--- title: Insightly Marketing Reviews meta_title: 'Insightly Marketing Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 10 reviews by the users' company size, role or industry to find out how Insightly Marketing works for a business like yours. aggregate_rating: rating_value: 3.5 review_count: 10 scale: '5' date_modified: '2026-05-05' parent_category: name: Marketing url: https://www.g2.com/categories/marketing --- # Insightly Marketing Reviews **Vendor:** Unbounce **Category:** [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) **Average Rating:** 3.5/5.0 **Total Reviews:** 10 ## About 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. Align sales and marketing efforts with a single, unified view of the customer across all marketing and sales touchpoints. Your teams will be empowered to create, maintain, and measure the impact of your sales and marketing efforts with common definitions across key components of the customer lifecycle, including prospects, leads, opportunities, pipeline stages, go-to-market strategies, and more. Grow sales pipeline through engaging customer journeys and intelligent audience segmentation and targeting. Score prospect interactions and deliver on high quality leads to sales, creating velocity through the sales process and driving higher conversion rates. Measure and Report on Marketing Impact through visibility to key metrics through the entire marketing and sales funnel, including open and click through rates, page views, visitor sources, time spent on site, MQL to SQL conversion, and marketing campaign return on investment (ROI). Drive ongoing business success with A/B and multivariate testing capabilities. Optimize Customer Retention through a unified, high definition view of your customers over time. Use data on customer behavior to build nurture campaigns that encourage adoption and usage, create upsell and cross-sell opportunities, solicit voice-of-the-customer feedback, and build triggered campaigns to proactively drive renewals and repeat business. ## Insightly Marketing Reviews ### 1. A Temptive CRM Platform **Rating:** 3.0/5.0 stars **Reviewed by:** Nishay S. | Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2023 **What do you like best about Insightly Marketing?** Insightly Marketing really takes the weight of our shoulders when it comes to managing the database and integrating with our native suite options which is why we find it perfect. **What do you dislike about Insightly Marketing?** The UI is sometimes slow at times and it affects our productivity and moreover there is no presence of tolerance trigger feature which is very important and they should push this update to make this product better. **What problems is Insightly Marketing solving and how is that benefiting you?** Previously, it was really a hard nut to crack as we had to use multiple platforms but not anymore as insightly gives us all critical insights into our marketing campaigns and spends along with the intuitive CRM which makes our work easier. ### 2. Incredible new capabilities but could use better organization **Rating:** 4.0/5.0 stars **Reviewed by:** Kaitlyn C. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2023 **What do you like best about Insightly Marketing?** I love the new capabilities that we have in Insightly Marketing. The email templates and creation are incredible, and we make great use of the journeys fuction. **What do you dislike about Insightly Marketing?** Both Insightly CRM and Marketing can run quite slowly sometimes, but we have noticed that Marketing is even slower. Additionally, I would love to be able to better organize our emails so we don't get overwhelmed. For example, if we could put them in a category that would appear on the sidebar. **What problems is Insightly Marketing solving and how is that benefiting you?** As I mentioned, the better email capabilities and the journeys have helped with our sales outreach and prospect priority. It is giving us much clearer data and insights into how our outreach is performing and converting to sales. ### 3. A Good Tool for Small to Large Sales Teams **Rating:** 3.5/5.0 stars **Reviewed by:** Abhay C. | Freelance DM Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2023 **What do you like best about Insightly Marketing?** Some of the best features of Insightly marketing for our team were: - Customer Data Management - Connect Projects to People - Automate Reminders for Subsequent Actions - Monitor Emails - Make Reports **What do you dislike about Insightly Marketing?** The tool should have some auto sync features. At the similar price, this tool only offers a part of what other marketing automation tools are offering. Searching is difficult, and the CRM is also minimal. **What problems is Insightly Marketing solving and how is that benefiting you?** In our team, Insightly marketing is used to manage all client information, relationships, and proposal phases. It is primarily used by the client representative and project management teams. It assists us in managing our proposals. ### 4. Good for Automating your routine tasks **Rating:** 3.5/5.0 stars **Reviewed by:** Sandeep S. | Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 31, 2023 **What do you like best about Insightly Marketing?** This tool is great as it is not industry dependent , neither it has rigid scope for things. One can easily customise it according to their business needs and manouvre there way **What do you dislike about Insightly Marketing?** There are few things which can be improved as there are very limited scope and less inbuilt integration with other apps. It sometimes requires help of a coder or IT person to achieve few things **What problems is Insightly Marketing solving and how is that benefiting you?** Insightly Marketing is one of the best tools that make automating marketing processes a breeze. This tool not only helps in creating complex customer journeys but aids in informed decision making ### 5. I mean, what is there to say really? **Rating:** 0.5/5.0 stars **Reviewed by:** Jessica B. | Director of Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2023 **What do you like best about Insightly Marketing?** Unfortunate, there is nothing I could say it does well other than send out email blasts, though those can also be challenging. **What do you dislike about Insightly Marketing?