Insightly CRM
CRM software
Sales analytics software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$29 per user per month
Free Trial
Free version unavailable
Small
Medium
Large
- Construction
- Professional services (engineering, legal, consulting, etc.)
- Agriculture, fishing, and forestry
What is Insightly CRM
Insightly CRM is a cloud-based customer relationship management platform for managing contacts, leads, opportunities, and sales pipelines. It targets small to mid-sized organizations that want a combined system for sales process tracking, basic workflow automation, and reporting. The product also includes project and delivery-oriented features that can support post-sale handoffs and customer work management. It provides configurable fields, dashboards, and integrations to connect CRM data with common business tools.
Sales pipeline and lead tracking
Insightly supports core CRM workflows such as lead capture, opportunity management, pipeline stages, and activity tracking. Teams can standardize sales processes with configurable fields and layouts to match internal terminology. It also provides task and reminder functionality to help reps manage follow-ups. These capabilities align with common requirements for SMB sales teams moving from spreadsheets or basic contact managers.
Built-in reporting and dashboards
The platform includes dashboards and reporting for pipeline visibility, sales activity, and performance monitoring. Users can filter and segment CRM data to support routine sales reviews and forecasting discussions. Reports can be shared across teams to create consistent definitions for pipeline and outcomes. This helps organizations that need sales analytics without deploying a separate BI tool for basic use cases.
Integrations and extensibility options
Insightly offers integrations and an API to connect CRM records with other business systems and productivity tools. This supports common scenarios such as syncing contacts, capturing leads from forms, and triggering downstream processes. Integration options reduce manual data entry and improve data consistency across systems. The API also enables custom workflows when out-of-the-box automation is insufficient.
Less suited for complex enterprises
Organizations with highly complex sales operations, multi-entity structures, or extensive governance requirements may outgrow the platform. Advanced territory management, deep customization at scale, and enterprise-grade administration can require additional tooling or workarounds. Larger deployments may also need more robust role design and audit controls than SMB-focused CRMs typically provide. This can make it a less natural fit for large global sales organizations.
Automation depth can be limited
While Insightly supports workflow automation, some advanced automation patterns may require integrations or custom development. Teams that rely on sophisticated multi-step sequences, complex branching logic, or extensive cross-object automation may find constraints. This can increase implementation effort when processes evolve frequently. Buyers should validate automation requirements against the specific plan and feature set.
Analytics may require supplementation
Native reporting covers many standard CRM metrics, but advanced analytics needs can exceed built-in capabilities. Examples include complex cohort analysis, multi-touch attribution, and highly customized forecasting models. In these cases, teams may need exports, third-party analytics, or a data warehouse approach. This adds overhead for organizations that want deeper sales analytics from a single system.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Plus | $29 per user/month (annual) | Lead & contact management; Project management; Advanced reports; Pre-built business dashboards. Free 14-day trial. All prices USD, billed annually. |
| Professional | $49 per user/month (annual) | Everything in Plus + Lead assignment & routing; Workflow automation; AI Copilot. Free 14-day trial. |
| Enterprise | $99 per user/month (annual) | Everything in Professional + Sandboxes; Products, pricebooks, and quotes; Comprehensive audit logging. Contact sales required for purchase. |
Notes: Additional products/bundles (Insightly All-in-One) and add-ons are listed on Insightly’s pricing pages and PDFs (e.g., AppConnect task bundles, required technical setup fees of $3,000, guided onboarding $1,500, and Premier Support charged at 20% of license with $3,000 minimum) — see official pricing pages for full details.
Seller details
Insightly, Inc.
San Francisco, CA, USA
2009
Private
https://www.insightly.com/
https://x.com/insightly
https://www.linkedin.com/company/insightly/
