Insightly
A CRM with built-in project management, with paid plans reported at $29, $49 and $99 per user per month on annual billing.
- Per-seat pricing
- Cloud
- AI features
- Independent sources
What is Insightly?
Insightly is a cloud CRM that combines contact, lead and opportunity management with project management, workflow automation and marketing and service features on a single record model.
- Best forTeams that sell and then deliver projects
- Team size fitSmall teams, Mid-size teams
- PricingReported at $29 (Plus), $49 (Professional) and $99 (Enterprise) per user per month billed annually.
- Main limitationEntry pricing at $29 per user is higher than several CRMs with cheaper or free starting tiers.
- AlternativesHubSpot, Zoho CRM, Pipedrive, Salesforce Sales Cloud
Insightly overview: who it is for and what it does.
Insightly is a CRM aimed at small and mid-sized businesses that want sales tracking and delivery tracking in one system. Independent guides highlight that its entry paid plan, Plus, includes project management alongside core CRM, which is unusual among CRMs and helpful for teams that win deals and then deliver the work.
Reported annual pricing has three paid tiers: Plus at $29, Professional at $49 and Enterprise at $99 per user per month. Workflow automation and lead routing are reported to start on Professional, while Enterprise adds sandboxes, products, price books and quotes, and audit logging. Insightly also promotes AppConnect, an integration and automation layer, and a unified CRM, marketing and service suite built on one record model.
Sources do not agree on whether a free plan exists: one directory lists a free tier for up to two users and 2,500 records, while another says there is no free version. Annual billing is reported as the published model, with no public month-to-month rate. Buyers should confirm plan details and AI features, which are reported on the top tier, directly with Insightly.
Main problem it solves
Connects sales pipeline data with delivery projects so teams do not re-enter information when a deal is won.
Typical customer segment
Small and mid-sized businesses, including service firms and teams that deliver projects after a sale.
Target users
- Sales teams that also manage client delivery
- Small businesses that want CRM and project tracking in one tool
- Teams that need workflow automation and lead routing at a mid-tier price
Primary use cases
- Lead, contact and opportunity management
- Project tracking after a deal closes
- Workflow automation and lead routing
- Quotes and price books on higher plans
- Integration automation with AppConnect
What makes it distinct
- Project management included in the entry paid plan (reported).
- A single record model across CRM, marketing and service.
- AppConnect for integration and automation.
Insightly features explained.
CRM and projects
- Leads, contacts, organisations and opportunities
- Core CRM objects, with project management reported from the Plus plan.
- Project management
- Reported as included in Plus, helpful for tracking delivery after a sale.
- Single record model
- Insightly promotes unified CRM, marketing and service on one record model.
Automation and integration
- Workflow automation and lead routing
- Reported from the Professional plan.
- AppConnect
- An iPaaS-style automation and integration layer promoted by Insightly.
- REST API and SDKs
- A directory source reports a REST API with SDKs for major languages. Developer documentation was not reviewed.
Enterprise controls
- Sandboxes
- Reported on Enterprise for testing changes before release.
- Products, price books and quotes
- Reported on Enterprise.
- Audit logging and AI
- Audit logging is reported on Enterprise, and one source reports AI Copilot at that tier.
Insightly pricing and plans.
Figures reported consistently by independent sources; vendor page not reviewed directly. Checked 17 Oct 2026 against Casrai · Subger · Toolradar · CostBench.
Pricing model
Per user per month by plan, billed annually. No public month-to-month rate is reported.
Free plan
Not documented
Free trial
Not documented Sources disagree on whether a free plan exists, and trial terms were not confirmed.
Insightly plans and prices (USD)
Plus
$29 per user per month billed annually
Annual
Core CRM plus project management (reported).
Professional
$49 per user per month billed annually
Annual
Adds workflow automation and lead routing (reported).
Enterprise
$99 per user per month billed annually
Annual
Adds sandboxes, products and quotes, audit logging and reportedly AI features.
Prices agree across several independent guides. A free plan for up to two users and 2,500 records is reported by one directory and denied by another, so it is not recorded. Insightly's own pricing page was not reviewed.
Prices change. Confirm current plans and terms on the vendor's site before you decide.
Visit official website (external) ↗See alternativesInsightly integrations, API and platforms.
Important integrations
- AppConnect
- REST API
- Email and calendar integrations
- Marketing and service modules
Supported platforms
- Web
- Mobile apps
API
A directory source reports a REST API with SDKs for major languages. Developer documentation was not reviewed.
Data import and export
Not reviewed for this profile.
Integration coverage was not assessed in detail. Check Insightly's integration directory and AppConnect for your tools.
Balanced and sourced.
Each point cites a source. Editorial summaries are not customer reviews.
