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CRM & Sales software9 min read

Insightly Review 2026 — CRM & Sales

A CRM with built-in project management so teams can close deals and manage post-sale delivery without switching tools.

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Softora Editorial

SaaS Review Team - Published June 19, 2026 - Updated June 19, 2026

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Key takeaways

1

Insightly earns a 8.3/10 Softora score because it is a credible CRM & Sales option with a clear strength around Project Delivery, Relationship Linking.

2

Insightly is best for buyers who need small and mid-size businesses that need a CRM and project management in one platform. After closing a deal, Insightly lets you convert it into a project with tasks, milestones, and pipelines — eliminating the handoff gap between sales and delivery. Teams in consulting, professional services, and agencies will get the most value from its relationship-linking and post-sale workflow capabilities.

3

Before buying Insightly, confirm pricing limits, setup effort, integrations, reporting, data export, and whether the team will keep the tool updated every week.

On this page

Key TakeawaysExpert VerdictBest FitPlatform OverviewTop FeaturesPricingBuyer ChecklistImplementationPros & ConsAlternativesFAQs

Offer

Start with Insightly's current plan options.

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Affiliate disclosure

Softora is audience-supported. We may earn a commission when you buy through our links, without changing our editorial score.

Best CRM + projects

Overall Softora score

8.3/ 10

"A CRM with built-in project management so teams can close deals and manage post-sale delivery without switching tools."

Try Insightly

Pricing

Free + paid; confirm current tiers, usage limits, and add-ons before buying.

Plan details vary by tier

Reliability

Reliable

1-4 weeks

Ease of use

Good

Great

Why we love it

  • Unique CRM-to-project conversion — close a deal and instantly turn it into a delivery project with tasks, milestones, and assigned teams.
  • Relationship linking maps connections between contacts, organizations, and opportunities so you see the full picture of every deal.
  • Built-in project management with kanban boards, task lists, and milestone tracking means you do not need a separate PM tool.

What to watch for

  • The free plan is limited to 2 users with basic features — most teams will need a paid plan quickly.
  • The interface feels dated compared to modern CRMs like HubSpot or Pipedrive and has a steeper learning curve.
  • Reporting is functional but lacks the depth and visual polish of Salesforce or HubSpot's analytics dashboards.

Who should buy Insightly?

Teams that need crm & sales software focused on Project Delivery, Relationship Linking.
Buyers who want a tool with a clear best crm + projects positioning in the CRM & Sales category.
Teams that can dedicate an owner to setup, permissions, reporting, adoption, and renewal review.
Businesses that have compared Insightly against nearby CRM & Sales alternatives and still value its core workflow fit.

Who should skip Insightly?

Teams that need a very unusual crm & sales workflow that Insightly does not support without workarounds.
Buyers who cannot confirm plan limits, renewal terms, data export, or integration requirements before purchase.
Teams that do not have anyone responsible for implementation and long-term data hygiene.
Businesses choosing only by brand popularity instead of testing the actual workflow.

What is Insightly?

Insightly is a CRM platform that combines sales pipeline management with project delivery tools. Unlike most CRMs that stop at the closed deal, Insightly lets you convert wins into projects with tasks, milestones, and team assignments — all within the same platform.

Founded in 2009, Insightly serves over 1.5 million users worldwide. Its core audience is small to mid-size businesses in professional services, consulting, and agencies where the line between selling and delivering is thin.

Insightly interface preview
Interface preview
CRM & Sales team evaluating Insightly workflow fit
Insightly should be tested with a real CRM & Sales workflow, not only a product demo or pricing page.

Key Features

CRM-to-Project Conversion

Convert closed deals into delivery projects automatically with tasks, milestones, and team assignments — no manual re-entry required.

Relationship Linking

Map connections between contacts, organizations, opportunities, and projects to understand the full web of business relationships.

Pipeline Management

Manage sales pipelines with drag-and-drop kanban boards, custom stages, probability weighting, and activity tracking per deal.

Workflow Automation

Trigger automated actions based on record changes — send emails, update fields, create tasks, or notify team members without manual steps.

Custom Objects

Build custom data objects beyond standard contacts and deals to model your unique business processes and data relationships.

AppConnect

Connect Insightly with 500+ apps using the built-in integration platform with pre-built connectors and custom automation flows.

Pricing & Plans

PlanStarting priceTarget audienceAction
Plus
Per user / month		$29Small teams needing CRM with project managementView plan
ProfessionalRecommended
Per user / month		$49Growing teams needing workflow automation and custom objectsView plan
Enterprise
Per user / month		$99Larger organizations needing advanced permissions and sandboxView plan

Buyer checklist before choosing

Recreate one real CRM & Sales workflow in Insightly using sample data and real user roles.
Confirm whether Project Delivery, Relationship Linking are included in the plan your team will actually use.
Check seats, usage limits, add-ons, support tiers, implementation help, and renewal terms before buying.
Review integrations, API access, exports, security documentation, and admin permissions.
Compare Insightly against at least two alternatives from the same CRM & Sales category before committing annually.

