Insightly CRM Pricing (2026)
Insightly offers three paid tiers, all billed per user per month (annual billing required for listed prices). No permanent free plan is available.
Monthly billing is available at a ~20% premium (Plus: ~$35/user/month, Professional: ~$59, Enterprise: ~$119). Annual billing is strongly recommended.
Insightly's Standout Feature: CRM to Project Management
This is the feature that makes Insightly worth evaluating at all. After you mark an opportunity as Won, Insightly lets you convert that deal directly into a project — carrying over all contacts, notes, and deal data. The project then gets its own:
- Task lists and milestones with due dates and assignees
- Project pipeline stages (e.g., Kickoff → In Progress → Review → Delivered)
- File attachments (contracts, specs, deliverables)
- Team collaboration with comments and @mentions
- Email integration — emails about the project are logged to the project record
The result: a single platform that takes a prospect from first contact to project completion. No handoff to a separate project management tool, no copying data between systems, no confusion about where to find client information. For professional services firms — consultants, agencies, IT service providers, architects, lawyers — this is a genuinely compelling workflow.
Core CRM Features
Contact & Lead Management
Insightly's contact management is solid and well-organized. You can log contacts, organizations, leads, and opportunities with custom fields at each level. The relationship linking feature — connecting contacts to multiple organizations and deals — is better than most SMB CRMs and reflects Insightly's professional services focus. Contacts can be enriched with social profile data, though this is less automatic than tools like Copper or Salesflare.
Pipeline Management
Insightly supports multiple custom pipelines with drag-and-drop Kanban views and list views. Pipeline stages, probability weightings, and close date tracking are all configurable. The pipeline UX is clean but less polished than Pipedrive's visual pipeline, which remains the benchmark for pure sales pipeline management. Insightly's pipeline works well — it's just not where the platform shines.
Email Integration
Insightly integrates with Gmail (via the Chrome extension and direct OAuth) and Microsoft Outlook. Emails can be logged to contacts and opportunities via BCC to a unique Insightly email address, or through the Gmail/Outlook sidebar. The integration is functional but less seamless than Copper CRM's native Gmail experience or HubSpot's more polished sidebar.
Workflow Automation (Professional+)
Workflow automation is available on the Professional plan ($49/user/month) and above. You can automate: task creation, deal stage changes, email sends, field updates, and notifications based on trigger conditions. The automation builder is straightforward but less powerful than HubSpot's Professional automation — Insightly's automation covers the basics well, not the complex multi-step cross-channel workflows HubSpot handles.
Insightly AppConnect (Integrations)
Insightly offers ~500 native integrations via AppConnect (powered by Tray.io). Key integrations: Gmail, Microsoft 365, Slack, QuickBooks, Xero, Mailchimp, DocuSign, and Zapier (as a connector hub to 5,000+ additional tools). The integration ecosystem is solid for an SMB CRM — not as expansive as HubSpot's 1,500+ native integrations, but AppConnect covers most business workflow needs.
Insightly for Specific Use Cases
Insightly for Agencies
Strong fit. Agencies benefit from the CRM-to-project handoff: pitch a client in CRM, win the deal, convert to project, manage deliverables. Client communication is all logged in one place. The downside: Insightly isn't built for creative workflow management (no creative approval workflows, no media asset management). Combine with a tool like Frame.io or Notion for creative review.
Insightly for Consulting & Professional Services
Strong fit. Consultants manage multiple client engagements with complex relationship maps. Insightly's relationship linking (contacts → organizations → projects → deals) handles this complexity well. The project management features align with consulting delivery workflows.
Insightly for IT Service Businesses
Good fit. IT managed service providers (MSPs) and IT project firms can track client relationships in CRM and manage implementation projects in the same tool. Integration with QuickBooks and Xero for billing is a practical advantage for this use case.
Insightly for Pure Sales Teams
Below-average fit. If you need maximum pipeline management sophistication, call tracking, email sequence automation depth, or predictive AI features — Pipedrive, HubSpot, or Close CRM are stronger choices. Insightly's pipeline is good, not great.
Pros & Cons
✓ Pros
- Built-in project management (unique in the CRM space)
- Seamless deal-to-project conversion workflow
- Strong relationship linking and contact hierarchy
- AppConnect integration platform (500+ integrations)
- G Suite and Microsoft 365 integration
- ~20% affiliate commission via PartnerStack
- Mobile app available (iOS and Android)
✗ Cons
- No free plan (free trial only)
- Automation requires $49/user Professional tier
- More expensive than HubSpot Starter for same features
- Weaker sales pipeline UX vs Pipedrive
- Less marketing automation depth vs HubSpot
- UI feels dated compared to newer CRM tools
- Customer support quality inconsistent per reviews
Insightly vs Competitors
| CRM | Best For | Starting Price | Free Plan? | Project Management? |
|---|---|---|---|---|
| Insightly | CRM + project delivery (services firms) | $29/user/mo | No | Yes (built-in) |
| HubSpot | Marketing + sales, all-in-one | Free / $15/user/mo | Yes | Basic tasks |
| Pipedrive | Pure sales pipeline management | $14.90/user/mo | No | No |
| Monday CRM | Visual teams, project-CRM hybrid | $12/seat/mo | No | Yes (excellent) |
| Zoho CRM | Value, all-in-one at low cost | $14/user/mo | Yes (3 users) | Via Zoho Projects |
| ClickUp | Project management + basic CRM | Free / $7/user/mo | Yes | Yes (primary focus) |
Frequently Asked Questions
Insightly pricing: Plus at $29/user/month, Professional at $49/user/month, Enterprise at $99/user/month (all billed annually). No permanent free plan; automation requires Professional tier. Monthly billing available at ~20% premium.
For service-based small businesses that need CRM + project management, yes — Insightly's deal-to-project workflow is genuinely useful. For product-focused SMBs focused on pure sales pipeline, HubSpot Free or Pipedrive Essentials are more cost-effective options without sacrificing core CRM features.
Insightly's unique feature is built-in project management — converting a won deal directly into a project with tasks, milestones, and team assignments. HubSpot has far stronger marketing automation, a free tier, and more integrations. Insightly wins for service businesses that need CRM + project delivery in one tool; HubSpot wins for marketing-driven teams and broader use cases.
Yes — Insightly has Gmail integration via a Chrome extension and OAuth connection. It's functional but less native than Copper CRM's Gmail experience. Emails can be logged via BCC or the sidebar. Microsoft Outlook integration is also available.
Best Insightly alternatives: HubSpot CRM (free, stronger marketing automation), Pipedrive (better pure pipeline management), Monday CRM (better visual project-CRM hybrid), Zoho CRM (more features at similar price), ClickUp (if project management is the primary need).
Bottom Line
Insightly earns a 7.6/10 and is recommended specifically for service businesses, agencies, and professional services firms that need both CRM and project management without paying for two separate platforms. The deal-to-project conversion workflow is a real time-saver for teams that sell and then deliver work.
For pure sales pipeline management, HubSpot or Pipedrive are stronger choices. For teams starting with zero budget, HubSpot Free makes it hard to justify Insightly's entry-level pricing. But for the specific niche Insightly serves — client-facing service firms — it's a legitimate option worth evaluating.
🔗 Related reading: HubSpot CRM Review · Pipedrive Review · Monday CRM Review · Best CRM for Agencies