Tool

Insightly

Grow faster with the modern CRM teams love

Salescrmsalesmarketing automationpipelinecustomer support
Answer

What founders should know about Insightly

Insightly is a unified CRM that centralizes customer data and lets sales, marketing, and support teams manage leads, opportunities, and interactions across the full lifecycle. It adds workflow automation, marketing campaigns, and AI-powered task automation.

Best for

Grow faster with the modern CRM teams love

Probably not for

Teams that need requirements this record cannot verify yet.

Overview

About Insightly

Insightly is a unified CRM that centralizes customer data and lets sales, marketing, and support teams manage leads, opportunities, and interactions across the full lifecycle. It adds workflow automation, marketing campaigns, and AI-powered task automation.

Common use cases

  • pipeline management
  • lead tracking
  • workflow automation
  • email marketing
  • customer support ticketing

Integrations

Microsoft, Slack, Gmail, QuickBooks Online, Shopify, Jira, Asana, Calendly, Gong.

Decision criteria

  • Team fit and workflow maturity
  • Pricing model and free-tier constraints
  • Deployment, API, and integration requirements

Verified facts and evidence

ClaimValueSourceConfidence
Verification date2026-06-30StartupToolboxhigh
Pricing modelfree_trialStartupToolboxmedium
Starting priceUSD 29StartupToolboxmedium

Methodology and freshness

A founder should be able to bookmark this page, compare the record with related options, and act without reopening scattered source tabs.

Use this record to narrow fit, pricing, and integration risk before starting trials.

Last reviewed: Jun 30, 2026

Who should consider Insightly?

Grow faster with the modern CRM teams love

How current is this tool record?

Startup Atlas last checked this record on 2026-06-30.

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