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Insightly Marketing

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What Insightly Marketing is

Insightly Marketing is paid marketing automation software for growing pipeline and nurturing prospects into customers. It runs on the web and through a REST-based API, with email automation, customer journeys, lead scoring, and lead-capture forms. Campaigns can use drag-and-drop templates, transactional emails, and batching. Landing-page tools support building and cloning pages, embedding forms, and sharing captured contacts with sales and delivery teams. Dynamic lists segment firmographic and demographic data, while scoring and grading assess interest and intent from interactions. Reporting includes shareable dashboards, UTM tracking, multi-touch attribution, ROI and prospect-ID tracking, email-health reports, and A/B or multivariate testing. Native CRM integrations connect marketing activity with CRM systems. AppConnect links advertising and ecommerce channels, while the catalog lists 2,000+ integrations. Security listings include single sign-on, two-factor authentication, encryption, and SOC 2 Type II, GDPR, CCPA, and HIPAA coverage. Plans have no listed prices: Plus includes 2,000 prospects, Professional 10,000, and Enterprise 20,000, with increasing monthly send multipliers.

Who it suits

It suits growing and mid-market businesses managing automated campaigns, prospect journeys, scoring, forms, and CRM-connected marketing. API access and many integrations support teams connecting other systems.

What it does well

  • Email automation and customer journeys
  • Lead scoring and capture forms
  • Native CRM integrations
  • A/B and multivariate testing
  • 2,000+ listed integrations

What to know first

  • No free plan
  • Higher plans are required for larger prospect volumes
  • API use requires technical integration

Plans

PlanBilled and limitsPrice
Professionalannually · 2,000 prospects shown · custom scoring models · advanced prospect tracking · unlimited role-based permissions$499 a month
Plusannually · 2,000 prospects shown · email marketing automation · prospect scoring · A/B email testing · built-in business dashboards$99 a month
Enterpriseannually · 2,000 prospects shown · comprehensive audit logging · calculated fields · custom validation rules$999 a month

As insightly.com lists them, read 11 Oct 2026. The maker's own page has the final word.

Verdict

Insightly Marketing covers campaign creation, segmentation, scoring, reporting, and CRM connections in one paid platform. Buyers must compare prospect allowances and send multipliers because prices are not provided in the listed plans.

Facts from Insightly Marketing's own pages

API
Insightly offers a REST-based API with a web sandbox and client libraries for Java, .NET, and Python. · insightly.com, 11 Oct 2026
Included contacts
2000 · insightly.com, 22 Sept 2026
CRM integrations
native · insightly.com, 22 Sept 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, 11 Oct 2026
Email automation
Yes · insightly.com, 22 Sept 2026
Email campaigns
Users can create campaigns with pre-built or customized drag-and-drop email templates, transactional emails, and email batching. · insightly.com, 11 Oct 2026
Lead capture forms
Yes · insightly.com, 22 Sept 2026
Free plan
No · insightly.com, 22 Sept 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, 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, 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, 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, 11 Oct 2026
Lead scoring
Yes · insightly.com, 22 Sept 2026
Purpose
Insightly Marketing is marketing automation software intended to help grow pipeline and nurture prospects into customers. · insightly.com, 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, 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, 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, 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, 11 Oct 2026
Support
Insightly links to a help center for setup guides, support documentation, and product updates. · insightly.com, 11 Oct 2026

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