Insightly CRM

8.1easy start · #31 of 242
in CRM Software

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you workyes

Runs on Android, api, iOS, Web. Paid plans from $29/mo.

Insightly CRM is ranked #31 of 242 in CRM software on The Geeks Club. 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: No
Free trial: Yes
Visual sales pipeline: Yes
Email sync: Yes
AI features: Yes
Mobile app: Yes

Best Insightly CRM alternatives

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The record

Purpose: Insightly CRM helps businesses manage customer relationships, leads, sales pipelines, and reports.
Target companies: Insightly describes its CRM as designed for mid-market companies seeking a customizable solution that scales with growth.
Sales pipeline: The CRM supports lead capture, lead prioritization and distribution, opportunity management, and customizable sales pipelines.
Workflow automation: Workflow tools can automate tasks such as sending emails, updating records, executing custom code, and firing webhooks.
Projects: Users can convert closed opportunities into projects and carry over related records, details, and tasks.
AI: Insightly promotes AI Copilot and AI-assisted email summaries and replies as CRM features.
Dashboards: The CRM page says Professional supports up to 100 shareable dashboards and Enterprise supports unlimited dashboards.
Integrations: Insightly's AppConnect directory lists integrations including QuickBooks Online, Slack, Shopify, Xero, Gmail, and DocuSign.
Integration builder: AppConnect lets users build integrations and workflows without writing code and connect to hundreds of apps.
Security: Insightly states it has SOC 2 Type II attestation and describes GDPR-related data processing terms and controls.
Reliability: Insightly's security and compliance page states its platform has maintained 99.95 percent continuous uptime every year.
Support: Every CRM plan includes setup guidance, help-center resources, and access to support by phone or email.
Trial: Insightly offers a 14-day CRM trial and states that no credit card is required.
Company ownership: Insightly says it is now an Unbounce company and that Unbounce acquired it in July 2024.
Price from: $29/mo

Where it ranks on The Geeks Club

Best CRM Software in 2026#31 of 242
Best Sales Force Automation Software in 2026#19 of 41
Best Professional Services CRM Software in 2026#13 of 31
Best Manufacturing CRM Software in 2026#8 of 29

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Sources

insightly.com/crm/· checked 4 Oct 2026
insightly.com/about/· checked 4 Oct 2026
insightly.com/appconnect/integrations/· checked 4 Oct 2026
insightly.com/security-compliance/· checked 4 Oct 2026
insightly.com/pricing-plans/· checked 4 Oct 2026