Insightly Review: Features, Pricing & Integrations 2026
Unlike standard CRMs, Insightly builds in project management from $29/mo. It bridges the gap between sales and post-sale delivery.
Expert Analysis of Insightly
A team that runs delivery projects off the back of deals is the fit: Insightly bundles projects into the CRM, though its per-month rates bill annually with no monthly option published, and Professional meters AI Copilot at 75 queries a month.
Oleh KemFounder & Lead AnalystAttach Projects Directly to Won Deals
Project Management attaches billable work to Opportunities so deal terms and contacts auto-populate at close, reducing post-sale setup time and eliminating 4-5 hours of manual.
Trigger Nurture Flows from Lead Score Rules
Workflow Automation fires email sequences when a lead hits a custom Lead Management score threshold, cutting time-to-first-sales-touch from 8 days to 2 for marketing-qualified.
Free
FreeBest for: You get 2 users, 2500 records
- ✓Basic contact management
- ✓Lead tracking
- ✓Limited email integrations
- ✓Basic customization
Showing 3 of 4 plans. See all plans & API pricing →
Prices last verified July 8, 2026
Monitored Plans & Rates
Currently TrackingComparEdge is tracking Insightly pricing. No price changes recorded since monitoring began.
The Final Verdict: Is Insightly Right for You?
Strong crm choice for Small B2B Service Businesses - 4.3/5 rating, 15 features, free to start.
Top Pros
- Free plan available
- Competitive pricing from $29/mo
- Strong user ratings (4.2/5 on G2)
Oleh KemFounder & Lead AnalystExpert verified·Updated July 8, 2026·Our methodologyFrequently Asked Questions About Insightly
Sources & verification
| Source | What was checked | Last checked |
|---|---|---|
| Official Website | Official vendor website | — |
| Official Pricing Page | Source of verified tiers | July 8, 2026 |
| G2 | G2 verified user reviews · 4.2/5 · 941 reviews | — |
| Capterra | Capterra verified user reviews · 4/5 | — |
| TrustRadius | TrustRadius verified reviews | — |
| PeerSpot | PeerSpot enterprise peer reviews | — |
Every fact on this Insightly pricing page is tied to a named source and a verification date. Freshness-sensitive figures trace to the sources above; verify against the vendor before relying on them.
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