Insightly
FreemiumModern CRM for growing businesses
About Insightly
Insightly is a CRM that tries to bridge sales and project management — you close a deal, convert it to a project, and track delivery in the same tool. For professional services companies, agencies, or product companies with complex implementations, this pipeline-to-delivery handoff is genuinely useful. The CRM side covers contacts, leads, opportunities, and email integration. The project side handles task lists, milestones, and assignments. Insightly Marketing is a separate add-on for email campaigns and journey automation. Pricing starts at $29/user/month (Plus) and $49/user/month (Professional) with annual billing — the free plan is limited to 2 users. AppConnect, their integration hub, connects to 500+ apps without Zapier. Reddit feedback is mixed: small teams like the CRM-to-project handoff, but the UI feels dated and the mobile app is weak. Power users report that both the CRM and PM sides feel shallow compared to dedicated tools — you get 70% of Salesforce and 70% of Asana in one product, which is a trade-off depending on your priorities. Customer support responsiveness is frequently criticized in reviews.
Key Features
Pricing Plans
Free
- 2 users
- 2500 records
- Custom fields
- Email templates
Plus
- 100000 records
- Email scheduling
- Custom dashboards
- Kanban boards
Professional
- 250000 records
- Workflow automation
- Custom page layouts
- Lead assignment
Enterprise
- Unlimited records
- Custom apps
- Dynamic page layouts
- Lambda functions
Pros
- Built-in project management post-sale
- Good unified platform approach
- AppConnect integration platform is powerful
- Reasonable pricing for mid-market
- Custom objects and fields on all plans
- Relationship linking between records is useful
Cons
- Interface feels dated compared to modern CRMs
- Free plan is limited to 2 users
- Marketing features are basic vs dedicated tools
- Mobile app needs improvement
- Customer support can be slow
- Reporting requires Professional plan or higher
Best For
- Professional services teams where closing a deal kicks off a delivery project
- Small agencies managing client relationships and project delivery in one tool
- Teams that want CRM and project management without paying for two separate subscriptions
- Businesses using Google Workspace or Microsoft 365 with standard integration needs
Not Ideal For
- High-volume sales teams needing advanced sequencing and dialer features
- Engineering teams — the project management side is not built for sprints or dev workflows
- Teams needing best-in-class depth in either CRM or PM (buy separate tools)
Potential Deal Breakers
- Both the CRM and PM sides feel shallow compared to dedicated tools
- Mobile app is limited and buggy based on consistent user reports
- Customer support response times are a recurring complaint in reviews
Data & Privacy
CRM for small business. No explicit AI training policy. CRM data fully exportable. SOC 2 certified. GDPR compliant.
Who Is This For?
Hands-on tested May 2026
Signup Experience
Email signup with 14-day free trial -- no credit card required. Onboarding wizard walks through CRM setup and project conversion workflow. The dual CRM and project management interface takes a few minutes to understand but the pipeline-to-project conversion flow is well documented.
For Home Users
Not designed for home or personal use -- the CRM and project management combo is aimed at services businesses. The 2-user free plan is too limited for meaningful evaluation. Personal users should look at simpler tools.
For Business Users
Plus at $29/user/mo covers core CRM and projects. Professional at $49/user/mo adds workflow automation, custom fields, and AppConnect integrations. Enterprise at $99/user/mo adds advanced security and support. The CRM-plus-project-management combination is the main differentiator -- saves the cost of separate Salesforce and Asana subscriptions for services teams where the sales-to-delivery handoff is a real operational pain point.
Our Verdict
Insightly makes most sense for services businesses where the sales-to-delivery handoff is a real operational pain point. It is not the best CRM or the best project management tool, but having both in one place with a clean conversion workflow has real value for the right use case. If you need serious depth in either discipline, buy Salesforce and Asana separately.