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BrandsInsightly

How AI describes Insightly

Data as of Sep 9, 2026 · Based on 3,265,539 AI responses across 10,525 prompts · See how Parse measures this

Insightly logoInsightlyinsightly.com

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.

Parse Score

74.3

#22 of 253 in CRM Software Platforms

Strength53/ 100
Reach72/ 100
Authority64/ 100

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How AI talks about Insightly

Nearly every recommendation names Insightly as the pick.

CRM + project management integration

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

AI questions where Insightly appears

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The market map

CRM Software Platforms →
5%10%20%50%Category leadersSpecialistsIn the mixLong tailNamed in more AI answers →Appears earlier in the answer →HubSpotPipedriveSalesforce CRMZoho CRMMicrosoft Dynami…monday devZapierSAPAttioOracleShopify HydrogenRetoolCloseMakeInsightly

Where AI ranks Insightly

CRM Software Platforms#22
  • Sales pipeline management#2
  • Free CRM for early-stage teams#11
  • CRM for service businesses#12
#29
#46
#50
#52
  • Agency multi-tenant management#6
  • Client-specific pipelines#8
  • Small team workflow automation#9
Enterprise CRM & ERP Solutions
  • Approval workflows and field validations#8

+ 1 more market

Salesforce logoSalesforceContested
  • Excerpts where Insightly appeared in the AI's answer

    Google AI Mode · excerpt
    Insightly: Known early on for merging CRM pipelines with native project management.
    Google AI Mode · excerpt
    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

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

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

    Google AI Mode · excerpt
    Insightly — Specifically caters to small-to-midsize businesses and professional service agencies.
    Google AI Mode · excerpt
    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

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

    Google AI Mode · excerpt
    Insightly: Tailored for compliance-heavy sectors (including healthcare), offering administrative safeguards, information access management, and audit logs.
    Google AI Mode · excerpt
    Insightly: Well-regarded for project management and providing structured user permissions and compliance tools.
+1 more prompts·Monitor Insightly