
Insightly Review: Features, Pricing & Integrations 2026
Unlike standard CRMs, Insightly builds in project management from $29/mo. Rated 4.2/5 on G2, 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 AnalystInsightly Vendor Lock-In Score
Attach 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
Plus
$35/user/moBest for: 100K records, 25 email templates
- ✓Contact management
- ✓Pipeline management
- ✓Project management
- ✓Customizable dashboards
- ✓Standard reporting
Professional
$59/user/moBest for: 250K records, 100 email templates, Workflows
- ✓Workflow automation
- ✓Advanced reporting
- ✓Custom dashboards
- ✓More email templates
- ✓Greater custom fields
Showing 3 of 4 plans. See all plans & API pricing →
Prices last verified May 28, 2026
Insightly Price History
3 price changes recordedComparEdge is tracking Insightly pricing: Change DetectedChangelog
Insightly raised "Enterprise" from $99/mo to $129/mo (+30%)
Insightly raised "Professional" from $49/mo to $59/mo (+20%)
Insightly raised "Plus" from $29/mo to $35/mo (+21%)
The Final Verdict: Is Insightly Right for You?
Strong crm choice for Small B2B Service Businesses - 4.2/5 rating, 15 features, free to start.
Top Pros
- Free plan available
- Competitive pricing from $29/mo
- Strong user ratings (4.2/5 on G2)
Frequently Asked Questions About Insightly
How Does Insightly Compare to Top Alternatives?
Independent head-to-head evaluation: pricing, capabilities, and use case alignment












Sources & Data Trail · Insightly
- 1.Official Website·Official vendor website
- 2.Official Pricing Page·Source of verified tiers(Checked: 2026-05-28)
- 3.G2·G2 verified user reviews · 4.2/5 · 941 reviews
- 4.Capterra·Capterra verified user reviews · 4/5
- 5.TrustRadius·TrustRadius verified reviews
- 6.PeerSpot·PeerSpot enterprise peer reviews
