Insightly is a cloud-based customer relationship management (CRM), marketing automation, and customer success platform for small and mid-sized businesses. Founded in Perth, Australia by Anthony Smith in 2009 and relocated to San Francisco in 2012, the company offers an integrated suite (CRM, Marketing, Service, AppConnect) used by tens of thousands of SMB and mid-market customers. In July 2024, Insightly merged with landing-page software vendor Unbounce under common ownership by private equity firm Crest Rock Partners; the combined business operates Insightly as a brand alongside Unbounce.
Insightly has been acquired
This company is no longer available on our private secondary market.
Company data and valuation marks are estimates and may be incomplete, stale, erroneous, or revised.
Founded
2009
Employees
80–100
Total Funding
$38M
3 rounds
Total raised $38M across 3 rounds
Funding data and valuation marks are estimates and may be incomplete, stale, erroneous, or revised.
Last updated 06-25-2026
Latest Round
Type
Series C
Date
April 19, 2016
Amount
$25M
Valuation
—
Lead Investors
| Date | Round | Amount Raised | Valuation | Lead Investors |
|---|---|---|---|---|
| April 19, 2016 | Series C | $25M | — | Scott Bommer |
| September 2013 | Series B | $10M | — | Emergence Capital Partners |
| October 2012 | Series A | $3M | — | Emergence Capital Partners |
Felix Sun
Chief Executive Officer (Unbounce + Insightly)
Anthony Smith
Founder (former CEO, departed 2024)
Competitor list is illustrative and may be incomplete, stale, or erroneous.
HubSpot
Public inbound marketing, sales, and CRM platform serving SMB and mid-market; direct competitor on combined sales+marketing suite positioning.
Salesforce
Market-leading enterprise CRM; Insightly positions as a more affordable, easier-to-customize alternative for SMBs.
Pipedrive
Sales-focused CRM with visual pipeline; competes for SMB sales-team buyers.
Zoho CRM
Low-cost CRM suite from Zoho Corp; primary value-tier competitor for SMB CRM deals.
Freshworks (Freshsales)
Public SaaS provider of CRM and sales engagement tools targeting SMB and mid-market buyers.
Copper
Google Workspace-native CRM for SMBs; overlaps with Insightly on integrated email/CRM workflow positioning.
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