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San Francisco, California, United States
Company Overview
Insightly is a web-based customer relationship and project management solution for small to medium sized businesses. Founded in 2012, the company is headquartered in San Francisco, CA.
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Products and Services


Insightly is a CRM providing a customer relationship and project management. It supports the tasks of managing leads, contacts, organizations, partners, vendors, and suppliers. Using CRM best practices, users can see everything about a lead or contact – from background, email history, and timelines to any projects in which they have participated.
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Insightly Marketing

insightly Marketing is a marketing automation tool enabling sales and delivery teams to deliver campaigns. Insightly Marketing is built on the same platform as Insightly’s industry-leading CRM, allowing customer data to flow freely and securely between marketing, sales and post-sale delivery teams. Increase campaign performance by automatically creating highly targeted lists based on any combination of marketing activities, including interaction with online marketing assets such as webinar attendance, ebook downloads, website visits, form fills, or custom events.
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