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Insightly review

A CRM with project delivery built in

4.0Editor rating
Small businessSales teams

Reviewed by the CRM Shortlist editorial team · Last updated

Starting price$29 per user
Free planNo
Key features8 of 12
Founded2009
See plans and pricing
OverviewWho it is forFeaturesPricingPros and consVerdictFAQAlternativesOfficial site

What is Insightly?

Insightly combines a traditional sales CRM with lightweight project management. When an opportunity is won it can be converted into a project with pipelines, milestones and tasks, so the people delivering the work see the full history of what was sold and promised.

It also offers lead routing, workflow automation, custom objects and a flexible dashboard builder. Marketing automation and a help desk are sold as separate Insightly products that share the same data. The integration layer, AppConnect, is powerful and priced as an add-on.

Who Insightly is for

A good fit for

Consultancies, agencies, construction and manufacturing firms where each sale turns into a managed project.

Probably not for

Teams that only need a sales pipeline and want automation on the entry plan.

Insightly key features

Insightly covers 8 of the 12 key features we check on every CRM. Availability can depend on the plan or on an official add-on.

8/12
Visual sales pipelineDrag-and-drop deal stages so everyone can see what is open, stuck or about to close.
Two-way email syncEmails sent and received in Gmail or Outlook are logged on the contact automatically.
Workflow automationRules that assign leads, create tasks and update fields without anyone clicking.
Email sequencesNot included, or only through a third-party integration.
Built-in callingNot included, or only through a third-party integration.
Lead scoringRanks leads by fit and engagement so reps start with the ones most likely to buy.
Sales forecastingNot included, or only through a third-party integration.
Custom reportsBuild your own reports and dashboards beyond the canned ones.
Marketing campaignsNot included, or only through a third-party integration.
Quotes and invoicesCreate a quote or invoice from a deal and send it for approval or signature.
AI assistantDrafts emails, summarizes records or predicts outcomes with built-in AI.
Mobile appsNative iOS and Android apps with offline access to contacts and deals.

Standout capabilities

Project and milestone trackingRelationship linkingCustom objects and fieldsDashboards and report builder

Insightly pricing

Insightly starts at $29 per user, with no permanent free plan. Prices below are per month on annual billing; paying monthly usually costs more.

Plus
$29 / user

Contacts, pipelines, projects, email templates

Professional
$49 / user

Workflow automation, lead assignment, custom dashboards

Enterprise
$99 / user

Unlimited automation, custom objects limits raised, validation rules

Vendors change prices and plan names often. Use the official link at the end of this page to confirm the current offer, and the cost calculator to estimate the yearly bill for your team.

Pros and cons

What we like

  • Won deals convert into projects with milestones and tasks
  • Relationship linking shows how contacts and companies connect
  • Custom objects available without the enterprise price of larger suites

What could be better

  • Automation starts on the Professional plan
  • Premium support and the integration tool cost extra

Our verdict

Insightly earns its place when delivery matters as much as selling. If a signed deal starts a project in your business, it removes the handoff between two tools. Pure sales teams will find better value elsewhere.

Insightly FAQ

How much does Insightly cost?

Insightly starts at $29 per user. The main options are: Plus ($29 / user), Professional ($49 / user), Enterprise ($99 / user). Confirm current prices on the official website before buying.

Does Insightly have a free plan?

No. Insightly does not offer a permanent free plan, although a free trial is normally available.

What is Insightly best for?

Service businesses that need to track the work after the deal closes. Consultancies, agencies, construction and manufacturing firms where each sale turns into a managed project.

What are the best alternatives to Insightly?

The closest alternatives in our directory are Pipedrive, Nutshell, Zoho CRM. Each has its own profile with pricing and a side-by-side comparison.

Does Insightly have a mobile app?

Mobile: iOS and Android. Support: email and knowledge base; phone on paid support plans.

Alternatives to Insightly

Similar CRMs worth a look before you commit.

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N

Small B2B teams that want sales and email marketing without complexity.

$13 per userView profile
Z

Budget-conscious teams that need customization and the wider Zoho suite.

Free / $14 per userView profile

Guides for Insightly buyers

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Ready to try Insightly?

You have seen what it does, what it costs and who it suits. The next step is the official website, where you can check current pricing and start a trial.

Visit the official Insightly website insightly.com · opens in a new tab