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
Insightly works well when small businesses need a cost-effective CRM with basic built-in project tracking. The friction starts when teams require advanced project execution, as users report a lack of Gantt charts, resource management, and overall project visibility. Before buying, compare vs Copper, which teams often switch to for better contact limit structures and fewer hidden costs.
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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