Insightly CRM

Insightly launched in 2009 in San Francisco with a focused proposition: build the CRM that includes native project management so consulting firms and services businesses can manage both sales and delivery in one tool. By 2026 Insightly serves tens of thousands of SMB and mid-market teams, was acquired by Unbounce in 2024, and continues under the Insightly brand with AI Copilot as the flagship 2026 capability.

Who Insightly is right for

This is a vertical product by workflow shape. The clearest fit in 2026 is SMB and mid-market teams that need CRM plus project management in one platform. Strongest fits are consulting firms managing both sales and client delivery, marketing agencies running campaigns from sales through execution, professional services (legal, accounting, IT services), and any organization where the same customers flow from sales pipeline into structured project delivery. Insightly is the wrong choice for sales-only teams (Pipedrive fits), marketing-aligned teams (HubSpot fits), or enterprises needing the largest CRM ecosystem (Salesforce fits).

Insightly pricing in 2026

Verified on 2026-06-19 against the official Insightly pricing page. All paid plans include 14-day free trials. Enterprise requires contacting sales.

Hidden costs to know about

Three watch-outs. First, AppConnect integration platform is a separate paid add-on with quote-based pricing layered on top of CRM subscription. Second, Insightly Marketing automation is a separate paid product, not included in CRM tiers. Third, AI Copilot is gated by query count (100 queries on Professional, unlimited on Enterprise); heavy AI users should plan for Enterprise tier.

Insightly vs alternatives at a glance

Integrations

Native integrations cover Gmail, Outlook, Microsoft 365, Google Workspace, Slack, QuickBooks, Xero, Mailchimp, DocuSign, and major productivity tools. AppConnect integration platform (separate paid add-on) extends to hundreds of third-party apps. Zapier and Make handle long-tail flows. REST API for custom integrations. Insightly Marketing (separate product) handles marketing automation.

Pros and cons

What works: Native CRM plus project management combination is unusual and valuable for services businesses. AI Copilot included on Professional tier at $49/user. Pre-built business dashboards reduce reporting setup time. Mobile apps work for sales and project workflows. Unbounce acquisition has not disrupted the product. 14-day free trial across all plans.

Where it strains: AppConnect integration platform as separate paid add-on confuses pricing. Marketing automation as separate Insightly Marketing product (not included in CRM tiers). AI Copilot gated by query count rather than feature access. Smaller third-party app ecosystem than HubSpot or Salesforce. Less suitable for sales-only or marketing-only teams.

What real buyers say

Operator reviews on SoftwareAdvice, SelectHub, and the r/CRM subreddit cluster around three wins: native CRM plus project management eliminates the multi-tool stack for services businesses, Professional tier at $49 with AI Copilot is reasonable mid-tier value, and 14-day trial is enough to evaluate the full feature set. Common pushback is on AppConnect integration platform being a separate paid add-on, Marketing automation being a separate paid product, and AI Copilot query gating on Professional tier.

Field guide

Buyer action plan

Start with the 14-day free trial on Professional tier (recommended starting point). Import contacts and build one pipeline. Convert a deal to a project to test the native CRM-to-project flow. Test AI Copilot queries. Run real workflow for two weeks. Decide between Plus, Professional, or Enterprise based on workflow automation, AI Copilot query needs, and sandbox requirements. Plan AppConnect add-on cost if extensive integrations are needed.

2026 updates

AI Copilot is the headline 2026 capability, with deeper queries against pipeline and project data. The Unbounce acquisition has continued without product disruption. AppConnect integration platform expanded its third-party app catalog. Mobile apps received continued investment. Insightly Marketing (separate product) deepened automation features for buyers wanting CRM plus marketing automation in the Insightly ecosystem.

Security and compliance

Cloud platform with TLS in transit, encryption at rest, SOC 2 Type II, GDPR and CCPA support, role-based access controls, audit logging on Enterprise tier, two-factor authentication. EU data residency. Single sign-on via SAML on Enterprise. Sandboxes on Enterprise tier provide isolated testing environments without affecting production.

Customer support

Email, in-app live chat, knowledge base, Insightly Academy training content. Phone support on Enterprise tier. Response times during US business hours are fast. r/CRM and LinkedIn services-operator communities have active Insightly peer support discussions.

Who can use Insightly

Best fit: SMB and mid-market services and consulting businesses needing CRM plus project management in one platform. Reasonable fit: any team where sales and client delivery flow through the same customer records. Not a fit: sales-only teams (Pipedrive fits), marketing-aligned teams (HubSpot fits), or enterprises needing the largest CRM ecosystem (Salesforce fits).

Mobile app

Native iOS and Android apps support pipeline, contact, project, and AI Copilot workflows from mobile. The mobile experience is functional for sales reps and project managers in transit but heavy configuration work remains desktop-focused.

How to get started with Insightly

Sign up for the 14-day free trial at the official Insightly pricing page. Import contacts via CSV. Build one pipeline. Convert a deal to a project to test the native flow. Test AI Copilot queries on Professional tier. Decide on Plus, Professional, or Enterprise based on automation, AI Copilot query, and sandbox needs. Plan AppConnect add-on if extensive integrations are required.

Top alternatives to Insightly

HubSpot CRM is the marketing-aligned alternative with free unlimited users. Salesforce Sales Cloud is the enterprise alternative with maximum customization. Pipedrive is the sales-only cheaper alternative. monday sales CRM is the work-OS alternative with broader app integration. Zoho CRM Plus is the broader Zoho suite alternative. ClickUp CRM is the productivity-platform alternative with similar CRM-plus-project bundling.

How to cancel Insightly

Cancellation is self-serve from account settings. Monthly subscriptions cancel at end of billing period. Annual subscriptions cancel at renewal. Enterprise cancellation processed through customer success. Data export available via CSV and REST API. No cancellation fee.

Bottom line

Insightly is the right pick for an SMB or mid-market consulting firm or services business that wants CRM plus project management combined in one platform rather than separate Salesforce plus Asana subscriptions. Professional tier at $49/user/month with AI Copilot is the recommended starting point. For sales-only or marketing-only teams, alternatives fit better. For services businesses where customers flow from sales pipeline into structured delivery, Insightly's combination is unusual and valuable.

Verified on 2026-06-19. Pricing verified from the official Insightly pricing page.