Tool Information
Insightly is a CRM with lead scoring, deal tracking and workflow tools. Marketing, ticketing and AppConnect automation are sold as add ons.
A free trial with no credit card is offered. Prices were not listed and AI details were thin.
What users say elsewhere
A summary of patterns across popular review sites and community discussions
- Free trial
- Many integrations
- Guided onboarding
- Workflow automation
- Prices not stated
- AI details unclear
- Add ons cost more
- Some setup needed
Alternatives to consider
Other tools worth comparing, based on how teams typically choose between them
Is this a fit for your team?
How much setup and in-house expertise this tool needs, and how much you would depend on outside help
Independence checks 2 of 5 met, 3 unknown
✓Can start on your own. Free or trial start, self-serve signup.
✓Works without marketing know-how. Simple, guided use.
?Your team can run it day to day. Little public detail on team use.
?Low risk of costly mistakes. Little public detail on terms.
?Affordable to start small. Plan prices not confirmed.
Growing teams that want CRM and automation.
Teams that only need a simple contact list.
Video tutorials
A few walkthroughs to see the tool in action before you commit
Frequently asked questions
Practical answers, plus what users report on review sites
Insightly combines CRM with project tracking so a small business can follow a deal from lead through to delivery. We could keep contact history, opportunities and project tasks together. Higher tiers are said to add an AI Copilot, but we could not confirm details.
It can suit a small growing business. Capterra shows about 4.0 out of 5 from 655 reviews, with praise for affordability, activity tracking and team collaboration. Reviewers complain about slow support, limited email tools and glitches or slowdowns.
Listed pricing is a free plan for up to 2 users and 2,500 records, then Plus at about 29 USD per user per month, Professional at 49 and Enterprise at 99, billed annually. One source says costs escalate quickly beyond Plus. We would confirm on the vendor pricing page.
We could manage contacts, leads, opportunities and projects, and use workflow automation. Professional is listed as adding advanced reporting, custom dashboards and email templates, and Enterprise adds custom objects and the AI Copilot.
It helps rather than replaces a person. It organises data and automates routine tasks, but people still have to make the calls and decisions.
Capterra lists integrations such as Google Workspace, Microsoft 365, Slack, Mailchimp, QuickBooks Online, Xero and PandaDoc. The listing gave inconsistent integration counts (over 100 versus over 250), so we would confirm the tools we need.
We would check which tier holds the features we need, since costs rise at higher tiers. We would test email tools and speed, and ask how support responds, as reviewers flagged both. We could not confirm G2 ratings.
Pricing
Reviews
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