Close is a sales CRM with built-in calling, SMS, email, and an AI sales agent that auto-logs every interaction.
from $19/mo per user
About Insightly
What is Insightly?
Insightly is a comprehensive customer relationship management (CRM) platform that helps businesses centralize customer data, manage pipelines, and automate workflows. It combines CRM, marketing automation, support ticketing, and AI features into a single solution, making it easier to track leads, opportunities, and customer interactions.
Who is it for?
Insightly is designed for small to mid-sized businesses across nearly every industry — from change management firms and professional services to e-commerce and tech companies. It's best suited for teams that need more than just a contact database: sales, marketing, and support teams that want to automate follow-ups, score leads, and manage customer service in one place. If you're a solo freelancer or a large enterprise with complex, custom CRM needs, you may find it either too heavy or too limited.
Real use cases
Typical use cases include: sales teams tracking pipelines and automating tasks; marketers running email campaigns and scoring leads based on engagement; support teams managing tickets and customer satisfaction surveys; and project managers coordinating projects within the CRM. For example, Sullivan & Stanley, an award-winning change management firm, used Insightly CRM & Marketing to double their annual revenue.
Key features
- Lead & Contact Management — Centralize customer data, lead status, emails, and deals in one place.
- Pipeline Management — Track opportunities and close more deals with visual pipelines.
- Marketing Automation — Create automated campaigns, score leads, and nurture prospects with A/B testing and dynamic segmentation.
- Workflow Automation — Automate routine admin tasks and integrate with 2,000+ apps (e.g., Microsoft, DocuSign, Shopify, WordPress) via AppConnect.
- AI Copilot & Assistants — Automatically summarize records, generate email replies, and keep data clean (Copilot in Beta).
- Support & Ticketing — Manage tickets, SLAs, and customer satisfaction with branded portals and knowledge bases.
- Reports & Dashboards — Access pre-built dashboards and advanced reports to monitor performance.
SaaSpartout Score
7.3
/10
Editorial score from our review methodology — not user ratings.
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Insightly Pricing
Insightly pricing: from $29/user/mo.
For comparison: the median starting price in CRM is $39.93/month, measured across 114 tools we track. See the full SaaS Pricing Index →
CRM Plans
Plus: $29 per user/month (billed annually) — includes lead & contact management, project management, advanced reports, pre-built dashboards, and a 14-day free trial.
Professional (Recommended): $49 per user/month (billed annually) — includes all Plus features, plus lead assignment and routing, workflow automation, and AI Copilot.
Enterprise: $99 per user/month (billed annually) — includes all Professional features, plus sandboxes, products/pricebooks/quotes, and comprehensive audit logging.
Marketing Automation Plans
Plus: $99 per account/month (billed annually) — includes email marketing automation, prospect scoring, A/B email testing, and built-in dashboards.
Professional (Recommended): $499 per account/month (billed annually) — adds custom scoring models, advanced prospect tracking, and unlimited role-based permissions.
Enterprise: $999 per account/month (billed annually) — adds comprehensive audit logging, calculated fields, and custom validation rules.
All plans include a 14-day free trial (no credit card required).
Support & Ticketing Plans
Plus: $29 per user/month (billed annually) — includes comprehensive ticket editor, SLA tracking, configurable email settings/macros, and custom reports.
Professional: $49 per user/month (billed annually) — adds customer satisfaction surveys, custom ticket automations, and portal customization.
Enterprise: $99 per user/month (billed annually) — adds comprehensive audit logging, custom validation rules, and unlimited brands/portals.
Frequently asked questions
How much does Insightly cost?
Insightly CRM starts at $29 per user per month (billed annually) for the Plus plan. Marketing automation starts at $99 per account per month, and support/ticketing starts at $29 per user per month.
Does Insightly offer a free trial?
Yes, Insightly offers a 14-day free trial on all CRM plans — no credit card required.
Is Insightly good for small businesses?
Yes, Insightly is designed for small to mid-sized businesses. It combines CRM, marketing, and support tools in one platform, making it a scalable solution for growing teams.
What are the top alternatives to Insightly?
Alternatives include Salesforce, HubSpot, Pipedrive, Zoho CRM, and Freshworks. Each have different strengths - for example, Pipedrive is strong for pipeline management, while HubSpot offers a free tier.
What is the key limitation of Insightly?
Some users find the user interface less intuitive compared to competitors, and the most advanced features (like AI Copilot) are only available in higher tiers.
