- You need a general-purpose sales CRM with lead, contact, organization, opportunity, and customizable pipeline management: Insightly CRM provides lead management, contact and organization management, opportunity management, and customizable sales processes.
- Your sales-to-delivery handoff needs to stay in the CRM: The product can convert won opportunities into projects and includes native project management.
- You need a lower-cost entry edition with annual per-user pricing: CRM Plus starts at USD 29 per user per month, billed annually.
- You need CRM mobile access for field sales activity updates: Insightly provides Android and iOS mobile applications and states that field salespeople can update or create opportunities at a client location.
Sales & CRM / CRM Software
Insightly CRM Review, Pricing, Pros & Cons
Insightly CRM is a cloud-based customer relationship management platform for organizing sales pipelines, customer data, communications, workflows, and post-sale projects.
Research by Global Tool Radar Research SystemEvidence checked: Jul 26, 2026AI-assisted · No Global Tool Radar hands-on testView research methodology
Buying snapshot
Quick buying snapshot
A compact view of who this tool fits, what it costs, and what to confirm before choosing it.
- You require a permanent no-cost CRM edition: The current CRM pricing ladder shows paid Plus, Professional, and Enterprise plans plus a limited 14-day trial, not a permanent free plan.
- You need workflow automation or AI Copilot at the entry tier: The pricing comparison presents complete workflow automation and AI Copilot above Plus.
- You need marketing automation, customer support ticketing, or no-code AppConnect usage included in the CRM subscription: Marketing, Service, and AppConnect are separately branded products; the CRM comparison explicitly states that AppConnect is sold separately.
- Per-user CRM subscription pricing with current public rates shown per month and billed annually.
- Plus · $29 USD · per user · per month · billed annually
- No permanent free CRM plan is shown. Plus and Professional show a free 14-day trial; the pricing page states no credit card is required for the 14-day trial.
Product scope
Product functionality and purchase scope
Cloud CRM for managing leads, contacts, organizations, opportunities, sales pipelines, customer communications, workflows, reporting, and post-sale projects.
Product checked: Jul 26, 2026
- Insightly CRM Plus
- Insightly CRM Professional
- Insightly CRM Enterprise
- Native CRM mobile applications
- CRM reporting, project management, workflows, and AI capabilities where included by plan
- Insightly Marketing automation
- Insightly Service support and ticketing
- Insightly AppConnect
- Insightly All-in-One bundle
- Unbounce landing page builder
- Implementation, onboarding, and professional services
- Insightly All-in-One: A separate bundled route that combines CRM with Insightly Marketing, Insightly Service, and AppConnect; it is not a standalone Insightly CRM edition.
Pricing plans
Insightly CRM pricing table
Pricing checked: Jul 26, 2026
Official factConfidence 93%1 linked source
Insightly CRM has three paid editions: Plus, Professional, and Enterprise. Current public CRM rates are USD 29, USD 49, and USD 99 per user per month respectively, with prices billed annually. Plus and Professional have a public 14-day trial path, while Enterprise directs buyers to sales.
Official pricing pagePlanPriceKey differencesBest for
PlusInsightly CRM Plus
- $29 USD · per user · per month · billed annually
- CRM record limit: 100,000 records; per CRM account.
- File storage: 10 GB; per CRM account.
- Mass email daily limit: 2,500 emails; per day.
- Custom fields: 50 custom fields.
- Role-based permission sets: 2 permission sets.
ProfessionalInsightly CRM Professional
- $49 USD · per user · per month · billed annually
- AI Copilot allowance: 75 queries.
- CRM record limit: 250,000 records; per CRM account.
- File storage: 100 GB; per CRM account.
- Mass email daily limit: 5,000 emails; per day.
- Custom fields: 100 custom fields.
EnterpriseInsightly CRM Enterprise
- $99 USD · per user · per month · billed annually · contact sales
- AI Copilot allowance: 100 queries.
- CRM record limit: 500,000 records; per CRM account.
- File storage: 250 GB; per CRM account.
