Insightly Review 2026: Is It Worth It?
8.0
/10
Phil Collective Score
Confidence: 0.8
What Is Insightly?
Insightly combines CRM with project management — when a deal closes, it can automatically convert to a project with tasks and milestones. This makes it strong for services businesses, agencies, and consultancies where post-sale delivery matters as much as the sale itself. Marketing and service modules available as add-ons.
| Founded | 2009 |
|---|---|
| HQ | San Francisco, CA |
| Deployment | cloud |
| Category | Full Suite |
| Free Trial | Yes |
| Free Plan | No |
Insightly Pricing
Plus
$29
per monthly / user
Professional
$49
per monthly / user
Enterprise
$99
per monthly / user
Insightly Features
| Feature | Available | Notes |
|---|---|---|
| AI features | ✗ | |
| API access | ✗ | |
| Integrations marketplace | ✗ | AppConnect |
| Quote/proposal generation | ✗ | |
| Role permissions | ✗ | |
| Territory management | ✗ | |
| Forecasting | ✗ | |
| Reporting/analytics | ✗ | Custom dashboards Pro+ |
| Lead scoring | ✗ | |
| Workflow automation | ✗ | |
| Email integration | ✗ | |
| Email tracking | ✗ | |
| Phone/calling | ✗ | Via integrations |
| Social media integration | ✗ | |
| Web forms | ✗ | |
| Calendar sync | ✗ | |
| Contact management | ✗ | |
| Custom fields | ✗ | |
| Deal/pipeline management | ✗ | |
| Document management | ✗ | |
| Mobile app | ✗ | |
| Multi-pipeline | ✗ | |
| Task management | ✗ | With project management |
Insightly Alternatives
- HubSpot CRM — 9.3/10
- Zoho CRM — 9.2/10
- Freshsales — 9.0/10
- Monday Sales CRM — 8.8/10 — from $12/mo
- Keap — 6.8/10 — from $249/mo