Insightly
Modern CRM with integrated project delivery, workflow automation, and marketing alignment
pricingfree tierapichecked 25 Aug 2026
What Insightly is
Insightly is a modern cloud CRM that unifies sales pipeline tracking, marketing automation, and post-sale project delivery in one platform. Sales and account managers use Insightly to manage customer relationships, automate repetitive deal routing tasks, track project milestones after closing deals, and calculate accurate customer lifetime value metrics.
Pricing
| Plan | Price | Annual | What you get |
|---|---|---|---|
| Plus | $29/mo | $29/mo | Per user/mo billed annually, lead routing, milestone tracking, email templates, mobile app |
| Professional | $49/mo | $49/mo | Per user/mo billed annually, advanced workflow automation, custom reporting, lead assignment rules |
| Enterprise | $99/mo | $99/mo | Per user/mo billed annually, unlimited workflow rules, custom validation, dedicated priority support |
Subscriptions are billed annually per user seat.
Free access: Free tier available for up to 2 users managing basic contact lists
read from the vendor pricing page · 25 Aug 2026 · how we verify
Best for
- Agencies and professional services firms needing a CRM that transitions closed sales directly into project management
- Growing B2B companies requiring robust workflow automations without enterprise complexity
Not for
- Solo TikTok creators looking for 10-second video caption filters
Integrations
Insightly alternatives
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Head to head: Insightly vs Salesflare
Compiled by Stepan Noianov from the vendor's own site and pricing page. Something wrong? Report an inaccuracy.