Act! vs Insightly
Price, platforms and features side by side. The table says where each price was read and when.
Act!
CRM and email marketing platform for small businesses
Insightly
CRM with built-in project management for after the sale
Where they differ
- Act! starts at $30 per user / month, billed annually. Insightly starts at $29 per user / month, billed annually.
- Act! also covers booking links, marketing automation, forms and surveys.
- Insightly also covers tasks and workflow automation.
At a glance
| Act! | Insightly | |
|---|---|---|
| Pricing | Free trial | Free trial |
| Starts at | $30 per user / month, billed annually | $29 per user / month, billed annually |
| Free plan | None | None |
| Free trial | 14-day free trial, no credit card required | 14-day free trial, no credit card required |
| Web | ||
| iOS | ||
| Android | ||
| Made by | Act! LLC | Insightly Inc. (an Unbounce company) |
| Price read from | act.com | insightly.com |
| Checked | Oct 6, 2026 | Oct 5, 2026 |
Who each one suits
Act!
- Small businesses that want CRM and email marketing from one vendor
- Insurance, financial services and manufacturing firms, which Act! targets
- Teams that need a self-managed desktop CRM with offline access
Insightly
- Businesses that deliver projects after the sale and want one system for both
- Teams that expect to need custom fields and role-based permissions
- Companies that also want marketing and support tools from the same vendor
Worth knowing
Act!
- There is no free plan, and every listed price is billed annually; the pricing page shows no monthly option.
- AI tools, project management and accounting integration start on Professional; marketing automation and lead scoring need Ultimate.
- SMS text messaging is an add-on from $19 a month, and Desktop Sync adds $10 per user a month to cloud plans.
- On Standard, surveys, website chat, web forms and event pages each include only one designated user.
Insightly
- The pricing page lists no free plan, only a 14-day trial.
- Prices are shown for annual billing only; the pricing page gives no monthly rates.
- Lead routing, workflow automation and AI Copilot start at Professional; products, price books and quotes need Enterprise.
- Plans cap total records: 100,000 on Plus, 250,000 on Professional and 500,000 on Enterprise.
Key features
Act!
- Contact and activity management
- Each contact record holds emails, documents, notes and history alongside scheduled calls, meetings and to-dos, with groups, lookups and advanced queries to segment the database.
- Opportunity pipeline
- Opportunities follow a configurable sales process and can be worked on a drag-and-drop kanban board or in a pipeline view with KPIs such as close rate and closed-won value.
- Built-in email marketing
- Email campaigns with a template editor and tracking come with every cloud tier, with monthly send limits of 2,500, 25,000 and 50,000. Nurture campaigns start on Professional.
- Quotes, payments and scheduling
- Interactive online quotes, card and ACH payments through Act! Payments and online appointment booking are included. A shared team booking calendar needs Professional.
- Forms, surveys, chat and events
- Web lead forms, online surveys, website chat and event sign-up pages feed contacts into Act!. Standard includes one designated user for each; higher tiers cover all users.
- AI tools
- AI History Summary recaps recent contact activity and the AI Writing Assistant drafts marketing content. The pricing page lists both from the Professional tier.
Insightly
- Pipelines and lead management
- Leads are captured, prioritized and distributed by criteria, and opportunities move through customizable pipelines. Lead assignment and routing start at Professional.
- Projects from won deals
- A won opportunity can be converted into a project and delivered with pipelines, milestones and tasks, so work after the sale stays in the same system.
- Workflow automation
- Automation takes over repetitive steps such as emails, reminders and onboarding tasks. Workflow automation is listed as a Professional plan feature.
- Dashboards and reports
- Advanced reports and pre-built business dashboards are included from the Plus plan, with customizable KPIs and dashboards that can be shared with the team.
- AI Copilot
- Copilot automates tasks, summarizes records and surfaces information from plain-language prompts. It is included from the Professional plan.
- Email sidebars and mobile apps
- Sidebars for Gmail and Outlook show and create leads and contacts from the inbox. The iOS and Android apps add business card scanning and voice notes.
Plans
Act!
Act! Advantage Standard$30
per user / month, billed annually
Cloud CRM and mobile app, basic email marketing with 2,500 sends a month, quotes, payments, scheduling, reports and 15 GB of storage.
Act! Premium Desktop$40
per user / month, billed annually
Self-managed, on-premises edition with networked and offline access; you deploy the software and control when it updates.
Act! Advantage Professional$45
per user / month, billed annually
Adds 25,000 email sends a month, nurture campaigns, AI History Summary, AI Writing Assistant, accounting integration, project management and 25 GB.
Act! Advantage Ultimate$60
per user / month, billed annually
Adds marketing automation with 50,000 sends a month, lead scoring, custom industry tables, an online customer portal and 35 GB of storage.
Enterprise EngagementCustom
Private hosting, custom deployment, a dedicated project manager and a custom enterprise agreement. Priced by phone quote.
Insightly
Plus$29
per user / month, billed annually
Lead and contact management, project management, advanced reports and pre-built dashboards. 100,000 records and 10 GB of file storage.
Professional$49
per user / month, billed annually
Adds lead assignment and routing, workflow automation and AI Copilot. 250,000 records and 100 GB of file storage.
Enterprise$99
per user / month, billed annually
Adds sandboxes, products, price books and quotes, and audit logging. 500,000 records and 250 GB of file storage.
