Insightly
insightly.com ↗
Freemium · Free trial available; paid plans with custom pricing
Best for: Small to mid-market teams needing unified CRM and marketing
Overview
Insightly is a customer relationship management platform that combines CRM, marketing automation, support ticketing, and workflow integration capabilities. It offers pipeline management, lead tracking, and customer journey automation with AI-powered features like Copilot for record management and email generation. The platform includes AppConnect for integrating with third-party tools and provides branded customer portals for support ticket management.
Key features
- CRM with pipeline management
- Marketing automation and lead scoring
- Support ticketing and knowledge base
- AppConnect for 2,000+ integrations
- AI Copilot for record management
- Workflow automation and task coordination
Pros & Cons
Pros
- Unified CRM and marketing platform
- Extensive third-party integrations
- Intuitive user interface
- Faster implementation time
- Lower total cost of ownership
Cons
- AI features still in beta
- Pricing not transparent
- May be complex for very small teams