- 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.
Insightly
Insightly helps small businesses manage contacts, sales pipelines, projects, and customer relationships.
Updated February 27, 2026
Insightly Overview
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
Pricing
| 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. |
Reviews
- croclub.com Review: Small and mid-sized businesses with straightforward needs get solid value from the reporting tools and built-in project management, but enterprise teams with “complex, custom sales processes” or strict data security demands can feel constrained by the feature set. Large e-commerce operations that handle massive data volumes may find the system too basic, and companies that rely on heavily specialized or non-integrated tools often look elsewhere.
- onepagecrm.com Review: At $29 per user per month, Insightly costs nearly double many small-business CRMs yet still excludes basics like email sequences unless users upgrade to the $49 plan. A five-person team can face a $245 monthly bill, and the 14-day trial feels too short to fully import data and test workflows. The review credits solid reporting and 10GB of file storage on the lowest tier, but calls the overall value “Low” for most small businesses.
- Gartner Review (Rating: 4.2/5): One National Sales Manager labels it an “Effective CRM Solution for Small Teams” and praises the intuitive handling and affordable price, calling it a top leader in CRM tech. Another reviewer values how Insightly CRM connects customer management with project tracking and workflow automation, though they note it offers minimal data analysis features.
- G2 Review (Rating: 4.2/5): Many highlight the ease of use and strong customization options, especially the flexible pipelines that automate sales processes and the dashboards available through the Insightly app. Teams like how it combines project management and customer interactions in one platform, though some new users struggle with a steep learning curve at the start.
- Trustpilot Review (Rating: 2.2/5): Long-term customers complain about “glacial support” where promised “<24-hour” responses stretch into days or weeks, and one CEO reports paying $649 per month yet still cannot pull basic revenue KPIs because project budgets do not roll up to the parent Opportunity. Others describe being locked out without warning, unreliable email delivery, broken filters, and an interface change that made the CRM feel “pretty valueless,” although a few older reviews praise how quickly email campaigns and templates can go live.
