What is Insightly?
Insightly combines CRM, marketing automation, and customer support into a single platform. Teams use it to manage leads, automate workflows, and track deals from first contact to close. The tool connects with common business apps to keep data synchronized across systems.
Insightly gives sales, marketing, and support teams a shared workspace to manage customer relationships end to end. It stores lead and contact data, tracks pipeline activity, and automates repetitive tasks so reps can focus on selling. Built-in marketing automation lets users build customer journeys and run campaigns without switching tools. A support and ticketing module handles post-sale requests inside the same system. Integrations with Gmail, Slack, QuickBooks, and other popular apps keep everything connected. Setup is quick and a 14-day trial is available without a credit card.
Ideal Customer Profile
Growing startups, small businesses, and mid-market companies that want lead management, workflow automation, and support ticketing in one CRM.
Key Features
- Lead and contact management
- Visual pipeline tracking
- Workflow and task automation
- Customer journey builder
- Support ticketing system
- Integrations with Gmail, Slack, QuickBooks
- Pre-built and custom dashboards
- Lead routing rules
- AI-powered features
- Pricebooks and quoting tools
How to use Insightly
Teams import their contacts and configure pipeline stages to match their sales process. From there they build workflow automations for task assignment, lead routing, and email sequences. Reps log activity manually or through integrations, and managers monitor progress using pre-built or custom dashboards.
Pricing
Starts at $29 per user per month billed annually on the Plus plan. A free 14-day trial is available with no credit card required.
Frequently Asked Questions
What can you do with Insightly?
You can manage leads, automate sales workflows, run marketing campaigns, and handle customer support tickets from one platform. Teams use it to move deals through the pipeline faster with less manual work.
How much does Insightly cost?
The Plus plan starts at $29 per user per month billed annually, Professional is $49, and Enterprise is $99. All plans include a free 14-day trial without a credit card.
Why should teams choose Insightly?
It brings CRM, marketing automation, and support into a single system instead of requiring separate tools. Built-in workflow automation and integrations help teams close deals with less context switching.
How does Insightly work day to day?
It centralizes all customer data and automates tasks like lead routing, follow-ups, and reporting. Integrations with Gmail, Slack, and QuickBooks keep activity synced across your existing tools.
Is there a free version of Insightly?
There is no permanent free plan, but Insightly offers a 14-day free trial. No credit card is required to start the trial.
Does Insightly offer partner or reseller programs?
Yes, Insightly works with business partners and resellers to deliver CRM and marketing automation solutions. Details are available through their partner program page.
