CRM & deal pipeline
Insightly
Insightly is a customer relationship management platform aimed at mid-market companies. It holds lead status, contact details, emails, calls and deals in one record set, scores leads, and runs follow-up and task creation through workflow automation instead of manual admin.
Four products share the platform: Insightly CRM for pipeline and contact management, Insightly Marketing for campaigns and customer journeys, Insightly Service for ticketing with a customer portal, knowledge management and analytics, and AppConnect for integrations. AppConnect links the CRM to tools including Gmail, Slack, Gong, QuickBooks Online, Xero, ADP Workforce Now, Asana, Jira and Calendly.
Buying begins with a free trial that needs no credit card, or a booked demo. Guided onboarding assigns a specialist to configure core functionality, customize layouts, build workflows and migrate data. Every user gets phone and email support plus a help center and a CRM guide with video tutorials and an onboarding checklist, while the paid support and success plans add faster response times, extended hours, individualized training and one-on-one technical guidance.
Insightly was acquired by Unbounce in July 2024 and now operates as an Unbounce company, with billing correspondence handled at an Unbounce address. No prices appear on the site, so per-seat cost, which products are bundled and what guided onboarding covers all have to be settled with sales.
Best for
Mid-market sales and client-service teams that want CRM, marketing automation and ticketing from one vendor and will take up guided onboarding. Buyers who need published per-seat pricing before talking to a rep will have to request a quote.
What they do
- CRM for pipeline and contact management
- Marketing automation and customer journeys
- Service ticketing with customer portal and knowledge management
- AppConnect integration builder
- Workflow automation and lead scoring
- Guided onboarding with a dedicated specialist
- Paid support and success plans
- Pipeline dashboards and reporting
Details
| Attribute | Value |
|---|---|
| Ownership | Subsidiary |
What stands out
- Acquired by Unbounce in July 2024 and now operates as an Unbounce company.
- AppConnect connects the CRM to tools including Gmail, Slack, Gong, QuickBooks Online, Xero and ADP Workforce Now.
- The free trial requires no credit card, and guided onboarding covers configuration, layouts, workflows and data migration.
- All users get phone and email support, a help center and a CRM guide with video tutorials.
Common questions
- What support does Insightly include?
- All Insightly users have access to phone and email support, plus a help center and a CRM guide that includes video tutorials and an onboarding checklist. Guided onboarding connects a customer with a dedicated specialist who configures core functionality, customizes layouts, builds workflows and migrates data. The paid support and success plans add faster response times, extended support hours, individualized training and one-on-one technical guidance.