Independently agent-testedAnthropic · OpenAI · Gemini · Grok
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Insightly

CRM with AI-powered sales automation and workflow optimization.

score6.5/10

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

Anthropic
6.2

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.

OpenAI
6.4

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.

Gemini
8.2

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.

Grok
5.2

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

0510Oct 5Oct 7
AnthropicOpenAIGeminiGrokConsensus

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

Visit site ▸

Facts last verified 10/7/2026.

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