Insightly
Customer relationship management software for sales, marketing, and operations teams to manage leads and grow faster
Recommended for
- Solo / Indie
- Idea-Stage
- Pre-Seed
- Seed
- Series A
- Scaleup
- Late-Stage
- Public / Enterprise
Insightly is a CRM platform designed to help businesses manage customer relationships, sales pipelines, and marketing automation. It offers lead and contact management to track interactions and streamline sales processes. The platform includes project management capabilities to align sales and delivery teams. Insightly provides marketing automation tools to attract and engage ideal customers. It supports integrations with other business applications to centralize workflows. The software is tailored for agencies, consulting, finance, healthcare, manufacturing, and professional services. Pricing starts at $29 per user per month, billed annually.
SSIE
Stage Fit Recommendations
Following data shows why Insightly is recommended for listed teams. The Fit Score represents the percentage fit of Insightly to each company stages, as calculated by the SSIE.
Stage
Fit Score
Fit Reasons
Solo / Indie
$0–$2,000 MRR
77- Data encryption at rest and in transit
- Provides visual dashboards for tracking business performance
Idea-Stage
$0
93- Data export and portability
- Integrates third party apps for unified data flow
Pre-Seed
$0–$10k MRR
93- Coordinates project management and sales tasks with teams
- Centralizes customer and pipeline data in one place
Seed
$10k–$100k MRR
93- Automates routine tasks and sales follow up workflows
- Scores incoming leads automatically to prioritize sales efforts
Series A
$100k–$500k MRR
93- Single sign-on with SAML and directory provisioning
- Enterprise procurement path with custom contracts and DPA
Scaleup
$500k–$2M+ MRR
93- SOC 2 - core enterprise certification
- Generates marketing campaigns to grow sales pipeline
Late-Stage
$2M+ MRR
93- Offers low code customization for specific business requirements
- Pre-built third-party integrations
Public / Enterprise
$100M+ ARR
77- Audit logs on the Sandboxes plan
- Multiple support channels (chat, email)
Pricing
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