Insightly 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Insightly

4.0

(654)

FrontRunner 2026

Pricing

Starting at $29.00 per month

About Insightly

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.

Insightly Screenshots

Insightly Pricing and Plans

Starting price: $29.00 per month

Free Trial

Free Version

Plus

$29.00

per user, per month

Plan includes:

Apply Task and Event Activity Sets
Assign Sales Teams
Attach Files From Cloud Storage
Automatic Duplicate Detection
Automatic Social Profile Enrichment
Batch Update Records With Ease
Built-in Business Intelligence Dashboards
Calendar and Docs
Calendar and Onedrive
Calendar Sync

Professional

$49.00

per user, per month

Plan includes:

100 Customizable Insight Cards
Apply Task and Event Activity Sets
Assign Sales Teams
Attach Files From Cloud Storage
Automatic Duplicate Detection
Automatic Social Profile Enrichment
Batch Update Records With Ease
Build and Share Customized BI Dashboards
Built-in Business Intelligence Dashboards
Calendar and Disintegration With Microsoft Office 365 Login

Enterprise

$99.00

per user, per month

Plan includes:

Apply Task and Event Activity Sets
Assign Sales Teams
Attach Files From Cloud Storage
Automatic Duplicate Detection
Automatic Social Profile Enrichment
Batch Update Records With Ease
Build and Share Customized BI Dashboards
Built-in Business Intelligence Dashboards
Calculated Fields on Any Object
Calendar and Disintegration With Microsoft Office 365 Login

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Insightly Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of Insightly
Access Controls/Permissions
Activity Dashboard
Activity/News Feed
Activity Tracking
Alerts/Notifications
API
Appointment Scheduling
Assignment Management
Batch Processing
Budgeting/Forecasting
Business Card/Badge Scanning
Calendar/Reminder System
Calendar Sync
Campaign Management
Collaboration Tools
Commenting/Notes
Commission Management
Configurable Workflow
Contact Database
Contact Management
Contract/License Management
CRM
Customer Database
Customer Engagement
Customer Segmentation
Customer Support
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Deal Management
Document Management
Document Storage
Drag & Drop
Dynamic Modeling
Email Marketing
Email Templates
Email Tracking
Event Triggered Actions
Field Sales Management
File Management
File Sharing
Forecasting
For Insurance Industry
For iPad Devices
For Mac Devices
For Sales Teams/Organizations
For Small Businesses
For Startups
Goal Setting/Tracking
Graphical Data Presentation
Interaction Tracking
Internal Chat Integration
Kanban Board
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Scoring
Lead Segmentation
Marketing Automation
Mobile Access
Mobile App
Modeling & Simulation
Monitoring
Multi-Currency
Opportunity Management
Percent-Complete Tracking
Performance Metrics
Pipeline Management
Pipeline Reports
Prioritization
Process/Workflow Automation
Project Planning
Project Planning/Scheduling
Project Templates
Project Tracking
Proposal Generation
Prospecting Tools
Real-Time Analytics
Real-Time Data
Real-Time Notifications
Real-Time Reporting
Real-Time Updates
Recurring Tasks
Referral Tracking
Reminders
Reporting/Project Tracking
Reporting & Statistics
Role-Based Permissions
Sales Activity Management
Sales Forecasting
Sales Reports
Sales Trend Analysis
Search/Filter
Shared Contacts
Single Sign On
Source Tracking
Statistical Analysis
Tagging
Task Board View
Task Editing
Task Progress Tracking
Task Scheduling
Task Tagging
Template Management
Third-Party Integration
Third-Party Integrations
To-Do List
Visual Analytics
Web-based Deployment
Web Forms

Insightly Integrations

123FormBuilder

Direct Mail

Emma by Marigold

HubSpot CRM

Mailchimp

Microsoft Power BI

See all 114 integrations

Insightly User Reviews

Overall Rating

4.0

Ratings Breakdown

38%

41%

13%

Secondary Ratings

Ease of Use

4.0

Value for money

4.0

Customer support

3.8

Functionality

3.9

Tarek B.

