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    Insightly reviews

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

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    ToolTrim verdict3.7/ 5Average

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

    Insightly, preview 1
    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

    Pros and cons. What Insightly does well, and what to expect.

    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.

    When it makes sense. Keep Insightly, or challenge it?

    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 ($10) 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

    Our verdict. What to know about 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.

    InsightlyFrom €10/mo
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