What AI says about Insightly
Since Jul 5Updated Oct 27, 2026Based on 39,854 AI responses
Reviewed by Dimitry Apollonsky
AI summary
Insightly is a customer relationship management platform that centralizes pipeline data, tracks leads, and integrates marketing automation with project delivery. It comes up when mid-sized agencies and sales teams need to connect sales opportunities directly to post-sale implementation and manage complex client pipelines.
Mentioned in
2%
of AI answers about Insightly and its rivals
The market map
CRM Software PlatformsMentioned in
- #1HubSpotMentioned in 54%Avg. position 4.1
- #2tiedZoho CRMMentioned in 41%Avg. position 5.2
- #2tiedPipedriveMentioned in 41%Avg. position 5.4
- #4SalesforceMentioned in 28%Avg. position 4.7
- #5tiedMicrosoft Dynamics 365Mentioned in 23%Avg. position 6.4
- #8tiedMondayMentioned in 14%Avg. position 6.0
- #11tiedZapierMentioned in 11%Avg. position 5.9
- #13tiedAttioMentioned in 9%Avg. position 4.4
- #13tiedMakeMentioned in 9%Avg. position 6.0
- #13tiedInsightlyMentioned in 8%Avg. position 4.2
- #18tiedBitrix24Mentioned in 6%Avg. position 4.8
- #18tiedAirtableMentioned in 6%Avg. position 7.2
- #18tiedSAPMentioned in 5%Avg. position 5.5
- #22tiedWorkatoMentioned in 5%Avg. position 7.4
Where Insightly ranks in AI
MarketRank · Mentioned in
- CRM Software PlatformsAI picks HubSpot most54%#13 of 632tied · 8%
- CRM Platforms and IntegrationsAI picks HubSpot most60%#27 of 304tied · 3%
- CRM and Sales Pipeline SoftwareAI picks Pipedrive most67%#37 of 543tied · 2%
- Sales Enablement and Engagement PlatformsAI picks Highspot most68%#49 of 168tied · 1%
- Partner Management and Sales Intelligence SoftwareAI picks Impartner most73%#51 of 153tied · 1%
- Enterprise CRM & ERP SolutionsAI picks Microsoft Dynamics 365 most45%#54 of 312tied · 1%
- Project Management and Time Tracking SoftwareAI picks ClickUp and 1 more about as often45%#61 of 134tied · <1%
- Sales Forecasting and Revenue Intelligence SoftwareAI picks Clari most64%#71 of 249tied · 1%
- Marketing Funnel and Conversion ToolsAI picks Unbounce most42%#72 of 278tied · 1%
- Marketing & Client Acquisition ToolsAI picks Google Business Profile most40%#84 of 406tied · <1%
- Lead Management and CRM Integration SoftwareAI picks HubSpot most75%#98 of 278tied · <1%
- HIPAA Compliance Software and ServicesAI picks Microsoft Azure and 1 more about as often32%#174 of 808tied · <1%
Topics where AI mentions Insightly
TopicMentioned in · on this topicRank
- AI picks mostMentioned in
- We need to manage our customer relationships better. What's the best CRM software for a service-based business?on this questionAI picks Zoho CRM most29%
Excerpts where Insightly appeared in the AI's answer
Google AI ModeOct 20, 2026, Google AI Mode Insightly CRM : Best for project- and professional service-based businesses
Google AI ModeOct 16, 2026, Google AI Mode Insightly (Best for Project-Based Services): Purpose-built for businesses where a closed deal immediately turns into a project.
- AI picks mostMentioned in
- I'm looking to manage my agency's sales pipeline. What's the best CRM for a small creative agency?on this questionAI picks Pipedrive most18%
Excerpts where Insightly appeared in the AI's answer
ChatGPTOct 18, 2026, ChatGPT Insightly Best if you want to connect winning a deal with delivering the work.
ChatGPTOct 10, 2026, ChatGPT Insightly Best if you want to connect winning a deal with delivering the client project.
