Salesforce Manufacturing Cloud
CRM platform with manufacturing-specific modules for sales, service, and channel operations
Insightly
CRM with marketing automation, support ticketing, and app integrations for mid-market companies
- Deployment
- Cloud
- Pricing
- Subscription
- Target size
- mid-size plants
Updated · By Oleksii Bilokamenskyi, Founder, MetaProject · How we rank
About Insightly
Insightly is a customer relationship management platform for tracking pipeline, contacts, and deals in one place. Its modules include CRM, marketing automation, a support and ticketing app, and AppConnect, a drag-and-drop tool for building integrations without coding. The vendor's site also describes AI features such as a Copilot chat for adding and updating records, and automatic email reply and summary generation.
The vendor's site states that Insightly CRM is designed for mid-market companies seeking a modern, customizable solution that scales with growth stages. The site does not describe how the software is deployed, though a client portal and web-based ticketing suggest a hosted product; no on-premise option is mentioned. Insightly was acquired by Unbounce in July 2024, and the company also offers Unbounce's landing page builder as a separate product.
The vendor's site does not list specific prices or plans, instead directing visitors to request a demo or start a free trial. AppConnect is described as integrating with Microsoft, DocuSign, Shopify, WordPress, PandaDoc, NetSuite, QuickBooks, Slack, Gong, Jira, Asana, Calendly, Okta, and other tools, but the site does not explain the depth or setup requirements of these integrations. Overall, pricing, deployment model, and integration mechanics beyond the AppConnect description are left unclear.
Insightly screenshots
CRM dashboard with pipeline, contacts, organizations and opportunity chartsScreenshot: Insightly, from insightly.com
Screenshots belong to Insightly and are taken from its public website. To have one removed, email info@shopfloorindex.com.
Insightly at a glance
| Headquarters | USA |
|---|---|
| Deployment | Cloud |
| Pricing model | Subscription |
| Price | From $29 / month |
| Pricing (as reported) | $29/user/mo |
| Target size | mid-size manufacturers |
| Integrations | Microsoft, DocuSign, Shopify, WordPress, PandaDoc, NetSuite, QuickBooks, QuickBooks Online, Workday, ZoomInfo, Unbounce, Slack, Jira, Xero, ADP Workforce Now, Gong, Asana, Calendly, Okta |
Pricing and facts as reported by the vendor or public listings, checked when this profile was researched. Source: cargas.com.
Pros and cons
What works
- Documents a drag-and-drop integration builder (AppConnect) requiring no coding
- Offers a client portal for support ticket submission and tracking
- Includes marketing automation with lead scoring based on engagement
- Lists over a dozen named third-party app connectors
What does not
- No pricing figures published on the site; buyers must request a demo or trial
- Deployment model (cloud, on-premise, or hybrid) is not described on the site
- Support and ticketing is offered as a separate product/module from core CRM
Who Insightly is best for
Mid-market companies seeking a customizable CRM that scales with growth and needs integration with existing business tools.
Compared in
- Best CRM Software for Manufacturers
CRM plus project delivery for mid-sized manufacturers, with accounting and ops integrations
Alternatives to Insightly
Microsoft Dynamics 365 Sales
CRM software for sales teams with AI-based agents for lead qualification and deal management
SugarCRM
CRM and sales platform for B2B companies with AI-driven opportunity insights
Prospect CRM
Stock-aware CRM for B2B wholesalers, distributors and manufacturers
Oracle NetSuite CRM
CRM sharing one database with NetSuite ERP for inventory, quotes and production visibility
SAP Sales Cloud
CRM for manufacturers already on SAP covering quotes, orders and service
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