# 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.

Page: https://slateindex.ai/brand/insightly · data of 2026-11-03

## Facts

- Founded: 2009
- Headquarters: San Francisco, California, United States
- Employees: 51–200
- Company type: Division of Unbounce
- Latest funding: Series C
- Deployment: Cloud
- Best for: Mid-market and fast-growing companies wanting an affordable, customizable CRM with marketing and service modules
- Compliance: SOC 2 Type II, GDPR, CCPA, HIPAA

## Products

- 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.

## Rankings

| Category | Rank | Visibility | Mentions |
|---|---|---|---|
| CRM | 31 of 39 | 1.1 | 3 |

## By engine

| Engine | Visibility | Mention rate |
|---|---|---|
| chatgpt | 0.0 | 0.0% |
| google_ai_mode | 1.3 | 3.7% |
| perplexity | 2.0 | 7.4% |

## Definitions

- Visibility (0–100): how often and how high AI answers name the brand, weighted by position.
- Mention rate: share of collected AI answers that name the brand.
- Share of voice: the brand's mentions as a share of all brand mentions in the category.
- Citation authority: share of answers naming the brand that cite the brand's own site.

Cite as: SlateIndex, “Insightly AI visibility profile”, https://slateindex.ai/brand/insightly, data of 2026-11-03. Licence: CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/).