Insightly

San Francisco, United States Founded: 2009 • Age: 17 yrs
Cloud based platform offering CRM software

About Insightly

Insightly is a Technology company based in San Francisco (United States) founded in 2009. Insightly has raised $38 million across 3 funding rounds from investors including Emergence Capital, Cloud Apps Capital Partners and Scott Bommer. Its website insightly.com draws about 641 thousand monthly visits. Its focus areas include Enterprise Applications, Sales Force Automation, CRM and SMB Suite. Its legal entity is INSIGHTLY, INC. Its competitors include ActiveCampaign, Copper, Keap, Base CRM and Shore and 5 more; 10 of its 10 listed competitors have raised funding.

Company details

Cloud based platform offering CRM software. The platform enables members to manage customer interactions, opportunities, proposals, and projects over the web and mobile devices. It also allows members to track lead information, send email alerts, create or update records, generate tasks, and send out bulk emails. Integration with email, Google Apps, and Office 365. Its major clients are Edge One Media, Crowned Panda, STC Gear, and SiteInSight.

  • Headquarters San Francisco, United States
  • Sectors
    Technology
  • Website category Computers Electronics and Technology
  • Website insightly.com
  • Social LinkedIn X Facebook
  • Legal Name Insightly, Inc.
Operational Areas
Key Metrics
  • Total Equity Funding
    $38M (USD)

    in 3 rounds

  • Latest Funding Round
    $25M (USD), Series C

    Apr 2016

  • Investors

Apps and channels of Insightly

Insightly publishes 2 mobile apps with over 100K+ downloads.

Insightly CRM
Google Play Business Everyone Free
Developer: Insightly Inc.
View on Google Play
Insightly CRM
App Store Business 4+
Developer: Insightly
View on App Store

Funding Insights of Insightly

Insightly has successfully raised a total of $38M across 3 strategic funding rounds. The most recent funding activity was a Series C round of $25 million completed in April 2016. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding $38M
  • Total Rounds 3
  • Last Round Series C — $25M
  • First Round $3M

    (Oct 2012)

  • Investors Count 6

All 3 funding rounds of Insightly with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Apr 2016$25MSeries C–Scott Bommer
Sep 2013$10MSeries B–Matt Holleran
Oct 2012$3MSeries A–Emergence Capital
–
Valuation history

6 investors in total: 4 institutional and 2 angel.

Investors in Insightly

Insightly has secured backing from 6 investors, including venture fund and angel investors. Prominent investors backing the company include Emergence Capital, Cloud Apps Capital Partners and Scott Bommer.

All
Venture Fund
Angel
InvestorDescriptionFounded YearDomainLocation
Tech focused Early and growth stage VC firm investing in the US
–emcap.comSan Francisco, United States
Support is offered to entrepreneurs in cloud business applications.
–cloudappscapital.com-
Venture capital firm focused on multiple sectors
–sozoventures.comRedwood City, United States
Venture capital investing, partnership services, and innovation funding in the US.
–truebridgecapital.com-

Scott Bommer

-
–unknown_c851ca2a2a1a49ffa-

Matt Holleran

Venture Partner at Cloud Apps Capital, active angel investor in Indian startups
–unknown_d070c59662ab4e13a-
Premium access

Investor details for Insightly

The complete investor list, round-by-round participation and investor portfolios require an active premium plan.

  • Complete investor list
  • Round participation
  • Investor portfolios
  • Co-investor network

Verified entity values are shown only after access is granted.

People of Insightly

46 people are tracked at Insightly (5 in leadership, 1 in board & advisors, 40 in team).

NameRoleGroup
Ivona Contardo
Director Data & Ai/mlLeadership
Valerie Riley
Vice President of Marketing & StrategyLeadership
Elena Doudoukalova
Vice President, People OperationsLeadership
Patrick Kaldawy
Senior Vice President of EngineeringLeadership
Steve Oriola
Chief Executive OfficerLeadership
Rick Perreault
Executive ChairBoard & advisors
Danielle Brook-Roberge
Staff DeveloperTeam
George Ritchie
Senior Infrastructure EngineerTeam
Steffi Au
Senior Software DeveloperTeam
Roger Salloum
Senior Staff DeveloperTeam
Stéfany B.
Senior Full Stack DeveloperTeam
Sharon Varghese
Senior Data ScientistTeam
Danielle Torrie
Senior Manager, Content MarketingTeam
Stephen Gallagher
Data AnalystTeam
Caroline Sandanieli de Aguiar
Data AnalystTeam
Eugene Yu
Senior Full Stack DeveloperTeam
Shabnam Antikchi
Finance Operations ManagerTeam
Natasha Jeannin
Recruitment & Employee Lifecycle SpecialistTeam
Kyle Demeule
Senior Ai/ml Data EngineerTeam
Joe Ringham
Data & ML ArchitectTeam

26 more people are available in the full profile.

Premium access

Complete people profiles for Insightly

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

  • Full employee list
  • Team structure
  • Board tenure
  • Professional contacts

Verified entity values are shown only after access is granted.

Timeline of Insightly

3 dated milestones of Insightly across 7 years, from founding to its latest funding, stage changes and deals.

  1. Founded Insightly is founded.
  2. Funding First funding round of $3.0M.
  3. Funding Latest funding round, Series C, of $25.0M.