- Integrated customer and financial softwareEnterprise CRM & ERP SolutionsFew answers8%Rank #7tied#7tied
- CRM for companies with long sales cycles
- B2B lead data enrichment
- High-volume deal management
- Inbox-embedded deal management
- CRM for upsell and cross-sell tracking
- Agency multi-tenant management
- Small business CRM automation
- CRM software with customer success support for small businesses
- Affordable forecasting and quota management
- Easy to set up CRM for small business sales managers
- Budget-friendly CRM with automation for startups
- CRM for service businesses
- Sales CRM with forecasting and reporting
- Small team workflow automation
- CRM software with lead scoring
- Pipeline progress tracking
- Mobile-friendly CRM
- Healthcare CRM for patient management
- CRM with role-based permissions and audit logs for compliance
- Automated activity capture
- CRM sales engagement tools
- API-first CRM for sales teams
- Relationship-based selling
- Partner pipeline management
- Affordable CRM for small businesses integrating with email
- For professional services
- Offline-capable CRM
- Sales forecasting and quota tracking
- AI picks mostMentioned in
- For a mid-sized agency, which CRM systems combine project management or delivery tracking with traditional sales pipelines?on this questionAI picks Insightly most78%
Excerpts where Insightly appeared in the AI's answer
ChatGPTOct 26, 2026, ChatGPT Insightly — if the priority is a traditional CRM that can hand won deals into project delivery.
ChatGPTOct 23, 2026, ChatGPT Insightly A more traditional CRM with customizable sales pipelines and built-in project management.
- For a company with long sales cycles, which CRMs support complex deal histories, multiple touchpoints, and detailed notes without clutter?on this questionAI picks Zoho CRM and 1 more about as often14%
Excerpts where Insightly appeared in the AI's answer
Google AI ModeAug 22, 2026, Google AI Mode Insightly uniquely links deep relationship history and multi-contact tracking directly with project management features.
- As a small business that can’t afford a failed rollout, which CRM vendors have the strongest customer success support for smaller customers?on this questionAI picks Zoho CRM most9%
Excerpts where Insightly appeared in the AI's answer
Google AI ModeOct 26, 2026, Google AI Mode Insightly: Offers structured Guided Onboarding and specialized Premier Support plans.
Google AI ModeSep 18, 2026, Google AI Mode Insightly offers structured, guided onboarding programs designed around a small business's unique operational needs
How AI describes Insightly
Common descriptions
excellent · good · strong · native project management · best for project-based services · purpose-built
Tone of AI’s statements about Insightly
- Positive73%
- Neutral25%
- Mixed1%
- Negative1%
Insightly is the pick in 95% of AI’s recommendations.
Question: For a mid-sized agency, which CRM systems combine project management or delivery tracking with traditional sales pipelines?
ChatGPTOct 26, 2026
Insightly — if the priority is a traditional CRM that can hand won deals into project delivery.
ChatGPTOct 23, 2026
Insightly A more traditional CRM with customizable sales pipelines and built-in project management.
ChatGPTAsk ChatGPT yourself (opens in a new tab)Google AI ModeAsk Google AI Mode yourself (opens in a new tab)
Question: As a small business that can’t afford a failed rollout, which CRM vendors have the strongest customer success support for smaller customers?
Google AI ModeOct 26, 2026
Insightly: Offers structured Guided Onboarding and specialized Premier Support plans.
