Insightly CRM

Insightly CRM

What is Insightly CRM?

Insightly is a CRM and project management platform built for SMB and mid-market teams that want sales pipeline plus project delivery in one tool rather than separate CRM plus Asana subscriptions. Three tiers from Plus ($29) to Enterprise ($99) include AI Copilot, workflow automation, and the unusual combination of CRM with native project management.

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Insightly CRM Features

Lead and contact management with custom fields

Sales pipeline and opportunity tracking

Native project management for client delivery

AI Copilot for queries and suggestions (100 queries on Pro)

Workflow automation on Professional and above

Pre-built business dashboards and advanced reports

View All 15 Features
Email integration with Gmail Outlook and Microsoft 365
Lead assignment and routing
Sandboxes audit logging products pricebooks on Enterprise
Mobile apps for iOS and Android
REST API for custom integrations
AppConnect integration platform for hundreds of apps
Custom branding and white-labeling on Enterprise
Detailed permissions
14-day free trial across all plans

Insightly CRM Pricing Plans

Plus Annual

$29 /user/month
  • $29/user/month billed annually
  • Lead and contact management
  • Native project management
  • Advanced reports and pre-built business dashboards
  • 14-day free trial included
  • Verified on 2026-06-19
POPULAR

Professional Annual

$49 /user/month
  • $49/user/month billed annually (Recommended tier)
  • Adds lead assignment and routing
  • Workflow automation
  • AI Copilot with 100 queries
  • Most popular among customers
  • Verified on 2026-06-19

Enterprise Annual

$99 /user/month
  • $99/user/month billed annually
  • Adds sandboxes for testing
  • Products pricebooks and quotes
  • Audit logging
  • AI Copilot with unlimited queries
  • Contact sales to upgrade
  • Verified on 2026-06-19

AppConnect Integration Platform

Contact Sales
  • Separate AppConnect integration platform pricing
  • For hundreds of third-party app integrations
  • Quote-based add-on
  • Verified on 2026-06-19

Insightly Marketing

Contact Sales
  • Separate Insightly Marketing automation product
  • Quote-based pricing
  • Marketing campaigns email automation lead nurturing
  • Verified on 2026-06-19

Insightly CRM Resources

Insightly CRM Screenshots

Description

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

TierAnnual per userWhat you get
Plus$29Lead and contact management, project management, advanced reports, pre-built dashboards
Professional (Recommended)$49+ Lead assignment and routing, workflow automation, AI Copilot (100 queries)
Enterprise$99+ Sandboxes, products/pricebooks/quotes, audit logging, unlimited AI Copilot
AppConnect IntegrationContact SalesSeparate integration platform for hundreds of third-party apps
Insightly MarketingContact SalesSeparate marketing automation product

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

ToolBest forStarting priceWhy pick it
InsightlyCRM + project management combined$29/user/moNative project management built into CRM
HubSpot CRMMarketing-aligned SMB$0 free / $15+Free CRM, broader marketing ecosystem
PipedriveSales-led pipeline focus$14/user/moCheaper sales-only CRM
Salesforce Sales CloudEnterprise depth$80/user/moLargest ecosystem, deepest customization
monday sales CRMCustomization + work-OS$12/user/moShared platform with project management apps

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

FieldDetail
HeadquartersSan Francisco, California, United States
Founded2009
Parent companyUnbounce (acquired 2024)
Target usersSMB to mid-market services and consulting
MobileNative iOS and Android
Free trial14 days, no card required
Free planNone
Defining featureNative CRM + project management

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.

Frequently Asked Questions

What is Insightly used for?
Insightly is a CRM and project management platform that SMB and mid-market teams use to manage sales pipeline plus client project delivery in one tool. The defining feature is native project management built directly into the CRM, eliminating the multi-tool stack that teams running both client sales and client delivery typically face (CRM plus Asana plus invoicing).
How much does Insightly cost in 2026?
Insightly has three tiers, all per-user with annual billing. Plus is $29/user/month with lead and contact management, project management, and reports. Professional is $49/user/month (recommended) adding lead routing, workflow automation, and AI Copilot (100 queries). Enterprise is $99/user/month adding sandboxes, products and pricebooks, audit logging, and unlimited AI Copilot queries. All plans include 14-day free trials.
Is there a free trial?
Yes. Insightly offers a 14-day free trial across all paid tiers with no credit card required at signup. The trial includes full feature access at the selected tier so teams can connect real workflows, import contacts, and test the AI Copilot during the evaluation window.
Who is Insightly best for?
Insightly is built for SMB and mid-market teams that need CRM plus project management in one platform. Strongest fits are consulting firms managing sales and client delivery, marketing agencies running client campaigns from sales through execution, professional services, IT services, and any team where the same customers move from sales pipeline into project delivery. Less of a fit for sales-only teams (Pipedrive fits) or marketing-aligned teams (HubSpot fits).
What is Insightly AI Copilot?
AI Copilot is Insightly's AI assistant integrated across the CRM and project management workflows. Capabilities include natural language queries against pipeline data, email drafting, project status summaries, and next-best-action recommendations. Plus tier does not include AI Copilot; Professional includes 100 queries per user per month; Enterprise includes unlimited queries.
What is the project management feature?
Insightly includes native project management built into the CRM. After a deal closes, the customer record automatically converts into a project with tasks, milestones, and team assignments. This native CRM-to-project conversion eliminates the manual handoff between CRM (Salesforce, HubSpot) and project management (Asana, Monday) that most consulting and services businesses face.
How does Insightly compare to HubSpot or Salesforce?
HubSpot has broader marketing automation and a free CRM tier. Salesforce has the largest CRM app ecosystem and the deepest enterprise customization. Insightly differentiates on native CRM plus project management combination at SMB-friendly pricing. For sales-only or marketing-aligned teams, HubSpot or Salesforce fits better. For consulting firms and services businesses that need both CRM and project management, Insightly's combination is unusual and valuable.
Was Insightly acquired by Unbounce?
Yes. Insightly was acquired by Unbounce (the landing page and conversion tool company) in 2024. The Insightly product continues under the Insightly brand with the same data model, customer base, and engineering team. The acquisition expanded Unbounce into CRM while giving Insightly access to Unbounce's broader marketing customer base. Current branding shows 'Insightly CRM by Unbounce' on the YouTube channel.
Does Insightly have a mobile app?
Yes. Native iOS and Android apps support pipeline visibility, contact management, project tracking, and AI Copilot access from mobile. The mobile experience is functional for reps in transit but heavy configuration work and project planning remain desktop-focused.
What is AppConnect?
AppConnect is Insightly's integration platform for connecting Insightly CRM with hundreds of third-party apps including marketing tools, accounting platforms, customer support, and productivity software. AppConnect is a separate paid add-on with quote-based pricing layered on top of CRM subscription. For organizations needing extensive third-party integration without writing API code, AppConnect is the standard path.
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