Sales & CRM · Tool

Insightly

Researched

Insightly is an AI-powered cloud CRM platform combining sales pipeline management, marketing automation, support ticketing, and project management. It offers AppConnect integrations, a REST API, and tiered pricing from $29/user/month with a free trial.

Online Checked July 23, 2026

Official websiteVisit website

Official site snapshots

See the official site at a glance

Read-only public captures of Insightly’s homepage and verified pricing page. Screenshots are dated, never live embeds, and open full-screen.

Visit live site

Homepage · captured Jul 23, 2026

Pricing page · captured Jul 23, 2026

At a glance

In one minute

Start here for the decision-making essentials: what Insightly does, who it is for, how it is accessed, and the first-party sources behind this profile.

Pricing4 options

Free CRM trial available with no credit card required to start

$29 per user/month (All-in-One Plus, billed annually)

$49 per user/month (Professional AI Copilot, billed annually)

$99 per user/month (Enterprise AI Copilot, billed annually)

Platforms

Web

API accessNot public

FoundedNot disclosed by source

AvailabilityWeb / remote

LicenseProprietary

Best suited to

Source-backed fit

Sales teams managing pipelines and closing deals Marketing teams running email campaigns, landing pages, and A/B tests Support teams handling tickets, knowledge bases, and SLA tracking Operations and product roles centralizing customer data Agencies, Consulting, Finance, Healthcare, Manufacturing, Professional… Sales, Marketing, Operations and Product roles

Decision support

Common questions and adoption checks

6 sourced answers

Short answers to the questions buyers and builders commonly ask about Insightly. Each answer cites the shared ledger below, where every source is listed once.

01What does Insightly say it can do?

Customer Relationship Management (CRM) software including pipeline management, lead tracki · Marketing automation with email marketing, landing pages, dynamic list segmentation, dashb · Support and ticketing features including ticket management, knowledge base, support portal · AI features including Copilot and additional AI-driven tools

Insightly CRM: Modern, scalable Customer Relationship Management software platform

Ledger citations[1] insightly.com [3] insightly.com/pricing-plans [5] insightly.com/api-for-developers [2] insightly.com/getting-started-crm

02Who is Insightly intended for?

Sales, Marketing, Operations and Product roles · Industries including Agencies, Consulting, Finance, Healthcare, Manufacturing, Professiona · Agencies, Consulting, Finance, Healthcare, Manufacturing, Professional services, Solar · Businesses in solar, healthcare, or project-based services

Roles Sales Marketing Operations Product

Ledger citations[1] insightly.com [3] insightly.com/pricing-plans [2] insightly.com/getting-started-crm [4] insightly.com/privacy-policy

03What use cases does Insightly describe?

Centralizing customer data, growing pipeline, closing deals, managing customer support int · Custom reporting by exporting data into a reporting service to generate charts and graphs. · Smart lead capture and sync, including automatic website lead import and follow-up task as · Workflow automation by triggering actions in Insightly when events occur in external syste

Centralize your customer data and close more deals

Ledger citations[1] insightly.com [5] insightly.com/api-for-developers [2] insightly.com/getting-started-crm [4] insightly.com/privacy-policy

04What pricing information is available for Insightly?

Free CRM trial available with no credit card required to start · $29 per user/month (All-in-One Plus, billed annually) · $49 per user/month (Professional AI Copilot, billed annually) · $99 per user/month (Enterprise AI Copilot, billed annually)

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

Ledger citations[1] insightly.com [3] insightly.com/pricing-plans [2] insightly.com/getting-started-crm [4] insightly.com/privacy-policy

05Does Insightly document API access?

Insightly offers a REST-based API, now in its third generation, for CRM integration with v · The Insightly REST API follows standard REST + JSON conventions.

Our REST based API, now in its third generation, is comprehensive, easy to work with, and ships with client SDKs for nearly all major programming languages.

Ledger citation[5] insightly.com/api-for-developers

06What integrations does Insightly document?

AppConnect for integrating Insightly with other business applications used to run the busi · AppConnect · Enables CRM integration with virtually any system or application via the REST-based API. · Integrations with favorite apps

AppConnect Easily integrate Insightly with all the apps you use to run your business

Ledger citations[1] insightly.com [3] insightly.com/pricing-plans [5] insightly.com/api-for-developers [2] insightly.com/getting-started-crm

Decision guide

Capabilities and operating fit

Sales & CRM

This profile connects the jobs Insightly is described as handling with its delivery model, access options and the subjects used to match it to related products in this directory.

