Insightly CRM

Insightly CRM is sales CRM software for growing teams, with a Kanban pipeline, lead routing and project management, sold per user and owned by Unbounce.

Insightly CRM gives a sales team one place to qualify leads, move opportunities toward a close and keep its projects in the same system. Insightly was founded in 2009, and Unbounce, the Vancouver landing page company, acquired it in July 2024. It is still sold from its own site under its own name, beside the Unbounce page builder. Opportunities sit on a Kanban pipeline where reps drag deals from one stage to the next. Each stage carries a probability percentage, and those percentages feed the sales forecast. Lead assignment rules hand new leads to reps by geography, company size, a custom field or round robin. Workflow automation sends notifications, creates tasks and updates fields when a record changes. Mail sent from a connected Gmail, Office 365 or Outlook account syncs to the matching lead or contact, and AI Copilot summarizes past emails, calls and notes and suggests the next step. Admins shape the system from its settings, adding custom fields and custom objects and building reports and dashboards on top of them. Roles and a sharing hierarchy decide who sees which records. Plus is aimed at small teams that want pipeline, project and reporting work together, and Professional at growing businesses that need routing, automation and AI Copilot. Enterprise serves large organizations with sandboxes, audit logging, field-level permissions and quotes built from products and price books. Every tier is priced per user and billed annually, and Enterprise is bought through the sales team rather than a trial. Sales managers open Insightly to read the pipeline and the forecast on dashboards, while reps work leads and opportunities at a desk or in the Android and iOS apps. Reps who write most of their mail in Gmail or Outlook keep working there, because each message lands on the right record. Insightly also sells marketing automation, support ticketing and the AppConnect integration tool, or all of them together as Insightly All-in-One, so a team can add those later from the same company. It fits a sales team that wants its pipeline, its forecast and its projects tracked in one place that reps can also open on a phone.