Insightly
A CRM that also manages projects, so deals can turn into work in the same tool.
What Insightly does
Insightly is a CRM for small and mid-size businesses, started in 2009 by Anthony Smith in Perth, Australia. It later moved to San Francisco, and its LinkedIn page says it has been part of Unbounce since July 2024.
What sets it apart is that project management comes with it. When a deal closes, you can turn it into a project with tasks and owners, instead of copying the details into a second tool.
It sits between a simple contact list and a heavy enterprise system. There are three CRM plans and no permanent free plan, only a 14-day trial on Plus and Professional.
Setup and learning curve
Importing contacts and setting up a pipeline takes a few hours. Linking projects, automation and reports takes a few days to do properly.
Insightly pricing
Plus
- 100,000 records and 10 GB storage
- Lead and contact management, projects, advanced reports, dashboards
- Mass email up to 2,500 a day
Professional
- 250,000 records and 100 GB storage
- Lead assignment and routing, workflow automation, AI Copilot
- Mass email up to 5,000 a day
Enterprise
- 500,000 records and 250 GB storage
- Sandboxes, products, price books and quotes, audit logging
- Mass email up to 10,000 a day; contact sales for a trial
These are CRM prices per user per month, billed annually, as listed on Insightly's pricing page on our check date. Insightly's page lists no month-to-month rate.
Insightly sells marketing automation, support and ticketing, and AppConnect as separate products. Marketing automation was $99, $499 and $999 per account per month, and support and ticketing $29, $49 and $99 per user per month.
Each plan raises the record limit, storage and daily email allowance, so check which limit you will reach first before choosing the cheapest plan.
Currency: Prices are shown in USD as listed on Insightly's US pricing page. We have not checked local-currency prices yet.
Source: Insightly pricing page (Vendor page), checked 5 Oct 2026.
Is there a free plan?
No There is no permanent free plan. Insightly offers a free 14-day trial of its Plus and Professional plans with no credit card, and Enterprise is trialled through its sales team.
If a free plan matters to you, HubSpot, Capsule and Attio all list one.
Key features
Insightly integrations
Insightly's AppConnect product links it to more than 2,000 apps, and its own site names Slack, Gmail, Shopify and QuickBooks. AppConnect is a separate paid product, priced from $249 a month plus a $3,000 setup fee.
2,000+ apps through AppConnect. Commonly used:
Who is Insightly best for?
Businesses that want to manage the sale and the project that follows in one place
Small to mid-size businesses
Professional services, consulting, agencies, small B2B companies
Choose Insightly if…
- You deliver projects after you win the deal
- You want CRM and project tasks together
- You are happy to commit to annual billing
Look elsewhere if…
- You need a free plan
- You only want a simple pipeline
- You want monthly billing
Insightly pros and limitations
Pros
- CRM and project management in one tool
- Three clear plans
- Suited to service businesses that deliver work after the sale
- Plenty of room to customise
- Established product with a long history
Limitations
- No permanent free plan
- Only annual billing is listed
- Marketing, support and app connections are separate paid products
- Less focused than a pure sales tool
- More setup than the simplest CRMs
How teams use Insightly
Insightly alternatives
A feature-rich, lower-cost CRM with a free plan for up to three users. Best for: budget-conscious teams that want many features for the price.
See Zoho CRM details →A simple, visual sales CRM built around the deal pipeline. Best for: sales-focused teams that want a simple visual pipeline.
See Pipedrive details →
All-in-one CRM with marketing, sales and support tools in one place. Best for: growing teams that want marketing, sales and support on one customer record.
See HubSpot details →Pricing comparison: Insightly and similar CRMs
| Tool | Free plan | Paid from | Trial | Price source |
|---|---|---|---|---|
| HubSpot | Yes | $20 /seat/mo | Yes | Company page |
| Salesforce CRM | Yes | $25 /user/mo | Yes | Company page |
| Zoho CRM | Yes | $14 /user/mo (annual) | Yes | Company page (₹); USD to re-check |
| Pipedrive | No | $14 /user/mo (annual) | Yes | Third-party, re-check |
| Freshsales | Not shown on pricing page | $9 /user/mo (annual) | Yes | Company page |
| Dynamics 365 Sales | No | $65 /user/mo (billed yearly) | Yes | Company page |
| Close | No | $9 /user/mo (promo price) | Yes | Company page |
| Insightly | No | $29 /user/mo (annual) | Yes | Company page |
| Less Annoying CRM | No | $15 /user/mo | Yes | Company page |
Prices show in your local currency where a company lists them. Tools without a local price stay in USD, so do not compare those rows number for number.
Entry prices are for the cheapest paid plan and use each company's own billing basis (annual or monthly, local currency), so compare them as a guide, not a quote.
Insightly user reviews
We only publish reviews from signed-in users with a real profile. We never write or buy reviews. If you use Insightly, be the first to share how it works for you.
Sign in to reviewInsightly FAQ
15 questions. Scroll inside the box to see them all.
Is Insightly free?
No. There is no permanent free plan. Plus and Professional offer a free 14-day trial with no credit card needed.
How much does Insightly cost?
On our check date Plus was $29 per user per month, Professional $49 and Enterprise $99, all billed annually.
Is Insightly good for small business?
Yes, especially for service businesses that run projects after a sale. A team that only wants a simple pipeline may prefer a lighter tool.
Insightly or Zoho CRM?
Insightly includes project management and is simpler. Zoho CRM has a free plan for small teams and a larger range of add-ons.
Does Insightly include project management?
Yes. Project management is included from the entry-level Plus plan.
What is Insightly?
Insightly is a CRM for small and mid-size businesses that also includes project management, so a won deal can become a project in the same tool.
Who founded Insightly and who owns it now?
Anthony Smith started it in Perth, Australia in 2009. Its LinkedIn page says it was acquired by Unbounce in July 2024.
Does Insightly offer monthly billing?
Insightly's pricing page lists all CRM prices as billed annually and shows no month-to-month rate.
What are Insightly's record limits?
Plus allows 100,000 records, Professional 250,000 and Enterprise 500,000. Storage is 10 GB, 100 GB and 250 GB.
What does Professional add over Plus?
Professional adds lead assignment and routing, workflow automation and the AI Copilot, and raises the limits on records, storage and daily email.
Who is Insightly best for?
Service businesses that win work and then deliver it, such as consultancies and agencies. It suits teams that want CRM and project tasks together.
How long does Insightly take to set up?
Importing contacts and building a pipeline takes a few hours. Linking projects, automation and reports properly takes a few days.
Does Insightly have AI features?
Yes. Insightly lists an AI Copilot (marked beta on its site), automated email replies and email summaries.
Can Insightly connect to other apps?
Yes. Its AppConnect product links it to more than 2,000 apps, including Slack, Gmail, Shopify and QuickBooks. AppConnect is priced separately.
What are the best alternatives to Insightly?
Zoho CRM has a free plan for small teams. Capsule has a free plan and cleaner screens. Pipedrive is simpler and sales-only. HubSpot adds marketing tools. See our Insightly alternatives page.
Last updated: 6 Oct 2026. Spotted a mistake? See how we handle corrections.