Insightly Review 2026
by Insightly
CRM with built-in project management to manage deals and delivery together.
Starting Price
Free
Pricing Model
freemium
Free Tier
Yes
Category
Sales CRM
Overview
Insightly bridges the gap between winning a deal and delivering on it. After a deal closes, reps can convert it into a project inside the same platform, keeping account managers and delivery teams aligned without exporting data to a separate PM tool.
Pros
- ✓CRM and project management unified
- ✓Free plan for small teams
- ✓Strong relationship linking
Cons
- ✗UI lags modern CRM competitors
- ✗Email marketing requires Insightly Marketing add-on
- ✗Mobile app is basic
Key Features
- Deal-to-project conversion
- Relationship graph
- Pipeline management
- Workflow automation
- Insightly Marketing add-on
Pricing
Free for 2 users. Plus $29/user/mo, Professional $49/user/mo, Enterprise $99/user/mo — billed annually.
Check current pricing on Insightly →Who is Insightly for?
Service businesses and consultancies that need CRM and project delivery in one place
Frequently Asked Questions
Is Insightly free?
Yes, Insightly offers a free tier. Paid plans start at $0/user/mo.
How much does Insightly cost?
Insightly starts at $0/user/mo, with a free tier available. Free for 2 users. Plus $29/user/mo, Professional $49/user/mo, Enterprise $99/user/mo — billed annually.
What is Insightly used for?
CRM with built-in project management to manage deals and delivery together. Service businesses and consultancies that need CRM and project delivery in one place
Is Insightly worth it?
Insightly's main strengths are crm and project management unified and free plan for small teams. The main drawback is ui lags modern crm competitors.
What are the best alternatives to Insightly?
There are several strong alternatives to Insightly in the CRM Software category. See our full comparison on the Insightly alternatives page for a ranked list.