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§ Private Profile · San Francisco, CA, USA
CRM software provider offering cloud-based customer relationship management for businesses of all sizes, with Google Apps integration.
Insightly provides cloud-based customer relationship management (CRM) software designed for small businesses and organizations of all sizes, headquartered in San Francisco, CA. The platform offers an easy-to-use interface and a freemium pricing model, integrating with Google Apps and other business tools to help manage customer relationships across diverse industries such as manufacturing, consulting, professional services, and technology. It serves over 1.5 million users, including 1 million weekly active users, and has more than 100 paid customers, supported by a team of over 160 employees. The company generates approximately $14 million in annual revenue. Anthony Smith, the founder and CEO, established Insightly in 2009, initially in Perth, Australia, before its current San Francisco base. Its business model centers on freemium pricing model.
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 across 3 funding rounds. Most recently, it raised $25.0M Series C in April 2016.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Apr 1, 2016 | $25M Series C | Scott Bommer | Cloud Apps Capital Partners, Emergence Capital, Summit Partners, Wildcat Ventures, Emerge Capital, Sozo Ventures | Announced |
| Sep 1, 2013 | $10M Series B | Matt Holleran | Cloud Apps Capital Partners, Emergence Capital, Summit Partners, Wildcat Ventures, Sozo Ventures, TrueBridge Capital Partners | Announced |
| Oct 1, 2012 | $3M Series A | Emergence Capital | Wildcat Ventures | Announced |
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 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.