Insightly #16 in CRM / Sales Software
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Score over time
Shaded band = 95% bootstrap confidence interval. Orange markers = methodology events (model releases, panel versions). How this works
By model
Perplexity
Gemini + web search
ChatGPT + web search
ChatGPT (OpenAI)
Claude (Anthropic)
Gemini (Google)
By question type
Where Insightly shows up, by the intent behind the question. Every crm / sales software panel asks the same balanced mix — 10 prompts per type — so these rates are directly comparable. A gap here (strong on recommendations, invisible on comparisons) is where AI visibility is being won or lost.
| Question type | Mentioned | Recommended |
|---|---|---|
| Recommendations “What's the best option for me?” | 0% | |
| Comparisons “How do the top options stack up?” | 1% | |
| Ready to buy “Which one should I actually get?” | 2% | |
| Problem-solving “I have this problem — what fixes it?” | 0% | |
| Informational “How does this kind of product work?” | 6% |
What the AIs say
Real answers from the latest measurement in which Insightly appeared — the receipts behind the score.
Claude (Anthropic) · listed #4
"What CRM works best inside the Google ecosystem?"
…- **Pipedrive** – Strong Google Calendar and Gmail integration via add-ons, popular with sales teams that want pipeline visualization. - **Insightly** – Decent Google Workspace integration, good if you also need project management features bundled in. ### What actually matters for your decision: - **Team size** – Streak/Coppe…
ChatGPT (OpenAI) · listed #5
"We're a Microsoft shop (Outlook, Teams, Office). Which CRM fits best?"
…marketing and SMB sales, easy to use, has Outlook/Teams integrations and a free tier; less depth for complex enterprise processes. - Zoho/Insightly/Pipedrive: lower cost, simpler; integrate with Microsoft apps via connectors, but not as deeply integrated as Dynamics. - DIY with Microsoft stack: for very small teams you can…
ChatGPT + web search · recommended · listed #10
"What are the most popular CRMs for small businesses?"
…rketing automation is a priority. ([emailtooltester.com](https://www.emailtooltester.com/en/reviews/activecampaign/?utm_source=openai)) - Insightly — CRM + project management features that appeal to small businesses that need both sales and delivery tracking. ([insightly.com](https://www.insightly.com/crm-for-small-business/?…
Perplexity · listed #3
"Which CRM should I buy for a 3-person consulting firm this week?"
…mple pipeline tracking**, a **visual interface**, and **fast setup**.[2][3][8][11] - **Best low-cost, flexible pick: Zoho CRM** — Scoro and Insightly both point to Zoho as a good option for **small consulting firms** that want **affordability** and **customization**, and Scoro notes a **free plan for 3 users**.[2][3] - **Best a…
Where the AIs get it from
Domains cited by search-backed answers that mentioned Insightly (12 answers, 2026-08-01). Your own domain is highlighted — presence in the others is the GEO opportunity.
| Cited domain | Answers citing it |
|---|---|
| youtube.com | 10 |
| reddit.com | 9 |
| monday.com | 8 |
| hubspot.com | 7 |
| zendesk.com | 7 |
| zapier.com | 6 |
| forbes.com | 6 |
| insightly.com own domain | 6 |
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Head-to-head: Insightly vs HubSpot · Insightly vs Pipedrive · Insightly vs Salesforce — or the full CRM / Sales Software leaderboard.
Data from run #65. Methodology