# Insightly

> Insightly is a San Francisco-based SaaS CRM platform founded in 2009 by Anthony Smith in Perth, Australia. It offers an integrated suite of CRM, marketing automation, and customer service tools targeting small to mid-sized businesses and mid-market companies. With over 1.5 million users across 200+ countries and ~25,000 customer organizations, Insightly differentiates itself through deep integrations with Google Workspace and Microsoft 365, a unified platform (CRM + marketing + service), and mid-market pricing. In July 2024, Insightly was acquired by private equity firm Crest Rock Partners and merged with Unbounce, the Vancouver-based landing page platform. In December 2025 it launched an AI Copilot for natural-language CRM interactions.

- **Founded:** 2009
- **Headquarters:** San Francisco, California, USA
- **Founders:** Anthony Smith (Founder & CEO (2009–2024))
- **Team size:** ~84–100 employees at Insightly standalone before the 2024 merger; 200+ employees in the combined Insightly + Unbounce entity post-merger.
- **Products:** Insightly CRM, Insightly Marketing, Insightly Service, AppConnect, AI Copilot
- **Notable:** Surpassed 100,000 users by 2012, just two years after launch, Grew to 1.5+ million users across 200+ countries by 2017, Raised ~$38–40M in total external funding across three rounds (2012–2016)

## Products & services

- **Insightly CRM** — Core platform for sales pipeline management, contact and lead tracking, opportunity management, and relationship intelligence.
- **Insightly Marketing** — Marketing automation for multi-channel campaigns, lead nurturing, email marketing, and customer engagement journeys. Launched 2019.
- **Insightly Service** — Customer service ticketing and help desk platform for post-sale support. Launched 2021.
- **AppConnect** — No-code integration tool connecting Insightly with 1,000+ third-party business applications via 540+ pre-built connectors. Launched 2021.
- **AI Copilot** — Generative AI assistant enabling natural-language CRM queries, email summarization and drafting, automated task creation, record summarization, data hygiene suggestions, and real-time pipeline insights. Launched December 16, 2025; available on Professional and Enterprise plans.

## Achievements

- Surpassed 100,000 users by 2012, just two years after launch
- Grew to 1.5+ million users across 200+ countries by 2017
- Raised ~$38–40M in total external funding across three rounds (2012–2016)
- Reached ~$221M valuation at Series C in 2016
- Listed in Gartner's Sales Force Automation Magic Quadrant alongside Salesforce, Oracle, Microsoft, and SAP
- Named Gartner Peer Insights Customers' Choice for Sales Force Automation in 2018
- Grew organically from Series C (2016) to ~$35M ARR by 2024 without raising additional capital
- Launched AI Copilot in December 2025, adding generative AI to its unified CRM platform
- Customer Sport Court Las Vegas grew 242% using Insightly; Sullivan & Stanley doubled revenue using Insightly CRM + Marketing
- Knightscope replaced Salesforce with Insightly, validating its enterprise readiness

## Latest updates

- **2024-07** — Insightly acquired by Denver-based private equity firm Crest Rock Partners and merged with Unbounce, a Vancouver-based AI landing page platform. Anthony Smith departed as CEO; Steve Oriola (former Pipedrive CEO) became CEO of the combined entity.
- **2025-12** — Launched Insightly CRM AI Copilot — a generative AI assistant for natural-language CRM queries, email summarization/drafting, task creation, record summarization, and data hygiene. Available on Professional and Enterprise plans.
- **2025** — Rolled out native DocuSign integration, Gantt chart views, Unbounce lead flow integration with closed-loop attribution reporting, and a UI/UX refresh across the platform.
- **2025** — Published 2025 CRM Research Report (375+ mid-market respondents), finding that 70% of businesses believe their CRM is the right size but only 34% of teams fully embrace and effectively use it.
- **2026-02** — Expanded AI Copilot with email threading for synced accounts; HIPAA compliance for Copilot pending general availability; Notion integration on roadmap.

## Links

- Website: https://www.insightly.com
- LinkedIn: https://www.linkedin.com/company/insightly
- Twitter/X: https://x.com/insightly
- GitHub: https://github.com/Insightly
- YouTube: https://www.youtube.com/insightlyCRM
- Instagram: https://www.instagram.com/insightlyplatform/
- Facebook: https://www.facebook.com/Insightly/

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Profile page: https://yespress.io/insightly
Published by YesPress — https://yespress.io
Last updated: 2026-04-09