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Insightly, Joute's Review

Review of Insightly, the all-in-one CRM with AI in Service Hub. Pricing, alternatives, who it's for.

J
The Jouster
Tests AI tools for real, from Paris
Updated
4 min read
Tool fact sheet
Insightlyinsightly.com0Le Jouteurprofil
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Insightly
insightly.com
0/ 10
Joute score
Price
29 $/month
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Obsolescence risk0/10 · Risky
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Insightly in brief

A mid-market CRM combining sales, marketing, and customer service in one platform. A credible HubSpot alternative for teams that want all-in-one without Salesforce's complexity.

  • Price29 $/month
  • CategoryBusiness
  • RecommendedWith caveats

The Essentials

  • All-in-one CRM with integrated sales, marketing, and customer service
  • Paid plan from $29/month, freemium available
  • AI in the Service module for automatic resolution and summaries
  • Targets SMBs and mid-market looking for a HubSpot or Salesforce alternative

What is Insightly?

Insightly is a CRM covering sales, marketing, and customer service in a unified platform. The proposition is close to HubSpot: everything in one place, without syncing multiple tools. Insightly added AI features to its Service Hub: automatic ticket resolution, conversation summaries, and agent suggestions. For SMBs with B2B needs across all three dimensions (sales, marketing, support) that find HubSpot too expensive or Salesforce too complex, Insightly is worth considering.

Strengths

CRM, marketing, and customer service in one platform

One tool for all commercial teams. No syncing between separate tools.

Affordable pricing vs HubSpot

For comparable features, Insightly is generally cheaper than HubSpot on mid-market plans.

AI in Service Hub

Automatic resolution and ticket summaries reduce the load on support teams.

Limits

Fewer integrations and ecosystem than HubSpot

HubSpot has a far richer integration marketplace. Insightly may lack compatible tools.

Less modern interface than newer CRMs

Insightly's UX is more traditional than newer entrants like Folk AI or Attio.

Pricing

Freemium for 2 users. Plus plan at $29/month. Professional plan at $49/month. Check insightly.com/pricing.

Alternatives

Insightly = all-in-one SMB CRM. Alternative HubSpot CRM = market leader, generous freemium. Alternative Pipedrive (pipedrive.com) = $15/month, sales-focused. Alternative Salesforce = enterprise, custom pricing.

Verdict

Insightly is a valid HubSpot alternative for teams that want sales + marketing + support in one affordable tool. Also compare with Pipedrive + Zendesk if module-specific needs are stronger.

FAQ

Does Insightly offer marketing automation?

Yes, Insightly Marketing is an email automation and lead management module. It's less powerful than HubSpot Marketing but functional.

Can you import contacts from Salesforce?

Yes, migration from Salesforce is documented on insightly.com.

Is Insightly suited for complex projects?

Insightly has an integrated project management module, useful for teams that deliver client projects after the sale.

Is Insightly available in English?

Yes, the interface is primarily in English.


Joute may earn a commission on subscriptions via links in this article. This doesn't change our reviews.

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Screenshots Insightly

7
Insightly homepage, customer support & sales AI tool
Homepage
Insightly interface in use
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Insightly dashboard view
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Insightly in action, customer support & sales AI tool
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Insightly app screen
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Insightly interface in use
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Insightly dashboard view
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The Jouster's verdict

Insightly : 0/10.

A mid-market CRM combining sales, marketing, and customer service in one platform. A credible HubSpot alternative for teams that want all-in-one without Salesforce's complexity..

Test Insightly yourself

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Insightly

29 $/month