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Insightly Icon Logo

Insightly

5,685

Summary:

Insightly is a CRM software platform for small and mid-sized businesses, using structured customer and pipeline data with workflow automation and reporting.


Category:
Technology & Software  







 


Overview

Insightly is an online CRM solution that supports customer relationship management for small and mid-sized businesses. The platform is positioned to manage customer and pipeline data and to support sales and marketing workflows. According to the company, it includes project management, workflow automation, and reporting capabilities. It also supports marketing automation functions such as creating and automating campaigns and scoring leads based on engagement. Insightly provides integrations with third-party apps and supports custom workflows using drag-and-drop. The company also describes ticketing support where clients can submit tickets through branded portals, email, or web forms.
Quick Facts
Name: Insightly
Address: Berry Street
San Francisco 94107, United States
Website: insightly.com
Founded: 2009
Trustpilot:  2.1/5.0 (13 reviews)
External:  Crunchbase  |  Trustpilot  |  Wikipedia
Email: sales@insightly.com


 


Key Features


  • Workflow automation
  • Marketing automation for campaigns and lead scoring
  • Automated follow-ups and re-engagement based on prospect behaviors
  • Reporting
  • App integrations and custom workflows via drag-and-drop
  • Ticket submission via branded portals, email, or web forms



 


How CRM Software Works

CRM software helps businesses manage leads, track customer relationships, and organize sales activity across a pipeline. Features and complexity vary depending on the platform.


Learn more:



 


Verified FAQs ⓘ


Does Insightly offer a free trial or demo?

The company states you can try Insightly CRM for free and get a demo or start a trial, with no credit card required.


What kinds of integrations does Insightly support?

Insightly states it can integrate third-party apps and build custom workflows using drag-and-drop through its AppConnect capability.


How can clients submit support tickets in Insightly?

The company states clients can submit tickets through branded portals, email, or web forms.


 


Common Questions ⓘ


What services does Insightly offer?

Insightly offers CRM capabilities, workflow automation, and marketing automation features such as campaign automation and lead scoring.


In what situations would someone use Insightly?

Someone may use Insightly to manage customer and pipeline data, automate sales and marketing workflows, and coordinate support ticket intake through portals, email, or web forms.


 


Getting Started ⓘ


How do people typically get started with Insightly?

People can start by requesting a demo or trying Insightly CRM for free, then beginning a trial without a credit card, according to the company.


Where can I learn more about Insightly?

Learn more about Insightly at their official website.



 


Insightly Social Media


        




 


Official reviewed sources:  Home
Third-party corroboration:  Crunchbase, Trustpilot, Wikipedia
This page is an independent Adoozle directory profile created from, and reviewed against, the official sources above, with selected third-party corroboration where noted.
Key facts and descriptions are extracted from those sources and verified through the evidence summary below.
Last reviewed: July 03, 2026