Insightly specifications
- Pricing
- Free — Managed Service Get a Demo Get Started All there is to know about the latest prospecting techniques. Subscribe Growth Agency Inboxes Grow your revenue Ressources Tech Stack Video Content Case Studies
- Best for
- Insightly is recommended for teams that want to manage leads, automate workflows, and close deals faster. Companies like
- Category
- CRM Software
- Key capabilities
- Manage leads and customer dataAutomate workflows and tasksCreate engaging customer journeysSupport and ticketing systemIntegrate with popular appsAccess AI features
- Website
- insightly.com
- Listing type
- Directory profile
What Insightly does
Insightly 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 auto
Core capabilities
- Manage leads and customer data
- Automate workflows and tasks
- Create engaging customer journeys
- Support and ticketing system
- Integrate with popular apps
- Access AI features
Pricing
| Model | Free |
|---|---|
| Observed pricing | Managed Service Get a Demo Get Started All there is to know about the latest prospecting techniques. Subscribe Growth Agency Inboxes Grow your revenue Ressources Tech Stack Video Content Case Studies |
Pricing read from the vendor’s public pages and re-checked each quarter. Seat minimums and annual commitments are excluded unless stated.
Who it fits
Insightly is recommended for teams that want to manage leads, automate workflows, and close deals faster. Companies like
How we classify it
Listed under CRM Software, Workflow Automation, Programmatic AD Automation. Verdicts are written from public pricing, documentation and hands-on trials — not from vendor briefings.
Henryk Wexel runs Quota Engine. He spent a decade selling B2B software and building outbound systems — as a founder, as a seller at Silverfort and Cradlepoint, and as the person on the hook for pipeline numbers. He writes the reviews here because he has bought, deployed, argued about and cancelled most of the tools in this index. Based in Palma de Mallorca.