# Insightly

> A cloud-based platform that centralizes customer data and enables sales, marketing, and support teams to manage customer interactions and automate business proc

- **Canonical URI:** https://www.vioscale.ai/software/insightly
- **Category:** CRM Software
- **Vendor:** Insightly
- **Homepage:** https://www.insightly.com
- **Also known as:** insightly
- **Profile claimed by vendor:** no
- **Last updated:** 2026-08-16T20:57:28.370Z

## Vioscale score

**65 / 100**, confidence 74% (medium). Computed 2026-09-01. _(updating — computed under an earlier model version or past its freshness window.)_

Composite of weighted, independently-sourced signals (no user reviews, no vendor payment).

| Signal | Score | Weight | Contribution | Evidence present |
|---|--:|--:|--:|:--:|
| price_level | 50 | 0.052 | 2.6 | ✓ |
| reliability | 97.5 | 0.073 | 7.1 | ✓ |
| capabilities | 100 | 0.04877777777777778 | 4.9 | ✓ |
| integrations | 94.9 | 0.04066666666666666 | 3.9 | ✓ |
| security_posture | 55 | 0.073 | 4 | ✓ |
| pricing_transparency | 20 | 0.084 | 1.7 | ✓ |

## Pricing

_As of 2026-08-16, [verify at source](https://www.insightly.com/pricing-plans/). Independently observed._

from $29/mo · Hybrid · 14-day trial

> From $29/user/month for CRM, $99/account/month for marketing automation, $29/user/month for support. 14-day free trial on CRM.

| Plan | Price | Free | Commitment |
|---|---|:--:|---|
| CRM Plus | $29/user/month billed annually. 14-day free trial. | - | annual |
| CRM Professional | $49/user/month billed annually. 14-day free trial. | - | annual |
| CRM Enterprise | Contact sales | - | annual |
| Marketing Plus | Contact sales | - | annual |
| Marketing Professional | Contact sales | - | annual |
| Marketing Enterprise | Contact sales | - | annual |
| Support Plus | Contact sales | - | annual |
| Support Professional | Contact sales | - | annual |
| Support Enterprise | Contact sales | - | annual |
| AppConnect Standard | Contact sales | - | annual |
| AppConnect Professional | Contact sales | - | annual |
| AppConnect Enterprise | Contact sales | - | annual |

### CRM Plus

Entry-level CRM with lead and contact management

**Included limits:** 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

**Included limits:** 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 sales)

Enterprise CRM with advanced customization and audit logging

**Included limits:** 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 sales)

Email marketing automation for 2,000 prospects

**Included limits:** prospects: 2,000, monthly_email_volume: 10,000

- Email marketing automation
- Prospect scoring
- A/B testing
- Built-in dashboards

### Marketing Professional (Contact sales)

Marketing automation for 10,000 prospects with custom scoring

**Included limits:** prospects: 10,000, monthly_email_volume: 50,000

- All Plus features
- Custom scoring models
- Advanced prospect tracking
- Unlimited role-based permissions

### Marketing Enterprise (Contact sales)

Marketing automation for 20,000 prospects with advanced rules

**Included limits:** prospects: 20,000

- All Professional features
- Comprehensive audit logging
- Calculated fields
- Custom validation rules

### Support Plus (Contact sales)

Support ticketing with SLA tracking

- Comprehensive ticket editor
- SLA tracking
- Configurable email macros
- Customizable reports

### Support Professional (Contact sales)

Support ticketing with customer surveys and portal customization

- All Plus features
- Customer satisfaction surveys
- Custom ticket automations
- Portal customization

### Support Enterprise (Contact sales)

Enterprise support with unlimited portals and audit logging

- All Professional features
- Comprehensive audit logging
- Custom validation rules
- Unlimited brands and portals

### AppConnect Standard (Contact sales)

Workflow automation with 25,000 monthly tasks

**Included limits:** tasks_per_month: 25,000

- Drag-and-drop workflow builder
- No-code integration
- 2000+ app integrations

### AppConnect Professional (Contact sales)

Workflow automation with 100,000 monthly tasks

**Included limits:** tasks_per_month: 100,000

- All Standard features
- Custom AppConnect development
- AWS Lambda support

### AppConnect Enterprise (Contact sales)

Workflow automation with 250,000 monthly tasks

**Included limits:** tasks_per_month: 250,000

- All Professional features
- Enterprise support
- Priority development

### Add-ons

- **Additional AppConnect tasks** ($249 per 25000 tasks)

## About

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.

_Independently observed._

## Platform & deployment

- **Platforms:** Web
- **Deployment:** Cloud / SaaS

## Integrations (10)

_Independently observed._

- Google
- Microsoft
- MS 365
- PandaDoc
- QuickBooks
- Xero
- DocuSign
- Shopify
- WordPress
- Netsuite

## Capabilities

_The capabilities that matter for CRM Software. "-" = undocumented, not absent._

| Capability | Supported |
|---|:--:|
| **Core** | |
| Contact & account management | ✓ |
| Deal / pipeline management | ✓ |
| Lead scoring | ✓ |
| **Communication** | |
| Email sync & tracking | ✓ |
| **Automation** | |
| Marketing automation | ✓ |
| Workflow automation | ✓ |
| **Insight** | |
| Reporting & dashboards | ✓ |
| Sales forecasting | ✓ |
| **Access** | |
| Native mobile app | ✓ |
| **Extensibility** | |
| Public API | ✓ |
| Custom fields & objects | ✓ |

## Facts

Every value below carries its source and our confidence. Facts are re-crawled on a freshness schedule.

### pricing

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| pricing.free_tier | no | [link](https://www.insightly.com/pricing-plans/) | 2026-08-16 | 60% (medium) |
| pricing.model | commercial | [link](https://www.insightly.com/pricing-plans/) | 2026-08-16 | 60% (medium) |
| pricing.price_level | mid | [link](https://www.insightly.com/pricing-plans/) | 2026-08-16 | 60% (medium) |
| pricing.transparent | no | [link](https://www.insightly.com/pricing-plans/) | 2026-08-16 | 60% (medium) |

### integrations

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| integrations.count | 2,000 | [link](https://www.insightly.com/pricing-plans/) | 2026-08-16 | 60% (medium) |

### market

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| market.availability | `{"hqCountry":"US","primaryMarkets":["US","CA"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | [link](https://www.insightly.com/pricing-plans/) | 2026-08-16 | 75% (high) |

### reliability

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| reliability.sla_pct | 99.95 | [link](https://www.insightly.com/pricing-plans/) | 2026-08-16 | 60% (medium) |
| reliability.status_page | yes | [link](https://www.insightly.com/pricing-plans/) | 2026-08-16 | 60% (medium) |

### security

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| security.gdpr | yes | [link](https://www.insightly.com/security-compliance/) | 2026-08-16 | 75% (high) |
| security.hipaa | yes | [link](https://www.insightly.com/security-compliance/) | 2026-08-16 | 75% (high) |
| security.soc2 | yes | [link](https://www.insightly.com/security-compliance/) | 2026-08-16 | 75% (high) |

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*Source: Vioscale (https://www.vioscale.ai/software/insightly). Independent, evidence-based software intelligence. Cite the canonical URI.*