Overview
Product Information on Insightly CRM
Updated 13th October 2025
What is Insightly CRM?
Insightly CRM Pricing
Overall experience with Insightly CRM
National Sales Manager
500M - 1B USD, TransportationFAVORABLE
“Effective CRM Solution for Small Teams With Minimal Data Analysis Features”
This is an excellent modern CRM, or customer relationship manager. Insightly is fully capable of bolstering any company size, from small to large. And for a very affordable price, with intuitive handling. We were very happy with the efficacy and the price. Overall a top leader in CRM tech and services.
ENGINEER
250M - 500M USD, Services (non-Government)CRITICAL
“Insightly CRM: Bridging CRM and Project Management Capabilities”
Insightly CRM has ptovided me with a solid platform for managing customer relationships, as well as project tracking, workflow automation, etc.
About Company
Company Description
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.
Company Details
Company type
Private
Head office location
San Francisco, United States
Number of employees
51 - 200
Website
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- National Sales Manager50M-1B USDTransportationReview Source
Effective CRM Solution for Small Teams With Minimal Data Analysis Features
This is an excellent modern CRM, or customer relationship manager. Insightly is fully capable of bolstering any company size, from small to large. And for a very affordable price, with intuitive handling. We were very happy with the efficacy and the price. Overall a top leader in CRM tech and services. - Courtiere En Prets Immobiliers50M-1B USDFinance (non-banking)Review Source
Effective prospecting and lead nurturing with smooth integration capabilities
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. - Manager, Customer Service And Support<50M USDManufacturingReview Source
Customizable Workflows Offer Flexibility, Though Advanced Features Raise Expenses
We purchased Insightly just over a year ago to fulfill our need for a CRM tool, and it has been fantastic. The built-in project management function has saved us money as we do not need another application for this and the customizability of the workflows and functions has allowed us to tailor the product to our needs. - Business Development Associate<50M USDSoftwareReview Source
Comprehensive Integrations Simplify Workflow
Easy to navigate, tailor views and manage workflows. It also does project management and tracking which is a handy feature - Digital Marketing Manager50M-1B USDTelecommunicationReview Source
My Experience With Insightly CRM - A Great Sales Force Automation Solution
Since deployment, Insightly CRM has streamlined our sales processes thanks to its automation capabilities. It promotes team efficiency, automates workflows, is easily customized and it bridges the gap between sales and post-sales delivery. Being a comprehensive sales tool makes Insightly CRM irresistible for business use.
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