Insightly CRM
Insightly CRM: A broad CRM for teams that need sales, projects, quotes, and automation together. Ranked #23 of 238 in CRM Software by our editors (7.3/10); pricing: 14-day trial; best for teams combining CRM, projects, and quotes.
At a glance
- Editor score7.3 / 10
- Pricing14-day trial
- Best forTeams combining CRM, projects, and quotes
- Free planNo
- Facts checked20 Sep 2026
Where it wins
- Combines customizable pipelines with project and task management
- Adds workflow automation, AI Copilot, email replies, and summaries
- Supports quotes, dashboards, mobile apps, and broad integrations
Where it doesn't
- No free plan is available
- Advanced capabilities are split across higher paid plans
- Marketing automation is offered as a separate product
Our verdict on Insightly CRM
Insightly CRM is a cloud-based customer relationship management platform for growing and mid-market companies. It brings lead and contact management, customizable sales pipelines, opportunity management, email synchronization, project tracking, dashboards, and reporting into one system. Teams can also manage products, price books, and quotes, while Android and iOS applications extend access beyond the web app. Its combination of sales and project workflows suits organizations that need customer context to continue after an opportunity is created.
The plan structure adds capability in stages. Plus includes lead and contact management, project management, advanced reports, and pre-built business dashboards. Professional adds lead assignment and routing, workflow automation, and AI Copilot. Enterprise adds sandboxes, products, price books and quotes, plus comprehensive audit logging. Insightly uses a paid model and offers a 14-day trial without requiring a credit card, making the trial the primary way to evaluate fit before purchase.
Its ecosystem is a practical strength for teams with varied business systems. Integrations include Gmail, Microsoft, QuickBooks, DocuSign, Shopify, Unbounce, PandaDoc, NetSuite, Slack, Jira, Xero, Asana, Calendly, Okta, ZoomInfo, and other applications. Bidirectional email synchronization, automation, reporting, and AI assistance give the CRM broader operational coverage than a pipeline-only tool. Choose Insightly when sales, projects, quotes, and connected business workflows belong in one platform. Teams seeking a free CRM or dedicated marketing automation should consider alternatives or the separate Insightly marketing automation product.
Your product? Our editors can test Insightly CRM in depth and publish a review, labelled as paid · from $99/mo →
Insightly CRM pricing
All 3 Insightly CRM plans and prices →
Insightly CRM fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Free trial | Yes |
| Visual sales pipeline | Yes |
| Email sync | Yes |
| Marketing automation | Not verified |
| AI features | Yes |
| Mobile app | Yes |
| Open source | Not verified |
| Free trial | 14 days · no card needed |
| Deployment | Cloud, Mobile, Browser extension |
| Platforms | Web, iOS, Android, Chrome extension |
| Compliance & security | SOC 2, GDPR, HIPAA, SSO/SAML, 2FA |
| Support | Email, Live chat, Phone, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 2,000+ integrations: Gmail, Microsoft, QuickBooks, DocuSign, Shopify, Unbounce … See all → |
| Pricing | 14-day trial (source) |
| Website | insightly.com |
| Facts checked | 20 Sep 2026 |
Insightly CRM integrations
Insightly CRM lists 2,000+ integrations on its own site — the 16 named here are the ones its pages call out.
- Gmail
- Microsoft
- QuickBooks
- DocuSign
- Shopify
- Unbounce
- PandaDoc
- NetSuite
- Slack
- Jira
- Xero
- Asana
- Calendly
- Okta
- ZoomInfo
- WordPress
See all Insightly CRM integrations →
Alternatives to Insightly CRM
- HubSpot CRMA capable free CRM with contact, deal, email, AI, mobile, and integration coverage.9.4
- Salesforce Sales CloudA broad CRM for mature sales teams that need forecasting, automation, AI, and extensibility.9.3
- Zoho CRMA broad CRM with a free plan, automation, AI, analytics, mobile apps, and APIs.9.2
See all Insightly CRM alternatives →
Also Ranked In
Insightly CRM is ranked in 11 of our directories; the 6 strongest besides CRM Software.
- #10Google Workspace for Sales Software23 tools ranked
- #15Manufacturing CRM Software30 tools ranked
- #17Customer Relationship Management - Midmarket Software28 tools ranked
- #17Sales Force Automation Software41 tools ranked
- #18Professional Services CRM Software33 tools ranked
- #20Sales CRM Software31 tools ranked
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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