CRM Software
Insightly review
Insightly is a CRM with built-in project management, sold with optional marketing, service and integration products.
Insightly at a glance
- Category
- CRM Software
- Starting price
- $29 per user/month billed annually (CRM Plus)
- Pricing model
- per user
- Public pricing
- Yes
- Free plan
- No
- Free trial
- Yes
- Contract
- annual
- G2 rating
- 4.2 (931 reviews)
- Security
- SOC 2 Type II (security, availability, confidentiality)
- Integrations
- AppConnect (paid, separate)
Buying Insightly: security, admin and contract
- SAML SSO
- Enterprise only (SAML), per pricing feature table; vendor confirmation advised.
- SCIM provisioning
- Enterprise only, per pricing feature table.
- Audit logs
- Enterprise only.
- Contract
- Annual billing; 14-day trial.
- Support
- Premier support 20% of license, $3,000 minimum.
- Public DPA
- Yes, DPA available on request (security page)
- Implementation
- Guided onboarding $1,500 add-on.
Questions to ask Insightly before you sign
- Where is our data stored, and can we choose the region?
- What will the price be at renewal, and is the increase capped?
Questions are listed where Insightly's public pages leave the answer open.
Who Insightly is for
Choose Insightly if
- Small and mid-size teams that need CRM plus project tracking after a deal closes.
- Teams that want a bundled CRM, marketing and service suite.
Look elsewhere if
- Buyers who need month-to-month billing (page lists annual only)
- Teams wanting SSO below the Enterprise tier.
Insightly pricing
| Plan | Price | Unit | Notes |
|---|---|---|---|
| Plus | $29 | per user/month, billed annually | 2 users included, 100,000 records, 50 custom fields |
| Professional | $49 | per user/month, billed annually | 5 users included, lead routing, workflow automation, AI Copilot (75 queries), 250,000 records |
| Enterprise | $99 | per user/month, billed annually | 10 users included, sandboxes, quotes and pricebooks, audit logging, 500,000 records |
All prices billed annually, no monthly rates shown. 14-day free trial on Plus and Professional.
Insightly features by buying criteria
| Criterion | What we found |
|---|---|
| Pipeline management | Lead, contact and opportunity management with project management on every CRM plan. |
| Sales automation | Lead routing and workflow automation from Professional. |
| Reporting and forecasting | Advanced reports and prebuilt dashboards from Plus. |
| Integrations and marketplace | AppConnect integration platform sold separately from $249/month for 25,000 tasks. |
| Pricing model and free tier | Per user, annual billing only, no free plan, 14-day trial. |
| Target company size | Small business (about 73% of G2 reviews) |
What reviewers say about Insightly
Praised for
- Combined CRM and project management.
Common complaints
- Not verified from sources opened.
Themes paraphrased from public reviews on G2 and similar sites, not quotes.
What most Insightly reviews leave out
- Integrations platform AppConnect is a separate product with a required $3,000 technical setup fee.
- Guided onboarding at $1,500 is listed as required.
- Premier support is 20% of license with a $3,000 annual minimum.
- SAML/SCIM SSO and audit logging appear only on Enterprise, per the pricing feature table.
- Each plan bundles included users (2/5/10) and extra users cost the plan rate.
Insightly alternatives
PipedriveSmall sales teams that live in a visual deal pipeline.$14/user/month billed annually (Lite)
HubSpot CRMTeams starting free with up to 2 users.Free for up to 2 users; Sales Hub Starter from 7 USD per seat per month
Zoho CRMSmall businesses that want a free start and cheap per-user editions.Free for up to 3 users; Standard $14/user/month billed annually
Less Annoying CRMVery small teams that want one flat price and no feature tiers.$15/user/month
Salesforce Sales CloudMid-size and large sales orgs that need deep customization, forecasting and a huge app ecosystem.$25/user/month (Starter Suite)
CloseInside-sales and SDR teams that call and email at volume.$9 per user/month (Solo) at the lower listed price, $19 at the higher; the vendor does not say which is monthly and which annual
Sources
Every fact on this page comes from Insightly's own pricing, product or documentation pages, G2 and company records, checked on October 24, 2026. Unknown values are left out instead of estimated.