Header Template | Offerseye Tools

Insightly

Insightly CRM Review 2026 | The Flexible CRM for Fast-Growing Companies TRY INSIGHTLY FREE

Choose the flexible CRM for fast-growing companies

Track all pipeline data in one place. Auto-score leads and send follow-ups. Generate marketing campaigns. Boost productivity and turn more leads into sales.

See it in action or start your trial – no credit card required.

in
CRM
Search...
Prospecting 4
$5,000
$1,000
Qualification 2
$12,000
$3,500
Proposal 3
$7,150
Emails open rate by day

Join the thousands of companies across nearly every industry that run on Insightly

Chairish
KNIGHTSCOPE
Brooklyn
Outdoor
SIGMA GROUP
better
earth
momentum

Rated among the best CRM software

Insightly is consistently highly rated by users across all industries. It's the CRM teams love.

TrustRadius
Buyer's
Choice
2026
Summer 2026
High
Performer
Enterprise
Capterra
Shortlist
2026
Milestone
G
Users
Love Us

Products and Features

Centralize your customer data and close more deals

Get a single source of truth for all customer and pipeline data. Lead status, contact info, emails & calls, deals, and more.

Stay on top of routine admin with workflow automation and integrations that make it easy to create tasks, coordinate with your team, and deliver updates.

Tom Fuller
Contact details • Associated Deals
Lost Opportunities by Reason
12

Create engaging customer journeys and grow pipeline

Create and automate campaigns for every stage of the customer journey and automatically score leads based on engagement with your product, service, or content.

Automate follow-ups and re-engagement based on prospect behaviors, email opens, form submissions, etc.

Customer Journey Builder
Send Email Campaign
Condition: Opened Email?
Yes: Add 10 Points
No: Wait 3 days

Seamlessly integrate with your stack

Connect Insightly with the tools your team already uses. No code required. Build powerful automations across platforms in minutes.

View integration ecosystem →

Elevate your support, exceed customer expectations

Unify sales and support so your entire team has a complete view of the customer. Resolve tickets faster with automated routing and knowledge bases.

Work smarter with generative AI

Let AI write your emails, summarize deal histories, and suggest next best actions. Turn hours of admin into seconds of review.

Modern platform = more ROI

An independent analyst firm examined customer-reported data on Insightly vs other CRMs for an ROI study. Insightly's significantly faster go live time plus a low total cost of ownership put the time to ROI for Insightly way ahead of two major competitors.

Faster Go Live Time

1.1 Months
Insightly
2.1 Months
3.7 Months
Market Leaders

Time to ROI

Insightly 9 Months
insightly
Market Leader 1 13.8 Months
Market Leader 2 18.3 Months

Source: GTM Partners ROI Study, 2026.

Read full story →

Seamlessly integrate with your stack

Accurate data—where and when you need it. When you use AppConnect, Insightly CRM connects seamlessly with your favorite tools including Gmail, Slack, and Gong.

QuickBooks
Workday
ZoomInfo
Slack
Jira
Shopify
Xero
ADP
ADP
Gong
+ Many More
View all the app connectors

Customer Success Stories

Miles Reynolds

Sport Court doubles growth with Insightly

Miles Reynolds of Sport Court Las Vegas grew his business 242% after adopting Insightly CRM, Insightly Marketing, and AppConnect for integrations.

Watch the video

Improved sales velocity and 20% savings

"We've improved sales velocity, access to actionable insights, and saved 20% by switching to Insightly's unified CRM and marketing platform."

150?img=8
Keith Gardner
Vice President, Sales & Marketing, Hurst Review

The most intuitive way possible

"Insightly does everything in the most intuitive way possible. 2x annual revenue achieved with Insightly CRM & Marketing."

150?img=33
Seth Rodden
Regional Sales Manager, Krauss-Maffei

Simple Plans. Powerful Features.

Plus

For teams looking to manage sales & projects.

$29 /user/mo
Start free trial
  • Core CRM functionalities
  • Project management built-in
  • Mobile app access
  • Standard reporting
Most Popular

Professional

For growing businesses needing automation.

$49 /user/mo
Start free trial
  • Everything in Plus
  • Complete lead routing & workflow automation
  • Custom dashboards
  • Advanced permissions

Why pick Insightly?

  • ✓ Unified CRM, Marketing, and Service
  • ✓ Faster Go-Live time than Salesforce
  • ✓ Built-in Project Management

Potential Drawbacks

  • ✗ Marketing automation costs extra (separate module)
  • ✗ Reporting interface can feel slightly dated

Frequently Asked Questions

Absolutely. Insightly is specifically positioned as the flexible CRM for fast-growing companies. It bridges the gap between basic starter CRMs and overly complex enterprise systems, providing enterprise-grade routing and automation without the heavy IT overhead.

Yes! One of Insightly's unique advantages is its built-in project management. Once a deal is won, you can seamlessly convert it into a project to track post-sale delivery within the same platform.

AppConnect is Insightly's integration engine. It allows you to build sophisticated, no-code integrations and workflows connecting Insightly with hundreds of other apps like QuickBooks, Slack, Workday, and Jira.

Yes, Insightly offers a free trial so you can test out the CRM capabilities, workflow automations, and interface before making a purchase decision. No credit card is required.

Take a video tour of the platform

Disclaimer: This is an independent affiliate review page. We may earn a commission if you click our links and make a purchase, at no additional cost to you. The official logo, trademark, and product images belong exclusively to Insightly. For official features and pricing, please visit the Insightly website.

Footer Template