Insightly Marketing
Marketing automation software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
Take the quiz to check if Insightly Marketing and its alternatives fit your requirements.
$99 per account per month
Free Trial
Free version unavailable
Small
Medium
Large
- Professional services (engineering, legal, consulting, etc.)
- Public sector and nonprofit organizations
- Information technology and software
What is Insightly Marketing
Insightly Marketing is a marketing automation application used to design, send, and track email campaigns and automated customer journeys. It is typically used by small to mid-sized teams that want marketing automation connected to a CRM and sales pipeline. The product focuses on list segmentation, email templates, automation workflows, and performance reporting, with native alignment to the Insightly CRM platform. It is positioned for organizations that prefer a single vendor for CRM and marketing operations rather than assembling multiple point tools.
Native CRM data alignment
Insightly Marketing is designed to work closely with Insightly CRM records, enabling marketing teams to use shared contact and account data for segmentation and targeting. This reduces the need for third-party connectors and duplicate data entry when the organization already runs on Insightly. It also supports tighter coordination between marketing activity and sales follow-up within the same vendor ecosystem.
Core automation and email tools
The product provides standard marketing automation capabilities such as email campaign creation, list management, segmentation, and automated workflows. These features cover common use cases like lead nurturing, onboarding sequences, and re-engagement campaigns. For teams that do not need an extensive ecosystem of add-ons, the built-in toolset can be sufficient for day-to-day automation.
Reporting tied to campaigns
Insightly Marketing includes campaign performance reporting that helps teams monitor engagement and outcomes from email and automation programs. Users can review metrics to evaluate which segments and messages perform better and adjust workflows accordingly. When used with the vendor’s CRM, reporting can be used to support attribution-style analysis based on CRM activity and pipeline stages.
Best fit within Insightly stack
Organizations not using Insightly CRM may find the product less compelling because many benefits depend on native CRM alignment. In those cases, teams often need integrations or data synchronization work to achieve comparable segmentation and lifecycle tracking. This can increase implementation effort compared with marketing automation tools that are more integration-first by design.
Limited enterprise-grade breadth
Compared with broader marketing automation suites, Insightly Marketing may offer fewer advanced capabilities such as complex multi-channel orchestration, extensive marketplace integrations, or highly customizable analytics. Teams with sophisticated requirements (multiple brands, regions, or complex governance) may outgrow the feature set. This can lead to adopting additional tools for capabilities outside email-centric automation.
Ecosystem and templates variability
The availability and depth of prebuilt templates, connectors, and community resources can be more limited than in some widely adopted automation platforms. That can affect time-to-launch for teams that rely heavily on prebuilt assets and third-party extensions. As a result, some organizations may need more internal effort for setup, customization, and ongoing optimization.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Plus | $99 per account/month (annual) | Email marketing automation; prospect scoring; A/B email testing; built-in business dashboards. Base package includes 2,000 marketing prospects. All prices USD, billed annually. |
| Professional | $499 per account/month (annual) | Adds custom scoring models; advanced prospect tracking; unlimited role-based permissions; advanced analytics. Base package includes 10,000 marketing prospects. All prices USD, billed annually. |
| Enterprise | $999 per account/month (annual) | Adds comprehensive audit logging; calculated fields; custom validation rules; advanced admin controls. Base package includes 20,000 marketing prospects; contact sales for custom needs. All prices USD, billed annually. |
Seller details
Insightly, Inc.
San Francisco, CA, USA
2009
Private
https://www.insightly.com/
https://x.com/insightly
https://www.linkedin.com/company/insightly/
