Insightly review
Unified CRM with project management for growing SMBs and mid-market teams
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The verdict
Insightly scores 3.9/5 in our review. It's best for smbs/mid-market needing crm + project management and service businesses managing post-sale delivery. Combines CRM with project delivery in one tool. The main trade-offs: pricing advertised annually only; no free tier for paid crm features; bundles and add-ons get expensive. Pricing starts at $29/mo.
Pros & cons
- Combines CRM with project delivery in one tool
- Scales into marketing and service bundles
- Flexible customization and automation
- Pricing advertised annually only
- No free tier for paid CRM features
- Bundles and add-ons get expensive
Key features
- Contact, lead, and opportunity management
- Built-in project and task management post-sale
- Workflow automation and custom pipelines
- AI Copilot (Professional and up)
- Customizable dashboards and reporting
- AppConnect integrations + Marketing/Service bundles
Pricing
Per-user pricing billed annually; Plus $29, Professional $49, Enterprise $99 per user/mo.
| Plan | Monthly | Annual (per mo) | What you get |
|---|---|---|---|
| Plus | $29 | $29 | per user; billed annually |
| Professional | $49 | $49 | per user; AI Copilot |
| Enterprise | $99 | $99 | per user; advanced |
Transaction fees: None (CRM). Prices verified against Insightly's pricing page; verify current pricing ↗.
Who should use Insightly?
Good fit: SMBs/mid-market needing CRM + project management; Service businesses managing post-sale delivery.
Look elsewhere if: Teams wanting a free or ultra-cheap single-user CRM — see Insightly alternatives.
Frequently asked questions
How much does Insightly cost?
Insightly starts at $29/mo. Per-user pricing billed annually; Plus $29, Professional $49, Enterprise $99 per user/mo.
Does Insightly charge transaction fees?
Transaction fees: None (CRM). Factor this in — it often costs more than the monthly fee at volume.
Who is Insightly best for?
Insightly is best for smbs/mid-market needing crm + project management and service businesses managing post-sale delivery. It's less ideal for teams wanting a free or ultra-cheap single-user crm.