Insightly

Name: Insightly
Brand: Insightly
Price: 29 USD
Rating: 4.1 (1586 reviews)

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

CRM Marketing Automation Customer Support Sales

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4.1(1,586 across the web)

FreemiumVisit Website

Reviews onG2Capterra

1586 reviews tracked

The Bottom Line

Entry price

Free plan available, paid tiers above

Biggest pro

Good for small business CRM

Biggest con

Limited features

TL;DR - Insightly

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.

Pricing: Free plan available

Best for: Growing teams

4.1/5 across review platforms

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

LCLouis CorneloupUpdated May 26, 2026 · how we evaluateSourceinsightly.com ↗

Pros & Cons

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

Ratings Across the Web

4.1(1,586 reviews)

Ratings aggregated from independent review platforms. Learn more

Key Features

CRM platformProject managementMarketing automationLead routingWorkflow automationAppConnect

Pricing Plans

14-day Free Trial

Pricing checked Jul 13, 2026

Free

Up to 2 users
2,500 records
Basic CRM features
Contact management

Plus

$29/user/month

Contact management
Project tracking
Workflow automation
Lead management
Integrations

Professional

$49/user/month

All Plus features
Advanced reporting
Custom dashboards
Email templates
Advanced permissions

Enterprise

$99/user/month

All Professional features
AI Copilot
Custom objects
Advanced security
Priority support

Calculate your cost View full pricing

Reviews

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4.1/5

Across 1,586 verified user reviews on G2, Capterra

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Still deciding?

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

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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

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