CRM with project management
Insightly
Insightly Review (2026): Pricing, Pros & Cons
CRM and project delivery connected in one mid-market platform.
The short answer
Insightly is a CRM for small and mid-size businesses that want to manage sales and hand won work into projects without losing customer context. Its relationship linking, project management, and AppConnect integration tools are differentiators. Lower tiers can feel constrained, and teams needing deep marketing or enterprise customization should compare broader suites.
What is Insightly?
Insightly combines contact, organization, opportunity, pipeline, project, and workflow management. Separate marketing and service products plus the AppConnect integration platform extend it across the customer lifecycle.
How much does Insightly cost?
Plus is ~$29/user/mo, Professional ~$49/user/mo, and Enterprise ~$99/user/mo, billed annually; the legacy free plan has been discontinued, but a 14-day free trial is available.
| Detail | Insightly |
|---|---|
| Starting price | from ~$29/user/mo |
| Free plan | No (free trial only) |
| Category | CRM with project management |
| Best for | SMBs that deliver projects or services after closing a deal. |
| Our rating | 4.1 / 5 |
Prices are indicative 2026 list prices and change frequently; confirm with Insightly directly.
What are the key features of Insightly?
The standout: Converting won opportunities into connected delivery projects.
- Pipeline and opportunity management
- Relationship linking
- Project delivery
- AppConnect integrations
What are the pros and cons of Insightly?
| Pros | Cons |
|---|---|
| ✔ Sales-to-project continuity | ✘ Best features require higher tiers |
| ✔ Flexible relationship records | ✘ Reporting takes setup |
| ✔ Useful integration tooling | ✘ Smaller ecosystem than leaders |
Who is Insightly best for?
Insightly is best for sMBs that deliver projects or services after closing a deal. Founded in 2009 and headquartered in San Francisco, USA, it has earned a 4.1-out-of-5 rating in our assessment.
What are the best Insightly alternatives?
If Insightly is not the right fit, these are the closest alternatives to compare:
- monday CRM — A flexible, colorful CRM built on monday.com work boards.
- HubSpot — An easy, all-in-one CRM that grows from free into marketing and service.
- Capsule CRM — A clean, low-complexity CRM for small relationship-led teams.