The Insightly CRM homepage
Score7.8
Rank#43 of 242
From$29/mo
Free planNo
Free trialYes
Runs onAndroid, API, iOS, Web

Summary

Insightly CRM is ranked #43 of 242 in CRM software on Everything Xiaomi. It runs on Android, API, iOS, Web. There is no free plan. A free trial is offered. Paid plans start at $29/mo.

Insightly CRM plans and pricing

All plans
Plus $29/mo annually; per user Lead and contact management · Project management · Advanced reports · Pre-built business dashboards insightly.com · 4 Oct 2026
Professional $49/mo annually; per user All Plus features · Lead assignment and routing · Workflow automation · AI Copilot insightly.com · 4 Oct 2026
Enterprise $99/mo annually; per user All Professional features · Sandboxes · Products, pricebooks, and quotes · Comprehensive audit logging insightly.com · 4 Oct 2026

Compared on CRM software

Free plan
Noinsightly.com
Free trial
Yesinsightly.com
Visual sales pipeline
Yesinsightly.com
Email sync
Yesinsightly.com
AI features
Yesinsightly.com
Mobile app
Yesinsightly.com

Facts

Purpose
Insightly CRM helps businesses manage customer relationships, leads, sales pipelines, and reports.insightly.com · 4 Oct 2026
Target companies
Insightly describes its CRM as designed for mid-market companies seeking a customizable solution that scales with growth.insightly.com · 4 Oct 2026
Sales pipeline
The CRM supports lead capture, lead prioritization and distribution, opportunity management, and customizable sales pipelines.insightly.com · 4 Oct 2026
Workflow automation
Workflow tools can automate tasks such as sending emails, updating records, executing custom code, and firing webhooks.insightly.com · 4 Oct 2026
Projects
Users can convert closed opportunities into projects and carry over related records, details, and tasks.insightly.com · 4 Oct 2026
AI
Insightly promotes AI Copilot and AI-assisted email summaries and replies as CRM features.insightly.com · 4 Oct 2026
Dashboards
The CRM page says Professional supports up to 100 shareable dashboards and Enterprise supports unlimited dashboards.insightly.com · 4 Oct 2026
Integrations
Insightly's AppConnect directory lists integrations including QuickBooks Online, Slack, Shopify, Xero, Gmail, and DocuSign.insightly.com · 4 Oct 2026
Integration builder
AppConnect lets users build integrations and workflows without writing code and connect to hundreds of apps.insightly.com · 4 Oct 2026
Security
Insightly states it has SOC 2 Type II attestation and describes GDPR-related data processing terms and controls.insightly.com · 4 Oct 2026
Reliability
Insightly's security and compliance page states its platform has maintained 99.95 percent continuous uptime every year.insightly.com · 4 Oct 2026
Support
Every CRM plan includes setup guidance, help-center resources, and access to support by phone or email.insightly.com · 4 Oct 2026
Trial
Insightly offers a 14-day CRM trial and states that no credit card is required.insightly.com · 4 Oct 2026
Company ownership
Insightly says it is now an Unbounce company and that Unbounce acquired it in July 2024.insightly.com · 4 Oct 2026

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Sources