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Insightly Marketing

Plans and prices

Plus

$99a month, billed yearly

2,000 prospects shown · email marketing automation · prospect scoring · A/B email testing

Professional

$499a month, billed yearly

2,000 prospects shown · custom scoring models · advanced prospect tracking · unlimited role-based permissions

Enterprise

$999a month, billed yearly

2,000 prospects shown · comprehensive audit logging · calculated fields · custom validation rules

Every plan, in full

On the record

API
Insightly offers a REST-based API with a web sandbox and client libraries for Java, .NET, and Python.insightly.com · read 11 Oct 2026
Included contacts
2000insightly.com · read 22 Sep 2026
CRM integrations
nativeinsightly.com · read 22 Sep 2026
Customer journeys
Journey Builder creates multi-step email sequences and can send notifications, change lead scores, or trigger workflows based on customer interest and intent.insightly.com · read 11 Oct 2026
Email automation
Yesinsightly.com · read 22 Sep 2026
Email campaigns
Users can create campaigns with pre-built or customized drag-and-drop email templates, transactional emails, and email batching.insightly.com · read 11 Oct 2026
Lead capture forms
Yesinsightly.com · read 22 Sep 2026
Integration catalog
Insightly's integrations page lists 2,000+ integrations and names services including QuickBooks Online, Unbounce, WordPress, Slack, Shopify, Xero, Gmail, and DocuSign.insightly.com · read 11 Oct 2026
Integrations
Insightly says AppConnect can connect marketing to advertising channels such as Google Ads, Facebook, Instagram, and LinkedIn, as well as eCommerce platforms.insightly.com · read 11 Oct 2026
Intended customers
Insightly describes its CRM as designed for mid-market companies and says growing businesses across the globe rely on its platform.insightly.com · read 11 Oct 2026
Landing pages and forms
The product lets users build and clone landing pages, embed forms, and automatically share captured contact information with sales and delivery teams.insightly.com · read 11 Oct 2026
Lead scoring
Yesinsightly.com · read 22 Sep 2026
Purpose
Insightly Marketing is marketing automation software intended to help grow pipeline and nurture prospects into customers.insightly.com · read 11 Oct 2026
Reliability and compliance
Insightly's security page states a 99.95 percent continuous uptime record and describes SOC 2 Type II, GDPR, CCPA, and HIPAA compliance.insightly.com · read 11 Oct 2026
Reporting and testing
Reporting includes shareable dashboards, UTM tracking, multi-touch attribution, ROI tracking, prospect ID tracking, email health reporting, and A/B and multivariate testing.insightly.com · read 11 Oct 2026
Security
Insightly's marketing page lists SOC 2 Type II assessment, single sign-on, two-factor authentication, encryption in transit and at rest, GDPR, and HIPAA compliance.insightly.com · read 11 Oct 2026
Segmentation and scoring
Dynamic lists can use firmographic and demographic data, while prospect scoring and grading measure interest and intent from brand interactions.insightly.com · read 11 Oct 2026
Support
Insightly links to a help center for setup guides, support documentation, and product updates.insightly.com · read 11 Oct 2026

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