Insightly CRM
Insightly CRM is a paid customer relationship platform for managing leads, opportunities, sales pipelines, projects, and reports.
What Insightly CRM is
Insightly CRM is a paid customer relationship platform for managing leads, opportunities, sales pipelines, projects, and reports. It is aimed at mid-market companies wanting a customizable system that can grow with them. Lead capture, prioritization, distribution, opportunity management, and configurable pipelines support sales work. Workflow automation can send emails, update records, run custom code, and trigger webhooks. Closed opportunities can become projects while related records, details, and tasks carry over. Email synchronization, mobile apps, and AI tools include AI Copilot plus assisted email summaries and replies. Professional offers up to 100 shareable dashboards, while Enterprise offers unlimited dashboards. AppConnect connects hundreds of apps and supports no-code integrations and workflows, with examples such as QuickBooks Online, Slack, Shopify, Xero, Gmail, and DocuSign. The service lists SOC 2 Type II, GDPR-related controls, and 99.95 percent continuous uptime every year. Plans include setup guidance and phone or email support. A 14-day trial requires no credit card.
Good
- Customizable pipelines for lead and opportunity management
- Workflow automation includes emails, records, code, and webhooks
- Closed opportunities convert into projects with related details
- AppConnect offers no-code integrations with hundreds of apps
- 14-day trial requires no credit card
Watch out
- No free plan is available
- Paid plans are billed annually per user
- Enterprise features have the highest listed price
Who it suits
It suits mid-market companies that need customizable lead, sales, project, and reporting tools. Teams wanting mobile, web, API, Android, and iOS access can use its listed platforms.
Verdict
Insightly CRM combines sales management, automation, projects, dashboards, integrations, and AI features in one platform. Its paid, per-user plans and annual billing make the 14-day trial useful for evaluating fit.
Plans and prices
From Insightly CRM's own pricing page, checked 4 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Plus | $29 a month | Lead and contact management · Project management · Advanced reports · Pre-built business dashboards · annually; per user |
| Professional | $49 a month | All Plus features · Lead assignment and routing · Workflow automation · AI Copilot · annually; per user |
| Enterprise | $99 a month | All Professional features · Sandboxes · Products, pricebooks, and quotes · Comprehensive audit logging · annually; per user |
The facts
Each one read from Insightly CRM's own pages, with the date it was checked.
What it does
- AI
- Insightly promotes AI Copilot and AI-assisted email summaries and replies as CRM features.checked 4 Oct 2026
- AI features
- Yeschecked 20 Sep 2026
- Dashboards
- The CRM page says Professional supports up to 100 shareable dashboards and Enterprise supports unlimited dashboards.checked 4 Oct 2026
- Email sync
- Yeschecked 20 Sep 2026
- Integration builder
- AppConnect lets users build integrations and workflows without writing code and connect to hundreds of apps.checked 4 Oct 2026
- Integrations
- Insightly's AppConnect directory lists integrations including QuickBooks Online, Slack, Shopify, Xero, Gmail, and DocuSign.checked 4 Oct 2026
- Projects
- Users can convert closed opportunities into projects and carry over related records, details, and tasks.checked 4 Oct 2026
- Purpose
- Insightly CRM helps businesses manage customer relationships, leads, sales pipelines, and reports.checked 4 Oct 2026
- Reliability
- Insightly's security and compliance page states its platform has maintained 99.95 percent continuous uptime every year.checked 4 Oct 2026
- Sales pipeline
- The CRM supports lead capture, lead prioritization and distribution, opportunity management, and customizable sales pipelines.checked 4 Oct 2026
- Security
- Insightly states it has SOC 2 Type II attestation and describes GDPR-related data processing terms and controls.checked 4 Oct 2026
- Support
- Every CRM plan includes setup guidance, help-center resources, and access to support by phone or email.checked 4 Oct 2026
- Target companies
- Insightly describes its CRM as designed for mid-market companies seeking a customizable solution that scales with growth.checked 4 Oct 2026
- Visual sales pipeline
- Yeschecked 20 Sep 2026
- Workflow automation
- Workflow tools can automate tasks such as sending emails, updating records, executing custom code, and firing webhooks.checked 4 Oct 2026
The company
- Company ownership
- Insightly says it is now an Unbounce company and that Unbounce acquired it in July 2024.checked 4 Oct 2026
Money
- Free plan
- Nochecked 20 Sep 2026
- Free trial
- Yeschecked 20 Sep 2026
- Trial
- Insightly offers a 14-day CRM trial and states that no credit card is required.checked 4 Oct 2026
Where it runs
- Mobile app
- Yeschecked 20 Sep 2026
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