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    Insightly preview

    Insightly Reviews, pricing and alternatives 2026

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

    From 10€/mo.

    Best for
    Consultant

    Solo / Freelance

    Can work

    Team

    Highly recommended

    What it does
    CRM

    Insightly

    ToolTrim Verdict
    3.5/5
    Decent

    Worth it for combined CRM + project management; plan for a separate outbound tool and budget the real cost.

    View offerExplore around Insightly

    Pricing verified on

    Our take

    Understanding 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

    • Combine CRM and project managementNo separate tool once a sale closes
    • Meet regulated compliance requirements (healthcare, finance, consulting)
    • Track sales pipelines and associated projectsKanban and Gantt views

    Pros and cons

    What Insightly does especially well — and the limits to anticipate.

    Pros

    • Native project management — a won opportunity becomes a project with no tool transfer
    • SOC 2, GDPR, and HIPAA certifications, relevant for regulated sectors
    • "Blade" view letting you drill into details without reloading a page

    Cons

    • No email sequencing on any plan — a separate tool is needed for outbound
    • Support rated only 2.1/5 on Trustpilot, a real reported friction point
    • Real cost often 2-3x the sticker price once needed features are added

    Insightly: when it makes sense.

    Worth it for combined CRM + project management; plan for a separate outbound tool and budget the real cost.

    Keep if

    You want closed sales to automatically become tracked projects. You're in a regulated sector requiring SOC 2, GDPR, or HIPAA

    Insightly becomes worthwhile when
    • You use it at least once a week
    • The monthly cost (€10) is small next to the time it saves you

    Challenge if

    You need email sequencing for outbound prospecting. Responsive customer support is a priority for you

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

    How much does Insightly cost?

    Entry paid plan10€/mo

    Official pricing sourceverified on

    Insightly's real cost by team size

    TeamPlanMonthly costAnnual costVerdict
    SoloEntry paid plan~10 €~120 €Limited cost
    3 peopleEntry paid plan~30 €~360 €Limited cost
    10 peopleEntry paid plan~100 €~1200 €Worth a budget check
    50 peopleEntry paid plan~500 €~6000 €Serious budget decision

    Estimate calculated from the displayed per-user price - check the official page for monthly/annual billing and any current promotions.

    Best alternatives to Insightly.

    Direct substitutes

    Capsule logoCapsuleSalesflare logoSalesflare

    Insightly Summary

    Category
    productivity tool.
    Price from
    10€/mo (Entry paid plan).
    Best for
    teams and startups.
    Avoid if
    You need email sequencing for outbound prospecting; Responsive customer support is a priority for you.
    ToolTrim verdict
    Worth it for combined CRM + project management; plan for a separate outbound tool and budget the real cost.

    Our verdict on Insightly.

    Why this verdict

    Decent

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

    Tool FAQ

    Frequently asked questions about Insightly

    Pricing, usage, alternatives, and context: useful answers before adding one more tool to your stack.

    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 2026-03-13.

    Is Insightly suitable for beginners?

    Insightly is built mainly for teams rather than solo use.

    Is Insightly worth the price?

    Worth it for combined CRM + project management; plan for a separate outbound tool and budget the real cost.

    What are the best alternatives to Insightly?

    No direct alternative listed.