** The tool does 1/3rd of what other marketing automation tools do, at the same cost. The CRM is also bare bones. Searching is challenging, reporting usually requires downloading to Excel and piecing things together, and data syncing is not the norm. It feels like the last option. **What problems is Insightly Marketing solving and how is that benefiting you?** It houses our customer data and allows us to view that alongside our internal metrics, which are pushed into custom fields. It's a central place for many departments to view info. **Official Response from Harryson Pointdujour:** > Hello, Jessica. Thanks for your feedback. Sorry to hear about your experience with Insightly Marketing. If you have time for a brief call, please contact rewards@insight.ly. It would help us better understand your experience and learn where we can improve. We'd also like to show you the many new features being released in Insightly Marketing next month that will mitigate some of your concerns. Thanks! ### 6. A very good marketing company **Rating:** 5.0/5.0 stars **Reviewed by:** Avinash K. | Digital Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Insightly Marketing?** I was facing to generate quality leads and conversions for my company. Then I tried to do my marketing with a third party. So I chose INSIGHTLY MARKETING and they proved themself and gave me high-quality marketing. Highly Recommended. **What do you dislike about Insightly Marketing?** I have not found anything I dislike about Insightly Marketing. **What problems is Insightly Marketing solving and how is that benefiting you?** Insightly Marketing solved my problems by providing my company with excellent leads and conversions on a perfect budget. ### 7. Insightly **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2022 **What do you like best about Insightly Marketing?** Easy to upload client information and i like the way it filters easily to sort information **What do you dislike about Insightly Marketing?** inefficient, there are gaps in integrations that I wish were better **What problems is Insightly Marketing solving and how is that benefiting you?** It helps to sort and organize potential business contacts and accounts ### 8. The perfect, easy to use and affordable CRM and automated cold emailing tool **Rating:** 4.0/5.0 stars **Reviewed by:** Pratyush A. | Associate - Business Consulting , Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2022 **What do you like best about Insightly Marketing?** It is easier to use than competitors like mailchimp, it is still largely affordable, and the functionality is far expanded compared to other available products in the market. **What do you dislike about Insightly Marketing?** The dashboard view at the moment is not the most intuitive. The UI is still not as professional and grasping as others. While the product is promising more efforts needs to go in the UI to make its adoption go up. **What problems is Insightly Marketing solving and how is that benefiting you?** Insightly allowed me to send out emails to large number of potential customers with interactive HTML content, it also allowed me to keep track of the clicks, incidence rates among other things . ### 9. Jerry H Insightly Marketing **Rating:** 3.5/5.0 stars **Reviewed by:** Jerry H. | Senior Principal Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2022 **What do you like best about Insightly Marketing?** I like the Journey function. It automates a path that I want to put clients upon, bringing consistency to the process. The Journey also tells me who is and who is NOT engaging, so I don't have to keep track of these details manually **What do you dislike about Insightly Marketing?** The templates function is not immediately intuitive. Once somebody showed me it was OK, but still it should be easier to use. Setting up the Journey and testing the Journey were a workout. **What problems is Insightly Marketing solving and how is that benefiting you?** Main problems being solved: 1. Consistency of messaging to all clients going through a process 2. Keeping track of client engagement automatically ### 10. Easy to use, full of functionality **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2021 **What do you like best about Insightly Marketing?** Email templates in Mktg and tracking/statistics **What do you dislike about Insightly Marketing?** the price jump from professional to enterprise **What problems is Insightly Marketing solving and how is that benefiting you?** We used to use a very clunky system and since implementing Insightly, we can create emails, journeys, workflows, etc. so quickly and easily. It's perfect for non-tech and tech people to use. Also, the technical and customer support is excellent. ## Insightly Marketing Discussions - [What is Insightly Marketing used for?](https://www.g2.com/discussions/what-is-insightly-marketing-used-for) - [View Insightly Marketing pricing details and edition comparison](https://www.g2.com/products/insightly-marketing/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-30+12%3A09%3A52+-0500&secure%5Bsession_id%5D=d48da462-c66b-4c49-b2bc-423e64393b62&secure%5Btoken%5D=b0b77d8f1fceb3fb242d42889f0f2c49175d02270eee84c1c85598d094f89d11&format=llm_user) ## Insightly Marketing Features **Email Marketing** - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Automated Email Responses **Online Marketing** - Landing Pages and Forms - Dynamic Content - A/B Testing **Lead Management** - Marketing Lead Database - Data Quality Management - Segmentation - Lead Scoring and Grading - Lead Nurturing - Online Behavior Tracking - Automated Alerts and Tasks - CRM Lead Integration **Campaign Management** - Program Management - Event / Webinar Marketing - Calendaring **Reporting & Analytics** - Basic Reporting - Web Analytics - ROI Analytics - Revenue Analytics **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Performance and Reliability - Output Document Generation **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications ## Top Insightly Marketing Alternatives - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - 4.4/5.0 (14,165 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,165 reviews) - [Intuit Mailchimp All-in-One Marketing Platform](https://www.g2.com/products/intuit-mailchimp-all-in-one-marketing-platform/reviews) - 4.4/5.0 (5,198 reviews)