Verified reviewer

Management Consulting

11-50 employees

Used weekly for more than 2 years

Review source

Reviewed October 2021

Insightly : a good option to start with cloud based CRMs for Small businesses

Insightly helps entrepreneurs and small businesses like most of our clients to get to the digital space and excel in no time. As a Technology expert, I highly recommend it to entrepreneurs beginning with tech and online platforms for their business.

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

Insightly Helps small and mid business manage their leads and projects online, through a fully fledged cloud based tool that provides an abundance of smart features, including customer insights from internet sources, and structured project/opportunity management platform.

Cons:

It is probably requiring some advanced knowledge from our end, but integrating Insightly with e-mail services, social media and other 3rd parties seemed to be complex. We've been using Insightly in its early times, and I'm sure that things went better afterwards with the continuous improvements by Insightly amazing teams.

Reasons for choosing Insightly

In its first launch, Insightly shown more functions for small businesses that attracted me, especially for individuals with no previous experience of online software CRMs. Nevertheless, each of the other competitors on the market has its competitive advantage, and addresses the needs of a particular niche. Each consumer needs to know first what features make sense to their business before choosing a CRM.

Mark B.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 6 months

Review source

Reviewed September 2025

Insightly is a modern CRM

The individual plus plan had very limited features and benefits. The Team plan was a lot more expensive and benefit rich software. I found it to be out of my budget and not very helpful.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It offers very good Security, has a fair Value for Money for individuals and teams. Good expensive Customer Support if needed. Good amount of Task Management Features and strong Team Collaboration features.

Cons:

Customer support for individuals is all by email, or text. Guided Onboarding or Live support available at $1500 to $3000 for Premier Support. The individual plus plan had very limited features and benefits. The Team plan was a lot more expensive and benefit rich software.

Reasons for choosing Insightly

in Insightly was pretty good at this and looked easier to use.

Verified

Reviewer

Management Consulting

1001-5000 employees

Used daily for less than 12 months

Review source

Reviewed October 2019

Good tool but there are better

Ratings Breakdown

Ease of use

Functionality

Previously 5

Pros:

Pricing and features vary widely with what you're willing to pay which is fair and great frankly. There's even a free plan that gives you a sneak peak into the great features. Dashboards and opportunity reports are designed well.

Cons:

customisations could be improved and customer support.

Luis A.

Verified reviewer

Education Management

11-50 employees

Used daily for more than 2 years

Reviewed August 2024

A versatile CRM Tool

By centralizing customer data, communication history, and project details in one platform, Insightly eliminates the need for multiple disjointed systems, reducing the chances of information silos and miscommunication.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Its intuitive user interface, making it easy for teams to adopt and use efficiently. The customizability of pipelines, dashboards, and reports enable users to tailor the system to their specific needs.

Cons:

The reporting and analytics tools to be less advanced compared to other CRM platforms, making it challenging to create highly customized or in-depth reports.

Wilcox A.

Verified reviewer

Legal Services

51-200 employees

Used weekly for less than 12 months

Review source

Reviewed September 2024

Insightly does what we need it to do.

It meets our needs,that might not sound glowing,but it is meant to be.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We can build functionalities that suites us without spending thousands of dollars with developers,Data can also be connected within Insightly,such as connecting contacts and organizations to request and project records.Additionally I like the Kanban view for tracking projects and the ability to pull reports and filter projects.

Cons:

Wish we could customize more fields in Kanban view and assign colours for categorization.

Peter W.

Verified reviewer

Financial Services

51-200 employees

Used daily for less than 2 years

Review source

Reviewed January 2025

Good for small company but not scaling tech companies!

It worked when we were a small company, but as we scaled it became worse.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Highly customisable and cheap CRM to set up.

Cons:

Problematic to use and lacks of automation and integrations

Jim V.

