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Insightly

CRM & project management for any business

As of 30 August 2026, Insightly has a free plan and paid plans start at $29/user/month. Insightly is a cloud-based CRM and project management platform designed for small and medium-sized businesses. Softwr lists it under CRM. Insightly is launched in 2010, available on Web, iOS, Android.

Overview

What Insightly does

Insightly is a cloud-based CRM and project management platform designed for small and medium-sized businesses. It combines customer relationship management with project delivery to help teams manage both relationships and work in one platform.

What people use it for

  • CRM with project delivery tracking after the sale
  • Managing leads, opportunities and customer projects in one record set

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The honest half

Where it falls short

Concrete and checkable, so you can decide whether any of them matter to you. This is the half of a review a vendor will not write about Insightly.

  • Record counts are capped by plan, at 100,000 on Plus and 500,000 on Enterprise, so the database size decides the tier
  • Workflow automation requires the Professional plan at $49 per user per month
  • AI Copilot is metered by query, at 75 on Plus and 100 on Professional
  • Mass email is capped daily, at 2,500 on Plus and 10,000 on Enterprise
  • CRM, Marketing and Service are sold as three separate products, and Marketing is priced per account by prospect count starting at $99 for 2,000
  • Sandboxes and audit logging are Enterprise only at $99 per user per month

Cross-shopped

What people choose instead of Insightly

Each pairing was judged by two reviewers asking whether a buyer would genuinely weigh the two against each other. The ones that failed were deleted rather than published.

Pricing

What Insightly costs

Taken from the vendor's own pricing page. Prices move, so check before you buy.

CRM Plus

$29 /user/month

  • lead and contact management
  • project management
  • advanced reports
  • pre-built dashboards
  • 100,000 record limit
  • 10 GB file storage

CRM Professional

$49 /user/month

  • all Plus features
  • lead assignment/routing
  • workflow automation
  • AI Copilot with 100 queries
  • 250,000 record limit
  • 100 GB file storage

CRM Enterprise

$99 /user/month

  • all Professional features
  • sandboxes
  • products/pricebooks/quotes
  • audit logging
  • 500,000 record limit
  • 250 GB file storage

Capabilities

Features

  • Contact management

  • Deal tracking

  • Project management

  • Task management

  • Email integration

  • Reporting

  • Mobile app

  • Mailchimp

    Integration with Mailchimp

  • Slack

    Integration with Slack

  • Zapier

    Integration with Zapier

  • Google Drive

    Integration with Google Drive

  • DocuSign

    Integration with DocuSign

Answered, with sources

Questions people ask

Each answer names the page it came from, so you can check it rather than take our word for it.

How much does Insightly CRM cost?

Insightly CRM plans are priced per user per month when billed annually: Plus at $29, Professional at $49 (the most popular option), and Enterprise at $99. All plans include a 14-day free trial that requires no credit card.

Source
Is there a free trial for Insightly?

Yes, Insightly offers a 14-day free trial across most products with no credit card required, allowing you to test CRM, Marketing Automation, Support & Ticketing, and AppConnect features.

Source
What record storage limits apply to Insightly CRM plans?

Insightly CRM Plus includes 100,000 records, Professional includes 250,000 records, and Enterprise includes 500,000 records. File storage increases from 10 GB on Plus to 100 GB on Professional and 250 GB on Enterprise.

Source

Behind it

Who makes Insightly

Company
Insightly
Based in
Raleigh, NC
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Softwr does not host reviews and shows no star rating for Insightly, because a rating we did not collect is not ours to publish. What is here is the pricing and platform detail from the vendor’s own pages, limitations we could state concretely, and alternatives a reviewer confirmed people weigh against it. Tell us if any of it is wrong.

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