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SPECIFICTION
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Insightly CRM

insightly.com

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Spec score 8.8 #35 of 244 in CRM Software

What it is

Insightly CRM helps businesses manage customer relationships, leads, sales pipelines and reports. The company positions it for mid-market firms seeking a customizable system that can scale with growth. Sales functions include capturing and prioritizing leads, distributing them, managing opportunities and configuring pipelines. Workflow automation can send emails, update records, run custom code and trigger webhooks. Closed opportunities can become projects with related records, details and tasks carried over. The CRM includes email sync, mobile apps and AI features, including AI Copilot and AI-assisted email summaries and replies. Professional supports up to 100 shareable dashboards, while Enterprise supports unlimited dashboards. AppConnect provides no-code integration and workflow building for hundreds of apps; listed examples include QuickBooks Online, Slack, Shopify, Xero, Gmail and DocuSign. Insightly states it has SOC 2 Type II attestation and GDPR-related data processing terms and controls. Its compliance page reports 99.95 percent continuous uptime every year. Each plan includes setup guidance, help-center resources and phone or email support. There is no free plan; the CRM trial lasts 14 days and does not require a credit card. Plans are priced per user, billed annually: Plus is $29 a month, Professional $49 a month and Enterprise $99 a month.

Spec sheet

Purpose
Insightly CRM helps businesses manage customer relationships, leads, sales pipelines, and reports.Read 4 Oct 2026 · insightly.com
Free plan
NoRead 20 Sep 2026 · insightly.com
Trial
Insightly offers a 14-day CRM trial and states that no credit card is required.Read 4 Oct 2026 · insightly.com
Integrations
Insightly's AppConnect directory lists integrations including QuickBooks Online, Slack, Shopify, Xero, Gmail, and DocuSign.Read 4 Oct 2026 · insightly.com
Security
Insightly states it has SOC 2 Type II attestation and describes GDPR-related data processing terms and controls.Read 4 Oct 2026 · insightly.com
Support
Every CRM plan includes setup guidance, help-center resources, and access to support by phone or email.Read 4 Oct 2026 · insightly.com
AI
Insightly promotes AI Copilot and AI-assisted email summaries and replies as CRM features.Read 4 Oct 2026 · insightly.com
AI features
YesRead 20 Sep 2026 · insightly.com
Company ownership
Insightly says it is now an Unbounce company and that Unbounce acquired it in July 2024.Read 4 Oct 2026 · insightly.com
Dashboards
The CRM page says Professional supports up to 100 shareable dashboards and Enterprise supports unlimited dashboards.Read 4 Oct 2026 · insightly.com
Email sync
YesRead 20 Sep 2026 · insightly.com
Free trial
YesRead 20 Sep 2026 · insightly.com
Integration builder
AppConnect lets users build integrations and workflows without writing code and connect to hundreds of apps.Read 4 Oct 2026 · insightly.com
Mobile app
YesRead 20 Sep 2026 · insightly.com
Projects
Users can convert closed opportunities into projects and carry over related records, details, and tasks.Read 4 Oct 2026 · insightly.com
Reliability
Insightly's security and compliance page states its platform has maintained 99.95 percent continuous uptime every year.Read 4 Oct 2026 · insightly.com
Sales pipeline
The CRM supports lead capture, lead prioritization and distribution, opportunity management, and customizable sales pipelines.Read 4 Oct 2026 · insightly.com
Target companies
Insightly describes its CRM as designed for mid-market companies seeking a customizable solution that scales with growth.Read 4 Oct 2026 · insightly.com
Workflow automation
Workflow tools can automate tasks such as sending emails, updating records, executing custom code, and firing webhooks.Read 4 Oct 2026 · insightly.com

Plans and prices

Plus $29 a month annually; per user Lead and contact management · Project management · Advanced reports · Pre-built business dashboards Read 4 Oct 2026 · insightly.com
Professional $49 a month annually; per user All Plus features · Lead assignment and routing · Workflow automation · AI Copilot Read 4 Oct 2026 · insightly.com
Enterprise $99 a month annually; per user All Professional features · Sandboxes · Products, pricebooks, and quotes · Comprehensive audit logging Read 4 Oct 2026 · insightly.com

Every Insightly CRM plan and price →

Strong points and limits

Strong points

  • Customizable sales pipelines and lead routing
  • Closed opportunities can become projects
  • AppConnect connects to hundreds of apps
  • All plans include phone or email support
  • 14-day trial requires no credit card

Limits

  • No free plan
  • Plans are billed annually per user
  • Enterprise costs $99 a month per user

Who it suits

Insightly CRM is aimed at mid-market companies wanting customizable sales and customer-management tools that can scale with growth. It may suit teams that need workflow automation, project handoff and integrations with other apps.

Verdict

Insightly combines pipeline management, automation, project handoff and integration tools, with AI features and mobile apps. The 14-day trial offers a way to evaluate it, while ongoing use requires a paid, annually billed plan.

Where Specifiction places it

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