CRM Software
Insightly: features, pricing and who it fits
Insightly combines CRM with project management on every plan, which helps teams that keep working with a customer after the deal closes. Billing is annual only. SAML SSO, SCIM and audit logging appear only on the Enterprise tier.
Who Insightly is 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
Look elsewhere if
- Buyers who need month-to-month billing (page lists annual only)
- Teams wanting SSO below the Enterprise tier
Fit by company size
| Category | 1-10 people | 11-50 people | 51-500 people | 500+ people |
|---|---|---|---|---|
| CRM Software | Workable | Strong fit | Workable | Workable |
Strong fitWorkablePoor fitNo data from the vendor
Insightly features
- 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
- Pricing model and free tier
- Per user, annual billing only, no free plan, 14-day trial
- Target company size
- Small business (about 73% of G2 reviews)
Insightly pricing
| 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.
Prices as published by Insightly on the date above. Quotes for larger teams often differ, which is what a request on SaaSBid surfaces.
Pros and cons
What users like
- Combined CRM and project management
Common complaints
- not confirmed by the vendor from sources opened
Integrations, security and hosting
- Security and compliance
- SOC 2 Type II (security, availability, confidentiality)
- Implementation
- Guided onboarding $1,500 add-on
Worth knowing before you buy
- 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
