Insightly
Free plancrmBest for: Mid-size TeamsCRM with integrated project management and marketing automation
Strong crm choice for Mid-size Teams - 4.2/5 rating, 15 features, free to start.
Top Pros
- Free plan available
- Competitive pricing from $29/mo
- Strong user ratings (4.1/5)
Watch Out For
- User ratings could be higher
- Learning curve for advanced CRM features
Pros
- +Free plan available
- +Competitive pricing from $29/mo
- +Strong user ratings (4.1/5)
- +15 key features including Contact Management and Lead Management
- +Multiple pricing tiers (4 plans) to match different needs
Cons
- -User ratings could be higher
- -Learning curve for advanced CRM features
Insightly Pricing Plans
- ✓2 users
- ✓2500 records
- ✓100K records
- ✓25 email templates
- ✓250K records
- ✓100 email templates
- ✓Workflows
- ✓Unlimited records
- ✓Custom objects
- ✓Lambda functions
Key Features
Video Review
Insightly - Demo & Review
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About Insightly
Insightly bridges CRM and project management in a way that's particularly useful for service businesses and agencies. After a deal is won, you can convert it directly into a project - with tasks, milestones, and team assignments - without recreating data in a separate tool. This handoff between sales and delivery is often clunky in other CRMs that treat project management as an afterthought. Its marketing automation features handle lead nurturing campaigns, email sequences, and landing pages, giving mid-market teams a more complete go-to-market stack. The Insightly AppConnect integration builder lets you connect with hundreds of external tools without coding. Where it's weaker: the interface has historically felt less polished than HubSpot or Pipedrive, though it has improved. Best for professional services companies, consulting firms, and agencies where the sales-to-delivery handoff is a critical workflow - particularly those that want CRM, project tracking, and basic marketing automation without managing multiple separate subscriptions.
For Mid-size Teams evaluating crm options, Insightly consistently earns its place on shortlists - 15 features with standout capabilities like Contact Management, Lead Management, Pipeline Management cover the essentials without unnecessary bloat, and $29/mo makes it easy to justify. Its 4.2/5 rating reflects a product that's been refined through real-world feedback. It's not the flashiest option, but it's one of the most dependably good ones.
- ComparEdge Editorial Team
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SThe world's #1 CRM platform for sales, service, marketing, and more
HAll-in-one CRM platform with marketing, sales, and service hubs
PSales-focused CRM designed to help small teams close more deals
ZFull-featured CRM for businesses of all sizes with extensive customization
Frequently Asked Questions
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