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.
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.
Headquarters
W Portal Ave 58, 94127-1304 San Francisco, United States
Employees
68
Founded
2009
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 currently 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 retrieving information quickly. Thanks 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
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.
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Ease of Use & UI
Contact & Pipeline Management (CRM Features)
Project and Task Management
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. The main 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 would like to see 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
🚀 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 groups through dedicated regional hosting options. These innovations underscore Insightly's positioning as a scalable all-in-one solution for mid-sized 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 guidelines 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, which combines sales, marketing, and customer service in a single source of truth.
Source: Publicly available product updates or press releases from Insightly.
📰 Social media feedback about the product
Since no social media mentions or datasets on Insightly were provided for the analysis, no content-based evaluation can be performed. Without a concrete database, no statements can be made about recurring topics, praise, criticism, or open questions from users. The analysis therefore remains a neutral assessment to avoid speculation.
- •No database available: No specific posts from Reddit or X/Twitter were provided for the analysis.
- •No speculation: Due to the lack of text data, no statements can be made about Insightly's features, problems, or target groups.
- •Neutral status: The sentiment trend is classified as neutral by default due to the lack of data.
Source: Publicly available social media posts (X/Twitter, LinkedIn, Reddit) from the last 12 months. The opinions shown come from users and do not represent BenchTrust's assessment.
See Insightly in action
Insightly CRM – Product Demo and Overview