CRM
Insightly
Insightly is a CRM with built-in project management, plus optional marketing automation and service ticketing. It is priced per user for small and mid-sized teams.
What is Insightly?
Insightly is a CRM that manages leads, contacts and deals, and includes project management so a closed deal can become a project with tasks. Marketing automation and service ticketing are sold as separate products, or together in an all-in-one bundle. Professional and Enterprise plans add lead routing, workflow automation and an AI Copilot.
Who is it for?
Small and mid-sized teams where a closed deal starts delivery work and the same people run both. Teams that need record volumes above 500,000 or advanced sales forecasting should compare other CRMs.
Pricing
CRM, annual billing per user per month:
- Plus: $29, includes project management, advanced reports, 100,000 records and 10 GB storage.
- Professional: $49, adds lead assignment and routing, workflow automation, AI Copilot (75 queries), 250,000 records and 100 GB.
- Enterprise: $99, adds sandboxes, products, pricebooks and quotes, audit logging, 500,000 records and 250 GB.
Marketing automation is priced per account: Plus $99 (2,000 prospects), Professional $499 (10,000), Enterprise $999 (20,000). Service ticketing costs $29, $49 and $99 per user. The all-in-one bundle costs $349, $899 and $2,599 per month. All plans include a 14-day trial with no credit card.
Prices checked on 6 October 2026.
Strengths
- Project management is included from the Plus plan.
- Workflow automation and lead routing start at $49 per user.
- Each plan states its record and storage caps.
- Products, pricebooks and quotes are available on Enterprise.
- A bundle covers CRM, marketing automation and ticketing under one price.
What to consider
- Workflow automation and lead routing require Professional at $49.
- Quotes and products require Enterprise at $99 per user.
- Record caps start at 100,000 on Plus.
- Marketing automation is priced per account by prospect volume: $99 to $999 a month.
- AI Copilot is capped at 75 queries on Professional.
Bottom line
Shortlist Insightly if project delivery follows the sale and you want both in one tool. Check which plan you need for workflows and quotes, because the entry price covers neither.
WeekCRM score: 65 out of 100
Insightly is number 39 of 83 CRMs we have scored. Every point comes from a fact with a source, checked on Oct 7, 2026.
| Check | Points | What we found |
|---|---|---|
| Price for 10 people | 11/20 | $490 a month on CRM Professional, billed annually |
| Integrations | 16/20 | 16 of 20 common apps connect natively or through a marketplace |
| Ease of use | 12/20 | 8.1 out of 10 from customer reviews Capterra 4/5, 656 reviews; App Store 4.29/5, 293 ratings |
| Release pace | 3/15 | 1 dated releases in 180 days |
| Openness | 15/15 | public API docs, public changelog, self-serve export |
| Price transparency | 5/5 | Every plan has a public price |
| Free entry | 3/5 | Free trial |
Insightly integrations we verified
| App | How it connects | What syncs | Checked |
|---|---|---|---|
| Aircall | Marketplace app | Call details and recordings logged on Insightly records; Contacts created or updated from calls | Oct 7, 2026 |
| Calendly | Marketplace app | Lead, contact or opportunity created from a Calendly booking | Oct 7, 2026 |
| DocuSign | Marketplace app | Opportunity stage updated when a document is signed; Documents sent for signature by workflow triggers | Oct 7, 2026 |
| Gmail | Built in | Insightly contact data shown in the Gmail sidebar; Contacts and leads created from Gmail; Sent and received emails saved to Insightly | Oct 7, 2026 |
| Marketplace app | Records created from LinkedIn Lead Gen form fills; New leads sent to LinkedIn Matched Audiences | Oct 7, 2026 | |
| Mailchimp | Marketplace app | Contacts transferred between Mailchimp and Insightly; Campaign open and click rates shown in Insightly | Oct 7, 2026 |
| Make | Marketplace app | Objects created, retrieved and watched | Oct 7, 2026 |
| Microsoft Teams | Marketplace app | Teams channels created for new projects; Notifications sent to Teams | Oct 7, 2026 |
| Outlook | Built in | Emails saved to Insightly from the Outlook sidebar; Two-way sync of Insightly and Outlook calendars | Oct 7, 2026 |
| PandaDoc | Marketplace app | Contact and field data filled into PandaDoc documents; Follow-up cues in Insightly when a proposal is signed | Oct 7, 2026 |
| QuickBooks | Marketplace app | QuickBooks invoice created when an opportunity is closed/won; Customer data synced when an account is created or updated | Oct 7, 2026 |
| Shopify | Marketplace app | Shopify orders create or update Insightly records; Shopify inventory levels adjusted from Insightly | Oct 7, 2026 |
| Slack | Marketplace app | Slack channels created from Insightly; Notifications on closed/won deals and pipeline milestones | Oct 7, 2026 |
| Xero | Marketplace app | Customer data synced between Insightly and Xero; Xero invoices created from Insightly | Oct 7, 2026 |
| Zapier | Marketplace app | — | Oct 7, 2026 |
| Zoom | Marketplace app | Zoom meetings created and linked to Insightly records | Oct 7, 2026 |
| Typeform | Through Zapier or Make | Create Insightly records for new Typeform entries; Create Insightly leads from new Typeform entries; Update Insightly leads when new Typeform entries are received | Oct 7, 2026 |
| Through Zapier or Make | — | Oct 7, 2026 |
