Our verdict · 7.7/10 Good
A sensible choice for service businesses that want sales and delivery together. The interface feels dated next to newer CRMs, and key features sit on higher tiers.
Key takeaways
- Best for: Service businesses tracking delivery.
- Strongest area: Security & privacy (8.0/10). Weakest: Support & reliability (7.6/10).
- Price: Free; paid from around $29 / user / month — free plan available.
- Watch out for: Interface feels dated.
What is Insightly?
Insightly combines a traditional CRM with project management, so won deals can be converted into projects tracked in the same system. Workflow automation, custom objects and an app builder are available on higher plans. It suits service businesses that want sales and delivery in one place.
Insightly is made by Insightly and is reviewed here as a CRM. It is priced on a freemium basis, and our editorial score is 7.7 out of 10, calculated from six weighted criteria.
Who it’s for — and who should skip it
Choose Insightly if
- Service businesses tracking delivery
- Teams converting deals into projects
- Small companies wanting custom objects
Not for you if
- Teams wanting the most modern UX
- High-volume outbound sales
Key features
Convert opportunities into projects with tasks and milestones.
Rules and approvals on higher tiers.
Model your own data structures.
Templates, mass email and tracking.
- Gmail
- Outlook
- QuickBooks
- Xero
- Slack
- Zapier
Pros & cons
What we like
- Projects built into the CRM
- Custom objects and fields
- Workflow automation on Professional
- Free plan for tiny teams
Watch out for
- Interface feels dated
- Automation on higher tiers
- Smaller integration library
Pricing & true cost
| Plan | Indicative price | Notes |
|---|---|---|
| Free | Free | Up to 2 users |
| Plus | ≈ $29 / user / mo | Billed annually |
| Professional | ≈ $49 / user / mo | Billed annually |
| Enterprise | ≈ $99 / user / mo | Billed annually |
Pricing watch-out: Free plan limited to a few users.
True cost at 5, 10 and 25 seats
Cheapest paid plan that fits each team size, from indicative list prices checked October 31, 2026. Excludes tax, add-ons, onboarding fees and promotional discounts.
Pricing watch-outs
- Steep tier jump. Moving from Professional to Enterprise raises the per-user price from $49 to $99 (2.0×). Check which features force the upgrade.
Contract questions to ask before you sign
- Does the plan auto-renew, and how many days’ notice do you need to cancel?
- Is the advertised price for annual billing? What is the month-to-month price?
- Is the first-year price a promotion? What will renewal cost, and is it capped?
- Is there a minimum number of seats, or a charge for inactive users?
- Are onboarding, implementation or premium-support fees extra?
- How do we export all our data if we leave, and in what format?
General questions for any vendor — not findings about this product. Build a full checklist with our requirements builder.
Indicative USD pricing, last checked October 31, 2026. Vendors change prices and promotions often — always confirm on their website. Model your own numbers with our SaaS TCO calculator.
Score breakdown
| Criterion | Weight | Score | Points | |
|---|---|---|---|---|
| Features & fit | 25% | 7.9 | 2.00 | |
| Ease of use | 20% | 7.6 | 1.50 | |
| Value for money | 20% | 7.6 | 1.50 | |
| Support & reliability | 10% | 7.6 | 0.80 | |
| Security & privacy | 10% | 8.0 | 0.80 | |
| Integrations & ecosystem | 15% | 7.8 | 1.20 | |
| Overall | 100% | Weighted for business software products | 7.7 | |
Security & compliance facts
| Item | Status | Question to ask Insightly |
|---|---|---|
| Multi-factor authenticationStops most account takeovers from reused or phished passwords. | Not verified by us | Can admins enforce MFA for every user, on every plan? |
| Single sign-on (SAML/OIDC)Lets you remove a leaver’s access everywhere from one place. | Not verified by us | Is SSO included on the plan we are buying, or only on enterprise tiers? |
| SOC 2 Type II reportIndependent audit of the vendor’s security controls — often required by larger customers. | Not verified by us | Can we see your current SOC 2 Type II report (under NDA if needed)? |
| ISO/IEC 27001 certificationInternational standard for running an information-security programme. | Not verified by us | Which legal entity and services does your ISO 27001 certificate cover? |
| GDPR data processing agreementNeeded if you handle personal data of people in the EU/UK. | Not verified by us | Do you offer a signed DPA and list your sub-processors? |
| HIPAA business associate agreementRequired before US healthcare businesses store protected health information. | Not verified by us | Will you sign a BAA, and on which plans? |
We have not yet verified these items for Insightly against a primary source, so we don’t claim them either way. Check Insightly’s trust or security page and ask for documents in writing.
Before you buy any CRM
Check Insightly against the same list we use for every CRM — and confirm each point on the plan you intend to buy, not the top tier.
- Two-way email and calendar sync
- Pipeline view that matches your sales stages
- Automation available on the tier you can afford
- Reporting your managers will actually use
- Clean data export if you ever leave
See every ranked option in CRM Software.
Insightly alternatives
Pick an alternative by what matters to you
- Cheaper
Copper≈ $90/mo vs $290/mo at 10 users (cheapest paid plans, indicative) - Easier to use
HubSpot CRMEase-of-use score 9.3 vs 7.6 - Better integrationsSSSalesforce Sales CloudIntegrations score 9.8 vs 7.8
- Stronger on securitySSSalesforce Sales CloudSecurity & privacy score 9.0 vs 8.0
- Higher overall scoreHubSpot CRMOverall 8.8 vs 7.7
Computed from our published scores and indicative pricing for tools in the same category as Insightly. Scores are editorial; see the methodology.
Editor’s picks
Feature-rich CRM at a price point that is hard to beat, especially inside the Zoho suite.
A genuinely useful free CRM that grows into a full marketing and sales platform.
The CRM that lives inside Google Workspace.
Featured in: Best Free CRM Software
Review history
- Scored under methodology v2.0 (six weighted criteria, computed overall score).
Insightly FAQ
Does Insightly have project management?
Yes. Projects are built in, so delivery can be tracked after a deal closes.
Is there a free version?
Yes, a free plan for a small number of users with basic features.
Does Insightly have a free plan?
Yes. Insightly offers a free plan. Paid plans start at paid from around $29 / user / month (indicative — check the vendor for current pricing).
Who is Insightly best for?
Insightly is best for: service businesses tracking delivery; teams converting deals into projects; small companies wanting custom objects.
How much does Insightly cost for a team of 10?
On indicative list prices, the cheapest paid plan that fits 10 users (Plus) works out at roughly $290 per month, or about $3,480 per year, before tax, add-ons and discounts.
How is the Insightly score calculated?
The 7.7/10 overall score is a weighted average of six sub-scores — features & fit, ease of use, value, support & reliability, security & privacy, and integrations — using the published weights for software products. Affiliate relationships have no input. See our methodology page for the full rubric.
What are the best alternatives to Insightly?
Popular alternatives include Zoho CRM, HubSpot CRM, Copper. See our comparisons for side-by-side verdicts.