Insightly Marketing

Insightly Marketing

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Score 8.2 out of 100
Insightly Marketing


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$299 per month

billed annually


$599 per month

billed annually


$1,299 per month

billed annually

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visit…


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Features Scorecard

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Product Details

What is Insightly Marketing?

Insightly Marketing is marketing automation made simple. It is built on the same platform as Insightly CRM, so customer data flows freely between the two systems in real time, giving users and their teams access to actionable insights faster. The vendor states it has an easy-to-use interface for creating customer journeys, email templates, customer newsletters and shareable dashboards. WIth it, they say users can build engaging campaigns and grow a pipeline to support sales in minutes.

Insightly Marketing Features

Email & Online Marketing Features

  • Supported: WYSIWYG email editor
  • Supported: Dynamic content
  • Supported: Ability to test dynamic content
  • Supported: Landing pages
  • Supported: A/B testing
  • Supported: Mobile optimization
  • Supported: Email deliverability reporting
  • Supported: List management

Lead Management Features

  • Supported: Lead nurturing
  • Supported: Lead scoring and grading

Campaign Management Features

  • Supported: Calendaring
  • Supported: Event/webinar marketing

Reporting & Analytics Features

  • Supported: Dashboards
  • Supported: Standard reports
  • Supported: Custom reports

Platform & Infrastructure Features

  • Supported: API
  • Supported: Customizability

Insightly Marketing Screenshots

Screenshot of Screenshot of Screenshot of

Insightly Marketing Integrations

  • Google G-Suite login
  • Microsoft Office 365 login
  • SAML single sign-on
  • Zoom webinar registration

Insightly Marketing Competitors

Insightly Marketing Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationNo
Supported LanguagesEnglish, French, Portuguese, Spanish, German, Italian


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Reviews and Ratings



(1-2 of 2)
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Score 7 out of 10
Vetted Review
Verified User
Review Source
We use Insightly to manage all the client information, relationship, and track proposal phases. We use it mostly in the client representative and project management team. It helps us to manage our proposals.
  • Custom workflows
  • Easy to search and find
  • Good interface
  • Sometimes have to group things manually.
  • Should have some auto sync option.
It is very nice to check the phases of the project proposal and can give us an idea of which project is the priority and what client is the most valuable. Give BD team a direction to talk to the client with the potential client. It is less appropriate when it comes to project management [to include] tracking times.
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use Insightly to manage and track our customer relationships and customer data. We are a relationship based business, so this database helps us to keep track of our clients and their data and information. The database allows us to link clients to projects and companies and helps us to stay organized.
  • Manage Customer Data
  • Link Projects to People
  • Automate Follow-up Reminders
  • Track Emails
  • Create Reports
  • Create Lists
  • Integrate better with Outlook
  • Integrate with Campaign Monitor
  • Integrate with ProCore
  • Integrate with Building Connected
Insightly works wonderfully for teams who need to share customer data easily and also share and track information. It's great for sales teams as it allows information to flow between multiple team members. Insightly allows you to just scratch the surface by acting as a CRM database, or you can go more in depth and track leads, opportunities, projects, and more. It is also well suited for individuals who have a large customer base and just need to keep track of customer data in an organized fashion.