CRM Software
Insightly
CRM with built-in project management — good fit for teams whose work continues past the closed deal.
Small businessMedium businessGlobal
Last reviewed Jul 17, 2026 · Pricing verified Jul 17, 2026
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DEV-TOP · horizontalOur take
Best for teams whose sales process hands off into ongoing project delivery (agencies, consultancies, nonprofits running programs) who want CRM and project tracking in one tool — pure sales-only teams may find dedicated pipeline CRMs faster to use.
Choose this if...
- Agencies/consultancies that need project management immediately after a deal closes
- Nonprofits and services businesses tracking relationships through to delivery
Look elsewhere if...
- You only need sales pipeline tracking and don't want project-management features bundled in
- You need month-to-month billing — only annual rates are published
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Pricing
Verified Jul 17, 2026 against Insightly's own pricing page.
| Plan | Monthly | Annual | Key limits |
|---|---|---|---|
| Plus | — | 29 USD/yr | Per user/mo, billed annually; 100,000 record limit, 10 GB storage, 2,500 mass emails/day, project management and advanced reports included |
| Professional | — | 49 USD/yr | Per user/mo, billed annually; adds lead assignment/routing, workflow automation, AI Copilot (75 queries), 250,000 record limit, 100 GB storage |
| Enterprise | — | 99 USD/yr | Per user/mo, billed annually; adds sandboxes, products/pricebooks/quotes, audit logging, AI Copilot (100 queries), 500,000 record limit, 250 GB storage |
Free tier reality
There's no permanent free plan. No free tier — a 14-day free trial is offered across all plans. Every published price is the annual-billed rate; a separate month-to-month figure wasn't disclosed on the pricing page.
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DEV-MID · rectanglePros
- Genuinely useful built-in project management, not a bolted-on afterthought
- Reasonable entry price ($29/user/mo) for a CRM plus PM combination
- AI Copilot and workflow automation available from the mid (Professional) tier
Cons
- No free tier, and no disclosed month-to-month rate
- Less specialized at pure sales pipeline work than dedicated sales CRMs
- AI Copilot query caps (75-100/mo) are modest even on paid tiers
Key features
- Sales pipeline and lead management
- Built-in project management for post-sale work
- Workflow automation and lead routing (Professional+)
- AI Copilot for queries (Professional+)
- Customizable dashboards and reporting
Integrations
- VERIFY
Platforms
- web
- ios
- android
Regional fit
Global SaaS product — VERIFY current regional/currency pricing outside the US.
- Global
Best for
Alternatives
Salesforce Sales Cloud
Pick this instead if: Mid-size to large sales organizations with complex, custom pipeline requirements
HubSpot CRM
Pick this instead if: Solo founders and small teams wanting a genuinely usable free CRM to start
Pipedrive
Pick this instead if: Small-to-mid sales teams wanting a simple, visual pipeline-first CRM
Freshsales
Pick this instead if: Startups and SMBs wanting phone/chat/email in one affordable CRM
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Insightly FAQ
Questions about this tool
Is Insightly free?
No — Insightly doesn't have a permanent free plan. No free tier — a 14-day free trial is offered across all plans. Every published price is the annual-billed rate; a separate month-to-month figure wasn't disclosed on the pricing page.
How much does Insightly cost?
From 29 USD/mo. We verify pricing directly against Insightly's own pricing page — see the pricing table above for the full breakdown of plans, and check the verified date before making a decision, since software pricing changes often.
Who is Insightly best for?
Agencies/consultancies that need project management immediately after a deal closes Nonprofits and services businesses tracking relationships through to delivery
Who should avoid Insightly?
You only need sales pipeline tracking and don't want project-management features bundled in You need month-to-month billing — only annual rates are published
Does Insightly work well outside the US?
Global SaaS product — VERIFY current regional/currency pricing outside the US.
What are the best alternatives to Insightly?
Worth comparing: Salesforce Sales Cloud, HubSpot CRM, Pipedrive, Freshsales. See the Alternatives section above for why you might pick one of these instead.