What AI says about Insightly
Insightly is a customer relationship management platform that combines sales pipeline tracking with built-in project management and delivery tools. It comes up when buyers need to link closed deals directly to implementation milestones or manage multiple client projects.
AI calls itbest for project-based services,native project management,traditional crm,purpose-built,bridges the gap,built-in project management
Since Jul 5Updated Nov 11, 2026Based on 26,257 AI answers
Reviewed by Dimitry Apollonsky
Mentioned in · Public index
1%
of AI answers about Insightly and its rivals · since Jul 5
Based on 26,257 AI answers
- ChatGPT<1%
- Google AI Mode1%
How often AI mentions Insightly
of AI answers about Insightly and its rivals
Track your brand free to see 13 weeks of history.
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Sep 14OctNov 2
- · ChatGPT switched to GPT-6 Luna
Markets where AI mentions Insightly
Mentioned inLowHighFew answers
All marketsChatGPTGoogle AI Mode
- CRM Software PlatformsGoogle AI Mode
- Enterprise CRM & ERP SolutionsGoogle AI Mode
- CRM Platforms and IntegrationsOutside both engines’ top 25
- CRM and Sales Pipeline SoftwareOutside both engines’ top 25
- Sales Enablement and Engagement PlatformsOutside both engines’ top 25
- Sales Forecasting and Revenue Intelligence SoftwareOutside both engines’ top 25
- Project Management and Time Tracking SoftwareOutside both engines’ top 25
- Lead Management and CRM Integration SoftwareOutside both engines’ top 25
- Partner Management and Sales Intelligence SoftwareOutside both engines’ top 25
- Data & SaaS Migration ServicesOutside both engines’ top 25
- B2B Market & Sales Intelligence ToolsOutside both engines’ top 25
- Marketing & Client Acquisition ToolsOutside both engines’ top 25
Topics where AI mentions Insightly
TopicMentioned in · on this topicRank
- B2B lead data enrichment
- CRM software with customer success support for small businesses
- Small business CRM automation
- CRM with role-based permissions and audit logs for compliance
- Easy to set up CRM for small business sales managers
- Budget-friendly CRM with automation for startups
- API-first CRM for sales teams
- CRM for service businesses
- CRM for upsell and cross-sell tracking
- Professional services CRM
- Affordable forecasting and quota management
- Mobile-friendly CRM
- Small team workflow automation
- Sales CRM with forecasting and reporting
- CRM with custom reporting
- Affordable CRM for small businesses integrating with email
- Automated activity capture
- Healthcare CRM for patient management
- Built-in email sequences
- Agency multi-tenant management
- Pipeline progress tracking
- CRM sales engagement tools
- Scalable CRM for startups
- Free CRM software
- For professional services
- Relationship-based selling
- Partner pipeline management
- CRM software with lead scoring
- Offline-capable CRM
- CRM integration marketplace
- 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 and 3 more about as often73%
Excerpts where Insightly appeared in the AI's answer
Google AI ModeNov 11, 2026, Google AI Mode The top CRM systems that combine sales pipelines with project management or delivery tracking break down as follows: 1. Insightly
ChatGPTNov 5, 2026, ChatGPT My shortlist for a marketing, creative, digital, or consulting agency would be Scoro, Productive, Accelo, Teamwork.com, Workamajig, and Insightly.
- For a company with strict compliance needs, which CRM vendors provide robust role-based permissions and audit logs?on this questionAI picks Microsoft Dynamics 365 most12%
- For a company with long sales cycles, which CRMs support complex deal histories, multiple touchpoints, and detailed notes without clutter?on this questionAI picks Pipedrive and 1 more about as often15%
- 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 HubSpot most10%
Excerpts where Insightly appeared in the AI's answer
Google AI ModeOct 29, 2026, Google AI Mode Insightly — Best for small teams needing unified sales and project management without enterprise bloat.
Google AI ModeOct 26, 2026, Google AI Mode Insightly: Offers structured Guided Onboarding and specialized Premier Support plans.
Insightly in AI answers
1 of 8
For a mid-sized agency, which CRM systems combine project management or delivery tracking with traditional sales pipelines?
ChatGPTChatGPT· Nov 5, 2026
My shortlist for a marketing, creative, digital, or consulting agency would be Scoro, Productive, Accelo, Teamwork.com, Workamajig, and Insightly.
Google AI ModeGoogle AI Mode· Nov 11, 2026
The top CRM systems that combine sales pipelines with project management or delivery tracking break down as follows: 1. Insightly
Sites AI cites
- Leaves Insightly out30%
- Insightly CRM review | TechRadar (opens in a new tab) · 22%
- 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) · 2%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%Leaves Insightly out
- Best CRM for startups | TechRadar (opens in a new tab) · <1%Leaves Insightly out
- 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%
- Your site22%
- Insightly CRM: Modern, scalable Customer Relationship Management software platform (opens in a new tab) · 4%Lists Insightly
- 5 best CRMs for marketing agencies in 2026 (compared) (opens in a new tab) · 3%Lists Insightly
- The 7 best HIPAA-compliant CRMs in 2026 (and why it matters) (opens in a new tab) · 3%Leaves Insightly out
- CRM Project Management | Insightly (opens in a new tab) · 2%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%
- Project & Task 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%
- Lead and Opportunity Management | Insightly CRM (opens in a new tab) · <1%Lists Insightly
- AI in CRM: 9 practical use cases (+ the best AI CRMs) (opens in a new tab) · <1%
- Leaves Insightly out4%
- 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 page3%
- Best CRMs for Agencies in 2026 | Campaign Monitor (opens in a new tab) · 3%Lists Insightly
- Leaves Insightly out2%
- Best CRM with Project Management 2026 | Pipeline CRM (opens in a new tab) · 1%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 out2%
- Leaves Insightly out1%
