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Insightly CRM
What it is
Insightly CRM manages customer relationships, leads, sales pipelines, projects, and reports for mid-market companies seeking a customizable system that can scale with growth. Its sales tools handle lead capture, prioritization, distribution, opportunity management, and configurable pipelines. Workflow automation can send emails, update records, run custom code, and trigger webhooks. Closed opportunities can become projects while carrying related records, details, and tasks. The CRM includes email sync, Android and iOS apps, web and API access, and AI features such as AI Copilot and assisted email summaries and replies. AppConnect connects hundreds of apps and supports no-code integrations and workflows, including QuickBooks Online, Slack, Shopify, Xero, Gmail, and DocuSign. Plans start at $29 a month billed annually per user, with a 14-day trial requiring no credit card.
For and against
For
- Customizable sales pipelines and opportunity management
- Workflow automation supports emails, code, and webhooks
- Closed opportunities can become projects
- No-code connections to hundreds of apps
- 14-day trial requires no credit card
Against
- No free plan is listed
- Plans are billed annually per user
- Starting Plus plan costs $29 a month
- Higher dashboard limits require Professional or Enterprise
The verdict
Insightly CRM covers sales, projects, automation, integrations, and mobile access in one platform. Its paid plans and annual per-user billing should be weighed against the included trial and support.
Who it suits
It suits mid-market teams needing customizable sales, project, automation, and reporting tools across web, mobile, and API environments.
Plans and prices
Plus
Lead and contact management · Project management · Advanced reports · Pre-built business dashboards
Read 4 Oct 2026 · insightly.com
Professional
All Plus features · Lead assignment and routing · Workflow automation · AI Copilot
Read 4 Oct 2026 · insightly.com
Enterprise
All Professional features · Sandboxes · Products, pricebooks, and quotes · Comprehensive audit logging
Read 4 Oct 2026 · insightly.com
On the record
- AI
- Insightly promotes AI Copilot and AI-assisted email summaries and replies as CRM features.insightly.com · read 4 Oct 2026
- AI features
- Yesinsightly.com · read 20 Sep 2026
- Company ownership
- Insightly says it is now an Unbounce company and that Unbounce acquired it in July 2024.insightly.com · read 4 Oct 2026
- Dashboards
- The CRM page says Professional supports up to 100 shareable dashboards and Enterprise supports unlimited dashboards.insightly.com · read 4 Oct 2026
- Email sync
- Yesinsightly.com · read 20 Sep 2026
- Free trial
- Yesinsightly.com · read 20 Sep 2026
- Integration builder
- AppConnect lets users build integrations and workflows without writing code and connect to hundreds of apps.insightly.com · read 4 Oct 2026
- Integrations
- Insightly's AppConnect directory lists integrations including QuickBooks Online, Slack, Shopify, Xero, Gmail, and DocuSign.insightly.com · read 4 Oct 2026
- Mobile app
- Yesinsightly.com · read 20 Sep 2026
- Projects
- Users can convert closed opportunities into projects and carry over related records, details, and tasks.insightly.com · read 4 Oct 2026
- Purpose
- Insightly CRM helps businesses manage customer relationships, leads, sales pipelines, and reports.insightly.com · read 4 Oct 2026
- Reliability
- Insightly's security and compliance page states its platform has maintained 99.95 percent continuous uptime every year.insightly.com · read 4 Oct 2026
- Sales pipeline
- The CRM supports lead capture, lead prioritization and distribution, opportunity management, and customizable sales pipelines.insightly.com · read 4 Oct 2026
- Security
- Insightly states it has SOC 2 Type II attestation and describes GDPR-related data processing terms and controls.insightly.com · read 4 Oct 2026
- Support
- Every CRM plan includes setup guidance, help-center resources, and access to support by phone or email.insightly.com · read 4 Oct 2026
- Target companies
- Insightly describes its CRM as designed for mid-market companies seeking a customizable solution that scales with growth.insightly.com · read 4 Oct 2026
- Trial
- Insightly offers a 14-day CRM trial and states that no credit card is required.insightly.com · read 4 Oct 2026
- Workflow automation
- Workflow tools can automate tasks such as sending emails, updating records, executing custom code, and firing webhooks.insightly.com · read 4 Oct 2026
