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    Insightly

    CRM with native project management built in — won opportunities turn into projects.

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    ToolTrim verdict Very good out of 5

    Keep it if You manage sales, projects, and customer support simultaneously.

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    About

    In practice. What you can do with Insightly.

    Insightly differentiates itself by integrating project management directly into the CRM: a won opportunity automatically becomes a tracked project with Kanban and Gantt, with no transfer to a separate tool. SOC 2, GDPR, and HIPAA certifications make it a relevant choice for healthcare, finance, or consulting.

    The real weak point: no email sequencing on any plan — you need a separate tool (Outreach, Salesloft) for outbound prospecting, and support is rated only 2.1/5 on Trustpilot. The real price often rises to 2-3x the sticker rate once needed features are added.

    Practical uses

    • Manage sales pipeline + customer support in one tool.
    • Automate lead nurturingIntegrated marketing automation.
    • Centralize client projectsBillable hours tracking.
    • Auto-enrich contact dataAI Copilot.

    Features & use cases

    CRM

    The case for and against. What Insightly does well, and when it costs too much.

    For. What works in its favour.

    • Unified platform: sales, projects, support, marketing in one place.
    • AI Copilot automates repetitive tasks.
    • AppConnect lets you create workflows without code.
    • 14-day free trial for all plans.
    • Transparent pricing tailored for SMBs.
    • Native integrations with Salesforce, HubSpot, Zapier.
    • You prefer one unified platform over juggling tools.
    • You want a Salesforce-like CRM at SMB pricing.

    Pays off from

    15 minsaved a month

    Insightly costs $10/month. If your hour is worth $40, those 15 min cover it.

    Against. What to plan for.

    • No free plan (trial limited to 14 days).
    • Pricing can escalate with many users.
    • Less mature than Salesforce for extreme customization.
    • Docs and tutorials less rich than Salesforce.
    • You only need simple sales CRM.
    • Your team is very large (100+; Insightly isn't designed for that).

    Too expensive if

    • You use it less than once a month
    • A simple free version or a tool already in your stack would do

    Pricing. What does Insightly cost ?

    Entry paid plan

    €10/mo

    Checked on March 13, 2026Official pricing

    Alternatives. What could replace Insightly?

    Other direct substitutes

    Our verdict. What to know about Insightly.

    Why this verdict

    Very good

    Insightly is fairly easy to replace with an alternative, no free tier to test before paying, clearly documented use cases.

    Decided? Visit Insightlyor compare alternatives

    Insightly Summary

    Category
    productivity tool.
    Price from
    $10/mo (Entry paid plan).
    Best for
    teams and startups.
    Avoid if
    You want a free or very cheap plan; You only need simple sales CRM.
    ToolTrim verdict
    Insightly excels for SMBs wanting an all-in-one CRM with marketing automation and support; for large orgs, Salesforce is better.

    Frequently asked questions. What people ask about Insightly.

    What is Insightly used for?

    CRM with native project management built in — won opportunities turn into projects.

    How much does Insightly cost?

    Insightly costs €10/month (Entry paid plan plan). Price verified on March 13, 2026.

    Is Insightly suitable for beginners?

    Insightly is built mainly for teams rather than solo use.

    Is Insightly worth the price?

    Insightly excels for SMBs wanting an all-in-one CRM with marketing automation and support; for large orgs, Salesforce is better.

    What are the best alternatives to Insightly?

    No direct alternative listed.

    InsightlyFrom €10/mo
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    Your next step.

    Visit InsightlyCapsule logoClosest alternative: Capsule