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Insightly

CRM with built-in project management for after the sale

Free trial · from $29/moCRMChecked Oct 5, 2026
Visit insightly.com

What is Insightly?

Insightly is a CRM for lead, contact and opportunity management that also includes project management: a won opportunity can be converted into a project with its own pipeline, milestones and tasks. Marketing automation, support ticketing and the AppConnect integration tool are sold as separate products alongside the CRM. Insightly was acquired by Unbounce in July 2024.

Insightly is a paid product with a free trial, starting at $29 per user / month, billed annually. See every plan

Good for

  • 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

  • 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

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.

Insightly pricing

Starts at
$29 per user / month, billed annually
Free plan
None
Free trial
14-day free trial, no credit card required
Plus$29per user / month, billed annuallyLead and contact management, project management, advanced reports and pre-built dashboards. 100,000 records and 10 GB of file storage.
Professional$49per user / month, billed annuallyAdds lead assignment and routing, workflow automation and AI Copilot. 250,000 records and 100 GB of file storage.
Enterprise$99per user / month, billed annuallyAdds sandboxes, products, price books and quotes, and audit logging. 500,000 records and 250 GB of file storage.

Read from insightly.com on Oct 5, 2026. Prices change, so confirm with Insightly before you buy.

Pricing in detail

Works with

Who makes Insightly

Insightly is made by Insightly, Inc., which was bought in July 2024 by Unbounce, a Vancouver maker of landing-page software that is itself a portfolio company of the investment firm Crest Rock Partners. It sells subscriptions to its CRM and to marketing, service and integration products that sit beside it.

Based
San Francisco, Californiabetakit.com
Ownership
Part of a larger company. Owned by Unbounce, which told BetaKit it acquired Insightly on July 10, 2024 and acts as the parent company while the two keep separate brands. Unbounce is a portfolio company of Crest Rock Partners.betakit.com
Funding
Before Unbounce bought it in 2024, Insightly said it had raised $38 million over three rounds, the last a $25 million Series C in 2016, according to BetaKit. The price of the acquisition was not disclosed.betakit.com
Lately
Follow

Read on Oct 7, 2026 from the company’s own pages and from news reports. What is not stated there is left out.

Insightly alternatives

All Insightly alternatives comparedAll CRM tools

Common questions

Is Insightly free?

No, Insightly is a paid product, but you can try it first. 14-day free trial, no credit card required.

How much does Insightly cost?

Insightly lists 3 plans. Plus: $29 per user / month, billed annually. Professional: $49 per user / month, billed annually. Enterprise: $99 per user / month, billed annually. Prices were read from insightly.com on Oct 5, 2026.

What platforms does Insightly work on?

Insightly is available on Web, iOS and Android.

Does Insightly have a Windows app?

No Windows app was listed when its pages were read on Oct 5, 2026. Insightly is listed for Web, iOS and Android.

Does Insightly have a macOS app?

No macOS app was listed when its pages were read on Oct 5, 2026. Insightly is listed for Web, iOS and Android.

Is Insightly open source?

Insightly is not described as open source on its own site, as read on Oct 5, 2026.

Does Insightly have an API?

Yes. Insightly offers a public API, according to its own site.

What does Insightly integrate with?

Insightly's listing names Gmail, Outlook, Slack, QuickBooks Online, Xero, Shopify, Jira and Calendly. A listing names up to eight integrations, so it may connect to more.

Who makes Insightly?

Insightly is made by Insightly. Owned by Unbounce, which told BetaKit it acquired Insightly on July 10, 2024 and acts as the parent company while the two keep separate brands. Unbounce is a portfolio company of Crest Rock Partners.

What are the alternatives to Insightly?

The closest alternatives to Insightly in our directory are Zoho CRM, Pipedrive, HubSpot, Nutshell and Capsule CRM. Each one has a side-by-side comparison with Insightly.

Sources for this page

The prices, plans, platforms and features above were read from these pages on Oct 5, 2026.