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    Insightly

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

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    Insightly, preview 1
    ToolTrim verdict3.7/ 5Average
    About

    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

    • 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

    Pros and cons

    What Insightly does especially well and the limits to anticipate.

    Pros

    • 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.

    Cons

    • 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.

    Insightly: when it makes sense.

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

    Keep if

    You manage sales, projects, and customer support simultaneously.. You prefer one unified platform over juggling tools.

    Insightly becomes worthwhile when
    • You use it at least once a week
    • The monthly cost (≈ $11.65) is small next to the time it saves you

    Challenge if

    You want a free or very cheap plan.. You only need simple sales CRM.

    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 plan≈ $11.65/mo

    Official pricing sourceverified on

    Indicative conversion · 1 EUR = 1.1645 USD / 0.8574 GBP · ECB rate from 2026-08-27

    Insightly's real cost by team size

    TeamPlanMonthly costAnnual costVerdict
    SoloEntry paid plan~$11.65~$139.74Limited cost
    3 peopleEntry paid plan~$34.94~$419.22Limited cost
    10 peopleEntry paid plan~$116.45~$1,397.4Worth a budget check
    50 peopleEntry paid plan~$582.25~$6,987Serious 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
    ≈ $11.65/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.

    Our verdict on Insightly.

    Why this verdict

    Average

    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 $12/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?

    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.