Insightly review (2026): features, pros and cons, pricing
Insightly is a CRM with built-in project management, sold with optional marketing, service and integration products.
Verdict at a glance
Insightly combines a CRM with project management, so a team can keep working on delivery after a deal closes. Optional marketing, service and integration products are sold separately, and plans are billed annually.
Pros
- Combined CRM and project management.
Cons
- Not confirmed by the vendor from sources opened.
What is Insightly?
Insightly is a CRM with built-in project management, sold with optional marketing, service and integration products. It is built for small and mid-size teams that need CRM plus project tracking after a deal closes and teams that want a bundled CRM, marketing and service suite.
Category: CRM Software
Insightly key features
| Feature | What we found |
|---|---|
| Pipeline management | Lead, contact and opportunity management with project management on every CRM plan. |
| Sales automation | Lead routing and workflow automation from Professional. |
| Reporting and forecasting | Advanced reports and prebuilt dashboards from Plus. |
| Integrations and marketplace | AppConnect integration platform sold separately from $249/month for 25,000 tasks. |
Insightly pricing
Insightly charges per user per month, billed annually, with no monthly rates shown. Plus is $29 and includes 2 users, Professional is $49 and includes 5, and Enterprise is $99 and includes 10. Extra users cost the plan rate. Add-ons sit on top: AppConnect starts at $249 per month and carries a $3,000 setup fee, guided onboarding is $1,500, and Premier support is 20% of the license with a $3,000 annual minimum. Renewal terms and any recent price changes are not published.
| Plan | Price | Unit | Notes |
|---|---|---|---|
| Plus | $29 | per user/month, billed annually | 2 users included, 100,000 records, 50 custom fields |
| Professional | $49 | per user/month, billed annually | 5 users included, lead routing, workflow automation, AI Copilot (75 queries), 250,000 records |
| Enterprise | $99 | per user/month, billed annually | 10 users included, sandboxes, quotes and pricebooks, audit logging, 500,000 records |
All prices billed annually, no monthly rates shown. 14-day free trial on Plus and Professional.
Who Insightly is best for
Best for
- Small and mid-size teams that need CRM plus project tracking after a deal closes.
- Teams that want a bundled CRM, marketing and service suite.
Not ideal for
- Buyers who need month-to-month billing (page lists annual only)
- Teams wanting SSO below the Enterprise tier.
Insightly alternatives
PipedriveSmall sales teams that live in a visual deal pipeline.
HubSpot CRMTeams starting free with up to 2 users.
Zoho CRMSmall businesses that want a free start and cheap per-user editions.
Less Annoying CRMVery small teams that want one flat price and no feature tiers.
Salesforce Sales CloudMid-size and large sales orgs that need deep customization, forecasting and a huge app ecosystem.
CloseInside-sales and SDR teams that call and email at volume.
What Insightly really costs
- Per seat per month
- $49 (Professional, billed annually)
- Billing
- Annual only.
- Minimum seats
- Plans include 2 / 5 / 10 users; no stated minimum beyond that.
- 20 users per year
- 20 x $49 x 12 = $11,760 per year on Professional; Enterprise 20 x $99 x 12 = $23,760.
Add-ons and extras to budget for
- AppConnect from $249/month.
- AppConnect setup $3,000.
- Guided onboarding $1,500.
- Premier support 20% of license, $3,000 minimum.
Questions to ask about price
- What is the discount for annual billing, and can we start monthly?
- How much can the price rise at renewal, and is the increase capped in the contract?
- Are there one-time costs for implementation, onboarding or data migration?
Is Insightly worth the price?
Insightly is good value for small and mid-size teams that would otherwise pay for a CRM and a separate project tool, and that can live with annual billing. It gets expensive once you need integrations through AppConnect, paid onboarding or Premier support, or when you want audit logging, which is listed on Enterprise only. Teams that want month-to-month billing should look elsewhere.
Worth it if
- Small and mid-size teams that need CRM plus project tracking after a deal closes.
- Teams that want a bundled CRM, marketing and service suite.
Look elsewhere if
- Buyers who need month-to-month billing (page lists annual only)
- Teams wanting SSO below the Enterprise tier.
Cheaper per seat than Insightly
Pricing details most reviews leave out
- Integrations platform AppConnect is a separate product with a required $3,000 technical setup fee.
- Guided onboarding at $1,500 is listed as required.
- Premier support is 20% of license with a $3,000 annual minimum.
- SAML/SCIM SSO and audit logging appear only on Enterprise, per the pricing feature table.
- Each plan bundles included users (2/5/10) and extra users cost the plan rate.
Our verdict on Insightly
Insightly is a CRM with project management built in, sold per user on annual billing only. Plans run $29, $49 and $99 per user per month, and there is no free plan, only a 14-day trial on Plus and Professional. For small teams that need to track work after a deal closes, the bundle can be good value, and G2 reviewers give it 4.2 out of 5 across 931 reviews.
The catch is that the sticker price is only part of the bill. The AppConnect integration platform is sold separately, and the vendor lists a required technical setup fee and a required onboarding fee. Price Insightly with those extras included before you compare it with simpler CRMs. Ask for the full cost in writing, including renewal terms, which are not published.
Insightly FAQ
What is Insightly used for?
Insightly combines a CRM with project management, so a team can keep working on delivery after a deal closes. Optional marketing, service and integration products are sold separately, and plans are billed annually. It suits small and mid-size teams that need CRM plus project tracking after a deal closes.
Does Insightly have a free plan?
No. Insightly has no free plan. It offers a 14-day free trial on the Plus and Professional plans, and all paid prices are billed annually.
How much does Insightly cost for 20 users?
On Professional, 20 users at $49 per month comes to $11,760 per year. On Enterprise at $99 per month it is $23,760 per year. Add-ons such as AppConnect, onboarding and Premier support are extra.
What extra fees come with Insightly?
The vendor lists AppConnect from $249 per month with a $3,000 setup fee, guided onboarding at $1,500, and Premier support at 20% of the license with a $3,000 annual minimum.
Sources
Every fact on this page comes from Insightly's own pricing, product or documentation pages, G2 and company records, checked on October 24, 2026. Unknown values are left out instead of estimated.