Insightly
#9 in CRM · Rated 4.0
All-in-one CRM with marketing and project components.
Insightly is a modern CRM designed for SMBs and mid-market teams seeking integrated CRM plus marketing and service capabilities. It emphasizes workflow automation, AppConnect integrations, and project management features. The platform gained traction for quick go-live and a practical TCO for smaller teams, with AI features like Copilot introduced in 2025 to assist with tasks and data hygiene. Insightly’s acquisition by Unbounce (2024) places it within a broader GTM solutions ecosystem, potentially improving marketing and lead-gen capabilities for customers. Suitable for teams needing an approachable, all-in-one platform with CRM, marketing automation, and ticketing–especially in fast-moving SMB contexts.
Features
- CRM with lead and pipeline management
- Marketing automation and landing pages
- AppConnect integrations (Gmail, Slack, QuickBooks, etc.)
- Support/ticketing and project management
- AI Copilot for task automation and insights
Pros
- Fast deployment and simple onboarding
- Integrated marketing and service features
- Good ROI for SMBs
Cons
- Less depth in enterprise-scale governance vs. top-tier
- Some advanced features require higher-tier plans