Freemium
Insightly is a CRM and project management platform for small and mid-size businesses, combining deal pipeline tracking, contact management, and post-sale project delivery in one unified tool.
Insightly (insightly.com) is a CRM platform that combines sales pipeline management with built-in project management, making it distinctive among CRM tools for teams that need to manage both deal closure and post-sale delivery in the same system. It is designed for small to mid-size businesses in professional services, consulting, and agencies where winning a deal is the start of a project, not the end of the relationship.
Insightly covers the full customer lifecycle: lead capture, contact and opportunity management, pipeline tracking, email integration, workflow automation, and post-sale project management with task assignment and milestone tracking — all without switching to a separate project tool.
Insightly's AI layer — AppConnect and its automation engine — handles repetitive data movement and workflow triggers automatically. When a deal closes, Insightly can automatically create a project, assign tasks to team members, set milestones, and notify stakeholders — converting a won deal into a delivery workflow without manual setup. Its relationship linking automatically connects contacts, organizations, opportunities, and projects into a unified record.
A free plan is available with limited features (up to 2 users). Paid plans per user per month. Always verify current rates at insightly.com/pricing.
Insightly is well suited for professional services firms, agencies, and consultancies that need to manage both the sales process and post-sale project delivery without using separate tools. The built-in project management is its key differentiator. Teams that only need a pipeline CRM without project delivery features may find Pipedrive or Copper more focused. Enterprise users needing deep customization should evaluate Salesforce.
Insightly is a CRM platform that combines deal pipeline management with built-in project management. When a deal closes, it converts automatically into a project with tasks, milestones, and team assignments. It is designed for small and mid-size businesses that manage both sales and post-sale delivery in the same system.
Yes. Insightly has a free plan available for up to 2 users with limited features including basic pipeline and contact management. Paid plans with automation, reporting, and integrations start at $29 per user per month.
Insightly Plus costs $29 per user per month. Professional is $49 per user per month. Enterprise is $99 per user per month. A free plan is available for up to 2 users. Insightly Marketing is a separate module priced additionally.
Yes — built-in project management is Insightly's key differentiator from most CRMs. When a deal is won, it can automatically convert into a project with tasks, milestones, and team member assignments, allowing teams to manage the full customer lifecycle from first contact through delivery in one platform.
Yes. Insightly integrates with both Gmail and Outlook for two-way email sync, email logging, and tracking. It also connects with 500+ apps through its AppConnect integration layer including Slack, QuickBooks, and Xero.
| Plan | Monthly |
|---|---|
| Free | Free |
| Growth | $29/mo |
| Pro | $49/mo |
| Enterprise | $99/mo |
Free plan available for up to 2 users. Paid plans per user per month. Insightly Marketing is a separate module.
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