Insightly

Name: Insightly
Brand: Insightly

More customers, stronger relationships, faster success: Your all-in-one platform for marketing, sales, and service.

Insightly is a cloud-based CRM platform for sales, marketing, and service.

BenchTrust Score:66/100

Independent B2B performance index (0–100 points). It is calculated mathematically and without subjective influence from four verified pillars: company stability, aggregated feedback from publicly available online sources, documented compliance certifications, and operational transparency. Comparable with other software providers.

BenchTrust Index weighting: Company stability 25 points · Customer reviews 30 points · Compliance & security 25 points · Transparency 20 points. Without reviews a neutral average is used; a few reviews move it only slightly

Review data basis: G2 (920)

BenchTrust takes the average rating and review count from the review platforms listed. BenchTrust does not itself verify whether individual reviews come from actual customers; according to the platforms, they apply their own verification procedures.

Overview

Insightly is a leading, cloud-based Customer Relationship Management (CRM) platform designed specifically for growing businesses of all sizes. Founded in 2009 in San Francisco, USA, the company now employs around 68 people and was acquired by Unbounce in July 2024 to support GTM teams even more effectively. The platform combines sales CRM, marketing automation, customer service, and a powerful integration tool into a unified, user-friendly solution. Core features include comprehensive lead and opportunity management, automated workflows to increase efficiency, and integrated project management tools that make the transition from sales to project delivery seamless. A modern AI Copilot also assists users in automating routine tasks, summarizing records, and quickly retrieving information. Due to its high customizability, simple setup, and fast time-to-value, Insightly offers a cost-effective solution with a low total cost of ownership for modern go-to-market teams worldwide.

Core features

Customer Relationship Management (CRM) platform for sales, marketing and service teamsCore

Lead management and opportunity management in a sales pipeline

Contact and organization management to build lasting customer relationships

Sales pipeline management with deal tracking to sell smarter and grow faster

Workflow automation to streamline processes and reduce manual tasks

Reporting and data analysis for professional services CRM use cases

AI Copilot to automate time‑consuming tasks, summarize records and surface information

Project management and delivery capabilities integrated into the CRM

CRM specifically positioned for small businesses with automation and easy integrations

Compliance & security

No verified certifications (such as ISO 27001 or SOC 2) are currently listed for this provider. Information about compliance with standards such as GoBD or GDPR may still be available.

Ask the AI assistant on this page for current compliance and security details. It researches live information from publicly available sources.

Contact the provider

www.insightly.com

Supported languages

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💬 Customer feedback summary

80% mention this

Ease of Use & UI

85% mention this

Contact & Pipeline Management (CRM Features)

60% mention this

Project and Task Management

55% mention this

Integrations (Google Workspace, Office 365, Email)

Summary of customer feedback

Customers rate Insightly predominantly positively, highlighting in particular the user-friendly interface, strong contact and pipeline management, and the combination of CRM and project management. Key strengths mentioned are simplicity, useful integrations (e.g., with Gmail and Office 365), and a good price-performance ratio for small and medium-sized enterprises, while some users desire more comprehensive reporting/dashboard features and more powerful automations. Insightly is particularly suitable for growing SMEs and service-oriented teams that want to manage customer relationships, sales pipelines, and internal tasks in a centralized, easy-to-use system.

AI-generated summary

📰 News & community feedback

🚀 Product updates & press releases

Insightly has strengthened its integrated CRM platform through targeted updates in product functionality, system integration, and European market presence. With the expansion of Insightly AppConnect, B2B companies can now automate workflows even more seamlessly across various third-party applications. In addition, the provider is increasingly focusing on privacy-compliant solutions for European target audiences through dedicated regional hosting options. These innovations underscore Insightly's positioning as a scalable all-in-one solution for mid-market businesses.

•Expansion of Insightly AppConnect: Simplified workflow automation and deeper integration of popular business applications without coding.
•Strengthening Regional Compliance: Provision of local hosting in the EU to ensure strict GDPR compliance for European customers.
•User Interface Optimization: Improved usability in the CRM and marketing modules for more efficient lead management and campaign control.
•Focus on B2B Mid-Market: Targeted scalability of the platform, unifying sales, marketing, and customer service in a single source of truth.

Source: Publicly available product updates or press releases from Insightly.

🎬Videos & screenshots

See Insightly in action

✓ Official

Insightly CRM – Product Demo and Overview

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