- Pricing
- $29/user/mo
- Free options
- Free trial
- Deployment
- Cloud / SaaS
- Popular with
- Professional services, Software and IT
About Insightly
Insightly pricing at a glance: CRM with project management and optional marketing and service apps. CRM plans from $29 per user per month billed annually.
Insightly is a CRM with a project-management layer, so a won deal can turn directly into delivery tasks. It suits consultancies, agencies and service businesses that want one record from first contact through onboarding.
CRM pricing is per user per month on annual billing: Plus at $29, Professional at $49 and Enterprise at $99. Insightly pricing also covers separate Marketing and Service apps priced by prospect volume or agent, so the full stack can get costly. Limits rise with each tier, from 100,000 records on Plus to unlimited on Enterprise.
Plus is enough for basic pipelines, but Professional unlocks the volume and permissions most teams need. Teams that want a free plan or the lightest possible setup should look at alternatives.
Insightly suits service businesses that need to carry a deal into delivery, such as agencies, consultancies and installers. A won opportunity can create a project with tasks and milestones, so the account team and the delivery team share one record rather than moving data between tools.
When comparing plans, count how many custom fields, mass emails and permission roles you need, since Plus has only two roles and lower limits than Professional. Price the Marketing and Service apps separately if you plan to use them, and ask whether the task-based AppConnect plan and its onboarding fee apply to your integrations.
Keep researching: best CRM software for small businesses, best free CRM software, best CRM for startups.
Popular with: Professional servicesSoftware and IT
Features
- Contact management
- Email integration
- Pipeline management
- Reporting and analytics
- Role-based permissions
- Task management
Integrations
Pricing
CRM Plus
Billed annually; 100,000 records, 10 GB storage, 2,500 mass emails/day
CRM Professional
Billed annually; 250,000 records, 100 GB, 5,000 mass emails/day
CRM Enterprise
Billed annually; unlimited records, 250 GB, 10,000 mass emails/day
Marketing
Plus from $99, Professional from $499, Enterprise from $999 by prospect volume
Service
Billed annually
Pricing verified November 2026 against the vendor pricing page. Check the vendor for current pricing. How we evaluate software.
Pros and cons
Pros
- CRM, project and relationship tracking in one tool
- Clear tiers with generous record limits
- Optional marketing automation and service apps
- Good customisation and role-based permissions
Cons
- Marketing add-on jumps sharply in price
- Plus has only two permission roles
- Interface feels dated compared with newer CRMs
- Task-based AppConnect plans carry onboarding fees
Frequently asked questions
How much does Insightly cost?
CRM plans are $29 (Plus), $49 (Professional) and $99 (Enterprise) per user per month billed annually.
Does Insightly have a free trial?
A free trial is offered for the CRM; the page does not state its length.
Does Insightly include project management?
Yes. It links won opportunities to projects and tasks.
Is marketing included?
No. Marketing is a separate app priced by prospect volume from $99 per month.
What are the best alternatives to Insightly?
Pipedrive, Zoho CRM and Capsule are common alternatives.
User reviews
Alternatives to Insightly
Modern, flexible CRM with a free plan for small teams
Best for: Startups and modern teams wanting a flexible CRM
Attio is a newer CRM that lets teams model their own data with flexible objects and attributes. It syncs email and calendar to build…
CRM plus collaboration, tasks and communication in one workspace
Best for: Small teams wanting CRM and collaboration together
Bitrix24 combines a CRM with team collaboration tools such as tasks, chat, video calls and document sharing. A free plan has been advertised, although…
Simple, flexible CRM with a free plan and built-in AI for small businesses
Best for: Small businesses that want a straightforward CRM they can start free
Simple CRM with a free plan for two users, included AI and paid plans from about $18 per user per month billed annually.
Insightly vs Attio
| Insightly | Attio | |
|---|---|---|
| Starting price | $29/user/mo | $35/mo |
| Free version | No | Yes |
| Free trial | Yes | Yes |
| Deployment | Cloud / SaaS | Cloud / SaaS |
| Best for | Small and mid-size teams that need CRM plus project tracking after a deal closes | Startups and modern teams wanting a flexible CRM |
| Not ideal for | Teams wanting a free plan or a very simple pipeline tool | Enterprises needing a large partner ecosystem |
Not sure Insightly is the right fit? Get free advice
Tell us what you need and we will point you to the tools worth shortlisting. No obligation.
Work at Insightly, Inc.? Claim this listing
Claiming proves you represent the company. You can then reply to reviews and send us corrections, and the listing shows a Verified badge. You cannot edit or remove reviews, and it never changes the rating or ranking.