Insightly Review
CRM + project management with AI features
Overall Rating
Based on our testing
Quick Answer
Insightly scores 8.1/10 in our testing. It's best for combines crm and and ai-powered lead management. Key strength: Combines CRM and project management. Main weakness: Annual billing only.
Quick Summary
Insightly combines CRM with project management capabilities, making it ideal for businesses that need to track customer relationships through project delivery. With AI-powered features and 500+ integrations via AppConnect, it's a versatile choice.
Pros & Cons
What we like
- Combines CRM and project management
- AI-powered lead management
- 500+ integrations via AppConnect
- Generous file storage (10GB+)
- Drag-and-drop pipeline
- 2025 Top CRM for Analytics award
- Free plan for 2 users
What could be better
- Annual billing only
- Email sequences not included
- Marketing automation costs extra
- Higher price than some competitors
Typical Promotions
- •14-day free trial
- •Annual billing discounts
- •Startup program
Best time to buy: Annual commitment required
Insightly Pricing
- 2 users
- 2,500 records
- Basic contact management
- Project management
- 250,000 records
- 100GB storage
- Lead routing
- Unlimited roles
Key Features
Insightly In-Depth Review
Insightly is Insightly combines CRM with project management capabilities, making it ideal for businesses that need to track customer relationships through project delivery. With AI-powered features and 500+ integrations via AppConnect, it's a versatile choice. With an overall rating of 8.1/10 based on our testing, it delivers strong performance across key metrics in the crm software space.
Key Findings
- Combines CRM and project management: This stands out in our testing as a key strength of Insightly.
- AI-powered lead management: This stands out in our testing as a key strength of Insightly.
- 500+ integrations via AppConnect: This stands out in our testing as a key strength of Insightly.
Performance & Speed
Insightly delivered solid performance in our testing. Combines CRM and project management.
Features & Functionality
Insightly includes deal pipeline, email tracking, meeting scheduler, reporting. The features cover the essentials, though power users may find some gaps compared to premium alternatives. We particularly appreciated combines crm and project management.
Pricing & Value
Insightly offers a free tier, making it accessible for users to try before committing. Paid plans start at $29/month. The free option is genuinely useful, not just a limited trial.
Ease of Use
Insightly's interface has a moderate learning curve. Most users will get comfortable within a few sessions. There's room for UX improvements, but core functionality is accessible.
Our Testing Methodology
We populated each CRM with realistic sales data, tested pipeline management workflows, evaluated email integration accuracy, and timed common sales tasks. We also assessed reporting capabilities, mobile app functionality, and the learning curve for new sales reps.
- Users who prioritize combines crm and project management
- Users looking for a solid, capable option
- Budget-conscious users who want to try before buying
- Users seeking value without sacrificing essential features
- Users who can't accept annual billing only
- Budget-restricted users who need a more affordable option
The Bottom Line
Insightly is a solid performer that works well for most users. Its strength in combines crm and project management makes it worth considering, though annual billing only may affect certain users.
Affiliate Disclosure
Some products are sponsored. Rankings reflect our honest assessment. Our editorial content is independent and unbiased. We may earn a commission if you make a purchase through our links. Read our full disclosure
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Insightly FAQ
How much does Insightly cost?
Insightly starts at $0.00/mo for the Free plan. They also offer Plus ($29/mo), Professional ($49/mo).
Is Insightly worth it in 2025?
Insightly scores 8.1/10 in our testing. Combines CRM and project management. However, annual billing only.
What are the pros and cons of Insightly?
Pros: Combines CRM and project management; AI-powered lead management; 500+ integrations via AppConnect. Cons: Annual billing only; Email sequences not included; Marketing automation costs extra.
Is Insightly safe to use?
Insightly is a legitimate crm software service. We recommend reviewing their privacy policy for full details.
Does Insightly have a free plan?
Yes, Insightly offers a free plan with 2 users, 2,500 records. Paid plans start at $29/mo.