Insightly review (2026): features, pros and cons, and what to check before you buy
Insightly is a CRM with built-in project management, sold with optional marketing, service and integration products.
Our take for buyers
Insightly is worth a place on the shortlist for small and mid-size teams that want CRM and project tracking in one product, so deals can hand off to delivery without a second tool. It offers Plus, Professional and Enterprise plans, a 14-day trial, and G2 reviewers rate it 4.2 out of 5 from 931 reviews. Praise centers on the combined CRM and project management.
It fits less well if you need SSO or audit logs below the top tier, or month-to-month billing. Published complaint data is thin, so lean on your own trial rather than review summaries. Treat the integration platform as a separate purchase and scope it early. Ask the vendor to confirm the Enterprise-only items in writing before you sign anything.
Pros
- Combined CRM and project management.
Cons
- Not confirmed by the vendor from sources opened.
- Best for
- Small and mid-size teams that need CRM plus project tracking after a deal closes.
- Starting price
- $29 per user/month billed annually (CRM Plus)
- G2 rating
- 4.2 (931 reviews)
What is Insightly?
Insightly is a CRM with built-in project management, sold with optional marketing, service and integration products. Teams that must run delivery after a deal closes can use the project management included with every CRM plan. Billing is annual only, with no free plan and a 14-day trial. Advanced reports start at Plus, and SSO needs Enterprise, so match tier to your requirements.
Category: CRM Software
Insightly key features
| Criterion | What we found |
|---|---|
| Pipeline management | Lead, contact and opportunity management with project management on every CRM plan. |
| Sales automation | Lead routing and workflow automation from Professional. |
| Reporting and forecasting | Advanced reports and prebuilt dashboards from Plus. |
| Integrations and marketplace | AppConnect integration platform sold separately from $249/month for 25,000 tasks. |
| Pricing model and free tier | Per user, annual billing only, no free plan, 14-day trial. |
| Target company size | Small business (about 73% of G2 reviews) |
Insightly plans and pricing
| Plan | Price | Unit | Notes |
|---|---|---|---|
| Plus | $29 | per user/month, billed annually | 2 users included, 100,000 records, 50 custom fields |
| Professional | $49 | per user/month, billed annually | 5 users included, lead routing, workflow automation, AI Copilot (75 queries), 250,000 records |
| Enterprise | $99 | per user/month, billed annually | 10 users included, sandboxes, quotes and pricebooks, audit logging, 500,000 records |
All prices billed annually, no monthly rates shown. 14-day free trial on Plus and Professional.
Who should shortlist Insightly
A strong fit for
- Small and mid-size teams that need CRM plus project tracking after a deal closes.
- Teams that want a bundled CRM, marketing and service suite.
A weak fit for
- Buyers who need month-to-month billing (page lists annual only)
- Teams wanting SSO below the Enterprise tier.
Insightly alternatives
PipedriveSmall sales teams that live in a visual deal pipeline.
HubSpot CRMTeams starting free with up to 2 users.
Zoho CRMSmall businesses that want a free start and cheap per-user editions.
Less Annoying CRMVery small teams that want one flat price and no feature tiers.
Salesforce Sales CloudMid-size and large sales orgs that need deep customization, forecasting and a huge app ecosystem.
CloseInside-sales and SDR teams that call and email at volume.
Security, admin and compliance
Insightly publishes a SOC 2 Type II report covering security, availability and confidentiality. SAML SSO, SCIM and audit logging appear only on the Enterprise plan per the pricing feature table, so confirm them with the vendor. A DPA is available on request. Data residency is not published. The contract is annual billing, and onboarding and Premier support are paid add-ons, so ask for those terms in writing.
- SAML SSO
- Enterprise only (SAML), per pricing feature table; vendor confirmation advised.
- SCIM provisioning
- Enterprise only, per pricing feature table.
- Audit logs
- Enterprise only.
- Public DPA
- Yes, DPA available on request (security page)
- Certifications
- SOC 2 Type II (security, availability, confidentiality)
Contract and buying terms
- Contract
- Annual billing; 14-day trial.
- Implementation
- Guided onboarding $1,500 add-on.
- Support
- Premier support 20% of license, $3,000 minimum.
- Starting price
- $29 per user/month billed annually (CRM Plus)
- Pricing model
- Per user.
- Free plan or trial
- Free trial.
What to test in an Insightly demo or trial
Use the 14-day trial on Plus or Professional to run one real deal through to a delivery project, since that handoff is the main reason to pick Insightly. Check how lead routing and workflow automation behave on Professional, and whether the reports and dashboards on Plus cover your needs. Test your integrations early, because AppConnect is a separate paid product with its own setup. Note the record limits of 100,000, 250,000 and 500,000 by plan against your data volume.
Questions to ask Insightly before you sign
These are the points Insightly's public pages leave open. Get the answers in writing before procurement signs off.
- Where is our data stored, and can we choose the region?
- What will the price be at renewal, and is the increase capped?
Things to know before a demo
- Integrations platform AppConnect is a separate product with a required $3,000 technical setup fee.
- Guided onboarding at $1,500 is listed as required.
- Premier support is 20% of license with a $3,000 annual minimum.
- SAML/SCIM SSO and audit logging appear only on Enterprise, per the pricing feature table.
- Each plan bundles included users (2/5/10) and extra users cost the plan rate.
Insightly FAQ
What is Insightly used for?
Teams that must run delivery after a deal closes can use the project management included with every CRM plan. Billing is annual only, with no free plan and a 14-day trial. Advanced reports start at Plus, and SSO needs Enterprise, so match tier to your requirements. It suits small and mid-size teams that need CRM plus project tracking after a deal closes.
Does Insightly support SAML SSO?
Per the pricing feature table, SAML SSO is available on the Enterprise plan only. The vendor advises confirming this directly before you rely on it.
Does Insightly offer a DPA?
Yes, a data processing agreement is available on request according to the security page. Data residency options are not published, so ask which regions are available.
Who is Insightly best for?
Small and mid-size teams that need CRM plus project tracking after a deal closes, and teams that want a bundled CRM, marketing and service suite. It is a weaker fit if you need SSO below Enterprise.
Sources
Every fact on this page comes from Insightly's own pricing, product or documentation pages, G2 and company records, checked on October 24, 2026. Unknown values are left out instead of estimated.