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Insightly CRM

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What Insightly CRM is

Insightly CRM helps businesses organize customer relationships, leads, sales opportunities, projects, and reports. Insightly describes it as a customizable CRM for mid-market companies planning to grow. Its sales tools handle lead capture, prioritization and distribution, opportunity management, and customizable pipelines. Workflow automation can send emails, update records, run custom code, and trigger webhooks. When an opportunity closes, users can convert it into a project and carry over related records, details, and tasks.

The CRM includes email sync, mobile apps, and AI features such as AI Copilot and AI-assisted email summaries and replies. Professional supports up to 100 shareable dashboards, while Enterprise supports unlimited dashboards. AppConnect offers no-code integration and workflow building across hundreds of apps, including QuickBooks Online, Slack, Shopify, Xero, Gmail, and DocuSign. Insightly states that it has SOC 2 Type II attestation, GDPR-related data processing terms and controls, and 99.95 percent continuous uptime every year. Each plan includes setup guidance, help-center resources, and phone or email support. A 14-day trial is available without a credit card. Insightly is now an Unbounce company; Unbounce acquired it in July 2024.

Who it suits

Insightly CRM suits mid-market companies looking for a customizable system for managing leads, sales pipelines, and related projects as they grow. It may also fit teams that need workflow automation, app integrations, mobile access, or AI-assisted email features.

What it does well

  • Customizable pipelines support lead capture, prioritization, and distribution.
  • Closed opportunities can become projects with related details and tasks.
  • Workflow automation can update records, send emails, run code, and fire webhooks.
  • AppConnect builds integrations and workflows without code across hundreds of apps.
  • Every plan includes setup guidance and phone or email support.

What to know first

  • There is no free plan.
  • The 14-day trial requires moving to a paid plan for continued use.

Plans

PlanBilled and limitsPrice
Plusannually; per user · Lead and contact management · Project management · Advanced reports · Pre-built business dashboards$29 a month
Professionalannually; per user · All Plus features · Lead assignment and routing · Workflow automation · AI Copilot$49 a month
Enterpriseannually; per user · All Professional features · Sandboxes · Products, pricebooks, and quotes · Comprehensive audit logging$99 a month

As insightly.com lists them, read 4 Oct 2026. The maker's own page has the final word.

Getting started

  1. Visit the Insightly CRM website.
  2. Start the 14-day trial; no credit card is required.
  3. Choose a paid plan: Plus, Professional, or Enterprise, each billed annually per user.
  4. Use the web, Android, or iOS platform, or connect through the API.
  5. Use the included setup guidance and support by phone or email.

Verdict

Choose Insightly CRM if your mid-market team needs customizable sales pipelines and workflows that can carry closed deals into project work. The 14-day trial gives teams a way to assess it before choosing a paid plan. Teams seeking a free plan should look elsewhere.

Questions

Is Insightly CRM free?

No. It has no free plan, but it offers a 14-day trial without requiring a credit card.

How much do the plans cost?

Plus costs $29 a month, Professional costs $49 a month, and Enterprise costs $99 a month. Each price is per user and billed annually.

Which platforms does Insightly CRM support?

The listed platforms are Android, iOS, web, and API.

What integrations are available?

AppConnect connects to hundreds of apps and supports no-code integration and workflow building. Listed integrations include QuickBooks Online, Slack, Shopify, Xero, Gmail, and DocuSign.

Who owns Insightly?

Insightly says it is now an Unbounce company. Unbounce acquired it in July 2024.

Facts from Insightly CRM's own pages

AI
Insightly promotes AI Copilot and AI-assisted email summaries and replies as CRM features. · insightly.com, 4 Oct 2026
AI features
Yes · insightly.com, 20 Sept 2026
Company ownership
Insightly says it is now an Unbounce company and that Unbounce acquired it in July 2024. · insightly.com, 4 Oct 2026
Dashboards
The CRM page says Professional supports up to 100 shareable dashboards and Enterprise supports unlimited dashboards. · insightly.com, 4 Oct 2026
Email sync
Yes · insightly.com, 20 Sept 2026
Free plan
No · insightly.com, 20 Sept 2026
Free trial
Yes · insightly.com, 20 Sept 2026
Integration builder
AppConnect lets users build integrations and workflows without writing code and connect to hundreds of apps. · insightly.com, 4 Oct 2026
Integrations
Insightly's AppConnect directory lists integrations including QuickBooks Online, Slack, Shopify, Xero, Gmail, and DocuSign. · insightly.com, 4 Oct 2026
Mobile app
Yes · insightly.com, 20 Sept 2026
Projects
Users can convert closed opportunities into projects and carry over related records, details, and tasks. · insightly.com, 4 Oct 2026
Purpose
Insightly CRM helps businesses manage customer relationships, leads, sales pipelines, and reports. · insightly.com, 4 Oct 2026
Reliability
Insightly's security and compliance page states its platform has maintained 99.95 percent continuous uptime every year. · insightly.com, 4 Oct 2026
Sales pipeline
The CRM supports lead capture, lead prioritization and distribution, opportunity management, and customizable sales pipelines. · insightly.com, 4 Oct 2026
Security
Insightly states it has SOC 2 Type II attestation and describes GDPR-related data processing terms and controls. · insightly.com, 4 Oct 2026
Support
Every CRM plan includes setup guidance, help-center resources, and access to support by phone or email. · insightly.com, 4 Oct 2026
Target companies
Insightly describes its CRM as designed for mid-market companies seeking a customizable solution that scales with growth. · insightly.com, 4 Oct 2026
Trial
Insightly offers a 14-day CRM trial and states that no credit card is required. · insightly.com, 4 Oct 2026
Workflow automation
Workflow tools can automate tasks such as sending emails, updating records, executing custom code, and firing webhooks. · insightly.com, 4 Oct 2026

Where Insightly CRM stands on Freedom251

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