Insightly
Affordable CRM pairing contact and pipeline management with built-in project management.
Overview
Insightly stands out by combining a CRM with native project management, so the same platform tracks the deal and then the delivery. It offers pipeline and opportunity management, workflow automation, custom objects, and dashboards, at prices that suit growing SMB and mid-market teams. The unified CRM-plus-projects model is its differentiator; the trade-offs are support-quality complaints and advanced features gated to higher tiers.
Best for: Teams that need to track the deal and then the delivery: an affordable SMB to mid-market CRM with project management built in.
Key features
Pricing
| Plan | Price | Includes |
|---|---|---|
| Plus | $29 per user/mo, annual | entry CRM and projects |
| Professional | $49 per user/mo, annual | automation, custom objects, webhooks |
| Enterprise | $99 per user/mo, annual | advanced objects, BI, granular roles |
Pricing changes often. Verify current pricing on the vendor site before you buy.
Insightly demo
Pros and cons
Pros
- Easy-to-use interface
- Strong CRM plus project management combo
- Affordable entry point
Cons
- Support-quality complaints
- Advanced features gated to higher tiers
- No native prospect database
Integrations
Gmail
Outlook
Mailchimp
QuickBooks Online
Xero
Slack
ZapierTop Insightly alternatives
Links
Comparing Insightly with Salesgear?
Salesgear bundles verified data, a 95% mobile dialer, and AI research in one seat.
See how Salesgear comparesReviewed July 2026. Data compiled from public sources; ratings via G2.