Unclaimed: Are you working at Insightly CRM?
Insightly CRM Reviews: 4.2/5 — Solid Choice
Popular among small to medium sized enterprises, Insightly is a SassS-based CRM platform with 1.5 million users globally. Users rely on the solution to manage customer data in a central platform, manage and nurture customer relationships, boost sales, and deliver projects in a timely manner. The platform works seamlessly well with Gmail and Outlook plugins and supports multiple integrations with numerous systems.
| Capabilities |
API
|
|---|---|
| Segment |
Small Business
Mid Market
|
| Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
| Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| Training | Documentation |
| Languages | English |
Insightly CRM Pros and Cons
- Compatible with Android and iOS devices
- Visual dashboards for tracking important metrics
- Data integrity, security, and regulatory compliance
- Highly flexible appointments, calendaring, and events
- Automated tracking and updates
- No live chat support
- Only available in one language
Insightly sells its CRM at $29 per user and its marketing module at $499 per account. That is the whole pricing story. The CRM is competitively priced and genuinely capable, and every other part of the platform — marketing automation, the integration layer, service — is billed per account at figures an order of magnitude larger. Judge Insightly on the modules you actually need, because the CRM price tells you very little about your bill.
- What it is: A CRM with unusually strong built-in project management, plus separately-sold marketing, service, and integration modules.
- Best for: Services businesses that sell a project and then deliver it, and want both halves in one system.
- Pricing: CRM Plus $29, Professional $49, Enterprise $99 per user monthly, billed annually. Modules priced per account. Verified July 2026.
- The honest catch: Marketing automation starts at $99 per account and reaches $499 at 10,000 prospects, which dwarfs the CRM line.
What Is Insightly?
Insightly’s distinguishing feature is that it does not stop at the closed deal. Most CRMs manage the pipeline up to “won” and hand off to something else for delivery. Insightly carries the same record into project management — tasks, milestones, and delivery tracking against the opportunity that created them.
For a consultancy, agency, or professional services firm, that continuity is the reason to choose it. The client, the deal, and the delivery all live in one record, so nobody re-keys a project brief into a separate tool and nothing is lost in the handover.
The wider platform spans four products: CRM, Marketing, Service, and AppConnect, the integration layer. They are sold separately and can be bundled, and understanding that structure is essential to pricing it correctly.
Record and sending limits are generous and clearly published: 100,000 records and 2,500 daily mass emails on Plus, rising to 500,000 records and 10,000 daily emails on Enterprise.
How Insightly Works
- CRM priced per user. $29, $49, or $99 per user per month on annual billing.
- Modules priced per account. Marketing and AppConnect are flat per-account fees regardless of headcount.
- Project management built in. The genuine differentiator, carrying opportunities through to delivery.
- Record limits by tier. 100,000, 250,000, or 500,000.
- Mass email allowances. 2,500, 5,000, or 10,000 per day.
- AI Copilot and workflow automation arrive at CRM Professional.
Insightly Pricing
Captured from Insightly’s pricing page in July 2026, in US dollars on annual billing. Insightly blocks automated screenshots, so the chart below is ours rather than a vendor image.
CRM, per user per month:
| Plan | Price | Records | Storage | Mass email/day |
|---|---|---|---|---|
| Plus | $29 | 100,000 | 10 GB | 2,500 |
| Professional | $49 | 250,000 | 100 GB | 5,000 |
| Enterprise | $99 | 500,000 | 250 GB | 10,000 |
Modules, per account per month:
| Module | Plus | Professional | Enterprise |
|---|---|---|---|
| Marketing | $99 (2,000 prospects) | $499 (10,000) | $999 (20,000) |
| AppConnect | $249 (25K tasks) | $799 (100K) | $1,899 (250K) |
| All-in-One bundle | $349 | $899 | $2,599 |
What this means in practice:
- The per-user and per-account mix is the thing to model. A five-person team on CRM Professional is $245 a month. Add Marketing Professional and it is $744. The CRM was never the expensive part.
- The bundle is usually the honest comparison. All-in-One Professional at $899 covers CRM, Marketing, Service, and 25,000 AppConnect tasks. Assembling the same pieces individually costs more, so if you want the platform, price the bundle first.
- Marketing scales on prospects, not users. 2,000 at $99, 10,000 at $499. That fivefold jump for five times the prospects is steep, and it is where most of the budget goes.
- AppConnect is expensive for what it is. $249 a month for 25,000 tasks is a lot against general-purpose integration tools, and worth comparing before assuming you need it.
- Record and email limits are generous. 100,000 records even on Plus is well beyond what most small businesses hold, so these are unlikely to force an upgrade.