Common use cases

Centralizing customer data and closing more deals
Sales pipeline and revenue management
Marketing automation with email, landing pages, and dynamic list segmentation
Support ticket management and knowledge base operations
Project management and process automation
Integrating with other business apps via AppConnect and the REST API

Topics mapped

Sales & CRM CRM Sales pipeline management Marketing automation Support and ticketing AI Copilot Workflow automation Project management

Verified capabilities

Recorded integrations

AppConnect for integrating Insightly with other business applications used to run the busi AppConnect Enables CRM integration with virtually any system or application via the REST-based API.Integrations with favorite apps AppConnect to integrate with other business apps AppConnect integration/workflow builder allowing no-code integrations with hundreds of app Integrations with Apollo, QuickBooks Online, Workday, Unbounce, ZoomInfo, WordPress, Slack Integration categories include AI/Machine Learning, Collaboration, Customer Service, Devel Native integration available with Unbounce landing pages to keep CRM in sync with campaign Integrations with other programs to support workflow efficiency

Intended audiences

Sales, Marketing, Operations and Product roles Industries including Agencies, Consulting, Finance, Healthcare, Manufacturing, Professiona Agencies, Consulting, Finance, Healthcare, Manufacturing, Professional services, Solar Businesses in solar, healthcare, or project-based services Agencies, Consulting, Finance, Healthcare, Manufacturing, Professional services, Solar ind Sales, Marketing, Operations, Product roles Mid-market go-to-market teams Target roles: Sales, Marketing, Operations, and Product

Access signals

Pricing model: Free CRM trial available with no credit card required to start · $29 per user/month (All-in-One Plus, billed annually) · $49 per user/month (Professional AI Copilot, billed annually) · $99 per user/month (Enterprise AI Copilot, billed annually)
API: Not publicly listed
Source links: 14 recorded

Source-backed

Verified facts

Updated July 23, 2026

Each fact points to a recorded source, making it easy to distinguish verified product information from claims that need checking.

Official website

HTTP 200 verified twice

First-party description

Insightly CRM: Modern, scalable Customer Relationship Management software platform

Source-supported facts

CRM software including pipeline management, lead tracking, opportunity management, workflo · Marketing automation with email marketing, landing pages, dynamic list segmentation, dashb · Support and ticketing features including ticket management, knowledge base, support portal

Capability

Customer Relationship Management (CRM) software including pipeline management, lead tracking, opportunity management, workflow automation and project management

Capability

Marketing automation with email marketing, landing pages, dynamic list segmentation, dashboards & reporting and A/B testing

Capability

Support and ticketing features including ticket management, knowledge base, support portals and SLA tracking

Capability

AI features including Copilot and additional AI-driven tools

Integration

AppConnect for integrating Insightly with other business applications used to run the business

View 32 more verified facts

Use case

Centralizing customer data, growing pipeline, closing deals, managing customer support interactions and connecting to other business apps

Audience

Sales, Marketing, Operations and Product roles

Audience

Industries including Agencies, Consulting, Finance, Healthcare, Manufacturing, Professional services and Solar

Pricing

Free CRM trial available with no credit card required to start

Company

Insightly also offers Unbounce landing pages as an additional solution under its go-to-market offerings

Deployment

Cloud-based online CRM platform accessed via web login

Application type

SaaS CRM, marketing automation and customer support platform used by thousands of companies across nearly every industry

Application type

CRM

Capability

Lead and contact management

Capability

Marketing automation

Capability

AI Copilot

Capability

Support and ticketing

Capability

Workflow automation

Integration

AppConnect

Pricing

$29 per user/month (All-in-One Plus, billed annually)

Pricing

$49 per user/month (Professional AI Copilot, billed annually)

Pricing

$99 per user/month (Enterprise AI Copilot, billed annually)

Pricing

Free 14-day trial

Audience

Agencies, Consulting, Finance, Healthcare, Manufacturing, Professional services, Solar

Api

Insightly offers a REST-based API, now in its third generation, for CRM integration with virtually any system or application.

Api

The Insightly REST API follows standard REST + JSON conventions.

Platform

Client side libraries are available for Java, .Net, and Python.

