✓ Insightly CRM AI
Insightly CRM's AI Copilot automates data entry, drafts emails, and surfaces insights to speed up sales.
Why we recommend them
Insightly CRM AI adds conversational AI and generative features—like AI email replies/summaries, natural-language record lookup, and automated data entry—on top of its core CRM. Built for sales teams, managers, and revops who want to cut manual busywork and keep CRM data clean without leaving the platform.
✓Free trial available ('Try CRM for free'), no pricing details published on this page
✓Copilot enables chat-based record creation/updates and natural-language search across contacts, deals, and tasks
✓Generative AI drafts email replies and summarizes past emails, calls, and notes for faster follow-ups
What we actually verified
8.5/10 TrustScore—Money-back guarantee verified
✓Free trial available“…TING SUPPORT DEVOPS/IT eCOMMERCE Not quite ready to commit? No credit card required. Free 14-day trial CRM support included with ”
✓Reachable customer service“…ghtly Get a demo Company size 1-5 6-10 11-20 21-50 51-100 101-500 501-1000 1000+ Product demos requested CRM Marketing Service Ap”
✓No fine-print return conditions
✓No unrealistic claims detected
Vetted 2026-07-21 · How we vet →
Common questions about Insightly CRM AI
Is Insightly CRM AI legit and safe to buy from?
Yes — Insightly CRM AI passed the WhatiseBrokering.com vetting checklist (try before you buy, no fine-print returns, a real way to reach them, realistic claims only) before being listed. We remove companies that stop meeting the standard.
Can I try Insightly CRM AI before committing, or get my money back?
Every company in our directory must offer a free trial or, at minimum, a 7-day money-back guarantee from the day your product arrives — with no fine-print return conditions like "unopened" or "original packaging". Insightly CRM AI met this requirement at the time of vetting.
How do I reach Insightly CRM AI if something goes wrong?
Insightly CRM AI publishes a real customer-service contact (phone or email) — that's a listing requirement. If you can't get a response, tell us at [email protected] and we'll review their listing.
Why is Insightly CRM AI listed on WhatiseBrokering.com?
We discovered and vetted Insightly CRM AI ourselves. They don't pay us anything — they're listed purely because they meet the standard.
Had a bad experience with Insightly CRM AI?
This directory only works if every listing keeps earning its place. If Insightly CRM AI didn't live up to the standard — refused a return, unreachable support, misleading claims, anything — tell us. We'll re-review them against our vetting criteria, and if they're not abiding by our rules, we remove the listing. No exceptions, no pay-to-stay.