- Enterprise is contact-sales. Published at $99 per user, but the tier requires a conversation.
- A 14-day free trial requires no credit card, which is the right way to test the CRM before considering modules.
Who Should Use Insightly
- Professional services firms. The clearest case. Consultancies, agencies, and firms that win a project then deliver it get genuine value from one system spanning both.
- Businesses that lose things in the sales-to-delivery handover. If work currently moves from a CRM into a separate project tool by copy-paste, this removes that seam.
- Teams wanting CRM without the module stack. At $29 to $49 per user the CRM alone is competitively priced and complete.
- Organizations with large contact databases. Record limits are high across all tiers.
It fits poorly for pure sales organizations with no delivery phase, where Pipedrive is cheaper and more focused; for businesses wanting a free tier, which HubSpot CRM and Zoho CRM offer; and for marketing-led teams, where the per-account marketing pricing becomes the dominant cost.
Honest Pros and Cons
Strengths
- Project management genuinely integrated. The real differentiator, and rare at this price.
- Competitively priced CRM. $29 per user for a full CRM with 100,000 records is good value.
- Generous record and email limits. Unlikely to constrain a small or mid-sized business.
- Clear published pricing. Every module and bundle is listed, which is increasingly uncommon.
- AI Copilot from Professional. Included rather than a paid add-on.
- Free trial with no card required.
Limitations
- Module pricing dwarfs the CRM. Marketing Professional at $499 per account against $49 per user.
- The prospect ladder is steep. $99 at 2,000 prospects to $499 at 10,000.
- AppConnect is costly. $249 monthly for the entry integration tier.
- No free tier. Only a 14-day trial, where major competitors offer permanent free plans.
- The full platform is expensive. All-in-One Professional at $899 a month is a serious commitment for a mid-sized business.
- Enterprise requires sales. Despite a published per-user figure.
Insightly Alternatives and How It Compares
- Zoho CRM is cheaper with a free tier, and Zoho Projects covers delivery separately at very low cost.
- HubSpot CRM has a genuinely free CRM and stronger marketing, with costs escalating as you add hubs.
- Pipedrive is the leaner sales-focused option without project delivery.
- monday CRM combines pipeline and work management in one visual platform, which is the closest philosophical match.
- Keap bundles CRM with marketing automation for small business, at a simpler single price.
- Freshsales is the modern-interface alternative inside the Freshworks suite.
For a broader survey, browse our CRM directory.
The Verdict
Insightly earns its place for one specific reason: it treats the closed deal as the middle of the process rather than the end. For a consultancy or agency, having the opportunity, the client, and the delivery project in a single record removes a genuine and costly seam in the workflow. Most CRMs at this price simply do not do that, and the ones that do usually charge considerably more.
Price it by modelling modules, not seats. The CRM at $29 to $49 per user is the affordable, well-limited part of the platform — 100,000 records and 2,500 daily emails even on Plus is beyond what most small businesses need. But Marketing is billed per account at $99, $499, or $999, and AppConnect starts at $249, so a five-person team wanting CRM and marketing automation is looking at $744 a month rather than the $245 the per-user maths suggests. If you want the whole platform, the All-in-One bundle at $899 is the number to compare against alternatives, and it is a serious commitment.
The clean recommendation is therefore split. Buy the CRM alone and it is good value, particularly if project delivery matters to you — at $49 per user with AI Copilot and workflow automation it stands up well against Pipedrive or Freshsales, and the project management is a real advantage neither offers. Buy the full platform and you should shop it hard, because at $899 a month you are in HubSpot and Salesforce territory, and the comparison becomes much less favourable. Use the 14-day trial on the CRM, and treat each module as a separate purchasing decision rather than an assumed upgrade.
FAQ
How much does Insightly cost?
CRM plans are $29 per user per month for Plus, $49 for Professional, and $99 for Enterprise, billed annually. Modules are priced per account rather than per user: Marketing is $99, $499, or $999 depending on prospect volume, and AppConnect is $249, $799, or $1,899 by task volume. All-in-One bundles combining CRM, Marketing, Service, and AppConnect cost $349, $899, or $2,599 per month. Figures captured in July 2026 in US dollars.
Why is Insightly’s marketing module so expensive?
Because it is priced per account by prospect volume rather than per user. Marketing Plus covers 2,000 prospects at $99 a month, and Professional covers 10,000 at $499 — a fivefold price rise for a fivefold prospect increase. For a small team this can easily exceed the entire CRM bill, so it should be modelled separately rather than assumed as an incremental upgrade.
Does Insightly include project management?