Pricing watchouts

Insightly is listed as Free + paid; verify the current vendor pricing page before buying.
Starter plans may exclude automation, reporting, integrations, admin controls, or higher usage limits.
Annual discounts can hide renewal risk if the team has not completed a realistic trial.
Total cost should include migration, implementation time, training, support, and any extra tools needed around it.

Score Breakdown

Ease of use

8.4

Designed to keep the primary workflow approachable.

Project Delivery

8.3

Strong performance around project delivery.

Value

8.2

Value depends on plan fit, usage limits, and team size.

Integrations

8.2

Review native integrations before relying on workarounds.

Insightly Pros and Cons

The Pros

Unique CRM-to-project conversion — close a deal and instantly turn it into a delivery project with tasks, milestones, and assigned teams.

Relationship linking maps connections between contacts, organizations, and opportunities so you see the full picture of every deal.

Built-in project management with kanban boards, task lists, and milestone tracking means you do not need a separate PM tool.

AppConnect integration platform included on higher tiers lets you build custom automations between Insightly and 500+ apps without code.

The Cons

The free plan is limited to 2 users with basic features — most teams will need a paid plan quickly.

The interface feels dated compared to modern CRMs like HubSpot or Pipedrive and has a steeper learning curve.

Reporting is functional but lacks the depth and visual polish of Salesforce or HubSpot's analytics dashboards.

Email marketing features require the separate Insightly Marketing add-on at additional cost.

Implementation plan

1

Assign an internal owner for setup, data import, permissions, reporting, and adoption.

2

Import a small sample dataset before migrating the full workspace.

3

Create one dashboard or report that leadership will review every week.

4

Invite a small pilot group first, collect objections, and adjust templates or fields before full rollout.

5

Schedule a 30-day review to decide whether to expand, downgrade, or switch tools.

Insightly buyer checklist and implementation planning
A strong CRM & Sales buying decision includes pricing, setup, integrations, reporting, adoption, and long-term ownership.

Top Alternatives

HS

HubSpot CRM

The gold standard for inbound marketing and sales. HubSpot offers an incredibly powerful free tier with seamless upgrades for growing teams.

Full Review
PD

Pipedrive

Built specifically for sales teams by salespeople. Pipedrive excels at pipeline visualization and activity-based selling methodologies.

Full Review
ZO

Zoho CRM

Highly customizable and packed with features. Zoho offers an impressive ecosystem of integrated business tools at a competitive price point.

Full Review

Helpful Softora links

CRM & Sales categoryBest Software RankingsCompare Tools HubSoftware Buying ResourcesHubSpot CRM ReviewPipedrive ReviewZoho CRM ReviewSalesforce ReviewFreshsales ReviewClose ReviewMonday CRM ReviewCRM SoftwareHubSpot vs PipedriveBest AI Tools 2026

Common FAQs

Does Insightly have a free plan?
Insightly previously offered a free plan for up to 2 users, but current pricing starts with the Plus plan at $29/user/month. A 14-day free trial is available on all plans.
How does Insightly compare to HubSpot?
HubSpot has a stronger free tier, better marketing tools, and a more modern interface. Insightly's advantage is the built-in project management — if you need CRM and post-sale delivery in one tool, Insightly is more integrated for that workflow.
Can Insightly handle project management?
Yes, Insightly includes project management with task lists, milestones, kanban boards, and pipeline views. You can convert closed deals into projects automatically, making it ideal for service businesses.
Does Insightly integrate with email?
Yes, Insightly integrates with Gmail and Outlook for email tracking, templates, and logging. Emails are automatically linked to the relevant contact and deal records.
Is Insightly good for agencies?
Yes, agencies benefit from the CRM-to-project conversion, relationship linking, and time tracking. It replaces the need for separate sales and project management tools.
Is Insightly worth it?
Insightly is worth considering if its strengths around Project Delivery, Relationship Linking match your CRM & Sales workflow and the pricing tier includes the features your team will use weekly.
Who should use Insightly?
Insightly is best for small and mid-size businesses that need a CRM and project management in one platform. After closing a deal, Insightly lets you convert it into a project with tasks, milestones, and pipelines — eliminating the handoff gap between sales and delivery. Teams in consulting, professional services, and agencies will get the most value from its relationship-linking and post-sale workflow capabilities.
What are the best Insightly alternatives?
The best alternatives depend on your team size, budget, and workflow. Start by comparing other CRM & Sales tools on Softora's category page.
How should I test Insightly before buying?
Run a workflow-based trial with real sample data, real users, required integrations, reporting needs, and a clear owner for implementation.

Ready to compare Insightly?

Review current pricing, confirm plan limits, and compare it against nearby CRM & Sales options before you commit.

Visit Insightly Back to CRM & Sales list

Related CRM & Sales Reviews

IN
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Insightly Review 2026 — CRM & Sales

A CRM with built-in project management so teams can close deals and manage post-sale delivery without switching tools.

HS
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HubSpot CRM Review 2026 — CRM & Sales

The gold standard for inbound marketing and sales. HubSpot offers an incredibly powerful free tier with seamless upgrades for growing teams.

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Zoho CRM Review 2026 — CRM & Sales

Highly customizable and packed with features. Zoho offers an impressive ecosystem of integrated business tools at a competitive price point.

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