Competitors of Insightly

Insightly has 10 listed competitors in our database, 10 of them funded. They include ActiveCampaign, Copper, Keap, Base CRM and Shore, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
activecampaign.com2003Chicago, United States$362.74M705
Sales, CRM, and email marketing automation software is provided.
copper.com2013San Francisco, United States$99.5M175
Copper is recognized as a provider of CRM software solutions.
keap.com2001Chandler, United States$265.18M395
CRM and marketing automation solutions are provided for SMBs.
getbase.com2009Chicago, United States$52.85M–
Sales productivity and CRM software
shore.com2013Los Angeles, United States$14.44M–
Online appointment booking and CRM software are provided.
bird.com2011Amsterdam, Netherlands$1B–
Cloud-based CRM solutions are delivered for business operations.
streak.com2011San Francisco, United States$2.25M22
CRM integration with Gmail is facilitated for email-based workflows.
omie.com.br2013Sao Paulo, Brazil$138.04M–
Cloud-based ERP and CRM solutions are provided for SMBs.
nimble.com2009Santa Monica, United States$24.55M3
Platform offering CRM software
teamleader.eu2012Ghent, Belgium$37.12M141
CRM, project management, and invoicing tools are offered for SMBs.
Premium access

Detailed competitors of Insightly

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

  • Full competitor set
  • Operating metrics
  • Benchmarks
  • Competitive positioning

Verified entity values are shown only after access is granted.

Web traffic of Insightly

The website of Insightly (insightly.com) receives about 641K visits a month and ranks #73,031 among all websites worldwide, #8,628 in Computers Electronics and Technology.

  • Monthly visits
    641K

    ▲ 10% vs previous month

  • Unique visitors
    53.1K

    per month

  • Global rank
    #73,031

    among all websites

  • Category rank
    #8,628

    Computers Electronics and Technology · Computers Electronics and Technology

Similar websites

Websites whose visitors overlap most with Insightly. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
s3.amazonaws.com
s3.amazonaws.com
100%
–––
calendly.com
98%
40.1M#1,297View details
zoom.us
97%
563.4M#82View details
lastpass.com
92%
24.6M#2,627View details
attio.com
92%
829.1K#50,560View details
••••••••••••••••.com••%•.•M#•••••–
••••••••••••••••.com••%•.•M#•••••–
••••••••••••••••.com••%•.•M#•••••–
Premium access

All 40 similar websites and full traffic analytics for Insightly

The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.

  • 40 similar websites
  • Audience overlap
  • Engagement analytics
  • Traffic by brand

Verified entity values are shown only after access is granted.

Top companies in Sales Force Automation

10 companies that operate in the same segment as Insightly (Sales Force Automation), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of AI-powered customer relationship management software
2005Cambridge, Massachusetts, United StatesUSD 100.7 MUSD 3.13 B8,250
Contact databases and sales intelligence are supplied to businesses.
2000Vancouver, Washington, United StatesUSD 32 MUSD 1.25 B3,510
Sales prospecting and engagement tools are offered to enterprises.
2011Atlanta, Georgia, United StatesUSD 246.48 M–1,121
Cloud-based CRM and collaboration solutions are provided for enterprises.
1999San Francisco, California, United StatesUSD 52 MUSD 37.9 B76,450
Cloud and AI-based electronic signatures and contract management are provided.
2003San Francisco, California, United StatesUSD 520 MUSD 3.22 B6,840
Cloud-based business process management suite solutions are delivered.
2010San Mateo, California, United StatesUSD 400.05 MUSD 838.81 M4,500
AI-powered CRM for marketing and sales management is provided.
1996Chennai, Tamil Nadu, India–USD 1.6 B17,856
Lead management platform with analytics and engagement tools is provided.
2015San Francisco, California, United StatesUSD 250.42 M–928
Cloud and AI-based sales enablement platforms are provided for teams.
2010San Diego, California, United StatesUSD 440 M–1,522
Business card management software for enterprises
2007Tokyo, Tokyo, JapanUSD 118.47 MUSD 337.55 M2,230
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • ✓
    Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • ✓
    Full access to every database India & global coverage, advanced filters and rich profile details
  • ✓
    Always-on access from your team account Single premium plan for everything you see on the portal

Related news about Insightly

Premium access

Complete news archive for Insightly

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Frequently Asked Questions about Insightly

Insightly was founded in 2009 and raised its 1st funding round 3 years after it was founded.

Insightly is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.

Insightly is a funded company, having raised a total of $38M across 3 funding rounds to date. The company's 1st funding round was a Series A of $3M, raised on Oct 2012.

Cloud based platform offering CRM software. The platform enables members to manage customer interactions, opportunities, proposals, and projects over the web and mobile devices. It also allows members to track lead information, send email alerts, create or update records, generate tasks, and send out bulk emails. Integration with email, Google Apps, and Office 365. Its major clients are Edge One Media, Crowned Panda, STC Gear, and SiteInSight.

Insightly's top competitors include ActiveCampaign, Base CRM and Copper.

Insightly has 6 investors. Key investors include Emergence Capital, Cloud Apps Capital Partners, Scott Bommer, Sozo Ventures, and TrueBridge Capital Partners.

Insightly operates through Insightly, Inc..

Yes. Insightly publishes Insightly CRM and 1 more app, with over 100,000 downloads.

The website of Insightly receives about 641 thousand visits a month and ranks #73,031 among all websites worldwide.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available