Yes, and it is the main reason to choose it. Opportunities convert into projects with tasks, milestones, and delivery tracking inside the same system, so the client record carries through from first contact to completed work. For consultancies, agencies, and professional services firms this removes the usual handover between a CRM and a separate delivery tool.
Is there a free version of Insightly?
No. There is a 14-day free trial that requires no credit card, but no permanent free tier. HubSpot CRM and Zoho CRM both offer genuinely free plans, so if starting at zero cost matters, those are the better entry points and Insightly is worth revisiting once project delivery becomes the requirement.
What is Insightly best for?
Professional services businesses that win projects and then deliver them, and that want sales and delivery in one system rather than two. The CRM alone is competitively priced and complete. It is a weaker fit for pure sales teams with no delivery phase, for marketing-led organizations where per-account module pricing dominates, and for anyone wanting a free tier.
Compare Insightly CRM with other popular tools in the same category.
For smaller firms, this used to be a simple but effective platform that had the features needed to be successful. Being able to get a team up and going, make changes to the system and get data into and out of the system was great.
We've been with Insightly for 8 years at this point, I don't think many of the reviews have ever used the product. For us, our usage hasn't changed but our price has tripled and support has been completely removed. The company seems to have focused on building very average marketing tech and making a huge fuss about a product for integration rather than just integrating their base product. I'd not recommend to anyone to use Insightly as a CRM, the costing is about the same as more full featured and supported CRMs with far fewer functions, interoperability and marketing features. Some examples of our frustrations: - During export & reporting, you cannot export opportunity owner names, only email addresses and user ID numbers, making reports more frustrating - Nothing integrates with Insightly, not one single sales enablement, marketing automation, email marketing or advertising platform has a native Insightly integration, it is all custom work - There is no support through the platform, you must sign up to a separate support plan that puts the cost of Insightly beyond Hubspot and Salesforce together - During renewal conversations, our sales rep missed our call, didn't respond to requests for another Save yourself the frustration and get a different platform
Fills the basic features of a CRM relatively well, but definitely with limitations outlined above. The system is easy to create new fields and access for our team would be the best things.
Nothing. Worst customer service I have ever encountered in my life. I wouldn't recommend this to a single person.
The customer support. There is 0. Our account expired earlier this month and I lost all data that was housed in this CRM for over 5 years. I have been calling for 3 days straight up to 14 times a day without a single response. When I submit a support ticket, it is automatically deleted.
Customer support is terrible. They must have 1 person for the entire company that takes inbound calls. It is impossible to get anyone on the phone and I wouldn't recommend this CRM to anyone, ever.
You can customize the platform somewhat to fit your company.
Lack of support and system does not appear to appreciate that prospects can go dormant for a while, then come back.
I am not solving any problems with Insightly. I have used it for many years and find it is limiting our organization, due to not being a complete solution. I had never asked for assistance over those prior years and continued to pay my monthly fee. Now that I have asked, I received one 30 minute consult, then no response to my continued requests. They want me to triple my annual cost for the benefit of customer service, even though they have never had to serve me before.
Cheap, pricing is easy to understand which is a change
Not many features, feel old and outdated
Sales team not upload tome
I like that the entire team can see each other's notes, calls, and customers.
The program isn't user friendly. I don't feel like it's intuitive and it doesn't flow with what I think sales should be.
Call process flow. I need to make more calls.
Nothing special, it s a CRM like many others.
BIG DISAPPOINTMENT ! We chose Insightly because of the multi currency capabilities. So it does indeed allow you to use multiple currencies. BUT...the conversion doesn't work and as a result all the reports are aggregating the amounts, regardless of the currency. To fix this, INSIGHTLY is proposing a costly development and asking us to take a higher plan for more users. ABSOLUTELY SHAMELESS !
We are using it as a regular CRM to basically record any event with our clients
The sidebar navigation makes a lot of sense, and that is about it.
The dashboard capability is awful! Onboarding was terrible. Seems like it a product that would be a step up from an excel sheet but a giant step down from any other CRM. Charts often contain different number forms so understanding them at a glance is very challenging. Their "SmartMerge" is the worst dedupe tool I have ever seen, it looks only at first and last name, and if they are the same, it recommends the contact be merged.
I am trying to solve the problem of implementing a CRM to manage our sales pipeline as well as the projects we are helping our clients with.
The UI is simple and acts as a basic CRM
Mapping fields is not straightforward, and often times the field is lost upon conversion from lead to opportunity.
Tracking leads, opportunities, deal size, and pipeline stage.
It was a great way to get our feet wet with a CRM. We are a small business <10 people and 2 in our sales force, and weren't using any form of CRM. After vetting a few with trials, I recommended Insightly to our CEO. We gave it a try, and once we realized what we wanted to do with it, we needed to move on to something more robust. If you're looking for a simple CRM to try, check it out for free.
