Insightly

The modern CRM teams love

CRMSan Francisco, California, United States51–200 employeesFounded 2009

#31 of 39 in CRM 43% positive in AI answers

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Visibility score

1.1%

−0.9% vs last week

Weekly run · Nov 3

Data collected Nov 3, 2026·ChatGPT, Perplexity, Google AI Mode·coverage 98.8%·next run Nov 9, 2026

Insightly ranks #31 of 39 in CRM with an AI visibility score of 1.1 (SlateIndex, Nov 3, 2026).
Insightly's visibility fell 0.9 points since the previous weekly run.
Insightly is most visible on Perplexity (2) and least on ChatGPT (0).
AI engines name Insightly in 3 of the 30 CRM buyer prompts SlateIndex tracks.
salesforce.com is the source AI engines cite most in answers about Insightly, with 5 citations.

About

Company details for Insightly

Insightly is a cloud CRM platform for tracking leads, contacts, opportunities and projects, with workflow automation, reporting dashboards, and quotes. It is sold alongside Insightly Marketing for marketing automation, Insightly Service for support ticketing, and AppConnect for building integrations. It also offers an AI Copilot and an MCP connector for AI assistants such as Claude and ChatGPT. Insightly was acquired by Unbounce in July 2024. It ranks #31 of 39 in CRM on SlateIndex and has a visibility score of 1.1 in the latest weekly run.

Founded in 2009 and headquartered in San Francisco, California, United States, the company employs 51–200 people. It has raised about $38M. Its differentiator: a unified CRM, marketing automation, service and no-code integration platform at a low total cost of ownership.

Website: insightly.com
Categories: CRM
Company size: 51–200 employees
Headquarters: San Francisco, California, United States
Founded: 2009
Company type: Division of Unbounce
Funding: Series C · $38M raised
Pricing: $29 per seat / mo · per seat
Free trial: 14-day free trial
Deployment: Cloud
Platforms: Web, Mobile
Integrations: 2000+ native
Compliance: SOC 2 Type II, GDPR, CCPA, HIPAA

Facebook · facebook.com/Insightly/Twitter · twitter.com/insightly YouTube · youtube.com/insightlyCRM LinkedIn · linkedin.com/company/insightly/

Read from linkedin.com, insightly.com, g2.com, facebook.com, altassets.net, vcnewsdaily.com · refreshed Nov 2, 2026.

AI visibility

Latest weekly run · Nov 3 · next run Nov 9

Visibility score

1.1%

across CRM answers, weighted by position

ChatGPT0%

AI Mode1.3%

Perplexity2%

Change

−0.9%

vs last week’s run

Category rank

#31 of 39

in CRM

Mentions

in this week’s run

Share of voice

0.7%

of AI mentions in CRM

Visibility score trend

Weekly runs over the last 60 days, with up to 7 competitors. Click a name to hide or show its line.

Now1.1%

30-day changedown−0.8999999999999999pp

High · low2% · 1.1%

Rank#21 → #31

Insightly lost 0.9 points over 1 weekly run in CRM. HubSpot leads the category at 67.6%.

Media

Website and product screenshots for Insightly

All media

Home page

Pricing page

AI mentions & citations

Recent answers that name Insightly

All prompts

Where can I sign up for a CRM?

Insightly: Excellent for project-based services and analytics, offering a trial and limited free plan.[](https://www.salesforce.com/crm/free-trial/)[](https://solutionsreview.com/crm/2026/01/05/best-crm-companies-to-…

Google AI Mode · run of Nov 3

Which CRM offers a free trial?

Perplexity · run of Nov 3

Alternatives to the most popular CRM

Perplexity · run of Nov 3

Products & features

What Insightly sells

Insightly CRM

Lead, contact, opportunity and project management with workflow automation and reporting.

Insightly Marketing

Marketing automation with journeys, lead scoring, email campaigns and landing pages.

Insightly Service

Support ticketing with branded portals, knowledge base and SLA tracking.

AppConnect

No-code integration and workflow builder connecting 2,000+ apps.

Insightly CRM MCP

Connects CRM data to AI assistants like Claude and ChatGPT.

AI Copilot

AI assistant for creating and updating records, plus email summaries and replies.

Strengths engines cite

Excellent for project-based services and analytics
Powerful pipeline management with a lighter implementation footprint
Free plan with CRM and basic project management
Best for combined sales and project delivery

Target market & buyers

Mid-market companies

Notable customers include Sullivan & Stanley, Sport Court Las Vegas, Hurst Review, PCG Digital, Krauss-Maffei, Noble BioMaterials.

Funding & recent developments

Funding

Round	Year	Amount
Series A	2012	$3M
Series B	2013	$10M
Series C	2016	$25M

Latest known round	Total raised
Series C	$38M

Recent developments

Dec 2025ProductCopilot generative AI assistant launched
Insightly launched Copilot, a generative AI assistant, for Enterprise and Professional plans.
May 2025Company2025 CRM research report with Ascend2
Insightly released a 2025 CRM research report with Ascend2.

Competitive landscape

How Insightly compares with its top three alternatives

All alternatives

Insightly most often appears alongside HubSpot, Salesforce, monday.com in AI answers.

vsInsightly vs HubSpot1.1% vs 73.1% visibility · HubSpot leadsFull comparison vsInsightly vs Salesforce1.1% vs 46.2% visibility · Salesforce leadsFull comparison vsInsightly vs monday.com1.1% vs 45.8% visibility · monday.com leadsFull comparison

Brand	Visibility	Share of voice	vs last week	Starting price
Insightly	1.1%	0.7%	down−0.9%	$29 / seat / mo
HubSpot	73.1%	13.1%	New	Free plan
Salesforce	46.2%	9.6%	New	Pricing not available
monday.com	45.8%	9.6%	New	Free plan
Zoho	44.8%	12.5%	up+5.4%	Pricing not available