- Mass email daily limit: 10,000 emails; per day.
- Custom fields: 200 custom fields.
- Sandboxes: Test changes before production deployment.
Plan upgrade triggers
Verified plan boundaries that can change the required edition.
Need lead assignment and routing, workflow automation, AI Copilot, 250,000 records, 100 GB storage, or unlimited role-based permissions.
Supporting pricing evidenceNeed sandboxes, products/pricebooks/quotes, comprehensive audit logging, advanced validation and identity controls, or 500,000 records.
Supporting pricing evidenceLicense calculator
License cost scenarios
Adjust the license quantity to compare public recurring rates across the available plans.
PlanPriceMonthly equivalent12-month license-rate estimate
Plusbilled annually$29.00 USD / user / month$145.00 USD$1,740.00 USD
License-rate calculation only. It excludes implementation, migration, training, support, taxes, add-ons, usage charges, and negotiated discounts unless they are explicitly included in the displayed public rate.
Product scope
What is included, connected, or sold separately
Material capabilities are separated by their verified relationship to the target product.
Real-time connector to Insightly MarketingNative integration
The CRM comparison describes native Marketing automation and Service integration and a real-time connector to Marketing automation.
Insightly Marketing
AI Copilot with plan-specific query allowancesPlan-dependent capability
The comparison shows AI Copilot unavailable in Plus, with 75 queries in Professional and 100 queries in Enterprise.
Plan: Plus: Unavailable · Professional: Included · Enterprise: Included
Complete CRM workflow automationPlan-dependent capability
Professional is marketed with workflow automation; Enterprise includes Professional features.
Plan: Plus: Unavailable · Professional: Included · Enterprise: Included
Products, pricebooks, and quote managementPlan-dependent capability
Enterprise is specifically marketed with products, pricebooks, and quotes.
Plan: Plus: Unavailable · Professional: Unavailable · Enterprise: Included
SAML/SCIM single sign-on and comprehensive audit loggingPlan-dependent capability
The feature matrix places SAML/SCIM and comprehensive audit logging in the Enterprise column.
Plan: Plus: Unavailable · Professional: Unavailable · Enterprise: Included
AppConnect low-code and no-code integrationSeparate product
The CRM comparison states that AppConnect is sold separately.
Insightly AppConnect
Scoring method
How the score is calculated
The score uses the category-specific buying dimensions below and their displayed weights.
This page is based on public product information, official sources, structured feature data, and multi-model AI evaluation. It is not a hands-on lab test unless explicitly stated.
- Evidence confidence
- 85%
- AI claim confidence
- 94%
- Required-field evidence status
- 100%
- Evidence freshness
- 62%
- Field traceability
- 100%
- Model agreement
- 96%
Why this confidence level
- Evidence confidence uses source level and claim-to-source support; AI claim confidence is shown separately.
- Required-field evidence status measures whether weighted required claims have evidence links; it does not mean every product behavior was independently verified.
- 8 of 8 weighted claims have evidence links.
- 2 A1 documentary official sources and 1 A2 official product sources are linked.
- 2 independent review sources are retained, including 1 professional sources with an explicit hands-on method.
- No weighted claim is past the review window.
- No blocking evidence conflict was identified.
Pipeline management depth20%
83Delivers custom pipelines, Kanban boards, and post-sale project conversion, but restricts pricebooks, products, and quotes to the Enterprise tier.
Relationship data depth15%
78Lead, contact, organization, and opportunity objects form a complete core relationship model, with custom fields scaling from 50 on Plus to 200 on Enterprise, so most B2B account hierarchies can be represented inside plan limits.
Sales reporting and forecasting15%
73Custom dashboards, reports, and real-time insight cards provide visible sales reporting capability, but the supplied facts do not show a specific forecasting engine or forecast governance features, so forecasting fit is only partially established.
Workflow automation fit13%
68Workflow automation, webhooks, and related process tools are positioned at higher plan levels while Plus omits complete automation and lead routing, so buyers needing rules-driven handoffs must budget for Professional or Enterprise.
