Insightly
Insightly is a unified mid-market CRM platform combining sales, marketing automation, customer service, and project management on a single database, primarily serving SMB and mid-market professional services firms across industries including healthcare, manufacturing, financial services, and agencies.
- Company typePrivate
- Founded2014
- HeadquartersSan Francisco, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Insightly does
Insightly Inc. is a privately held, unified CRM platform headquartered in the San Francisco Bay Area, with a Vancouver office added following its July 2024 merger with Unbounce. The company is backed by Crest Rock Partners and employs 200+ people across North America and Europe. Founded in 2009 and incorporated in California, Insightly targets small and mid-market businesses with a single shared-database architecture that consolidates sales, marketing automation, customer service, and project management on one platform, addressing the widely reported problem of fragmented customer data and low CRM adoption.
The product portfolio spans the core Insightly CRM, the Insightly Marketing automation module (with Journey Builder, lead scoring, A/B testing, and landing pages), the Insightly Service ticketing and support application, AppConnect (a no-code integration hub with 500+ pre-built connectors to Microsoft, Google, Salesforce-ecosystem-adjacent tools, Slack, DocuSign, ZoomInfo, NetSuite, Shopify, and others), and Insightly Copilot (a generative-AI assistant launched December 2025 for natural-language CRM queries, AI-generated email replies, and email summaries). The Unbounce acquisition in July 2024 added landing-page creation and conversion-optimization capabilities that feed first-party lead data directly into the CRM. The platform is SOC 2 Type II certified, GDPR compliant, and HIPAA compliant, with two-factor authentication, encryption at rest and in transit.
Commercially, Insightly employs a hybrid product-led growth (PLG) and direct-sales motion. A 14-day free trial (no credit card required), self-serve onboarding, free AI Copilot for qualified subscribers, and an extensive content library (comparison guides, webinars, podcast) feed the top of funnel, while a direct sales team converts mid-market prospects. Pricing is per-user-per-month across three tiers: Professional at $49, Enterprise at $79, and Ultimate at $129, with Marketing, Service, AppConnect, and Copilot sold as add-ons.
Insightly firmographics
Firmographics- Name
- Insightly
- Legal name
- Insightly Inc.
- Website
- https://insightly.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Insightly is a unified mid-market CRM platform combining sales, marketing automation, customer service, and project management on a single database, primarily serving SMB and mid-market professional services firms across industries including healthcare, manufacturing, financial services, and agencies.
- Ownership category
- akta.pro rank
Insightly industry classification
Industry- Product category
- Customer Relationship Management (CRM) Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Customer Success & Account Management CRM (HDAEAFAD)
- akta.pro secondary industries
- Marketing Automation & Campaign Management CRM (HDAEAFAB), Customer Service, Support & Contact Center CRM (HDAEAFAC)
Keywords
Where Insightly is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Insightly business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- CRM Software Subscription: Subscription-based CRM software sold per user per month. Three plan tiers (Professional, Enterprise, Ultimate) with increasing features and user limits. Annual and monthly billing options available.
- Marketing Automation Subscription: Additional marketing automation module sold as add-on to CRM subscriptions. Includes email marketing, journey builder, landing pages, and campaign analytics.
- Service/Support Subscription: Customer service and ticketing application available as standalone or add-on. Three plan levels with features for ticket management, knowledge base, and SLA tracking.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Professional Plan - Core CRM features for growing teams |
| Subscription | Monthly | Enterprise Plan - Advanced features for larger organizations |
| Subscription | Monthly | Ultimate Plan - Maximum features and limits |
| Subscription | Monthly | AI Copilot |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels8 records
Insightly product offering
Product offeringCore offering
Insightly provides a unified, cloud-based CRM platform that combines sales pipeline management, marketing automation, customer service ticketing, and project management on a single shared database. The platform includes an AI-powered Copilot assistant, AppConnect integration ecosystem with 500+ ready-made connectors, and is targeted at mid-market companies across nearly every industry.
