Insightly AI
Insightly / insightly.com
AI-powered CRM and project management platform providing AI relationship intelligence, project delivery tracking, and marketing automation for SMBs managing the full customer lifecycle.
Pricing
Free
Free plan
No
Category
Developer Tools
Platforms
3
Free plan
No
API access
Yes
Open source
No
Platforms
3
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What is Insightly AI?
Insightly combines CRM with post-sales project management in one tool enabling teams to manage prospects through sales and project delivery without switching systems. Relationship Intelligence surfaces engagement strength, timing, and risk signals. AI Contact Enrichment automatically populates missing data. Workflow Automation provides trigger-based process automation. Project Management within Insightly tracks post-sales delivery with milestones and task management. Marketing Automation extends Insightly with campaigns and lead nurture. AppConnect provides no-code integration to 500+ applications. With SMB adoption across professional services, technology, and non-profit, Insightly validates for combined CRM and project management.
How Insightly AI works
Insightly AI runs as ml platform software built around text and data workflows. Users typically start with a prompt, upload, or connected data source, and the underlying model handles the heavy lifting before returning a result you can refine or export. It's available on web, ios, and android, with API access for teams that want to embed it into their own products.
Watch Insightly AI in action
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What makes it worth shortlisting
The capabilities that matter most for teams evaluating Insightly AI.
Relationship Intelligence
ML engagement signals and timing optimisation.
Combined CRM and PM
Sales pipeline and post-sales project delivery in one tool.
Workflow Automation
Trigger-based process automation reducing manual steps in sales and delivery.
Best use cases
Who should use it
Pros
- SMB adoption across professional services and non-profit validates Insightly
- Relationship Intelligence surfaces timing and risk signals for effective outreach
- Combined CRM and project management eliminates context switching
- Free plan for 2 users enables individual evaluation
Cons
- 4.2 rating reflects feature depth limitations vs. dedicated CRM or PM platforms
- Competing with HubSpot, Freshsales (rank 943), and monday.com
- Marketing automation less advanced than dedicated platforms
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Is it worth the price?
Free plan (2 users). Plus $29/user/month. Professional $49/user/month. Enterprise $99/user/month.
Model
Freemium
Starting price
Free
Free trial
Yes
Tools like Insightly AI
HubSpot (covered) provides comprehensive SMB CRM. Freshsales (rank 943) provides Freshworks AI CRM. Zoho CRM provides accessible CRM. Copper CRM provides Google Workspace CRM.
Insightly AI vs Freshworks AI
A side-by-side look at the closest alternative in this category.
Insightly AI
Insightly
Freshworks AI
Freshworks
Free plan (2 users). Plus $29/user/month. Professional $49/user/month. Enterprise $99/user/month.
Free plan (basic). Growth $15/agent/month. Pro $49/agent/month. Enterprise $79/agent/month. Publicly traded (FRSH).
SOC 2 Type II. ISO 27001. GDPR compliant.
SOC 2 Type II. ISO 27001. GDPR compliant. HIPAA eligible. Enterprise data handling agreements.
CRM and project data processed on Insightly cloud.
Customer, ticket, and service data processed on Freshworks' cloud infrastructure. Review Freddy AI data handling for AI-processed conversation content.
- SMB adoption across professional services and non-profit validates Insightly
- Relationship Intelligence surfaces timing and risk signals for effective outreach
- Combined CRM and project management eliminates context switching
- Free plan for 2 users enables individual evaluation
- Accessible pricing from $15/agent makes AI customer service available without enterprise budget
- Freddy AI spans customer support, ITSM, and CRM across a unified product suite
- Free plan with AI features enables genuine evaluation for small teams
- No-code chatbot builder enables support teams to create AI self-service without developers
- 4.2 rating reflects feature depth limitations vs. dedicated CRM or PM platforms
- Competing with HubSpot, Freshsales (rank 943), and monday.com
- Marketing automation less advanced than dedicated platforms
- AI feature depth is growing but less sophisticated than specialised AI tools at enterprise scale
- Free plan limitations become apparent for teams with significant ticket volume
- Competing with Zendesk (covered), Intercom (covered), and ServiceNow for customer service AI
Technical & deployment info
Key facts about model providers, platforms, and team support.
Model Provider
Insightly
Platforms
Web, iOS, Android
Deployment
SaaS
Integrations
Gmail, Outlook, QuickBooks, Slack, 500+ AppConnect, API
Team Collaboration
Yes
Launch Year
2022
Security & privacy
Compliance signals and data-handling notes as reported by the vendor.
SOC 2 Type II. ISO 27001. GDPR compliant.
CRM and project data processed on Insightly cloud.
What users are saying
Verified reviews from signed-in users, stored in the backend and averaged into this tool's rating.
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Common questions about Insightly AI
Editorial Verdict
Should you use Insightly AI?
Insightly is the best AI CRM for SMBs wanting combined sales pipeline and project delivery management, relationship intelligence, and workflow automation.
Last verified July 24, 2026.