Insightly
Modern CRM with built-in project management to help growing teams manage the full customer lifecycle.
Best for
Growing companies that want deal tracking and post-sale project delivery in one connected system
Skip if
You want marketing and support bundled into a single flat CRM price without separate product licensing
What is Insightly?
Insightly is a cloud-based CRM that combines pipeline and contact management with native project management, letting teams track a deal from lead through delivery in one system. It also offers separate but connected marketing automation and support/ticketing products, plus AppConnect for integrating 2,000+ external apps.
SpecificationsAI-estimated
Key Features of Insightly
Use Cases for Insightly
Manage sales through delivery
Track a deal from lead to closed-won and then into a linked project without switching tools.
Automate lead routing
Score and assign inbound leads automatically to the right rep.
Run support ticketing
Handle customer tickets and a self-service portal alongside CRM records.
Connect existing tools
Use AppConnect to sync data with Shopify, QuickBooks, or Jira.
Pros & Cons of Insightly
Pros
- Native project management differentiates it from pure sales CRMs
- AppConnect offers a large integration library
- Clear, published per-seat pricing tiers
- Recognized as a G2 High Performer and TrustRadius Buyer's Choice
Cons
- Marketing and Service products are priced and licensed separately from core CRM
- Enterprise features require the priciest $99/user tier
- Bundle pricing for all three products together starts at $899/month plus setup fees
Frequently Asked Questions
Does Insightly include project management?
Yes, project management is built into the core CRM plans, not sold as an add-on.
Is there a free trial?
Yes, Insightly offers a 14-day free trial with no credit card required.
Are Marketing and Service part of the base CRM price?
No, Marketing Automation and Support/Ticketing are separate products with their own pricing, though bundles are available.
Does Insightly have AI features?
Yes, an AI Copilot (beta) is available on the Professional and Enterprise CRM plans for drafting replies and summarizing emails.
Pricing Overview
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