Insightly Review
Insightly
CRM and marketing automation
Insightly centralizes customer data, manages sales pipelines, runs marketing campaigns, and handles support tickets, with a no-code integration engine to connect other apps.
Updated Jun 02, 2026
What is Insightly?
Insightly is a CRM that keeps customer data, leads, and deals in one place and makes it easy to automate workflows. It spans sales, marketing, and support, so teams can track pipeline, run campaigns, and handle tickets without separate systems.
It is a good fit for teams that want quick setup and a no-credit-card trial, with faster sales velocity showing up soon after adoption. It works across sales, marketing, and service rather than just one function.
Insightly integrates with apps like Gmail, Slack, and QuickBooks to fit the GTM stack. It focuses on CRM and marketing automation rather than full ERP or accounting.
See how teams use Insightly
- Centralize customer data in one CRM
- Manage pipelines and deals
- Automate sales and marketing workflows
- Build customer journeys
- Handle support tickets
- Integrate the CRM with other apps
Pros
- Manages leads and customer data.
- Automates workflows and tasks.
- Creates engaging customer journeys.
- Support and ticketing system.
- Integrates with popular apps.
Cons
- Some advanced features are locked behind higher-tier plans.
- Initial setup and onboarding may take time for new users.
- Best long-term value typically requires annual billing.
What people say about Insightly
- G2 Read reviews
Verified B2B software reviews from real buyers.
- Capterra Read reviews
Buyer-focused reviews from software professionals.
- Trustpilot Read reviews
Independent consumer reviews and trust signals.
- Product Hunt Read reviews
Community votes, comments, and launch feedback.
Frequently asked questions
How to use Insightly?
Manage leads, automate workflows, and close deals faster using Insightly's CRM, marketing automation, and support tools.
How much is Insightly?
Pricing starts at $29/user/month for Plus, $49/user/month for Professional, and $99/user/month for Enterprise, billed annually.
Why choose Insightly?
Insightly offers a modern, intuitive CRM with workflow automation, integrations, advanced reports, and ROI-focused features.
How does Insightly work?
It centralizes customer data, automates sales tasks, and integrates with apps like Gmail, Slack, and QuickBooks for smooth workflows.
Is Insightly free?
No, but Insightly offers a free 14-day trial with no credit card required to explore all features.
Is Insightly a partner?
Yes, Insightly partners with many businesses to provide CRM, marketing automation, and support solutions.
How to learn Insightly?
Learn Insightly via guided onboarding, premier support, online resources, and demo/trial access for hands-on experience.
What are Insightly alternatives?
Alternatives include Salesforce, HubSpot, Zoho CRM, and Microsoft Dynamics, depending on business needs and scale.
What are Insightly reviews?
Users rate Insightly highly for ease of use, features, integrations, and customer support across industries.
Does Insightly have an API?
Yes, Insightly offers APIs for seamless integration with your existing tools and workflows.
Does Insightly have a trial or a demo?
Yes, Insightly provides a free 14-day trial and demo options without credit card requirements.
About 1SecondLeads
Outbound systems for teams that need pipeline.
We help B2B teams build outbound workflows across targeting, data, messaging, inbox infrastructure, and campaign execution.
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