About Insightly
Insightly is the CRM and sales platform most SMBs needing CRM + PM end up on once a free tool stops being enough. Two things keep it on shortlists: project management inside the CRM, plus decent free tier up to 2 users. The things you'll actually touch most days are Project management and Workflow automation. There's a free plan to explore first, with paid tiers from $29/user/mo. A reasonable SMB CRM for teams who want projects too.
Available on
Integrates with
Who it's for
A quick filter before you spend time on Insightly — read both sides before committing.
Use it if…
- Agencies managing clients + projects
- Consultancies with project-based revenue
- SMBs needing CRM + project ops
Skip it if…
- Enterprise sales teams
- Marketing-first buyer journeys
- Teams on best-in-class standalone tools
Pros and cons
Pros
- Project management inside the CRM
- Decent free tier up to 2 users
- Lead-to-project workflow is tight
- Hits the core CRM & sales workflow without forcing a hunt for second tools
- Pricing lands in the right band for its target buyer
Cons
- UI feels dated
- Smaller user community
- Marketing features are an add-on
- Not the cheapest option in the category — the free alternatives cover basics
- Advanced features sit behind higher-tier plans most small teams won't need
Features
The capabilities you actually get when you sign up for Insightly.
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01
Project management
Project pipelines tied to sales deals
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02
Workflow automation
Trigger emails and tasks on events
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03
Lead routing
Round-robin + territory-based assignment
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04
Core workspace
The main editor or dashboard where day-to-day CRM & sales work happens
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05
Integrations hub
Connects to the tools your stack already uses so data doesn't live in silos
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06
Reporting and dashboards
Built-in reports and exportable dashboards for stakeholder reviews
Pricing
A free plan to start, then paid tiers for the full set of features.
Plus
$29/user /mo
- 2.5K records
- Projects
- Reports
Professional
$49/user /mo
- 100K records
- Workflow automation
Frequently asked questions
What people usually want to know before signing up for Insightly.
Is Insightly the same as Insightly Marketing?
Separate products — Marketing is an add-on module.
Can Insightly handle recurring projects?
Yes, with project templates and milestones.
Does it integrate with my inbox and calendar?
Gmail and Outlook integrations are standard — expect 2-way sync of emails and calendar events, plus a sidebar panel for logging activity inline.
Can I migrate from HubSpot or Salesforce without losing history?
Contacts, companies and deals migrate cleanly. Custom objects, playbooks and automations need to be rebuilt — budget 2–4 weeks for a mid-sized org.
How does per-seat pricing scale as the team grows?
Expect a step-up around 10 and 25 seats. Negotiate annual pricing after month three — most vendors offer 15–20% off the list.
Bottom line
Should you use Insightly?
A reasonable SMB CRM for teams who want projects too. Pure sales teams should pick HubSpot or Pipedrive.