Data as of Sep 9, 2026 · Based on 3,265,539 AI responses across 10,525 prompts · See how Parse measures this
Insightly provides a customer relationship management (CRM) platform that centralizes customer and pipeline data, tracks leads, emails, calls, and deals, and enables workflow automation to close more business. It includes marketing automation to create and score campaigns, automate follow-ups, and drive engagement, plus support/ticketing to improve customer service, with AI features like Copilot to automate tasks and summarize data. It integrates with thousands of apps through AppConnect (including Gmail, Slack, QuickBooks, Unbounce, and more) to connect tools and accelerate growth for go-to-market teams.
How AI talks about Insightly
Nearly every recommendation names Insightly as the pick.
Tone of voice
75% of how AI describes Insightly reads positive.
Words AI uses
AI reaches for strong · good · robust when it describes Insightly.
Rivals
Salesforce is the brand AI weighs against Insightly most, and it leads on approval workflows and field validations.
Sources
techradar.com shapes more of what AI says about Insightly than any other source, at 33% of its citations.
insightly.com · campaignmonitor.com · en.wikipedia.org · pipelinecrm.com
The market map
CRM Software Platforms →Where AI ranks Insightly
+ 1 more market
Excerpts where Insightly appeared in the AI's answer

Insightly: Known early on for merging CRM pipelines with native project management.

Insightly : A hybrid platform that uniquely links traditional CRM records (leads, contacts, organizations) directly to project milestones, tasks, and pipelines.
Excerpts where Insightly appeared in the AI's answer

Insightly uniquely links deep relationship history and multi-contact tracking directly with project management features.
Excerpts where Insightly appeared in the AI's answer

Insightly: Includes built-in lead scoring as part of its marketing automation, allowing sales and marketing teams to work from the same database.

Insightly: Offers built-in tools that let you automatically score leads based on fit (demographic) and engagement (behavior)
Excerpts where Insightly appeared in the AI's answer

Insightly — Specifically caters to small-to-midsize businesses and professional service agencies.

Insightly (Best for Post-Sale): Recommended for businesses that focus on project management post-sale, providing structured customer success for onboarding.
Excerpts where Insightly appeared in the AI's answer

Insightly : Best for service providers, agencies, and project-based businesses .
Excerpts where Insightly appeared in the AI's answer

Insightly: Tailored for compliance-heavy sectors (including healthcare), offering administrative safeguards, information access management, and audit logs.

Insightly: Well-regarded for project management and providing structured user permissions and compliance tools.