Insightly CRM

4.15 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆
(16349 Reviews)

Insightly | CRM Software CRM Platform Marketing Automation

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About Insightly CRM

Insightly is a customer relationship management (CRM) tool designed for marketing, Sales, and Project Management professionals to assist in complex sales and marketing campaigns.

The platform offers lead management and its data manipulation features include project management capabilities. It helps build relationship with the customers through every step of the customer journey. Some of the features includes relationship linking, contact management, email tracking, opportunity management, quote generation, workflow automation, advanced reporting, and call management. A mobile CRM app is also available to scan business cards and to take audio notes.

The software provides Gmail and Outlook plugins, and tools that helps to integrate with other systems. The marketing campaign effectiveness can be measured using segmenting and speaking with the audiences, sharing content on every interaction and utilizing the customizable dashboard. The business processes can be streamlined further with the help of custom objects and apps.

Insightly CRM
is used by peers for


contact list management, engagement management, communication management


e-mail, e-mail, phone calls


24/7 Support, Email Support, Data Import


Acquire customers, Increase sales & revenue, Enhance customer relationships


Marketing and Advertising, Computer Software, Management Consulting

Popular Business Setting
for Insightly CRM

Top Industries

  • Marketing and Advertising
  • Computer Software
  • Management Consulting

Popular in

  • Small Business
  • Mid Market
  • Large Enterprise

Peer Recommendations on business needs
for Insightly CRM


Acquire customers, Increase sales & revenue, Enhance customer relationships, are the most popular goals peers achieved using Insightly CRM .


It is the best suited for e-mail, e-mail, phone calls, channels.


Insightly CRM does well for a wide range of processes. Peers recommend contact list management, engagement management, communication management, as the business processes that they have been most satisfied while using Insightly CRM .

Read Reviews of Business Process for Insightly CRM

Peers used Insightly CRM to Acquire customers and Increase sales & revenue

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Failure Risk Guidance Security Report ?

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Overall Risk Meter

Low Medium High

Top Failure Risks for Insightly CRM

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First 5 Reports are Free

IT and Other Capabilities
for Insightly CRM

  • Low
  • Medium
  • High

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Vendor Profile Details

Company Name Insightly
Company Website
Year Founded 2009
HQ Location 680 Folsom St Suite 550 San Francisco, CA 94107 USA
Employees 101-250
Financials Series C