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Insightly: Pricing, Features & Alternatives

CRM connecting sales pipelines, customer records and post-sale project delivery.

Overall Score58/100
4.4Editor Rating
Market Signal 32

#8 of 13 in CRM by Overall Score

What Is Insightly?

Insightly is a CRM for managing leads, contacts, opportunities and customer relationships, with project management built into the same platform. Teams can convert won opportunities into projects, use relationship linking to map connections between records, and automate business processes. AppConnect provides integration automation, while mobile apps let users update CRM and project data away from a desk.

Best for: Small and midsize businesses that want sales CRM and customer project delivery in one system.

Insightly can convert a closed opportunity directly into a project while preserving its related customer context, reducing re-entry between the selling and delivery stages. Its workflows also support field updates, notifications and webhooks when a project advances. This arrangement particularly suits implementation or service businesses whose project managers need the original sales handoff alongside the list of closed deals.

4.4
out of 5

Editor Rating

Calculated from facts we verified on Insightly's own website, using published thresholds. Nobody can pay to change it. Together with Market Signal it makes the Overall Score of 58 that orders our lists.

  • Pricing transparency5.0
  • Entry cost3.0
  • Free access4.0
  • Platforms & API4.5
  • Support4.0
  • Integrations5.0
  • Security & compliance5.0

Dimensions without verified data count as a neutral 2.5. Facts checked October 14, 2026. How the rating works

32
Modest

Market Signal

Real data

Computed from Ahrefs + Semrush data about Insightly's own website. Not an assessment of the product itself. How this works →

Market Strength

32

Where it stands today

Momentum

32 Declining ↓↓

Where it’s heading

Data Confidence

Medium

How much to trust it

  • Traffic Strength
    32
  • Search Visibility
    30
  • Authority
    32
  • Brand & Market Presence
    34

Tick mark = category average.

Compared with 24 tracked CRM & Sales tools. Data through September 2026, pulled October 12, 2026.

Who Is It Best For?

  • Agencies handing won client deals into project delivery
  • Service providers tracking project work beside account relationships

Who Should Avoid It?

  • Sales teams seeking an outreach-only sequence platform without project delivery

Use Cases

  • Convert won opportunities into client projects
  • Track delivery milestones in project pipelines
  • Automate record updates across account workflows
  • Coordinate assignments for post-sale project tasks

Insightly Features

  • Opportunity management
  • Relationship linking
  • Project management
  • Workflow automation
  • Custom objects
  • AppConnect integration automation

Insightly Pricing

PlanMonthlyAnnual (mo)Includes
Plus$29Not listed
  • Priced per user/month (annual billing)

Pricing shown reflects list prices as of our last check and may have changed. Confirm current pricing on Insightly's website before purchasing.

Insightly Integrations

Google Workspace, Microsoft 365, Gmail, Outlook, QuickBooks, Slack, Xero, Mailchimp

Customer Support

Email, Knowledge Base, Community

Insightly at a Glance

Built for
Small Business, Mid-Market, Enterprise
Platforms
Web, iOS, Android, API

Insightly Alternatives

HubSpot logo

HubSpot

Overall Score89/100
4.9Editor Rating
Market Signal 80
From $7 per user/mo (annual billing)Free plan

Why choose it: Growing B2B and service businesses that want marketing, sales and support teams working from the same CRM records.

Strengths

  • • The free CRM supports two users and 1,000 contacts with no expiration date.
  • • All hubs share one contact database, so every team sees the same history.

Limitations

  • • The full workflow builder requires a Professional or Enterprise edition.
  • • Sequences need Sales Hub or Service Hub Professional plus an assigned seat.
Read ReviewVisit Site
Zoho CRM logo

Zoho CRM

Overall Score85/100
4.7Editor Rating
Market Signal 80
See pricingFree plan

Why choose it: Sales teams with a defined multi-step deal process who want the CRM to enforce each stage and adapt layouts per role.

Strengths

  • • Blueprint transitions can require fields and trigger emails, tasks or field updates on each stage change.
  • • Canvas lets admins redesign record detail and list views without writing code.

Limitations

  • • Blueprint is not available on the Free or Standard editions.
  • • Zia conversational AI, territories and custom modules start at the Enterprise edition.
Read ReviewVisit Site
Pipedrive logo

Pipedrive

Overall Score65/100
3.5Editor Rating
Market Signal 68
See pricingFree trial

Why choose it: Small and midsize sales teams that run deals through defined pipeline stages and want automation and prospecting tools inside the CRM.

Strengths

  • • Drag-and-drop pipelines tie every deal to scheduled activities and sales goals.
  • • Growth plan automations support delays and if/else branches, plus email sequences.

Limitations

  • • The Lite plan has no email sync, email templates or workflow automations.
  • • Campaigns email marketing and Web Visitors are paid add-ons on every plan.
Read ReviewVisit Site
Freshsales logo

Freshsales

Overall Score52/100
4.0Editor Rating
Market Signal 31
From $9 per user/mo (annual billing)Free trial

Why choose it: Sales teams that want CRM, sales sequences and multichannel outreach inside the same Freshworks product.

Read ReviewVisit Site

More tools like Insightly

  • Copper logo
    Copper

    Google Workspace CRM that manages relationships, pipelines, and projects alongside Gmail and Calendar.

  • Keap logo
    Keap

    Small-business CRM connecting lead capture, sales pipelines, follow-up, invoices, and automation.

  • Nutshell logo
    Nutshell

    Sales CRM with customizable pipelines, outreach automation, web chat and built-in marketing.

  • Microsoft Dynamics 365 Sales logo
    Microsoft Dynamics 365 Sales

    Sales CRM with Copilot, predictive scoring, conversation intelligence, and Microsoft integrations.

  • Salesforce Sales Cloud logo
    Salesforce Sales Cloud

    Configurable sales CRM with forecasting, pipeline inspection and Agentforce across six editions.

  • ActiveCampaign logo
    ActiveCampaign

    Email marketing automation with branching workflows, site tracking and optional CRM add-ons.

Frequently Asked Questions

Does Insightly have a free trial or free plan?⌄

Insightly doesn't have a permanently free plan, but offers a free trial (14 days) of its paid plans.

How much does Insightly cost?⌄

Insightly starts at $29 per user/mo (annual billing) on its Plus plan. Pricing was last checked October 14, 2026. Always confirm current pricing on the vendor's site before purchasing.

What are the best alternatives to Insightly?⌄

Commonly considered alternatives include HubSpot, Zoho CRM, Pipedrive and Freshsales. The Alternatives section on this page shows what each one is best at and its starting price.

Last updated: October 14, 2026Details checked: October 7, 2026Pricing checked: October 14, 2026