Strengths
- Project management in the entry paid plan lets one tool cover the sale and the delivery. [1]
- Workflow automation and lead routing are available from the mid-tier Professional plan. [1]
- Three paid tiers are priced consistently across independent sources. [2]
- A unified CRM, marketing and service suite on one record model is promoted for growing teams. [2]
Limitations
- Entry pricing at $29 per user is higher than several CRMs with cheaper or free starting tiers. [1]
- Professional at $49 and Enterprise at $99 are reported as expensive for smaller teams. [3]
- There is no published month-to-month rate, so teams commit to annual billing. [1]
- Sources disagree on whether a free plan exists. [3]
- Sandboxes, quotes and audit logging sit on the top tier, which can force an expensive upgrade. [1]
Best for
- Teams that sell and then deliver projects
- Small and mid-sized businesses that want CRM and projects together
- Teams needing workflow automation at a mid-tier price
May be less suited to
- Solo users wanting a free CRM
- Teams that need month-to-month billing
- Enterprises that need very deep customisation
Alternatives to Insightly.
HubSpot
A customer platform built around Smart CRM, with Sales, Marketing, Service and other Hubs and a free entry…
Explore →Related productZoho CRM
A per-user CRM from Zoho with a free edition for three users and four paid editions that add automation, AI…
Explore →Related productPipedrive
A pipeline-focused sales CRM sold per seat in four plans (Lite, Growth, Premium and Ultimate), with…
Explore →Related productSalesforce Sales Cloud
Salesforce's CRM for sales teams, sold in editions from Starter Suite to Unlimited, with a…
Explore →Insightly compared with similar crm software.
Summaries come from each profile. This is a side-by-side aid, not a ranking.
| Product | Pricing model | Free plan | Customisation | Automation | AI features |
|---|---|---|---|---|---|
| Insightly | Per user per month, billed annually | Disputed in sources reviewed | Sandboxes and API on higher tiers (reported) | Workflow automation from Professional; AppConnect | AI Copilot reported on Enterprise |
| Close CRM | Per user by plan; usage-based calling and AI extras | No free plan; trial available | Custom activities and API on higher plans | Workflows from Growth | Chloe AI agent and AI credits on every plan |
| Copper | Per user per month by plan | Not documented in sources reviewed | Customisable pipelines from Basic (reported) | Workflows and sequences from Professional | Not documented in sources reviewed |
| Freshsales | Per user per month; AI add-ons extra | Yes, up to three users | Custom fields; custom modules on Enterprise | Basic workflows; sequences on Pro | Freddy AI scoring, insights, Copilot and Agent add-ons |
| HubSpot | Per seat, by Hub and tier | Yes, up to two users | Custom objects on Enterprise only | Workflows rise from basic to 1,000 by tier | AI tools plus Breeze assistant and agents listed |
| Microsoft Dynamics 365 Sales | Per user by edition; device licences exist | No free plan; 30-day trial | Custom apps and flows in the same environment | Sequences (up to 1,500 records a month on Enterprise) | Qualification, Research and Close agents; Copilot Studio |
Insightly head-to-head.
No published comparisons yet.
Join the discussion.
No published discussions mention this product yet.
Insightly questions and answers
What is Insightly used for?
Insightly is used to manage leads, contacts and opportunities and, uniquely among CRMs, to track projects after a deal closes. It also offers workflow automation, marketing and service features.
How much does Insightly cost?
Independent guides report Plus at $29, Professional at $49 and Enterprise at $99 per user per month billed annually. No public monthly rate is reported, so confirm on insightly.com.
Does Insightly have a free plan?
Sources disagree. One directory lists a free tier for up to two users, while another says no free version exists. Check Insightly directly.
Does Insightly include project management?
Yes. Independent guides report that project management is included from the Plus plan alongside core CRM.
What does the Insightly Enterprise plan add?
Reviewers report sandboxes, products, price books and quotes, and audit logging, with one source also listing AI Copilot.
What are the alternatives to Insightly?
HubSpot, Zoho CRM, Pipedrive and Salesforce are common alternatives. See the CRM software category for details.
What integrations does Insightly support?
Documented integrations and ecosystem items include AppConnect, REST API, Email and calendar integrations, Marketing and service modules. API details: A directory source reports a REST API with SDKs for major languages. Developer documentation was not reviewed.
What are the limitations of Insightly?
Entry pricing at $29 per user is higher than several CRMs with cheaper or free starting tiers. Professional at $49 and Enterprise at $99 are reported as expensive for smaller teams. There is no published month-to-month rate, so teams commit to annual billing.
Which platforms does Insightly run on?
Insightly is documented as available on: Web, Mobile apps.
When was the Insightly profile last verified?
Sources for this profile were last reviewed on 17 Oct 2026. 4 sources are listed under Sources, and prices and plans can change, so confirm with the vendor.
Where this information comes from.
- Insightly CRM pricing vs Close Casrai Third-party Accessed 17 Oct 2026
- Insightly overview and pricing Subger Third-party Accessed 17 Oct 2026
- Insightly Pricing 2026 Toolradar Third-party Accessed 17 Oct 2026
- All Insightly CRM plans and pricing CostBench Third-party Accessed 17 Oct 2026
Secondary-source profile. Vendor pages were not reviewed directly for this profile. Facts and prices are corroborated across independent third-party sources and may differ from the vendor's current pages. Confirm with the vendor before buying.
Plan names and prices are corroborated by four independent third-party sources. Free-plan status is disputed. Insightly's own pages were not reviewed and capabilities were not tested.
Stack18 has not tested this product or received anything from the vendor for this profile. Editorial summaries of vendor information are not endorsements. Confirm details with the vendor before buying.
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