with email, calendar, project management, finance, and support tools to streamline team workflows.
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 (13)
Independently observed- Unbounce←•
- Outlook⇄•
- Slack→•
- Microsoft
- MS 365
- PandaDoc
- QuickBooks
- Xero
- DocuSign
- Shopify
- WordPress
- Netsuite
Insightly FAQ
Common questions about Insightly, answered from independent, dated evidence.
What is Insightly?
A unified CRM system that centralizes customer data, automates marketing campaigns, manages sales pipelines, and integrates with third-party applications through built-in workflows. It is indexed under CRM Software.
How much does Insightly cost?
Insightly is a paid product; published pricing starts at $29 per user per month. It is sold across 12 plans (CRM Plus, CRM Professional, CRM Enterprise and Marketing Plus). There is no free tier. Pricing changes often, so verify at source before relying on it.
What platforms does Insightly support?
We have confirmed browser-based access to Insightly. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.
Can Insightly be self-hosted?
We have only confirmed a cloud / SaaS deployment for Insightly, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.
What does Insightly integrate with?
We have confirmed 10 integrations for Insightly, including Google, Microsoft, MS 365, PandaDoc, QuickBooks, Xero, DocuSign and Shopify, plus 2 more. This is what we could verify from public sources, so the vendor may support others we have not indexed.
What security certifications does Insightly have?
We have independently confirmed SOC 2, HIPAA and GDPR for Insightly. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as Insightly not holding them. Always confirm compliance directly before you rely on it.
Where is Insightly available?
Insightly is available worldwide. Its primary market is the United States.
Insightly alternatives
Other crm software we track, ranked by the same independent score.
- FreshsalesAn AI-powered sales platform that streamlines lead management and deal closing to boost team productivitymedium · 72%
- Agile CRMAll-in-one customer management platform for growing businessesmedium · 55%
- HubSpotA unified platform combining marketing, sales, and customer service with shared customer data and AI agentsmedium · 72%
- CloseSales CRM with integrated calling, messaging, automation, and AI-powered lead engagementhigh · 76%
- SalesforceCustomer relationship management platform that automates sales processes and manages customer interactions across leads, accounts, and opportunitiesmedium · 73%
- NutshellCustomer relationship platform for sales and marketing teamsmedium · 72%
Compare Insightly
Side by side against other crm software, attribute by attribute, with a source on every value.
The vioscaleAI 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 | ✓ |
| Pricing transparency | 20 | 0.08 | 1.7 | ✓ |
| Price level | 0 | 0.05 | 0.0 | - |
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.
Content
| Attribute | Value | Evidence |
|---|---|---|
| Faq | 7 items | mediumsource · 2026-09-10 · 60% |
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 · 2026-10-07 · 60% |
Integrations
| Attribute | Value | Evidence |
|---|---|---|
| Count | 2,000 | mediumsource · 2026-08-16 · 60% |
Market
| Attribute | Value | Evidence |
|---|---|---|
| Availability | PrimaryMarkets: … · AvailabilityScope: global · AvailableCountries: … · NotAvailableCountries: … | mediumsource · 2026-09-04 · 50% |
Pricing
Reliability
Security
Is Insightly the right choice for you?
Tell us the job, the constraints and what you weigh most, and we will rank Insightly against the rest of the crm software we index, using the same dated evidence weighted your way.
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