Insightly

Insightly helps small businesses manage contacts, sales pipelines, projects, and customer relationships.

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  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

Insightly Overview

  • Updated December 12, 2025

Insightly is a customer relationship management platform designed to support small and growing businesses. It provides tools for managing contacts, sales pipelines, and projects in a single system, which helps teams stay organized and efficient.

The platform also offers workflow automation, email tracking, and reporting features that enhance productivity and decision-making. With its user-friendly interface, Insightly enables businesses to build stronger customer relationships and drive consistent growth.

Key Features

  • Contact Management : Centralize all customer information and link contacts to related records, such as the organizations they belong to or the projects tied to them.
  • Sales Management : Track each stage of the sales journey using customizable pipelines, Kanban views, and workflow automation that help speed up deal progress.
  • Project & Task Management : Support both pre- and post-sale work by letting teams assign milestones, monitor progress with clear views, and set reminders or to-dos automatically.
  • Workflow Automation : Simplifies repetitive work by reducing manual steps, which frees teams to focus on what matters and improves accuracy.
  • Products, Price Books & Quotes : Let teams build product records, price tables, and quotes tied to opportunities. Quotes can be generated as PDFs or emails with custom branding.
  • Email & Communication Tracking : Capture customer emails automatically and link them to contacts and leads, ensuring every interaction is recorded and visible to the whole team.
  • Dashboards & Reporting : Offer customizable visual dashboards that show real-time data on key metrics. Users can create many shareable dashboards depending on the plan.
  • AI Features : Provides AI tools like Copilot, as well as automatic email summaries and suggested replies to help keep data clean and boost sales efficiency.
  • Security & Compliance : Protect sensitive data through strong measures, including SOC 2 Type II certification, single-sign-on, two-factor authentication, encryption, and compliance with GDPR, HIPAA, and other standards.
  • Mobile Accessibility : Include award-winning mobile apps for Android and iOS so that teams can update deals, projects, and dashboards while on the move.
  • AppConnect & Integrations : Connect effortlessly with many third-party tools—like Microsoft, DocuSign, Shopify, QuickBooks, Gmail, and Outlook—through drag-and-drop workflows without needing code.

Price

Plan Name Price (USD, per user/month, billed annually) Key Inclusions
Plus $29 Lead & contact management, project management, advanced reports, dashboards, free 14-day trial
Professional $49 All Plus features, plus lead assignment/routing, workflow automation, custom page layouts, free 14-day trial
Enterprise $99 All Professional features, plus sandboxes, products/pricebooks/quotes, audit logging; “Contact sales” required

Check Pricing details: https://www.insightly.com/pricing-plans/

Pros

Competitor Pros of Insightly
Salesforce Sales Cloud Insightly offers built-in project management and a sleeker UI that suits teams who need to launch faster and keep things simple. It costs less and integrates with many apps out of the box.
HubSpot Sales Hub Insightly provides stronger native project tracking and automation tools in its core CRM suite. Its pricing tends to be more transparent and possibly more affordable for growing teams.
Zoho CRM Insightly’s user experience feels more guided and approachable, and its project-to-deal workflows can help teams who want one tool for both sales and post-sale work.
Pipedrive Insightly packs more into a single system, including project workflows and a broader integrations catalog. It serves sales teams and project teams all in one place.
Freshsales (Freshworks CRM) Insightly brings robust project management, a cleaner interface, and extensive app connections, which can appeal to teams that need task tracking and integrations alongside sales tools.

Cons

Competitor Cons of Insightly
Salesforce Sales Cloud Insightly cannot match Salesforce’s depth of AI features, enterprise scalability, or highly customizable workflows. Big organizations may find Insightly less powerful for complex needs.
HubSpot Sales Hub Insightly lacks HubSpot’s tight marketing-sales integration and free starter tools. Teams focused on inbound and content marketing might miss HubSpot’s unified approach.
Zoho CRM Insightly offers less flexibility in customizing fields and workflows. Zoho also tends to be cheaper at entry level, especially for small teams looking to scale.
Pipedrive Insightly can feel more complex to set up and use. Pipedrive is simpler and easier to adopt for teams that focus purely on sales pipelines.
Freshsales (Freshworks CRM) Insightly has fewer built-in AI insights, and Freshsales may offer better assistance and forecasting tools at aggressive lower price tiers.

Verified Customer Reviews

PCMag Review
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Gartner Review
TechRadar Review
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