Independent AI audit · 25 parameters across 5 domains · equal weight
Software development lifecycle
5 parameters · awaiting evidence
Product management
5 parameters · awaiting evidence
Organization
5 parameters · awaiting evidence
Security & privacy
5 parameters · awaiting evidence
Implementation & support
5 parameters · awaiting evidence
No audit on record yet. No score is not a low score.
Insightly is a customer relationship management platform notable for extending past the closed deal. Where most CRMs stop at won or lost, Insightly converts an opportunity directly into a project with tasks, milestones, pipelines and delivery tracking, which suits professional services, agencies and implementation-heavy businesses where the sale is the beginning of the work. The product line has three modules sold separately or bundled: CRM for leads, contacts, opportunities and projects; Marketing for email campaigns, journeys and prospect scoring, priced per account by prospect volume; and Service for ticketing, SLA tracking, macros and customer portals. AppConnect provides low-code integration between them and external systems, priced by task volume. Higher CRM tiers add lead assignment and routing, workflow automation, an AI Copilot, sandboxes, products and price books, quotes and comprehensive audit logging. An all-in-one bundle combines the three modules. Insightly is part of the Unbounce group.
Screenshots and product photos shared by Insightly.
San Francisco, CA
A customer record that does not go quiet the moment the contract is signed.
To unify sales, delivery and service so growing companies keep the promises they sell.
Meet the leaders shaping our vision, product, and growth.
Our certifications and compliance frameworks that keep your data safe.
SOC 2 Type II
ISO 27001
GDPR
CCPA / CPRA
HIPAAAll plans include core features. Per month, billed annually.
Lead and contact managementProject managementAdvanced reportsEmail integrationMobile appsLead assignment and routingWorkflow automationAI CopilotCustom dashboardsEverything in PlusSandboxesProducts, price books and quotesComprehensive audit loggingCustom validation rulesEverything in ProfessionalAll three modulesAppConnect includedUnified reportingVolume prospect allowancesPriority supportAll capabilities grouped by category.