Loading organizations...
Loading organizations...
Insightly is a technology company.
Insightly develops a comprehensive cloud-based Customer Relationship Management (CRM) platform that integrates sales, marketing, and project management functionalities. This unified solution is designed to help businesses manage customer interactions, streamline sales pipelines, and execute projects efficiently. It offers a central system for client data, enabling organizations to optimize their sales processes and improve client engagement through a modern, scalable interface. The platform provides tools for every stage of the customer lifecycle.
The company was founded in 2009 by Anthony Smith, an Australian tech entrepreneur. Smith conceived Insightly with the vision of creating a user-friendly CRM that would seamlessly integrate with Google Apps, addressing a clear need for accessible business management tools, particularly for emerging companies. His insight stemmed from a desire to simplify complex business operations for a broad user base.
Insightly serves businesses across various sizes, aiming to enhance how they connect with customers and drive growth. The platform empowers teams to sell more effectively and build stronger, enduring relationships through improved data management and collaboration. Its overarching mission is to provide an all-in-one platform that streamlines diverse business functions, ensuring companies can engage clients consistently and achieve their strategic objectives.
Insightly has raised $38.0M across 3 funding rounds.
Insightly has raised $38.0M in total across 3 funding rounds.
Insightly has raised $38.0M in total across 3 funding rounds.
Insightly's investors include Scott Bommer, Cloud Apps Capital Partners, Emergence Capital, Summit Partners, Wildcat Ventures, Emerge Capital, Sozo Ventures, Matt Holleran, TrueBridge Capital Partners.
Insightly is a private software company headquartered in San Francisco, California, that builds a cloud-based platform combining customer relationship management (CRM), project management, marketing automation, customer service ticketing, and workflow tools primarily for small and medium-sized businesses (SMBs).[1][2][3][6] It serves marketing, IT services, consulting, manufacturing, professional services, media, advertising, non-profits, and technology sectors by solving fragmented customer data, manual workflows, and siloed team operations through an integrated, freemium model with AI features, bidirectional email sync, customizable dashboards, and seamless integrations like Gmail, QuickBooks, Slack, and Zapier.[2][3][4][5][9] The platform drives sales velocity, project tracking, real-time insights, and post-sale customer retention, with users praising its productivity boosts and low total cost of ownership compared to competitors.[3][4][5]
Growth momentum includes serving over 184,000 customers across 100 countries by 2013, raising $40 million in funding by 2016, and expanding with features like AppConnect (2021), Insightly Service, marketing automation (2019), and AI enhancements.[1][2][6]
Insightly was founded in 2009 in Perth, Australia, by Anthony Smith as a CRM platform designed to integrate tightly with Google Apps for SMBs seeking simple customer and project management.[1] The idea emerged from addressing the need for affordable, cloud-based tools beyond basic spreadsheets, initially gaining traction via its freemium model.[1][4]
In 2012, the company relocated to San Francisco and raised $3 million led by Emergence Capital Partners to expand beyond Google Apps into an independent CRM, followed by an iOS app release and Microsoft integrations.[1] Pivotal moments included a $10 million Series B in 2013 (from Emergence, Sozo Ventures, TrueBridge), UI updates and Dropbox/QuickBooks integrations in 2014, a new CRM Suite in 2017, marketing automation in 2019, and AppConnect/Service launches in 2021, scaling to global adoption.[1]
Insightly stands out in the crowded CRM market through its all-in-one platform that unifies CRM, marketing, service, and projects without redundancies, emphasizing SMB accessibility.
Insightly rides the trend toward unified revenue operations platforms amid SMB digital transformation, where remote work, AI automation, and no-code integrations counter economic pressures like rising costs and talent shortages.[2][3][4] Timing aligns with post-2020 shifts to cloud tools for hybrid teams, as businesses consolidate software stacks to cut expenses—Insightly's faster go-live and integrations capitalize on this, outpacing siloed CRMs like early Salesforce alternatives.[4][5]
Market forces favoring it include SMB demand for affordable AI (e.g., insights, lead capture) and workflow efficiency, with 250,000+ global users reflecting ecosystem influence via partnerships that standardize data flows.[1][6] It influences by enabling non-tech SMBs to compete via productivity gains, reducing manual CRM drudgery in a $100B+ market shifting to composable platforms.[2][9]
Insightly's trajectory points to deeper AI embeddings for predictive sales/project analytics and expanded no-code AppConnect marketplaces, targeting mid-market expansion beyond SMBs amid rising demand for composable CRM stacks.[3][4] Trends like agentic AI workflows and vertical-specific modules (e.g., for non-profits, manufacturing) will shape it, potentially via acquisitions or partnerships to counter giants like HubSpot.[2][5]
Its influence may evolve as a go-to for integrated RevOps, empowering SMBs to scale relationships in AI-driven economies—reinforcing its origin as an accessible CRM innovator now primed for broader dominance.[1][6]
Insightly has raised $38.0M across 3 funding rounds. Most recently, it raised $25.0M Series C in April 2016.
| Date | Round | Lead Investors | Other Investors |
|---|---|---|---|
| Apr 1, 2016 | $25.0M Series C | Scott Bommer | Cloud Apps Capital Partners, Emergence Capital, Summit Partners, Wildcat Ventures, Emerge Capital, Sozo Ventures |
| Sep 1, 2013 | $10.0M Series B | Matt Holleran | Cloud Apps Capital Partners, Emergence Capital, Summit Partners, Wildcat Ventures, Sozo Ventures, TrueBridge Capital Partners |
| Oct 1, 2012 | $3.0M Series A | Emergence Capital | Wildcat Ventures |