Insightly CRM

Name: Insightly CRM
Price: 29 USD

Web · Android · iPhone · API · paid plans from $29/mo

Visit site Alternatives

Freedom report

Two barsScore 6.5

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely3 of 6 device platforms
DocumentedPlans, terms and facts published

Insightly CRM is ranked #67 of 242 in CRM software on Freedom251. It runs on Android, API, iOS, Web. There is no free plan. A free trial is offered. Paid plans start at $29/mo.

Insightly CRM plans and pricing

All plans

Plus $29/mo annually; per user Lead and contact management · Project management · Advanced reports · Pre-built business dashboards insightly.com · 4 Oct 2026

Professional $49/mo annually; per user All Plus features · Lead assignment and routing · Workflow automation · AI Copilot insightly.com · 4 Oct 2026

Enterprise $99/mo annually; per user All Professional features · Sandboxes · Products, pricebooks, and quotes · Comprehensive audit logging insightly.com · 4 Oct 2026

Compared on CRM software

Free plan: No
Free trial: Yes
Visual sales pipeline: Yes
Email sync: Yes
AI features: Yes
Mobile app: Yes

Best Insightly CRM alternatives

See all 20

Two bars SuiteCRM Free tierOpen source No. 1Free9.4 Two bars Odoo CRM Free tierOpen source No. 2Free9.1 Three bars WP ERP Free tierOpen source No. 3$19/mo8.7 Three bars Group-Office Free tierOpen source No. 4€12/mo8.5 Two bars EspoCRM Open source No. 5—8.4 Two bars Codext CRM Free tierOpen source No. 6Free8.4

The record

Purpose: Insightly CRM helps businesses manage customer relationships, leads, sales pipelines, and reports.
Target companies: Insightly describes its CRM as designed for mid-market companies seeking a customizable solution that scales with growth.
Sales pipeline: The CRM supports lead capture, lead prioritization and distribution, opportunity management, and customizable sales pipelines.
Workflow automation: Workflow tools can automate tasks such as sending emails, updating records, executing custom code, and firing webhooks.
Projects: Users can convert closed opportunities into projects and carry over related records, details, and tasks.
AI: Insightly promotes AI Copilot and AI-assisted email summaries and replies as CRM features.
Dashboards: The CRM page says Professional supports up to 100 shareable dashboards and Enterprise supports unlimited dashboards.
Integrations: Insightly's AppConnect directory lists integrations including QuickBooks Online, Slack, Shopify, Xero, Gmail, and DocuSign.
Integration builder: AppConnect lets users build integrations and workflows without writing code and connect to hundreds of apps.
Security: Insightly states it has SOC 2 Type II attestation and describes GDPR-related data processing terms and controls.
Reliability: Insightly's security and compliance page states its platform has maintained 99.95 percent continuous uptime every year.
Support: Every CRM plan includes setup guidance, help-center resources, and access to support by phone or email.
Trial: Insightly offers a 14-day CRM trial and states that no credit card is required.
Company ownership: Insightly says it is now an Unbounce company and that Unbounce acquired it in July 2024.
Price from: $29/mo

Where it ranks on Freedom251

Best CRM Software in 2026#67 of 242
Best Sales Force Automation Software in 2026#24 of 41
Best Professional Services CRM Software in 2026#15 of 31
Best Manufacturing CRM Software in 2026#12 of 29

Is Insightly CRM yours?

Claim it for free: prove the domain, then correct facts, plans and screenshots. An editor reviews every change.

Claim it free Promote Insightly CRM

Sources

insightly.com/crm/· checked 4 Oct 2026
insightly.com/about/· checked 4 Oct 2026
insightly.com/appconnect/integrations/· checked 4 Oct 2026
insightly.com/security-compliance/· checked 4 Oct 2026
insightly.com/pricing-plans/· checked 4 Oct 2026