Insightly is a cloud-based platform that unifies CRM, marketing automation, and customer support into a single database, enabling teams to manage leads, campaigns, and tickets from one place. It offers low-code integrations, AI‑driven assistance for email and record handling, and workflow automation to streamline sales, marketing, and service processes for mid‑market organizations.
Funding
$25M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
TWFounders
Product
Problem
Businesses often struggle with fragmented customer data, manual sales and marketing processes, and disconnected support workflows, leading to inefficiencies, missed revenue opportunities, and poor customer experiences.
Solution
Insightly provides an integrated cloud platform that combines CRM, marketing automation, and customer service tools with low-code integration (AppConnect) and AI assistance. The system creates a single source of truth for contacts, deals, emails, and support tickets, while automating repetitive tasks such as lead routing, email follow‑ups, and workflow approvals. AI Copilot offers email summarization, reply generation, and record summarization to keep data clean and reduce manual effort. Built‑in analytics, dashboards, and dynamic list segmentation give teams real‑time insight into pipeline health and campaign performance. The platform scales from small teams to mid‑market enterprises with customizable fields, validation rules, and advanced permissions, ensuring data integrity and adaptable processes.
Target Audience
Primary customers are mid‑market sales, marketing, and support teams that need a single, customizable platform to manage leads, campaigns, and customer service tickets.
Features
- Unified CRM, marketing automation, and ticketing modules that share a common customer database
- AI Copilot for email summarization, automated replies, and record insights
- Drag‑and‑drop low‑code AppConnect integration engine with hundreds of pre‑built connectors (e.g., QuickBooks, Shopify, Microsoft, DocuSign)
- Workflow automation for lead assignment, task reminders, onboarding stages, and SLA enforcement
- Dynamic list segmentation, lead scoring, and A/B testing to target prospects with personalized campaigns
- Project and task management that converts closed opportunities into tracked projects with milestones
- Validation rules and advanced permission sets to maintain data quality and compliance
- Customizable dashboards, reporting, and multi‑touch attribution for sales and marketing performance