Pipeline visibility and deal tracking for lean sales teams
Insightly is a unified CRM platform with three connected apps: CRM, Marketing and Service. We picked it because few mid-market platforms tie post-sale project management to deals as elegantly as Insightly does. For agencies, consulting practices and implementation-heavy SaaS teams, "deal won" is the start of work, not the end.
You manage leads, contacts, organisations and opportunities in the CRM, then convert won deals into projects with tasks, milestones and pipelines. Marketing (Insightly Marketing) handles email campaigns, journeys and landing pages. Service handles tickets and SLAs. Workflows and AppConnect (Insightly's integration platform) extend automation across the three apps and external tools like Slack, Xero and Mailchimp.
The Insightly Sidebar for Gmail and Outlook surfaces records and lets reps log activities without leaving their inbox.
The free plan supports 2 users with limited records and features, useful for evaluation. Paid plans (annual): Plus $29/user/month, Professional $49/user/month, Enterprise $99/user/month. Marketing and Service are separate add-on modules with their own per-user fees, so a "full Insightly" deployment can be 1.5–2x the headline CRM price. AppConnect adds another monthly fee on top. Annual billing knocks roughly 15–20% off month-to-month rates.
| Tool | Strength | Weakness vs Insightly |
|---|---|---|
| Insightly | CRM + projects under one roof | — |
| HubSpot Sales/Marketing/Service Hubs | Better marketing automation | No native project management for post-sale work |
| Pipedrive + Asana | Cleaner UX in each tool | Two bills, no shared object model |
| Zoho CRM + Projects | Cheaper per app | Looser integration than Insightly's shared records |
Buy if your sales hand-off to a delivery team is the moment things break today, and you want CRM, project pipelines and post-sale work to share contacts, milestones and reporting.
Skip if you sell a transactional product with no implementation, you have a serious in-house marketing team that needs HubSpot- or Marketo-grade depth, or you already use a project tool you love.
Click through the verified link for the current promotion. We re-check pricing monthly.
Early-stage founders need to see which prospects are stalled and which are ready to close. Insightly's pipeline board and activity log replace scattered email and spreadsheets, cutting deal review time from 2 hours to 30 minutes per week. Founders also use project tasks to link sales and delivery milestones.
Agencies track retainer renewals, upsell chances, and project delivery in one place. Insightly ties client contacts to projects and revenue, so account managers see the full relationship health. Mobile app lets teams update client status from meetings without returning to the office.
Ops leaders use Insightly to standardize deal stages, required fields, and activity logging. The platform prevents reps from hiding deals in 'other' and flags overdue follow-ups. Dashboards show which reps are hitting targets and where coaching is needed.
Quarterly access to product leadership.
Bonus credits redeemable on partner tooling.
We re-verify the offer every quarter so it never goes stale.
Hit the button on this page — opens the partner site in a new tab.
Check your investor or accelerator benefits portal for the Insightly partner code. Y Combinator, Sequoia, and most Tier 1 VCs have codes available.
Renewals stay at the same rate — verified by us, not the vendor.
| Feature | Insightly |
|---|---|
| Free trial | 14 days |
| Cheapest paid plan | $0/mo |
| Annual discount | Up to 25% |
| Refund window | 30 days |
| Setup time | < 1 hour |
| Best for | Founders |
“Functional but the UI needs modernizing”
“Solid mid-market CRM at a reasonable price point”
“Best CRM for professional services that delivers after the deal closes”
Free plan + free trial available
Free plan + free trial available
Verified offer
Free plan available
Verified offer
Verified offer
Free trial available
Verified offer