Google AI ModeAsk Google AI Mode yourself (opens in a new tab)ChatGPTAsk ChatGPT yourself (opens in a new tab)
How prominently AI mentions Insightly
Position in answers
- Named first12%
- 2nd or 3rd23%
- Later65%
Each engine’s share of its own answers across Insightly’s markets
- ChatGPT1%
- Google AI Mode3%
Compare Insightly
Sources AI cites
insightly.com 28%Other sites 72%
- Your site28%
- Insightly CRM: Modern, scalable Customer Relationship Management software platform (opens in a new tab) · 8%Leaves Insightly out
- CRM Project Management | Insightly (opens in a new tab) · 4%Leaves Insightly out
- 5 best CRMs for marketing agencies in 2026 (compared) (opens in a new tab) · 3%Leaves Insightly out
- The 7 best HIPAA-compliant CRMs in 2026 (and why it matters) (opens in a new tab) · 2%Leaves Insightly out
- Project & Task Management | Insightly CRM (opens in a new tab) · 1%Leaves Insightly out
- How to use a lead scoring system to sell more, faster in 2026 (opens in a new tab) · 1%
- Email Management | Insightly CRM (opens in a new tab) · 1%
- Lead and Opportunity Management | Insightly CRM (opens in a new tab) · 1%Leaves Insightly out
- Lead and Opportunity Management | Insightly CRM (opens in a new tab) · 1%Leaves Insightly out
- Top 5 best healthcare CRM software in 2026 (opens in a new tab) · 1%
- Lists Insightly on 2 of 7 pages23%
- Insightly CRM review | TechRadar (opens in a new tab) · 18%
- Insightly introduces AI into its CRM platform | TechRadar (opens in a new tab) · 2%
- Best client management software of 2026 | TechRadar (opens in a new tab) · 1%Leaves Insightly out
- Best small business CRM of 2026 | TechRadar (opens in a new tab) · 1%Leaves Insightly out
- Best free CRM software | TechRadar (opens in a new tab) · <1%Lists Insightly
- Best CRM for startups | TechRadar (opens in a new tab) · <1%Lists Insightly
- Freshworks review | TechRadar (opens in a new tab) · <1%Leaves Insightly out
- Microsoft Dynamics 365 CRM review 2026: Fully tested | TechRadar (opens in a new tab) · <1%Leaves Insightly out
- Pipedrive CRM review 2025 | TechRadar (opens in a new tab) · <1%Leaves Insightly out
- Zendesk Sell CRM review | TechRadar (opens in a new tab) · <1%
- Lists Insightly on 1 of 1 page5%
- Best CRMs for Agencies in 2026 | Campaign Monitor (opens in a new tab) · 5%Lists Insightly
- Leaves Insightly out4%
- Best CRM with Project Management 2026 | Pipeline CRM (opens in a new tab) · 3%Leaves Insightly out
- The 10 Best CRMs for Construction Companies in 2026 (opens in a new tab) · <1%
- Best Sales CRM Software 2026: 10 CRMs Ranked for Sales Teams (opens in a new tab) · <1%Leaves Insightly out
- Leaves Insightly out3%
- 5 Best CRM for Small Business in 2025 (opens in a new tab) · <1%
- Best CRM for Consulting Firms in 2026 (opens in a new tab) · <1%
- Install & use the Gmail sidebar with Insightly CRM ... (opens in a new tab) · <1%
- Productive.io Vs Clickup, WHICH TASK MANAGEMENT SOFTWARE IS RIGHT FOR YOU? - YouTube (opens in a new tab) · <1%
- 5 Best CRM Software - 2026 | What is The Real Difference? (opens in a new tab) · <1%
- Streak CRM Review (2026) Is This the Best Way to ... (opens in a new tab) · <1%
- Pipeline CRM Review 2026 | Best CRM for Sales Teams? (opens in a new tab) · <1%
- CRM with Shared Inbox | Email Templates, Bulk Send & Tracking (opens in a new tab) · <1%Leaves Insightly out
- BEST CRM Software | Tested 15 CRMs for 2026 (HONEST Opinion) (opens in a new tab) · <1%Leaves Insightly out
- BEST CRM Software | Tested 15 CRMs for 2026 (HONEST Opinion) (opens in a new tab) · <1%
- Lists Insightly on 1 of 1 page1%
- Leaves Insightly out1%
- Leaves Insightly out1%
- What are Projects? - Insightly Help Center (opens in a new tab) · 1%Leaves Insightly out
- What are Projects? - Insightly Help Center (opens in a new tab) · 1%Leaves Insightly out
The page AI cites most for Insightly