Product overview
Insightly is a unified CRM platform with modular architecture consisting of the core Insightly CRM platform, complemented by Insightly Marketing (marketing automation), Insightly Service (customer support/ticketing), AppConnect (integration/automation hub), and Insightly Copilot (generative AI assistant). The company also acquired Unbounce (landing page builder) in July 2024. All modules share a unified database, allowing cross-functional visibility and alignment between sales, marketing, and customer service teams.
Differentiator
Problem solved
Functional benefit
Brands
- Insightly CRM: Core CRM platform for sales, marketing, service, and project management
- Insightly Marketing
- Insightly Service
- AppConnect
- Copilot
- Unbounce
Products and services
- Insightly CRM The core customer relationship management platform providing centralized customer data, sales pipeline management, lead tracking, opportunity management, workflow automation, and project management capabilities for sales teams.
- Insightly Marketing Marketing automation platform for creating campaigns, managing email marketing, building customer journeys, dynamic list segmentation, lead scoring and grading, A/B testing, and dashboards/reporting for marketing teams.
- Insightly Service Customer service and ticketing application with support portals, knowledge articles, SLA management, and customer support analytics for customer service teams.
- AppConnect Workflow automation and integration platform enabling drag-and-drop connections to 500+ third-party applications without coding for connecting Insightly with the broader business software stack.
- Insightly Copilot Generative AI-powered assistant providing conversational AI for CRM interactions, task automation, data cleaning, and insight generation, including AI email replies and AI email summaries.
- Unbounce Landing page builder with AI optimization, A/B testing, and extensive template library, part of Unbounce Go-to-Market Solutions that connects directly with Insightly CRM for lead capture.
Quantifiable outcome
- 242% business growth
- +7 more outcomes
Companies that use Insightly
Customer profileNamed customers27 records
Segments11 records
Ideal customer profiles3 records
Insightly technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration33 records
AI capability5 records
Feature8 records
Insightly partnerships and signals
Strategic signalPartnerships
20 partnerships are on record, tiered core and standard.
- UnbouncecoreUnbounce, a Vancouver-based landing page company, merged with Insightly in July 2024, backed by Crest Rock Partners. The merger enhances customer data analytics and integrates AI expertise into Insightly's CRM platform. Combined workforce exceeds 200 employees in North America and Europe. Unbounce landing pages connect directly with Insightly CRM for unified go-to-market execution.
- MicrosoftcoreMicrosoft integration through AppConnect. Includes integration with Microsoft 365, Power BI, and other Microsoft enterprise tools.
- DocuSigncoreDocuSign integration for electronic signatures and document management within Insightly CRM workflows.
- ShopifystandardShopify eCommerce integration for connecting online store data with Insightly CRM and marketing.
- QuickBooks OnlinecoreQuickBooks Online accounting integration for financial data sync with CRM records.
- SlackstandardSlack integration for team communication and notifications from Insightly CRM workflows.
- GongstandardGong revenue intelligence integration for sales conversation analysis connected to Insightly CRM.
- JirastandardJira project management integration for connecting development workflows with CRM data.
- ZoomInfostandardZoomInfo data enrichment integration for B2B contact and company intelligence within Insightly CRM.
- GmailcoreGmail integration for email sync and tracking within Insightly CRM.
- NetSuitestandardOracle NetSuite ERP integration for connecting enterprise resource planning data with CRM.
- OktastandardOkta identity management integration for SSO and authentication with Insightly CRM.
- WorkdaystandardWorkday HR and finance integration for workforce data connected to CRM records.
- XerostandardXero accounting integration for small business financial data sync with Insightly CRM.
- ADP Workforce NowstandardADP payroll and HR integration for workforce management data connected to CRM.
- AsanastandardAsana project management integration for task synchronization with Insightly CRM.
- CalendlystandardCalendly scheduling integration for appointment booking connected to CRM records.
- WordPressstandardWordPress CMS integration for website form data and content management connected to CRM.
- PandaDocstandardPandaDoc document creation and e-signature integration for proposals and contracts within CRM.
- GooglecoreGoogle workspace integration including Calendar, Gmail, and Google apps connected to Insightly CRM.