Capability

Includes a web-based sandbox for exploring the API.

Platform

Supports CRM integration into Android apps and other systems.

Integration

Enables CRM integration with virtually any system or application via the REST-based API.

Use case

Custom reporting by exporting data into a reporting service to generate charts and graphs.

Use case

Smart lead capture and sync, including automatic website lead import and follow-up task assignment.

Use case

Workflow automation by triggering actions in Insightly when events occur in external systems.

Application type

AI-powered CRM (customer relationship management) software

Capability

Built to streamline every step of the sales process to convert customer relationships into revenue

Capability

Process automation

Capability

Customization to fit the user's sales process

Practical capabilities

What it helps with

8 documented areas

A concise view of the jobs, capabilities and integrations described in the recorded product sources.

Use case

Centralizing customer data and closing more deals

Use case

Sales pipeline and revenue management

Use case

Marketing automation with email, landing pages, and dynamic list segmentation

Use case

ticket management and knowledge base operations

Use case

Project management and process automation

Use case

Integrating with other business apps via AppConnect and the REST API

Use case

Custom reporting by exporting data into reporting services

Use case

Smart lead capture and sync from websites into Insightly

Availability

Where it runs and where to get it

Source checked

Documented product formats, platforms and official distribution destinations. Availability can vary by region and plan.

Cost / license

Application types

SaaS CRM, marketing automation and customer support platform used by thousands of companieCRMAI-powered CRM (customer relationship management) softwareOn-demand SaaS business productivity softwareUnified CRM, marketing automation, customer service, and integration platformMarketing automationSupport and ticketing

Origin

Acquired by Unbounce in July 2024

Platforms

Client side libraries are available for Java, .Net, and Python.Supports CRM integration into Android apps and other systems.Web (www.insightly.com) and mobile applicationsSolutions offered include Unbounce landing pages

Implementation details

Adoption notes

DeploymentCloud-based online CRM platform accessed via web login · 99.95 percent continuous uptime every year

LicenseNot disclosed by source

Model supportNot disclosed by source

Data controlSOC2, SSO, 2FA, HIPAA, and GDPR compliance

Learning curveIntermediate

Primary use casesCentralizing customer data and closing more deals, Sales pipeline and revenue management, Marketing automation with email, landing pages, and dynamic list segmentation, Support ticket management and knowledge base operations, Project management and process automation, Integrating with other business apps via AppConnect and the REST API, Custom reporting by exporting data into reporting services, Smart lead capture and sync from websites into Insightly, Triggering actions in Insightly when events occur in external systems, Centralizing customer data, growing pipeline, closing deals, managing customer support int, Custom reporting by exporting data into a reporting service to generate charts and graphs., Smart lead capture and sync, including automatic website lead import and follow-up task as, Workflow automation by triggering actions in Insightly when events occur in external syste, Project management, Healthcare, Solar industry sales

What to verify before adopting

Evolution and major updates

Insightly timeline

A concise history of software releases and material product changes. Events appear only when a dated source supports what changed.

Research in progress

Scheduled for research

Building a reliable release history.

This profile is being checked for dated releases and material product changes. Nothing appears here until the exact date and event can be verified from a recorded source.

Dated event Short explanation Original source

Citation ledger

Recorded sources

14 unique pages

Facts, answers, structured details, milestones and primary resource links cite this shared ledger. Each external page appears once; release tags from the same GitHub project are grouped under one release history.

1insightly.com 17 facts · 5 answers · Official site
2insightly.com/getting-started-crm 12 facts · 5 answers · Official site
3insightly.com/pricing-plans 12 facts · 4 answers · Pricing
4insightly.com/privacy-policy 11 facts · 3 answers · Security
5insightly.com/api-for-developers 9 facts · 4 answers · Documentation
6insightly.com/appconnect/integrations 11 facts · Official site
7insightly.com/crm-customer-reviews 11 facts · Official site
8insightly.com/crm-for-product-teams 11 facts · Official site
9insightly.com/about 10 facts · Official site
10insightly.com/blog 1 fact · Official site
11insightly.com/australian-privacy-act Security
12insightly.com/blog/customer-stories Official site
13insightly.com/premier-support-and-success Official site
14insightly.com/security-compliance Security

Research status120 substantive facts · 14 source pages · quality score 95/100