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Insightly is a modern, affordable CRM platform that unifies sales, marketing, service, and integrations to help growing businesses manage the entire customer lifecycle in one place.
Pricing
$26 to $50 / mo
Best for
Insightly is best for small and mid-market B2B organizations that want an easy-to-use CRM with built-in project management, marketing automation, and strong integrations at a lower total cost of ownership than heavyweight enterprise CRMs.
Platforms
Web, iOS, Android
Free trial
Yes
Free plan
No
Headquarters
San Francisco, CA, United States
Company type
Acquired
The honest take
What reviewers love, and what to watch
A balanced view of Insightly, drawn from public reviews and product research.
Pros
- Intuitive, user-friendly interface that makes it relatively easy for new users to adopt and navigate.
- Combines CRM and project management so teams can track customers from lead through delivery in one platform.
- Strong integrations and AppConnect make it easy to connect Gmail, Microsoft 365, accounting tools, and other apps.
- Flexible customization of pipelines, fields, and views allows teams to tailor the system to their workflows.
- Reporting and dashboards provide clear visibility into pipeline, activities, and project status for managers.
- Good value for money for small and mid-sized businesses compared with larger enterprise CRMs.
Cons
- Advanced reporting and analytics can feel rigid, and building complex cross-object reports is challenging.
- Many powerful capabilities such as advanced automation, custom objects, and granular permissions are only available on higher-tier plans.
- Customer support quality and responsiveness are described as inconsistent, with limited live support on lower tiers.
- Initial configuration and building more sophisticated workflows can have a noticeable learning curve.
- Mobile apps are considered less full-featured and less responsive than the web experience for heavy daily use.
Where it fits
What teams use Insightly for
- Sales pipeline and deal management
- Account and contact management
- Post-sale project and delivery management
- Marketing automation and email campaigns
- Customer support and ticket tracking
- Workflow automation and process standardization
- Integrating CRM with finance, HR, and productivity tools
Key strengths
- Intuitive user experience that makes onboarding small and distributed teams relatively quick.
- Integrated project management and post-sale workflows, reducing the need for a separate project tool.
- Robust integration capabilities and automation via AppConnect, REST API, and native connectors.
- Competitive pricing and lower implementation overhead compared with large enterprise CRMs like Salesforce.
- All-in-one expansion path with marketing automation and service modules that share the same data model.
Compare your options
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Questions, answered
Frequently asked about Insightly
The short version is on the surface. Open any question to go deeper.
Insightly is a cloud-based customer relationship management (CRM) platform designed primarily for small and mid-sized businesses. It centralizes leads, contacts, organizations, opportunities, projects, and activities in one system so teams can manage the entire customer lifecycle from first touch through post-sale delivery. Beyond core CRM, Insightly also offers native marketing automation, customer support and ticketing, and a low-code integration layer called AppConnect, allowing it to serve as a unified go-to-market platform.
Insightly CRM is sold on a per-user, per-month basis billed annually. The main CRM tiers are Plus at approximately $29 per user per month, Professional at around $49 per user per month, and Enterprise at about $99 per user per month, all billed annually. Pricing varies based on edition, number of users, and any add-ons such as AppConnect volume, marketing automation, or service modules. A 14-day free trial is available for new customers, but there is no ongoing free plan.
Key Insightly features include contact and account management, lead and opportunity tracking with customizable pipelines, built-in project management for post-sale work, workflow automation, email integration with Gmail and Outlook, mass email and templates, configurable reports and dashboards, custom fields and objects, mobile apps for iOS and Android, and role-based permissions. Customers can also add Insightly Marketing for campaigns and journeys, Insightly Service for support and SLAs, and AppConnect for low-code integrations with hundreds of external applications.
Insightly competes with a range of CRM platforms serving small and mid-market organizations. Its primary competitors include HubSpot CRM, Salesforce Sales Cloud, Zoho CRM, Pipedrive, and Freshsales. In some segments it also competes with tools such as Copper, Monday Sales CRM, and Zendesk Sell, especially where sales and project workflows overlap. The right alternative depends on a companys budget, need for advanced marketing features, desired level of customization, and existing tech stack.
Yes. Insightly is generally considered a strong fit for small businesses and lean mid-market teams that want a powerful yet approachable CRM. Reviewers frequently highlight its intuitive interface, flexible pipelines, and strong integrations as advantages for small organizations that lack dedicated admin staff. At the same time, some very small or early-stage companies may prefer CRMs with a permanent free plan, and businesses with extremely complex processes might eventually outgrow Insightly in favor of more customizable enterprise suites.
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