Scale indicators13 records
Recent moves6 records
Expansion highlights7 records
Insightly competitors and assessment
Company assessmentDirect peers
- HubSpot: HubSpot is a direct mid-market CRM peer offering a unified platform across Marketing Hub, Sales Hub, Service Hub, and CMS—directly overlapping with Insightly's combined CRM/Marketing/Service proposition for SMB and mid-market customers.
- Zoho CRM: Zoho CRM is part of a broad multi-module suite (CRM, Marketing, Projects, Books) sold to SMBs and mid-market—closely comparable to Insightly's unified platform strategy and similar per-user subscription pricing.
- Pipedrive: Pipedrive is a sales-focused mid-market CRM with comparable per-seat subscription pricing and ease-of-use emphasis, serving similar SMB and mid-market sales teams as Insightly.
- Freshsales (Freshworks): Freshsales is part of Freshworks' multi-product suite and competes head-on with Insightly in mid-market CRM with integrated marketing, sales, and support capabilities at comparable price points.
- Copper: Copper (formerly ProsperWorks) is an SMB-focused CRM built natively on Google Workspace, competing with Insightly for mid-market customers seeking lightweight CRM with project management and integrations.
- SugarCRM: SugarCRM is a mid-market and enterprise CRM platform with sales, marketing, and service capabilities, directly competing with Insightly for similar customer segments and deal sizes.
- Bitrix24: Bitrix24 is an all-in-one CRM with built-in project management, marketing, and collaboration tools, targeting SMB and mid-market segments with a similar unified-platform value proposition to Insightly.
- Keap: Keap (formerly Infusionsoft) is an SMB-focused CRM with built-in marketing automation, comparable in target customer and pricing tier to Insightly's lower-tier professional plans.
Broad incumbents
- Salesforce: Salesforce is the enterprise CRM incumbent whose Sales Cloud, Service Cloud, and Marketing Cloud broadly overlap with Insightly's modules—anchoring the upper bound of the market Insightly targets.
- Microsoft Dynamics 365: Microsoft Dynamics 365 is a broad enterprise CRM/ERP suite bundled with Microsoft 365; it competes with Insightly across mid-market and enterprise accounts where Microsoft productivity stack is entrenched.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Insightly social profiles
Digital presenceInsightly compliance and trust
Trust signalCompliance4 records
Insightly financial estimates
Financial estimateRevenue estimate
Valuation estimate
Insightly leadership team
Management profileNumber of profiles
Profiles5 records
Insightly subsidiaries and ownership
Company hierarchySubsidiaries1 record
Insightly funding detail
Funding detailFunding overview
Funding rounds3 records
Investors4 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Insightly M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Insightly
What does Insightly do?
Insightly provides a unified, cloud-based CRM platform that combines sales pipeline management, marketing automation, customer service ticketing, and project management on a single shared database. The platform includes an AI-powered Copilot assistant, AppConnect integration ecosystem with 500+ ready-made connectors, and is targeted at mid-market companies across nearly every industry.
Is Insightly a public or private company?
Insightly is a private company. It is classified as private equity controlled and is currently operating.
When was Insightly founded?
Insightly was founded in 2014. It employs 101 to 250 people.
Where is Insightly based?
Insightly is headquartered in San Francisco, United States, in the North America region.
How does Insightly make money?
Three revenue lines are on record. CRM Software Subscription is the primary driver. The others are marketing Automation Subscription and service/Support Subscription.
Who are Insightly's main competitors?
Direct peers on record are HubSpot, Zoho CRM, Pipedrive, Freshsales (Freshworks), Copper, SugarCRM, Bitrix24 and Keap. Broad incumbents are Salesforce and Microsoft Dynamics 365.
Does Insightly have an API?
Yes. Insightly provides a public API for developers to build integrations and automate workflows with the Insightly platform. The API enables developers to integrate Insightly CRM with third-party applications and build custom solutions. Developer documentation is at www.insightly.com/api-for-developers.
What industry is Insightly in?
Insightly's product category is Customer Relationship Management (CRM) Software. Its primary akta.pro industry code is HDAEAFAD, Customer Success & Account Management CRM, with a secondary code of HDAEAFAB, Marketing Automation & Campaign Management CRM. Its NAICS code is 518 and its SIC code is 7372.