Activity management quality12%
77Bidirectional email synchronization, email templates, native tasks, and opportunity-to-project conversion support ongoing communication and follow-up tracking, though deeper activity orchestration still depends on higher-plan automation.
Customization and scalability10%
71Sets hard record limits from 100,000 to 500,000 and requires the Enterprise plan for sandboxes, SAML/SCIM, and audit logs.
Sales ecosystem data sync10%
64Bidirectional email synchronization, web-to-lead, and higher-plan API plus webhooks enable core data movement, while AppConnect is sold separately and broader connector reliability is not established in the supplied scope.
Rep adoption experience5%
74Android and iOS mobile apps, Kanban pipeline views, and AI email assistance on Professional and Enterprise lower daily friction for reps, supported by a 14-day trial path on the lower paid editions.
Public review signals
Two verified review sources show generally positive sentiment for Insightly CRM.
The retained pages suggest users value usability and customization, while also noting some friction around reporting, integrations, and setup complexity.
Public review signals updated: Jul 26, 2026
G24.2/5
- Review count
- 941 reviews
- Source context
- Insightly CRM on G2Exact product
Independent editorial perspectives
Insightly is a strong SMB CRM with especially good UX and project tracking, but support and higher-tier pricing are drawbacks.
Good fit for small to mid-sized teams that want CRM and post-sale project flow in one place, but less attractive if you need stronger support or lower cost.
Professional reviews are shown separately from public user ratings and do not affect the Global Tool Radar score.
Editorial research updated: Jul 26, 2026
Insightly is a strong SMB CRM with especially good UX and project tracking, but support and higher-tier pricing are drawbacks.
Good fit for small to mid-sized teams that want CRM and post-sale project flow in one place, but less attractive if you need stronger support or lower cost.
- Review basis
- hands on
- Testing standard
- independent hands on
- Editorial independence
- Verified policy
- Source updated
- May 6, 2026
- Commercial disclosure
- affiliate
Review details
- Intuitive interface and easy navigation
- Strong project management integration
- Customizable pipelines and workflows
- Support quality is uneven
- Advanced features are gated to pricier plans
- Limited social media integrations
Insightly CRM tag profile
Company size
- Small business
- Mid-market
Business function
- Revenue operations
- Sales leadership
Use case
- Pipeline management
- Relationship tracking
- Lead capture and routing
Industry
- Professional services
Platform
- Mobile app
Integration ecosystem
- Microsoft 365 and Outlook
- Google Workspace and Gmail
- Marketing automation
- ERP
Compliance requirement
- SOC 2 or ISO 27001 security
- GDPR and CCPA customer privacy
- HIPAA
Insightly CRM core capabilities
- Lead, contact, organization, and opportunity management
- Customizable sales pipelines and Kanban view
- Web-to-lead capture and email templates
- Bidirectional email synchronization
- Native project and task management with opportunity-to-project conversion
- Custom dashboards, reports, and real-time insight cards
Detailed strengths and purchase cautions
Why it is worth considering
- Native opportunity-to-project conversion keeps won deals and delivery work in the same system so sales and post-sale teams share one record trail.
- Bidirectional email synchronization plus Android and iOS apps let reps capture communications and update CRM records without leaving their inbox or mobile device.
- Customizable pipelines with Kanban view, web-to-lead capture, and custom dashboards give teams configurable stage visibility and basic inbound capture without add-on modules for those core pieces.
- Record, storage, mass-email, and custom-field ceilings rise across Plus, Professional, and Enterprise so capacity can expand inside the same product family as volume grows.
What to confirm before buying
- Complete workflow automation, lead routing, and AI Copilot are outside Plus, so entry-tier buyers must move to Professional or Enterprise for those capabilities.
- Published rates are shown only as per-user monthly amounts billed annually, with no public monthly-billed price listed for any CRM edition.
- The chosen subscription applies to the entire account, so mixed Plus, Professional, and Enterprise seats are not supported.
