What is the Insightly AI Copilot?

The AI Copilot is a conversational assistant that lets you search your CRM, update records, and summarize data using natural language instead of manual navigation.

Does Insightly offer a free version?

Yes, Insightly offers a 'Free Forever' plan for up to two users, focused on basic contact and project management.

Which plans include AI features?

AI features like the AI Copilot and advanced automation are available starting from the Professional tier and above.

Can I manage projects within the CRM?

Yes, Insightly is unique because it includes native project management, allowing you to convert won opportunities directly into projects.

What is Insightly AppConnect?

AppConnect is an integration-as-a-service (iPaaS) tool within Insightly that connects the CRM to over 500 other apps like Slack, Shopify, and QuickBooks.

Is there a limit on AI usage?

Yes, usage is typically tiered. For example, the Professional plan includes 75 AI Copilot queries per month, while Enterprise includes 100.

Nobody owns this listing yet

Insightly CRM AI is live in the directory, but no verified owner controls the page.

Claim this listing

Pick your launch day — Schedule a launch and compete for the daily #1 spot.
Win trophies you can embed — Rank top 3 on launch day and get an embeddable trophy.
“Featured on AI Kaptan” badge — Owner-only badge with your live upvote count.
Control what the page says — Edit copy, pricing, links and screenshots as the owner.

Unclaimed listings don't stay up forever. Listings left unclaimed are removed from the directory in periodic cleanups. When a listing goes, it goes everywhere — the tool page and every alternatives comparison it appears on, along with the rankings and backlinks that page had built up.

Verify with a work email on the domain (about 2 minutes), then a one-time $5 listing fee. See everything you get

CRM

Freemium

Insightly CRM AI

Boost sales efficiency with an AI-powered CRM that offers conversational data queries, automated lead routing, and integrated project management for seamless post-sale workflows.

Visit WebsiteView Alternatives

—

Rating

Reviews

Upvotes

3 months ago

Listed

CRM

Sales Automation

Project Management

AI Copilot

Lead Scoring

Business Intelligence

Marketing Automation

Tool information

Provider

Insightly

Platforms

Web

iOS

Android

Languages

English

Spanish

French

German

Portuguese

Italian

API Available

Yes

Added to directory

3 months ago

Last updated

about 1 month ago

Rating

Not available

Pricing

Freemium

About Insightly CRM AI

What the tool does and who it's for

Insightly CRM AI integrates advanced artificial intelligence into a unified platform for sales, marketing, and project management. Its flagship AI feature, the AI Copilot, enables users to interact with their CRM data through natural language, allowing for conversational data queries and automated record updates. The platform uses AI to automate routine data entry, summarize long email threads, and provide predictive insights into sales pipelines. By bridging the gap between sales and post-sale project delivery, Insightly ensures that AI-driven insights follow the customer journey from lead to project completion. It also features predictive lead scoring and sentiment analysis to help sales teams prioritize high-value opportunities and refine their outreach strategies.

Key capabilities

AI Copilot: Perform conversational data queries and update records using natural language commands.

Email Summarization: Automatically distill long email chains into concise, actionable summaries.

Predictive Lead Scoring: Use machine learning to prioritize leads based on historical conversion data.

Opportunity to Project Conversion: Seamlessly turn won deals into projects with all associated history intact.

Workflow Automation: Set up complex, multi-step automated processes triggered by specific CRM actions.

Sentiment Analysis: Analyze customer communication to detect emotional tone and adjust sales strategies.

Custom Objects & Fields: Tailor the CRM structure to unique business needs with flexible data modeling.

AppConnect Integration: Access over 500 pre-built connectors to sync data across your entire tech stack.

Pricing

Freemium — plans below

Free

Up to 2 users
Contact management
Project management basics
Standard reports

Plus

$29

Lead & sales management
100,000 record limit
2,500 mass emails per day
Mobile app access

Professional

Enterprise

$99

AI Copilot (100 queries/mo)
Calculated fields
Sandbox environment
500,000 record limit

Reviews

Be the first to review Insightly CRM AI

No reviews yet

Be the first to share your experience with Insightly CRM AI.

Featured Tools

Handpicked by our team of experts

Suggest an Update

Found outdated information? Help us keep this listing accurate.

FAQ

Insightly CRM AI FAQs

Common questions about Insightly CRM AI