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Insightly

7/10

CRM with built-in project management for services businesses

Overview

Insightly combines CRM with project management, making it ideal for professional services businesses that need to track both sales and project delivery.

Our Rating

7
out of 10
Ease of Use
8
Customization
7
Integration
7
Scalability
5
Analytics
7
Security
7
Support
7
Cost
7

Pros & Cons

Pros

  • CRM + projects
  • Scalable
  • Automation features
  • Good integrations
  • Enterprise ready
  • Flexible

Cons

  • Learning curve
  • Expensive
  • Expensive
  • UI dated
  • Complex setup
  • Costs rise

Key Features

Contact Management
Lead Management
Opportunity Management
Reporting & Analytics
Integrations
Collaboration

Insightly Pricing

Plus

$29/month

or $348/year (save 0%)

  • Custom fields
  • Email templates
  • Project management
Most Popular

Professional

$49/month

or $588/year (save 0%)

  • Lead assignment
  • Custom dashboards
  • Workflow automation

Enterprise

$99/month

or $1,188/year (save 0%)

  • Custom objects
  • Dedicated support
  • Advanced permissions
Open interactive pricing calculatorGet a tailored cost breakdown for your team size, billing cycle, and add‑ons.

Frequently Asked Questions

The cost of Insightly depends on your plan, billing cycle, and number of users. Most teams start with a core plan and add seats or add-ons as they grow. Use our pricing calculator to estimate your monthly and annual costs.
Many Insightly plans include a free tier or free trial so you can test the product before paying. Free plans usually come with feature or usage limits, while paid plans unlock full functionality and higher usage limits.
The final price of Insightly is typically influenced by the number of users, the chosen plan tier, billing cycle (monthly vs annual), and any usage-based costs or paid add-ons such as extra contacts, automations, or support.

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