Global Tool Radar

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
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Buying snapshot

Quick buying snapshot

A compact view of who this tool fits, what it costs, and what to confirm before choosing it.

Best for
  • 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.
More buying conditions
  • 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.
Not for
  • 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.
More buying conditions
  • 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.
Pricing
  • Per-user CRM subscription pricing with current public rates shown per month and billed annually.
  • Plus · $29 USD · per user · per month · billed annually
Free or trial access
  • 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

Functionality reviewed
  • 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
Non-target functionality excluded from scoring
  • Insightly Marketing automation
  • Insightly Service support and ticketing
  • Insightly AppConnect
  • Insightly All-in-One bundle
  • Unbounce landing page builder
  • Implementation, onboarding, and professional services
Purchase paths

Pricing checked: Jul 26, 2026

  • 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 page
PlanPriceKey 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.
Small sales teams needing core CRM, lead and contact management, opportunities, projects, dashboards, and reporting.
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.
Growing sales organizations that need lead routing, workflow automation, AI Copilot, higher CRM capacity, and more flexible access controls.
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.
Larger or more controlled CRM deployments needing sandbox testing, quotes, audit logging, advanced validation, SAML/SCIM, and the highest listed CRM limits.

Plan upgrade triggers

Verified plan boundaries that can change the required edition.

Plus Professional

Need lead assignment and routing, workflow automation, AI Copilot, 250,000 records, 100 GB storage, or unlimited role-based permissions.

Supporting pricing evidence
Professional Enterprise

Need sandboxes, products/pricebooks/quotes, comprehensive audit logging, advanced validation and identity controls, or 500,000 records.

Supporting pricing evidence
License 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.

What is included, connected, or sold separately

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
Official source
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
Official source
Complete CRM workflow automationPlan-dependent capability

Professional is marketed with workflow automation; Enterprise includes Professional features.

Plan: Plus: Unavailable · Professional: Included · Enterprise: Included
Official source
Products, pricebooks, and quote managementPlan-dependent capability

Enterprise is specifically marketed with products, pricebooks, and quotes.

Plan: Plus: Unavailable · Professional: Unavailable · Enterprise: Included
Official source
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
Official source
AppConnect low-code and no-code integrationSeparate product

The CRM comparison states that AppConnect is sold separately.

Insightly AppConnect
Official source
How the score is calculated

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. Confidence percentages describe our research indicators, not the probability that a claim is true or a measured accuracy rate.

Evidence confidence
85%
AI claim confidence
94%
Required-field evidence status
100%
Evidence freshness
34%
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.
  • 5 weighted claims are past the review window.
  • No blocking evidence conflict was identified.
Pipeline management depth20%
83

Delivers custom pipelines, Kanban boards, and post-sale project conversion, but restricts pricebooks, products, and quotes to the Enterprise tier.

Relationship data depth15%
78

Lead, 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%
73

Custom 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%
68

Workflow 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%
77

Bidirectional 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%
71

Sets 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%
64

Bidirectional 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%
74

Android 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
View sourceHistory baseline established: Jul 26, 2026

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

TechRadar ProExact product

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
View source
Score75
Pricing modelPer-user CRM subscription pricing with current public rates shown per month and billed annually.
Use casePipeline management, Relationship tracking
Company sizeSmall business, Mid-market
Structured tags

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
Key features

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
Pros

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.
Cons

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.
Cross-model buying perspectives

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
Where models differ
  • 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 handling

No unresolved evidence conflict is currently recorded.

View research methodology
Verified 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

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

Common Insightly CRM comparisons

Only high-scoring and nearby tools from the same subcategory are shown, avoiding comparisons between unrelated use cases.

VS #1
Insightly CRMvsPipedrive
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VS #2
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VS #3
Insightly CRMvsCreatio CRM
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