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Insightly

Insightly is a CRM with project management built in, so a team can carry a deal from first contact through to delivery without switching tools.

Best for

Service businesses wanting CRM combined with project management, so a closed deal moves straight into delivery.

Per user
$29/user
Free tier
No
Integrations
250+
Onboarding
None
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How Insightly compares

All prices in USDPrices checked

Side-by-side with the closest alternatives by estimated cost.

Per-user pricing based on 2 users and 1,000 contacts, using each free plan where it fits.

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Copper logo

Copper

$46/mo est.

Per user
$23/seat
Free tier
No
Marketing automation
Professional+
Integrations
100+ (Google focus)
Pipeline
Yes
Est. monthly cost
$46/mo
View details

Common questions about Insightly for CRM software

The same questions US merchants ask before signing up.

  • Insightly starts at $29/user on the Plus plan, billed under an Annual contract, with no separate monthly base fee ($0) and no onboarding fee (None). Plus covers 100,000 records (Plus); Professional and Enterprise raise the record limit, and workflow automation starts on Professional.

  • No. Insightly discontinued its free plan (No). A free trial with no credit card is available on Plus and Professional, so you can test the built-in project management before committing.

  • Insightly combines CRM with native project management: once a deal closes you can convert it into a project with tasks and milestones without leaving the platform. That suits service businesses and consultancies where the sale leads straight into delivery. Marketing automation is Add-on (Insightly Marketing) rather than built in.

  • Insightly connects with 250+ tools, including Gmail, Outlook, Google Drive and QuickBooks, with Zapier extending the reach further. Its target market is SMB to Mid-Market, and support runs Business hours.

  • Insightly's built-in AI is Native (AI Copilot), which surfaces suggested next actions and record summaries inside the CRM. For connecting external AI agents its MCP support is Via 3rd-party (Zapier), so a Zapier-based route is the current option rather than a first-party MCP server; a public API is also available.

Strengths and trade-offs

Pros

  • CRM and project management in one tool
  • Good fit for service and project-based businesses
  • Deals convert straight into projects
  • Established platform with a large integration library

Cons

  • Free plan discontinued in October 2024
  • Workflow automation starts on Professional
  • Every plan caps total records
  • Marketing automation is a separate paid add-on

About Insightly

Insightly pairs CRM with project management, which suits service and project-based businesses that want to track a deal from first contact through to delivery in one tool. Once a deal closes it converts into a project with tasks and milestones.

The trade-offs are in the plan structure. Its free plan was discontinued in October 2024, workflow automation starts on Professional rather than the entry Plus plan, every plan caps the total number of records you can store, and marketing automation is a separate paid product.

Insightly was founded in 2009 and is headquartered in San Francisco, USA.

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