- Quotes, sandboxes, audit logging, SAML/SCIM, and advanced validation sit on Enterprise only, while AppConnect is sold separately from standalone CRM.
Multi-AI review
Cross-model buying perspectives
Multiple AI models assess this tool against the same buying criteria, so you can compare scores, confidence, fit, cautions, and final views.
AI assessment updated: Jul 26, 2026
Score comparisonGeminixAIGPTRange
Pipeline management depth8482842
Relationship data depth8078764
Sales reporting and forecasting7571744
Workflow automation fit7067673
Activity management quality8276739
Customization and scalability7270722
Sales ecosystem data sync6564632
Rep adoption experience7874699
- Activity management quality: 73–82 (9-point range)
- Rep adoption experience: 69–78 (9-point range)
- Relationship data depth: 76–80 (4-point range)
GeminiAI-assisted buyer perspective76
Insightly CRM provides integrated sales pipeline and post-sale project tracking for small to mid-market teams, but buyers must evaluate tiered feature boundaries and the requirement to license all users under a single, annually billed plan tier.
- Review confidence
- 76/100
Model details
- Strengths
- Supports lead-to-project transitions by allowing users to convert won opportunities directly into native projects and tasks.
- Accommodates mobile and field teams through dedicated applications for Android and iOS devices.
- Enables communication scaling via bidirectional email synchronization and tiered daily mass email allowances up to 10,000 on the Enterprise edition.
- Cautions
- Restricts pricing flexibility by requiring all users on an account to subscribe to the same plan edition, preventing mixed-tier licensing.
- Excludes workflow automation, AI Copilot, and lead routing from the entry-level Plus tier.
- Omits quote management, products, pricebooks, sandboxes, and SAML/SCIM from the Plus and Professional tiers, requiring the Enterprise tier.
xAIAI-assisted buyer perspective73
Insightly CRM fits small to mid-market teams that want lead-to-opportunity pipelines plus native post-sale projects in one cloud CRM, provided the buyer standardizes on a single account-wide edition and accepts that automation, AI, quotes, and advanced controls move to Professional or Enterprise with annually billed pricing.
- Review confidence
- 73/100
Model details
- Strengths
- Native opportunity-to-project conversion keeps won deals and delivery work in the same system so sales and post-sale teams share one record trail.
- Bidirectional email synchronization plus Android and iOS apps let reps capture communications and update CRM records without leaving their inbox or mobile device.
- Customizable pipelines with Kanban view, web-to-lead capture, and custom dashboards give teams configurable stage visibility and basic inbound capture without add-on modules for those core pieces.
- Record, storage, mass-email, and custom-field ceilings rise across Plus, Professional, and Enterprise so capacity can expand inside the same product family as volume grows.
- Cautions
- Complete workflow automation, lead routing, and AI Copilot are outside Plus, so entry-tier buyers must move to Professional or Enterprise for those capabilities.
- Published rates are shown only as per-user monthly amounts billed annually, with no public monthly-billed price listed for any CRM edition.
- The chosen subscription applies to the entire account, so mixed Plus, Professional, and Enterprise seats are not supported.
- Quotes, sandboxes, audit logging, SAML/SCIM, and advanced validation sit on Enterprise only, while AppConnect is sold separately from standalone CRM.
GPTAI-assisted buyer perspective72
Insightly CRM fits teams that want a configurable sales CRM with pipeline tracking, email sync, reporting, and native project handoff, but buyers should check whether their required automation, governance, or AI features are in Plus, Professional, or Enterprise.
- Review confidence
- 72/100
Model details
- Strengths
- It supports lead, contact, organization, and opportunity management together with customizable pipelines and a Kanban view, which can keep sales stages and account data in one system.
- It includes bidirectional email synchronization, web-to-lead capture, email templates, dashboards, reports, and real-time insight cards, which can support day-to-day rep activity and pipeline visibility.
- It extends into native project and task management with opportunity-to-project conversion, which can help teams that need a post-sale handoff inside the CRM.
- Higher editions add workflow automation, webhooks, API access, custom objects, AI Copilot, and Enterprise controls such as sandboxes, which gives the product room to serve more controlled deployments.