There is a lot to dislike about Insightly. First: support. While they were generally timely in their response time, the customer support member could not answer my question, kept answering a question I wasn't asking, and finally just stopped responding to my emails in the open ticket. So I went to their "community help boards." Generally, I found that I was out of luck on their "community help boards." If nothing else, it was a place to find others with whom to commiserate over the terrible product. Insightly lacks a lot of features that are basic in other CRM tools. For example, there is no lead scoring, for the longest time there wasn't bulk updating with a csv file. This is a basic need of anyone who manages sales operations. After many months of asking on a community board with no response, we stopped begging for this feature and switched to Freshsales. The bulk email tool is terrible. There weren't decent metrics to be able to see and follow up with leads who opened our emails. It was difficult to get a read on our ROI with Insightly. Finally, Insightly does not back up its data, and they are totally unhelpful and unwilling to work with you if you need help retrieving your data. In sum, you get what you pay for.
We got our feet wet using a CRM and were able to learn what we needed, what we didn't, and what we wanted to achieve with our CRM. It became clear pretty quickly that we needed something more robust than what Insightly provides. It was a lot of work to change CRMs from Insightly to Freshsales, but worth it. With Insightly, it was a stepping stone and we learned a lot, even if it caused us some hindrance to our productivity.
I liked that the initial set up was easy.
After about six months my storage was full. The reports I needed were never generated because they were too complicated for me but yet the rep always said here look I can do it just drag & drop but no that didn’t work. Scheduling another (I had 4!) session annoyed me and I found a manual work around. Just all and all misleading. I had an opportunity to use any software and choose insightly. Big mistake and we won’t renew.
I stopped using it when my storage filled up after just a few months.
It's simple and very easy to get started. Just avoid putting too much info into the system untill you're sure you can overcome its weaknesses.
It fails at many basic procedures. If you're searching for Benjamin James - and type in Ben James. Insightly can't find it. Looking for Jim, but you entered James into the database, he's lost forever. Good luck with hyphenated names! You'll never find them again...
Managing appointmensts, phone calls, scheduling emails - client relationship management
the opportunity to use it free before paying for it
I started the set up it was time intense so only put a small amount of information in and then stopped using it
organize potential customers
The only good thing I can say, and it is the main reason we selected this platform, is that the ability to save emails and files to a specific customer "folder" (they call it an Organization) from within GMail is extremely easy.
Once anything is associated with a customer account, it is incredibly difficult to find anything that you've stored. There is no ability to search within the items you've stored for a particular client. The only search capability is global. So, if, for example, you wanted to search for IRS issues experienced by a particular customer, there is no way to do it. You are basically limited to sequential order by date. Even worse, as you are searching by date, there are a limited number of records per page. So if you are searching for an email that happened a couple of years ago, you might have to go several pages back before you find a record that MIGHT be what you are looking for. If it turns out said record is not what you are looking for, when you go back to other records, the system dumps you back to page 1, where you have to again begin looking through every record for the particular bit of information you are searching for. Bottom line: it takes forever to find anything, and forget about searching for something while you are on the phone with a customer!
Just trying to provide a tool that allows our support reps to service their customers efficiently.
For the price, it at first appears that it's a pretty robust system. However, their support is terrible. Did you know that they do not allow phone calls? Try using e-mail for a complex problem and you spend hours going back and forth when a phone call would resolve it in 15 minutes. I hate companies that do that. I won't purchase it again after the subscription runs out.
Insightly's customer support is terrible. Did you know that they do not allow phone calls? Try using e-mail for a complex problem and you spend hours going back and forth when a phone call would resolve it in 15 minutes. I hate companies that do that. I won't purchase it again after the subscription runs out.
I've had issues importing files. We still don't have it resolved and I'm skeptical that we ever will since we're e-mailing back and forth. One would think that they would realize it takes LESS time to solve via a phone call than bouncing e-mails back and forth.
I like the interface for key contacts and tasks
The support model is just terrible. Email support ONLY where as a paying customer youre lucky if you get a response once every 10 days. Syncing with Exchange 2010 doesnt work properly Reporting is hideous and amateurish and there are no custom reports available.
Simple CRM, the ability to track actions against key customers, sync tasks with outlook and exchange and have my team be able to share contacts
I used to like to Projects and Opportunity fields for use in managing the pipeline and my sales efforts pertaining to it.
They did an upgrade now there are glitches. They erased a years worth of my work, there is no back up and they do not care nor do they apologize.
I had realized quite a bit now all that, a YEARS WORTH OF WORK is GONE!!!
