Insightly

Overview

Insightly is a CRM tool designed to help teams manage customer data, leads, and deals all in one place. It fits into the sales and marketing category. Insightly stands out by making it easy to automate workflows and close deals faster. Thousands of companies use it to grow revenue and streamline their sales process. The tool is perfect for sales, marketing, and support teams needing to track pipelines, automate marketing campaigns, and handle customer tickets. Users see fast results with a quick setup and a no-credit-card trial. Insightly offers efficient sales velocity and cost savings soon after adoption. Insightly integrates smoothly with popular apps like Gmail, Slack, and QuickBooks, fitting right into your go-to-market tech stack. It is focused on CRM and marketing automation, so it’s not a full ERP or accounting system. If you need unified customer data and workflow automation, Insightly is a practical and effective choice.

The problem Insightly solves

Sales and revenue teams often struggle to turn scattered data, manual handoffs, and disconnected execution into a repeatable go-to-market workflow. Insightly is relevant because its researched profile documents insightly is a crm tool designed to help teams manage customer data, leads, and deals all in one place. The practical evaluation question is whether its stated capabilities, pricing, and integrations match the team's current motion and operating constraints.

Best for

recommended for teams that want to manage leads, automate workflows, and close deals faster. Companies like Sullivan & Stanley and Sport Court use Insightly to
Startups, SMBs, Mid-market, Enterprise teams with a defined revenue workflow
crms
csm tools

Not a fit if

Teams looking for a single-purpose tool outside its documented go-to-market focus
Teams that need unlimited usage without plan or credit limits
Organizations that cannot validate vendor claims, data coverage, or implementation effort during evaluation

Why it’s listed

Adds a distinct sales or revenue workflow to the directory
Profile contains a researched description, ICP, capabilities, and pricing snapshot
Names concrete workflow connections including Salesforce, HubSpot, Pipedrive

Pricing

Free

free trial

Manage leads and customer data
Automate workflows and tasks
Create engaging customer journeys
Support and ticketing system
Integrate with popular apps
Access AI features
Workflow automation
Marketing automation

Basic

Custom pricing

Basic configuration like connecting your email and apps takes just a few minutes to tailor it to your needs

Manage leads and customer data
Automate workflows and tasks
Create engaging customer journeys
Support and ticketing system
Integrate with popular apps
Access AI features
Workflow automation
Marketing automation

Professional

$49 quote

Professional plan at $49 adds lead routing, workflow automation, and custom page layouts

Manage leads and customer data
Automate workflows and tasks
Create engaging customer journeys
Support and ticketing system
Integrate with popular apps
Access AI features
Workflow automation
Marketing automation

Business

$9 per month

Business View Pricing: Starting at $9

Manage leads and customer data
Automate workflows and tasks
Create engaging customer journeys
Support and ticketing system
Integrate with popular apps
Access AI features
Workflow automation
Marketing automation

Features

Manage leads and customer dataDocumented in the sourced profile.

Automate workflows and tasksDocumented in the sourced profile.

Create engaging customer journeysDocumented in the sourced profile.

Support and ticketing systemDocumented in the sourced profile.

Integrate with popular appsDocumented in the sourced profile.

Access AI featuresDocumented in the sourced profile.

Workflow automationDocumented in the sourced profile.

Marketing automationDocumented in the sourced profile.

CrmsDocumented in the sourced profile.

Csm ToolsDocumented in the sourced profile.

Integrations

SalesforceHubSpotPipedriveZohoMicrosoft DynamicsCloseGmailSlackLinkedInTwitterAPI

Pros & cons

Pros

Documented capability: Manage leads and customer data
Documented capability: Automate workflows and tasks
Profile names a concrete ICP: Insightly is recommended for teams that want to manage leads, automate workflows, and close deals faster. Companies like Sullivan & Stanley and Sport
Public profile names Salesforce, HubSpot, Pipedrive as connected workflow surfaces

Cons

Some pricing or higher-tier terms are not publicly itemized
Fit is strongest for the stated Startups, SMBs, Mid-market, Enterprise audience rather than every team
Named integrations should be validated against the team's exact plan and workflow
Reported outcomes and vendor claims should be validated with the buyer's own data

What the record shows

—_/5

No reviews yet aggregated

ColdIQ profile ↗Vendor website ↗

Independent profile evidence describes insightly is a crm tool designed to help teams manage customer data, leads, and deals all in one place.

Summary and score aggregated from public review platforms. We link to original reviews rather than reproducing them — read the source before deciding.

User reviews

Written by Audyense accounts · moderated before publishing

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