- Cautions
- The public pricing is billed annually and the pricing page does not show a permanent free CRM edition, so buyers need to evaluate paid entry and trial coverage before rollout.
- Plan choice applies to the entire account, so organizations cannot mix Plus, Professional, and Enterprise users within one tenant.
- Some higher-value functions are edition-bound, including AI Copilot, complete workflow automation, lead routing, and Enterprise governance features, so entry-tier buyers may need to plan for upgrade timing.
- AppConnect is sold separately from the standalone CRM, so buyers that need a broader app ecosystem should treat that as a separate commercial check.
Research transparency
How this page was researched
A compact record of the evidence used, what was not tested, and which conclusions still need verification.
- Official sources
- 3
- Broad product review sources
- 1
- Marketplace and app-store sources
- 0
- Editorial sources
- 1
- Latest evidence check
- Jul 26, 2026
Research basis
Global Tool Radar generated this assessment from structured facts linked to public sources. No Global Tool Radar hands-on test is recorded in this page's research data. Any external hands-on assessment is identified separately and does not affect the Global Tool Radar score.
Conflict handlingNo unresolved evidence conflict is currently recorded.
View research methodologyVerified findingsNo permanent free CRM plan is shown. Plus and Professional show a free 14-day trial; the pricing page states no credit card is required for the 14-day trial.
- Per-user CRM subscription pricing with current public rates shown per month and billed annually.
- Lead, contact, organization, and opportunity management Customizable sales pipelines and Kanban view Web-to-lead capture and email templates Bidirectional email synchronization Native project and task management with opportunity-to-project conversion Custom dashboards, reports, and real-time insight cards Workflow automation, webhooks, API access, and custom objects at higher plan levels AI Copilot plus AI email summaries and replies where included Mobile CRM applications for Android and iOS Products, pricebooks, and quote management on Enterprise
- USD 29 per user per month, billed annually
- Insightly CRM has three paid editions: Plus, Professional, and Enterprise. Current public CRM rates are USD 29, USD 49, and USD 99 per user per month respectively, with prices billed annually. Plus and Professional have a public 14-day trial path, while Enterprise directs buyers to sales.
Verification notes and unresolved itemsThe adopted current exact-product ladder is Plus, Professional, and Enterprise at USD 29, USD 49, and USD 99 per user per month, billed annually.
- The help article says subscription plans may be paid monthly or annually at a discounted rate, but it does not bind public monthly price amounts to the current CRM editions
- monthly offer amounts, payment timing, minimum contract term, renewal terms, and any annual prepayment requirement are therefore not retained.
- The pricing page also presents pricing for Marketing, Service, AppConnect, and the All-in-One bundle
- those are excluded from standalone CRM plans.
Sources checked
Insightly CRM source links
Insightly subscription plan and payment FAQsInsightly Help CenterLevel A1Linked to 3 scored claimsChecked Jul 26, 2026
Insightly CRM pricing plans | affordable CRM & marketing solutionsInsightlyLevel A1Linked to 4 scored claimsChecked Jul 26, 2026
Insightly CRM: Top-rated Customer Relationship Management Software your teams will loveInsightlyLevel A2Linked to 1 scored claimChecked Jul 26, 2026
FAQ
Insightly CRM FAQ
Is there a free version of Insightly CRM?
No permanent free CRM edition is shown on the current pricing page. Plus and Professional show a free 14-day trial.
How is Insightly CRM priced?
Current published CRM pricing is per user per month and billed annually: Plus USD 29, Professional USD 49, and Enterprise USD 99.
Can an account mix CRM plan levels for different users?
No. Insightly states that the selected subscription plan applies to the entire account and all users on that account.
Which plan includes AI Copilot?
Professional and Enterprise include AI Copilot. The comparison lists 75 queries for Professional and 100 queries for Enterprise.
Does Insightly CRM include project management?
Yes. Insightly describes native project management and converting won opportunities into projects.
Popular comparisons
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