Architecture & Security

Insightly is a cloud based CRM for small and medium businesses. We designed Insightly as a simple to use, yet a powerful CRM system for small businesses. We believe web based software is the best choice for smaller businesses, because you don’t have to worry about anything technical like server upgrades or security fixes. We take care of all the IT stuff like backups, upgrades, and security so you can concentrate on what matters – running your business and getting on with the job.

Under the hood

Our simple to use customer facing hosted CRM application, is backed by a robust, secure, reliable and scalable backend to ensure optimal usage, uptime, file uploads, data transfers and sync. Here is a high level architecture to help understand how data is transmitted, stored and secured.

Data centers

Insightly corporate and production systems are housed at a third party, enterprise grade colocation data center in California, USA. The Insightly server farm is located in a United States AICPA SOC® 2 compliant under AICPA guidelines for reporting engagements with redundant power and cooling, active fire detection and suppression, and staffed 24×7 by senior systems and network engineers. These third party service providers are responsible for the physical, environmental, and operational security controls.

All files stored at rest are encrypted. All data in transit between our Apps (web app, mobile, API) and our servers are encrypted using Transport Layer Security for data transfer, creating a secure tunnel protected by a 256 bit Advanced Encryption Standard (AES) encryption.

Storage and services

We utilize a storage infrastructure that is highly durable and fault tolerant, with multiple levels of redundancy built in, like writing every file to multiple storage facilities in different locations synchronously to ensure against data loss. Our databases are also backed up daily and securely transferred and stored with military grade AES-256 encryption to multiple off-site locations for disaster recovery purposes.


Insightly integrated with other services to provide extended functionality and value to our customers. Some of these integrations ( but not limited to ) are – Integration with G Suite Marketplace, Xero, QuickBooks, and Microsoft Office 365 integration. All data in transit with these integrations are encrypted. Insightly is a proud member of the Cloud Technology Alliance.

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