Insightly
CRM Verified May 2026
Insightly deal: Free plan; paid from ~$29/user/mo
A CRM with built-in project management — close the deal and deliver the work in one tool, with linked relationships and post-sale delivery for SMBs.
- Strong project management tied to CRM deals — bridge between sales and delivery
- Built-in project stages after deal close keep account records continuous
- Google Workspace and Microsoft 365 integrations are deep and reliable
- Reasonable pricing vs Salesforce for teams under 50 seats
How Insightly scored 66/100
6 weighted criteria, each scored out of 10 and published with its reasoning. Featured placements never move a score.
Deal Strength
5.0 /10Insightly carries no exclusive coupon or standing discount, so the draw is the product itself: a 14-day free trial with no credit card, then entry pricing from $29 per user each month. The older two-user free plan has been retired, meaning small teams now evaluate on the trial rather than a permanent free tier.
Value for Money
8.0 /10Insightly delivers strong value by folding a CRM and native project management into a single subscription, replacing two tools service SMBs would otherwise buy separately. Plus at $29 and Professional at $49 per user monthly sit comfortably mid-market, and the payoff climbs for teams that live in the post-sale delivery stage.
Capability
8.0 /10Insightly is broad for its target: a relationship-linked CRM with built-in project management, workflow automation and an AI Copilot for email summaries and replies, plus optional Marketing, Service and AppConnect integration modules. Few gaps trouble growing SMBs, though deep enterprise territory management and complex quoting remain the domain of Salesforce or Dynamics.
Time to Value
8.0 /10Insightly gets teams productive fast. The 14-day free trial needs no credit card, and intuitive record linking with prebuilt automation builds a working pipeline within hours rather than weeks. Standing up the full stack of Marketing and AppConnect adds setup time, but the core CRM is usable almost immediately.
Trust & Reliability
5.0 /10Insightly is an established name — founded in 2009 and now part of Unbounce — with a long track record serving small and mid-sized businesses. Public uptime commitments, formal SLAs and headline enterprise certifications are not prominently published, so trust signals stay solid rather than standout for larger, risk-averse buyers.
Flexibility & Exit
5.0 /10Insightly keeps terms standard. Paid plans bill annually rather than month to month, and data export is available for a clean exit, but there are no exceptional portability guarantees or flexible billing perks. Contracts can be cancelled at renewal, keeping lock-in risk moderate and predictable.
Free plan; paid from ~$29/user/mo
Affiliate link — same price for you, and it never moves the score.
- Strong project management tied to CRM deals — bridge between sales and delivery
- Built-in project stages after deal close keep account records continuous
- Google Workspace and Microsoft 365 integrations are deep and reliable
- Reasonable pricing vs Salesforce for teams under 50 seats
About Insightly
Quick answer
Insightly is a CRM with built-in project management for small and mid-sized businesses — combining contact and pipeline management with the ability to deliver the work after the sale closes. Its standout is relationship linking and a project module, so a won deal flows straight into delivery in the same tool. It’s built for service-led SMBs who need both sales and project tracking. There’s a free plan, with paid tiers from around $29/user/month.
What is Insightly?
Insightly is a CRM platform that recognizes a reality many sales tools ignore: for service and project-based businesses, closing the deal is only half the job — you then have to deliver it. So alongside standard CRM (contacts, leads, opportunities, pipelines, email), Insightly includes project management: when a deal is won, it can convert into a project with tasks, milestones, and tracking, all linked to the original customer record.
It also emphasizes relationship linking — mapping how contacts, organizations, and records connect — and offers an optional Marketing module and AppConnect integrations. The result is a single system for the full customer lifecycle (market → sell → deliver), which suits agencies, consultancies, and other SMBs whose work doesn’t end when the contract is signed.
Key features
CRM & pipelines
Manage leads, contacts, organizations, and sales opportunities.
Project management
Convert won deals into projects with tasks, milestones, and tracking.
Relationship linking
Map connections between contacts, companies, and records.
Workflow automation
Automate routine sales and delivery processes.
Marketing (add-on)
Optional email marketing, journeys, and landing pages.
Integrations
Connect to Google/Microsoft, and many apps via AppConnect and Zapier.
Insightly pricing explained
How much does Insightly cost? Insightly has a free plan (up to 2 users), then CRM tiers — Plus (~$29/user/mo), Professional (~$49/user/mo), and Enterprise (~$99/user/mo), billed annually — scaling on records, automation, and features. The Marketing and Service modules are priced separately as add-ons. For a service business that would otherwise pay for a CRM and a project tool, combining them in Insightly is the value angle. Confirm current per-user tiers and add-on costs at signup.
