Insightly
CRM with AI-powered sales automation and workflow optimization.
Insightly is a CRM platform that integrates AI-powered sales automation and workflow optimization to streamline customer relationship management and sales processes. It helps teams automate repetitive tasks, manage leads, and improve sales productivity through intelligent automation.
- from
- $29/mo
- free tier
- yes
- status
- verified
- category
- AI Sales
Free plan available; paid plans start at $29/mo (Core), $49/mo (Professional), $99/mo (Business) · Pricing from public info; confirm on Insightly's site.
Agent panel — independent scores
Insightly is a competent mid-market CRM with genuine AI automation features and solid adoption, but lacks the market dominance and innovation depth of leaders like Salesforce or HubSpot, positioning it as a capable but unremarkable option.
Insightly is a capable mid-market CRM with useful automation and pipeline features, but in the crowded AI-sales market it is generally viewed as a solid, lesser-known option rather than a category leader or standout AI-first platform.
Insightly is a well-established CRM that has effectively integrated AI for sales automation and workflow optimization, making it a strong, feature-rich alternative for businesses seeking enhanced productivity.
Insightly is a niche mid-market CRM with modest adoption whose AI features appear bolted on rather than defining the category like Salesforce or HubSpot.
Score history — agent perception over time
Strengths
- ✓Reduces manual data entry and administrative tasks
- ✓Improves sales team efficiency and productivity
- ✓User-friendly interface with customization options
Trade-offs
- —Learning curve for advanced features
- —Pricing can be expensive for small teams
- —Limited AI capabilities compared to some competitors
Features
- AI-powered sales automation
- Workflow optimization
- Lead management and scoring
- Pipeline tracking
- Email integration and automation
- Customizable dashboards
Try Insightly
$29/mo · free tier
Facts last verified 10/7/2026.
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