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Insightly Review 2026

Sales & CRM·CRM·paidFree tierCore GTM

Grow faster with the Modern CRM teams love

What is Insightly?

Insightly is a modern CRM platform that combines CRM, marketing automation, and support/ticketing with workflow automation. It centralizes customer data and helps teams close more deals.

Best for

SMB

Use cases

  • Customer relationship management
  • Marketing automation
  • Customer support

Key features

CRM
Marketing automation
Support & ticketing
AppConnect workflow automation
AI Copilot
Dashboards & reporting

Pricing

Model
paid
Price range
Free trial, no credit card; tiered paid plans
Free tier
Yes

Integrations

Insightly integrates with 7 tools including:

GmailSlackGongDocuSignShopifyQuickBooks2000+ via AppConnect

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