--- title: "Insightly Marketing Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Insightly Marketing Software - reviews, pricing plans, popular comparisons to other Email Marketing products and more." source_url: "https://www.capterra.com/p/221743/Insightly-Marketing/" page_type: "product" language: "en" --- # Insightly Marketing Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Insightly Marketing ## What is Insightly Marketing? Insightly Marketing is marketing automation made simple. It is built on the same platform as Insightly CRM, so customer data flows freely between the two systems in real time, giving you and your teams access to actionable insights faster than ever. It has a beautiful, easy-to-use interface for creating customer journeys, email templates, customer newsletters and shareable dashboards. Build engaging campaigns and grow a pipeline to support sales, all in minutes. ## What is Insightly Marketing used for? [Email Marketing](https://www.capterra.com/email-marketing-software/)[Campaign Management](https://www.capterra.com/campaign-management-software/)[Lead Generation](https://www.capterra.com/lead-generation-software/) Top alternative Featured Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $99 Per Feature, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Insightly Marketing?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.insightly.com&name=Insightly Marketing) ## Insightly Marketing Overview Updated August 2026 AI summary Insightly Marketing is a cloud-based platform for small to enterprise businesses seeking email marketing, CRM, and marketing automation capabilities. It offers campaign analytics, lead capture, A/B testing, customer segmentation, and customizable templates, with optional features like multi-channel marketing, drip campaigns, and third-party integrations. Teams use it to manage and analyze marketing efforts and grow their pipeline. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Insightly Marketing 5.0 (2) VS. [4.5 (6,252)](https://www.capterra.com/p/171840/HubSpot-Marketing/reviews/) Starting Price $99 Per Feature, Per Month Starting Price $15 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (2) Ease Of Use 4.3 (3,502) Value For Money 4.5 (2) Value For Money 4.2 (3,079) Customer Service 4.5 (2) Customer Service 4.4 (3,078) ## Insightly Marketing alternatives [4.7 (836)](https://www.capterra.com/p/153508/Omnisend/reviews/) Starting price $16.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.3 (2,945)](https://www.capterra.com/p/31898/Constant-Contact/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.6 (537)](https://www.capterra.com/p/156699/Klaviyo/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars Highest Rated [4.8 (655)](https://www.capterra.com/p/147415/EmailOctopus/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars ## FAQs about Insightly Marketing Overview ### What company size and specific industries is Insightly Marketing built for? Insightly Marketing is designed for small to mid-sized companies that need a shared view of customers across sales and marketing to grow pipeline, improve retention, and track marketing return on investment. It is not tied to a specific industry, making it suitable for businesses across sectors. Features and Usability ### What are the key features of Insightly Marketing? Insightly Marketing offers marketing automation, campaign management, and lead nurturing for email, drip, and multi-channel campaigns. It includes campaign and customer segmentation, A/B testing, multivariate testing, landing pages and web forms, website visitor tracking, CRM integration, reporting and analytics, ROI tracking, and role-based permissions. Integrations ### Which third-party tools and platforms does Insightly Marketing integrate with? Insightly Marketing integrates with 5 third-party platforms, including Google Calendar, Google Contacts, Google Docs, Microsoft 365, and Zoom Workplace. These catalog integrations cover calendar, contacts, document handling, productivity, and video meeting tools used in everyday marketing operations. Getting Started and Support ### What training and onboarding options does Insightly Marketing offer? Insightly Marketing provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided learning, while documentation and videos offer self-paced reference materials for reviewing features and setup steps as needed. Getting Started and Support ### What customer support options does Insightly Marketing offer? Insightly Marketing provides email/help desk, FAQ/forum, knowledge base, and phone support. No reviewer feedback is available for support experiences, so user sentiment on response times, helpfulness, or common frustrations cannot be summarized here. ## Features AI summary Based on 20,387 Email Marketing reviews Capterra reviewers highlight these as the features buyers value most when choosing email marketing software: - **Email Campaign Management** (**50%** of reviewers rated this feature as critical) - **Campaign Scheduling** (**44%**) - **Campaign Analytics** (**40%**) Insightly Marketing includes **Campaign Analytics**, helping teams track campaign results and measure marketing performance over time. However, it does not offer **Email Campaign Management** or **Campaign Scheduling**. Instead, it provides **Lead Capture** (**45%**), which can help businesses collect prospect information and build their pipeline, giving teams more visibility into incoming interest and follow-up opportunities. A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities API Application programming interface that allows for integration with other systems/databases Campaign Analytics Track and interpret campaign performance metrics Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Campaign Segmentation Group campaigns by project, client, or campaign for better management. Insightly Marketing 40 features ### All Features - A/B Testing: Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - API: Application programming interface that allows for integration with other systems/databases - Campaign Analytics: Track and interpret campaign performance metrics - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Campaign Segmentation: Group campaigns by project, client, or campaign for better management. - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable CTAs: Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Customization: Create labels for products that contain required information such as colors, sizes, dates, etc. - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Drip Campaigns: Send automated marketing emails based on user actions over a predetermined period - Dynamic Content: Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Forms Management: Store, manage and track all forms in a centralized location - Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects - Lead Capture: Automatically identify and save contact information of potential customers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - List Management: Manage contacts across multiple mailing lists - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Marketing Calendar: See past and upcoming campaigns and communications in a calendar view - Multi-Channel Marketing: Coordinate marketing efforts across channels (email, landing pages, social media, etc.) - Multivariate Testing: Create many versions of emails, forms, or actions and gauge which is most effective - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - ROI Tracking: Monitor conversion rates and analyze effectiveness and profitability of marketing efforts - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Segmentation: Group leads or contacts based on their specific characteristics - Single Sign On: Allow users to access multiple services after entering their login credentials once - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Website Visitor Tracking: Monitor activity of individuals who visit your website using cookies - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (2) 4.5 Based on 2 reviews ## Pricing Value for money 4.5 (2) Basic $99.00 Per Feature,Per Month Value for money 4.5 (2) 4.5 Based on 2 reviews ## Integrations [ Google Docs](https://www.capterra.com/p/160756/Google-Docs/)[ Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Google Contacts](https://www.capterra.com/p/203196/Google-Contacts/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.5 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (2) 4.5 Based on 2 reviews ## User reviews Overall rating 5.0 Based on 2 reviews Filter by rating 5(2) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent MW Matthew W. Retention and School Support Manager Education Management ### "Why would you look else where" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 19, 2024 We love Insightly Marketing as it seamlessly fits in with the CRM and the stats and reports are so important to monitor the success of each campaign. Pros We like the integration with the CRM. It is easy to use and you can create great looking marketing emails. You can view the emails you have sent by looking in the contact to see who has opened the email. You also get to view the success of each email with open rates, click rates and the number of people unsubscribing. Cons Sometimes the emails do not always make it into the primary inbox and the open rates are a bit inflated due to firewalls. Switched from [Campaign Monitor by Marigold](https://www.capterra.com/p/76928/Campaign-Monitor/) We use Insightly CRM and wanted to be able to view the campaigns in the CRM Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ED Ephantus D. Project Manager Management Consulting ### "A Smooth Marketing Solution For Business " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 April 8, 2024 Pros When it comes to marketing and lead management, this product has it all. It is effective ad affordable Cons No issues with Insightly Marketing. It has always served. Switched from [ApplicantStack](https://www.capterra.com/p/264567/ApplicantStack/) [Project Tracker](https://www.capterra.com/p/70509/Project-Tracker-Net/) [AP Workflow Automation](https://www.capterra.com/p/167772/AP-Automation/) [Marketo Engage](https://www.capterra.com/p/75130/Marketo-Lead-Management/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.