# Insightly

> CRM with built-in project management for after the sale

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.

- **Category:** CRM Software
- **Made by:** Insightly Inc. (an Unbounce company)
- **Website:** https://www.insightly.com
- **Runs on:** Web, iOS, Android
- **Facts last checked:** Oct 5, 2026

## Pricing

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

- **Pricing model:** Free trial
- **Free plan:** None.
- **Free trial:** 14-day free trial, no credit card required.

| Plan | Price | What you get |
| --- | --- | --- |
| 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. |

Read from https://www.insightly.com/pricing/ on Oct 5, 2026. Prices change, so confirm with Insightly before buying.

## 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.

## 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.

## Works with

Gmail, Outlook, Slack, QuickBooks Online, Xero, Shopify, Jira, Calendly

**Tags:** Sales pipeline, Tasks, Workflow automation, Reports, AI features, Public API

## Alternatives

- [Zoho CRM](https://toolgpa.com/tools/zoho-crm): Sales CRM with a free edition, process automation and Zia AI. [Compare](https://toolgpa.com/compare/insightly-vs-zoho-crm)
- [Pipedrive](https://toolgpa.com/tools/pipedrive): Sales CRM organized around visual deal pipelines. [Compare](https://toolgpa.com/compare/insightly-vs-pipedrive)
- [HubSpot](https://toolgpa.com/tools/hubspot): Free CRM at the center of a marketing, sales and service suite. [Compare](https://toolgpa.com/compare/hubspot-vs-insightly)
- [Nutshell](https://toolgpa.com/tools/nutshell): Sales CRM with email marketing, forms and AI built into every plan. [Compare](https://toolgpa.com/compare/insightly-vs-nutshell)
- [Capsule CRM](https://toolgpa.com/tools/capsule-crm): Small-business CRM for contacts, sales pipelines and projects. [Compare](https://toolgpa.com/compare/capsule-crm-vs-insightly)

## Sources

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

- https://www.insightly.com/pricing/
- https://www.insightly.com
- https://www.insightly.com/crm/
- https://www.insightly.com/about/
- https://support.insight.ly/en-us/Knowledge/article/1078/Different_ways_to_access_Insightly_besides_the_web_app/
- https://support.insight.ly/en-us/Knowledge/article/1473/How_to_install_the_Insightly_CRM_Sidebar_for_Gmail/
- https://api.insightly.com/v3.1/Help

Page: https://toolgpa.com/tools/insightly
Listed by ToolGPA (toolgpa.com).