Insightly Partner Program
Last updated Aug 2026
- Program typeSolution & Referral Partner
- Commission / rewardReferral partners earn commission on referred deals; solution partners earn margin and services revenue on implementations.
- Partner tiersPartner program with escalating benefits by certification and contribution.
- Best forCRM consultancies, systems integrators, and marketing agencies.
- Deal registrationYes (deal / lead registration)
- Partner portalYes (partner portal)
What is the Insightly partner program?
Insightly operates a partner program for consultancies and integrators who implement its CRM, marketing, and service products.
Its unified CRM+marketing suite lets partners sell and service multiple modules per client.
How the program works
Partners register deals, refer or resell Insightly, and deliver implementation and services, earning commission or margin plus fees.
Requirements to join
Implementation capability and product certification for solution partners.
How partners win with Insightly
Multi-product mid-market deals plus configuration and integration services generate durable revenue.
What to watch out for
Mid-market sales cycles require sales and technical investment before revenue materializes.
Everything a healthy partner program needs
The capabilities behind the grader — from onboarding to attribution — in one platform.
Partner onboarding & enablement
Onboard, train, and equip partners in one portal so they reach their first deal faster.
Deal registration
Register deals with conflict protection — protect margin and grow partner-sourced pipeline.
Through-channel marketing
Launch co-branded campaigns partners actually run, with content built for them.
Revenue attribution
Track partner-sourced revenue end to end so you can double down on what works.
MDF & incentives
Fund, manage, and measure MDF and incentives without spreadsheets.
Oliver AI
AI-assisted engagement that nudges the right partners at the right moment.
Related partner programs in CRM & Sales Software
Comparing options? These crm & sales software programs sit in the same category as Insightly — a useful shortlist when weighing where to build a partnership.
How to join
Apply through the Insightly partners page and complete onboarding and certification.
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Frequently asked questions
Does Insightly have a partner program?
Yes — a Solution & Referral Partner program.
How does the Insightly partner program pay?
Referral partners earn commission on referred deals; solution partners earn margin and services revenue on implementations.
How do I join the Insightly partner program?
Apply through the Insightly partners page and complete onboarding and certification.
Data compiled by PartnerIndex from public sources. Own this program? Claim & update this listing →