Verified reviewer

Construction

11-50 employees

Used daily for more than 2 years

Review source

Reviewed June 2024

12 good years of using Insightly CRM

I love it. If not for Insightly I'd be using spreadsheets and going crazy trying to track my long list of clients that includes boiler system bids, direct commercial and industrial system sales, building and maintaining relationships with mechanical engineers and architects, and a good number of residential boiler prospects.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Insightly's design is intuitive and easy to understand how to set up. I recall starting to use it on the first day, right after an initial walkthrough. We did not hire anyone to assist. Then I evolved the setup as time went by. Opportunities & Projects are key to us and with good naming practices they are easy to refer to as needed in the future after completion: such as "2023..Smith Company-New boiler project". And all parties connected to a Project can be linked so easily. Attach price quotes to it: ours to the client and supplier to us. Automatic tasks when you change from Opportunity to Project can alert others to place orders, put into our financial software, etc...

Cons:

They like to push their AppConnect but we really don't need that level of complexity AND they have lots of built-in interfaces into other apps like Quickbooks (which is limited but great for small business situations where elegant interfaces are not needed. Also, we tried their Service apps and found them lacking for the kind of Service that my company does: We install boiler systems and provide ongoing services for them--not free or by annual contract. So we needed a way to easily send invoices and collect $ for work done. Insightly seemed to be oriented to Software service contract situations where annual contracts are the norm and all interactions are free and nobody leaves the office. I suppose it is good for that but not so much where you have trucks driving 100 miles to do a repair.

Vendor Response

Wow, Jim. Thank you for sharing your story! It's amazing to hear Insightly has served your business successfully for so long. We'd love to get in touch with you to learn more. If you're interested, please email rewards@insight.ly!

Replied August 2024

Jamie K.

Verified reviewer

Computer Software

11-50 employees

Used daily for less than 12 months

Review source

Reviewed May 2024

Decent CRM but requires discipline

Insightly was being used for various marketing and sales data processing and activation tasks when I joined, and the account was a real mess because there was little control over who could edit which fields. As a result, no-one was following a consistent lead and opportunity management process, things like date fields became a nightmare because when exporting leads, some appeared to be using US date format and some using UK format, so identifying recent leads & opps was tricky.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The sales pipeline views were good because you could have lots of different pipeline views with filters and segmentation options applied without having to add them every time. It was easy to see pipeline value, create new fields and to move opps from one stage to another. Equally it was great for setting up automated email follow ups from demos and integrate with lots of other tools.

Cons:

The lack of user management and access customisation means it is too easy to let poor spiral out of control and ruin your data. Equally the dashboards/Reports section really needs work as it’s unnecessarily difficult to create reports and dashboards for very simple metrics.

Reasons for switching to Insightly

This was before my time, so I’m not sure.

Vendor Response

Hey Jamie! Thanks for your review. Glad to know you see the significant power of Insightly, when configured correctly, to support your team. We would love to learn more about your concerns regarding user management and customization as several options are available based on your plan level. Please reach out to me or Growth@insight.ly with discuss.

Replied May 2024

Megan T.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used daily for less than 2 years

Review source

Reviewed June 2024

App Connect

Overall we are very pleased with Insightly and App Connect

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

App Connect is amazing. It really does help with efficiencies and workflow. It does so much more than we initially thought! We especially love how it automatically calculates our numbers.

Cons:

It is not as user friendly as it is made out to seem. We really do need the App Connect specialist's support. App Connect is very expensive. We are going through our 10 free hours quickly and we have a lot more project we need help with.

Pier Ludovico B.

Verified reviewer

Management Consulting

2-10 employees

Used monthly for more than 2 years

Review source

Reviewed June 2024

DON’T REGISTER! Once you are in they lock you in a cage and throw away the key

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It was extremely easy to install, even though I wanted to clarify some features and it was impossible.

Cons:

I registered, I used it for a while for CRM purposes and then I wanted to close my account. IMPOSSIBLE! Insightly is spamming every day and there’s no way to go out of this day & nightmare

Vendor Response

Hello Pier, I hope all is well. It looks like your free Insightly account was still subscribed to one of our email lists. I removed you from that list to prevent further messaging. I'm sorry for the inconvenience. If there is another account I'm not aware of, please let me know.

Replied July 2024

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