Insightly Reviews, Ratings & Features 2026 | Gartner Peer Insights

Sales force automation (SFA) platforms are AI-enhanced tools that streamline sales tasks, helping teams manage buyer interactions across various channels. By using AI, these platforms optimize sales activities with advanced analytics and actionable insights, improving contact, pipeline and opportunity management. AI features like machine learning and natural language processing enable platforms to predict customer needs, personalize strategies and guide sellers through complex processes. AI-driven tools aid in forecasting and decision making, allowing teams to anticipate market trends and customer behaviors. SFA platforms enhance the user experience for sellers, ensuring scalability and facilitating seamless buyer-seller interactions and shared customer experiences, and providing leaders with visibility.
SFA is a foundational sales platform implemented to automate and augment an organization’s core sales processes while utilizing AI and advanced analytics. It enhances the seller’s ability to engage with customers on all interaction touchpoints and devices. It not only optimizes sales-relevant tasks but also provides actionable next best actions for improved sales contact, pipeline and opportunity management.

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Find the top Sales Force Automation Platforms with Gartner. Compare and filter by verified product reviews and choose the software that’s right for your organization.

Sales Force Automation Platforms (Transitioning to CRM Sales Platforms)

Insightly CRM

Insightly

Head Of Commercial

Insightly CRM provides a centralized database that keeps all customer information up to date and conveniently accessible delivering deep insights into our sales success and customer behavior that allows us to automate follow-ups and monitor deal progress.

<50M USD

50M - 250M USD

250M - 500M USD

3B - 10B USD

1B - 3B USD

500M - 1B USD

Gov't/PS/ED <5,000 Employees

30B + USD

10B - 30B USD

Gov't/PS/ED 5,000 - 50,000 Employees

ENGINEER

Insightly CRM has ptovided me with a solid platform for managing customer relationships, as well as project tracking, workflow automation, etc. 

Courtiere En Prets Immobiliers

The software is a great customer relationship management and sales automation tool. It enable us to manage our sales contacts and monitor our sales pipeline in real-time. Through use of the product we have been able to enhance collaboration, optimize leads and fully automate sales pipeline management. Use of Insightly CRM has ensured maximum flexibility in our organisation and turned customer relationships into value. The product integrates well with Zendesk Sell, Benchmark Email, Anita and ActiveCampaign among other tools.

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Insightly is a contemporary customer relationship management (CRM) business that aims to assist companies of different sizes in forming enduring customer connections and enhancing growth. Insightly's ready-to-go functionalities let users adjust their experience for every customer interaction role. The services provided by Insightly are simple to use, easy to initiate, highly modifiable to different industries, promising speedy time to value at a reduced total cost of ownership. Since its establishment in 2009 in San Francisco, Insightly has received funding across several rounds from a variety of venture capital firms such as Emergence Capital Partners, Cloud Apps Capital Partners, and Sozo Ventures.

Insightly, the new breed of CRM, helps modern businesses of all sizes build lifelong customer relationships and grow faster than ever before. Insightly's out of the box capabilities allow you to tailor each user's experience for every customer facing role. It is easy to use, easy to set up, highly customizable to your industry, and offers fast time to value at a low total cost of ownership. Join more than 1.5M Insightly users who are already building better customer relationships. 

Founded in 2009 and based in San Francisco, Insightly is backed by $38 million in funding over three rounds from leading venture capital firms: Emergence Capital Partners, Cloud Apps Capital Partners, Scott Bommer and Sozo Ventures.

Reviews

Ratings Overview

Overall experience with

Favorable Review

Effective prospecting and lead nurturing with smooth integration capabilities

Critical Review

Insightly CRM: Bridging CRM and Project Management Capabilities

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