# Insightly CRM

Machine translation from Portuguese. The original data in Portuguese is the source.

Insightly CRM is a CRM software with marketing automation, aimed at agencies. It has an API available, MS 365 integration and SOC 2 compliance.

Vendor: [Insightly](https://softoteca.com.br/fornecedor/insightly) (International) · Updated on 2026-10-19

## Indicators

Insufficient data.

## Fact sheet

| Field | Value | Origin | Source | Checked on |
| --- | --- | --- | --- | --- |
| What it solves | marketing automation | Editorial, not verified | [vendor's website](https://www.insightly.com/ "Track all pipeline data in one place. Auto-score leads and send follow-ups. Generate marketing campaigns.") | 2026-10-19 |
| Industries served | agencies | Editorial, not verified | [vendor's website](https://www.insightly.com/ "PencilRuler Agencies") | 2026-10-19 |
| API available | Yes | Editorial, not verified | [vendor's website](https://www.insightly.com/api-for-developers "Our REST based API, now in its third generation, is comprehensive, easy to work with, and ships with client SDKs") | 2026-10-19 |

## Integrations

| Integration | Type | Origin | Source | Checked on |
| --- | --- | --- | --- | --- |
| MS 365 | Native | Editorial, not verified | [source](https://www.insightly.com/pricing-plans?plan=crm) | 2026-10-19 |

## Compliance

| Item | Status | Source | Checked on |
| --- | --- | --- | --- |
| SOC 2 | Declared by the vendor | [source](https://www.insightly.com/security-compliance) | 2026-10-19 |

## Categories

- [CRM](https://softoteca.com.br/en/category/crm)

## How to cite

Published catalog of Softoteca. Each data point states its origin and the date it was checked; data collected from the vendor's website links to the source page. The texts in this file are machine translations from Portuguese, and the original data in Portuguese is the source. When citing, use the canonical URL.

Canonical URL: https://softoteca.com.br/en/software/insightly-crm
Original in Portuguese: https://softoteca.com.br/software/insightly-crm