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Insightly

Insightly

Modern CRM with built-in project management to help growing teams manage the full customer lifecycle.

softwareCRM SoftwareCRMproject managementsales pipeline
Our Verdict

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

deploymentCloud/SaaS
open source❌ No
api available✅ Yes
support optionsEmail, Help Center
key integrationsSlack, QuickBooks, Shopify, Jira

Key Features of Insightly

Combines CRM pipeline management with native project management so post-sale delivery stays in the same system.
AI Copilot (beta) drafts automated email replies and summarizes conversations for reps.
AppConnect integration platform connects to 2,000+ apps including Slack, QuickBooks, Shopify, and Jira.
Workflow automation handles routine administrative tasks like follow-up reminders and record updates.
Lead scoring and routing rules in Marketing automatically prioritize and assign incoming leads.
Support module adds ticketing with a customer self-service portal alongside the core CRM.
Pre-built dashboards and advanced reporting give visibility into pipeline health and team performance.

Use Cases for Insightly

1

Manage sales through delivery

Track a deal from lead to closed-won and then into a linked project without switching tools.

2

Automate lead routing

Score and assign inbound leads automatically to the right rep.

3

Run support ticketing

Handle customer tickets and a self-service portal alongside CRM records.

4

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

View full pricing →
Paid (Subscription)

Plus

$29

Professional

$49

Enterprise

$99

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About the Product

Unclaimed Listing
Platforms
Target AudienceGrowing businesses that want CRM and project management combined

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