Insightly vs HubSpot vs Pipedrive
| CRM | Best for | Pricing | Standout |
|---|---|---|---|
| Insightly | Service SMBs (sell + deliver) | Free + ~$29/user/mo | CRM + project management |
| HubSpot | Growth/marketing teams | Free + steep paid | Marketing ecosystem |
| Pipedrive | Sales-focused SMBs | From ~$14/user/mo | Pure sales pipeline |
✓ Use it if you
- Run a service or project-based business
- Need to manage sales AND delivery in one tool
- Want relationship linking across records
- Want CRM + projects without two subscriptions
✗ Skip it if you
- Only need a pure sales pipeline (Pipedrive)
- Need deep marketing automation (HubSpot)
- Don’t do project delivery work
- Want the very cheapest basic CRM
Is Insightly worth it?
Is Insightly worth it? For service-led and project-based SMBs — agencies, consultancies, and any business whose work continues after the deal closes — yes; the built-in project management is a genuine differentiator that lets you manage the full customer lifecycle (sell then deliver) in one tool, avoiding the cost and disconnect of running a separate CRM and project app. The trade-offs are that pure sales teams may prefer Pipedrive’s focus, and marketing-heavy teams will want HubSpot, with Insightly’s marketing capabilities being a paid add-on. But for businesses that need to bridge sales and delivery affordably, Insightly is a smart, well-fitted choice.
What's included
- Unified pipeline + project tasks in one view
- Fast onboarding for 5–20 person teams
- Transparent deal velocity tracking
- Mobile app keeps field teams in sync
- SaaSTweaks-verified affiliate deal
- Vendor-direct activation flow
- Editorial pros + cons review
- Tracked savings claim with refresh date
Insightly pricing
Verified May 2026. Vendor's published rates at the time we checked — always confirm at checkout.
| Plan | Price | Term | What you get |
|---|---|---|---|
| Free | $0 | up to 2 users | Basic CRM · Contact management · Task management · Email integration |
| Plus | $29/user/mo | annual billing | Pipeline management · Custom fields · Reports & dashboards · Email templates · Integrations |
| Professional | $49/user/mo | annual billing | Everything in Plus · Lead scoring · Business card scan · Scheduled reports · Role-based permissions |
| Enterprise | $99/user/mo | annual billing | Everything in Professional · Custom roles · Unlimited records · Dynamic dashboards · Priority support |
How to claim it
4 steps. The last one is the part most people skip.
- 1
Open Insightly through the link on this page
It carries our referral tag. The price you pay is identical either way, and it never changes the score on this page.
- 2
Pick the plan that matches your usage
This offer applies automatically through the link — there is no code to enter.
- 3
Confirm the discount before you pay
The order summary should show the reduced amount. If it does not, stop and tell us — we re-test listings that stop working.
- 4
Check what happens at renewal
Note the renewal date and the rate it reverts to, so the second invoice is not a surprise. Annual plans are usually cheaper per month but harder to exit.
Where Insightly wins and loses
What works
- Strong project management tied to CRM deals — bridge between sales and delivery
- Built-in project stages after deal close keep account records continuous
- Google Workspace and Microsoft 365 integrations are deep and reliable
- Reasonable pricing vs Salesforce for teams under 50 seats
What doesn't
- Less AI and automation than modern CRMs like HubSpot or Pipedrive
- UI feels dated compared to newer-generation CRM interfaces
- Marketing automation is a separate paid add-on (Insightly Marketing)
- Limited native reporting without upgrading to Enterprise
The bottom line
Insightly pairs a solid SMB CRM with native project management, letting service teams close the deal and deliver the work inside one tool. Value is strong from $29 per user, though trust signals stay modest and paid plans bill annually — a confident Buy for the right team.
Insightly CRM costs $29 per user per month on the Plus plan, $49 on Professional and $99 on Enterprise, each billed annually. A 14-day free trial runs with no credit card required. Professional is the recommended middle tier, adding advanced workflow automation and lead management for growing service teams.
Insightly no longer offers a permanent free plan. Access now starts with a 14-day free trial that needs no credit card, and the earlier two-user free tier has been retired. Very small teams evaluate on the trial and then move to the paid Plus plan at $29 per user each month.
Insightly is worth it for small and mid-sized service businesses that want CRM and project management in one subscription. Linking a won deal straight to its delivery project removes the usual handoff between sales and fulfilment. Teams needing heavy enterprise territory management or complex quoting will still find Salesforce or Dynamics deeper.
Insightly differs from HubSpot CRM through native project management tied to each closed deal, something HubSpot lacks. HubSpot counters with stronger marketing automation and a larger app ecosystem. The choice hinges on the bigger pain: post-sale delivery favours Insightly, while pre-sale marketing and lead nurturing favour HubSpot.
Insightly's Service module is priced per user like the CRM, from $29 to $99 monthly, while Marketing is billed by prospect volume starting around $99 per account each month. AppConnect, the integration and automation platform, starts near $249 per account monthly. A full multi-product deployment costs well above CRM alone.
Yes, Insightly can convert a won opportunity into a delivery project in a few clicks, carrying over contacts, notes and related records automatically. This pipeline-to-project conversion is the platform's signature feature, giving service teams a single source of truth from first contact through onboarding and ongoing account management.
