Skip to content
Toolradar
Insightly logo

Insightly

Claim this tool Editor reviewed

Modern, scalable CRM platform with AI, marketing automation, and customer service for growing businesses.

From $29/mo (free plan available)
Freemium CRM Marketing Automation Customer Support Sales
Visit Website
Reviews on G2 Capterra
1,602 reviews tracked

The Bottom Line

Price
From $29/mo (free plan available). Compare plans

Key facts

  • Unified CRM, marketing automation, and customer service platform.
  • AI-powered features like Copilot automate tasks and enhance sales efficiency.
  • Integrates with over 2,000 apps to centralize customer data and streamline workflows.

Pros

  • Good for small business CRM
  • Project management
  • Fair pricing
  • Google integration
  • Easy to use

Cons

  • Limited features
  • Reporting basic
  • Customization limited
  • Support varies
  • Better for small teams

What is Insightly?

Editorial review
Insightly is a comprehensive Customer Relationship Management (CRM) platform designed to help businesses grow faster by centralizing customer data, automating workflows, and streamlining sales, marketing, and customer support operations. It offers a unified platform that integrates CRM, marketing automation, and customer service functionalities, allowing teams to manage leads, opportunities, projects, and customer interactions from a single source of truth. Insightly aims to improve sales efficiency, enhance customer engagement, and provide actionable insights through its robust reporting and analytics capabilities. The platform caters to a wide range of industries and businesses looking to optimize their customer-facing processes. Key features include lead tracking, pipeline management, email marketing, landing page creation, dynamic list segmentation, and workflow automation. Insightly also incorporates AI features like Copilot, email replies, and summaries to automate repetitive tasks, keep data clean, and help sales teams focus on high-value leads. Additionally, its AppConnect feature allows seamless integration with over 2,000 third-party applications, ensuring it fits into existing tech stacks and provides a holistic view of customer data.

Available on: Web

how we evaluate Source insightly.com ↗

Ratings Across the Web

4.1 (1,602 reviews)

Insightly holds an aggregate rating of 4.1 out of 5 from 1,602 reviews across G2 and Capterra, last checked September 17, 2026.

G2 946 reviews
4.2/5
Capterra 656 reviews
4/5

Ratings aggregated from independent review platforms. Learn more

Key Features

  • CRM platform
  • Project management
  • Marketing automation
  • Lead routing
  • Workflow automation
  • AppConnect

Pricing Plans

14-day Free Trial

Pricing checked Oct 3, 2026

Insightly plans and prices, checked October 2026
PlanPriceDetails
Free

$0

  • Up to 2 users
  • 2,500 records
  • Basic CRM features
+1 more
  • Contact management
Plus

$29/user/month

  • Contact management
  • Project tracking
  • Workflow automation
+2 more
  • Lead management
  • Integrations
Professional

$49/user/month

  • All Plus features
  • Advanced reporting
  • Custom dashboards
+2 more
  • Email templates
  • Advanced permissions
Enterprise

$99/user/month

  • All Professional features
  • AI Copilot
  • Custom objects
+2 more
  • Advanced security
  • Priority support
Calculate your cost View full pricing

Is Insightly worth the price?

Good value

Insightly's pricing starts fairly with a generous Free tier, but quickly escalates.

The 'Plus' tier at $29/user/month is competitive for basic CRM, but 'Professional' at $49/user/month and 'Enterprise' at $99/user/month become quite expensive, especially for smaller teams. It's best for growing businesses that need a comprehensive CRM with advanced features and are willing to pay for scalability.

Full Insightly pricing: every plan, hidden costs and alternatives

Reviews

Improve Your Thinking Patterns Using ChatGPT cover
$99 Free with your review

Review Insightly, get a free AI guide

Share your experience and we will send you Improve Your Thinking Patterns Using ChatGPT, free.

Write a review
4.1/5

Across 1,602 verified user reviews on G2, Capterra

Add your hands-on experience using the offer above to help the next buyer.

Best Insightly Alternatives

Top alternatives based on features, pricing, and user needs.

View full list →
HubSpot logo
HubSpot Freemium

CRM platform for scaling businesses

3.9
Salesforce logo
Salesforce Paid

The CRM that defined the category for sales, service, and marketing

4.4
ActiveCampaign logo
ActiveCampaign Freemium

Autonomous marketing platform with AI-powered email, SMS, and WhatsApp automation.

4.5
Zendesk logo
Zendesk Paid

Complete customer service solution

4.3
NetSuite logo
NetSuite Paid

Unify financials, CRM, and ecommerce in one cloud ERP

4.1
Bitrix24 logo
Bitrix24 Freemium

All-in-one CRM, projects, and team communication

4.2
Odoo logo
Odoo Freemium

All-in-one open-source business management software with a vast app ecosystem.

4.2
See all CRM tools →

Still deciding?

Most buyers shortlist 2 or 3 tools before committing. Pull a side-by-side comparison or browse the full alternatives shortlist below.

All Insightly alternatives 7+ tools ranked, pricing + verdict per pick Insightly vs HubSpot Head-to-head: features, pricing, who wins Insightly vs Salesforce Head-to-head: features, pricing, who wins Insightly vs ActiveCampaign Head-to-head: features, pricing, who wins

Explore More

Insightly FAQ

How does Insightly help businesses manage their customer relationships?

Insightly centralizes customer data and streamlines sales, marketing, and customer support operations within a unified platform. It helps manage leads, opportunities, projects, and customer interactions from a single source, aiming to improve sales efficiency and enhance customer engagement.

Which teams benefit most from using Insightly?

Insightly is particularly well-suited for small teams within growing businesses that need to optimize their customer-facing processes. It provides tools for sales, marketing, and customer service teams to manage their workflows and customer interactions efficiently.

How is Insightly priced?

Insightly offers a free tier for basic usage, with additional paid plans available that unlock more features and higher usage limits. This allows businesses to scale their investment as their needs grow.

Can Insightly integrate with other business applications?

Yes, Insightly features AppConnect, which enables seamless integration with over 2,000 third-party applications. This ensures it can fit into existing tech stacks and provide a holistic view of customer data.

What kind of marketing automation features does Insightly provide?

Insightly includes features such as email marketing, landing page creation, and dynamic list segmentation to help automate marketing efforts. It also offers workflow automation to streamline repetitive tasks and improve efficiency.

How does Insightly compare to HubSpot for CRM functionalities?

Insightly is noted for being good for small business CRM and project management, with fair pricing and Google integration. However, its reporting capabilities are more basic and customization is limited compared to some competitors.

What are the primary limitations of Insightly?

Insightly has some limitations, including a more basic reporting functionality and limited customization options. Its support can also vary, and it is generally better suited for smaller teams.

Source: insightly.com

Guides & Articles

Best CRM for Service Businesses in 2026

Features Insightly

Best CRM for Marketing Agencies in 2026

Features Insightly

Cheapest CRM Software in 2026

Features Insightly