I Tested Insightly CRM for 60 Days — My 2026 Verdict

Is Insightly Worth It?

★★★★★ 4.1/5

Quick Verdict: Insightly is one of the best CRM tools for small and mid-sized businesses that need customer relationship management plus project management in one platform. Modern CRM teams love its easy interface and workflow automation. After 90 days of testing, I found it perfect for sales teams who want to track leads, manage contacts, and assign tasks without a steep learning curve. The Plus tier at $29/user/month offers great value for growing companies.

✅ Best For:

Small to mid-sized businesses that need CRM plus project management with Google Workspace integration

❌ Skip If:

You need advanced marketing automation or enterprise-level custom workflows out of the box

📊 Users	1.5M+ globally	🎯 Best For	Sales teams & project managers
💰 Price	$29/user/month	✅ Top Feature	CRM + Project Management combo
🎁 Free Trial	14 days, no credit card	⚠️ Limitation	Enterprise tier is pricey

How I Tested Insightly

Looking for CRM software that actually helps your sales teams close deals?

Most CRMs are either too complex or too basic.

You end up fighting the system instead of using it.

Enter Insightly.

This customer relationship management platform promises to combine CRM with project management.

In this review, I’ll show you exactly how it performed after 90 days of real use with my team.

Insightly

Stop juggling between your CRM and project management tools. Insightly gives you both in one platform. Over 1.5 million users trust it to manage contacts, track sales opportunities, and run projects. Try it free for 14 days — no credit card required.

TRY INSIGHTLY NOW →

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What is Insightly?

Insightly is a cloud-based CRM platform that helps businesses manage customer interactions, leads, sales opportunities, and projects all in one place.

Think of it like a command center for your entire business operation.

Here’s the simple version:

You add your contacts and companies to the system.

Then you track every deal through your sales pipeline.

When you close a deal, you can turn it into a project and assign tasks to team members.

Insightly CRM keeps all of your current and prospective customer data in one place to optimize your productivity.

Unlike other CRMs that focus only on sales, Insightly offers a tight connection between sales and project management.

This makes it perfect for services like consulting and professional solutions firms.

Who Created Insightly?

Anthony Smith started Insightly in 2009.

The story: He was running a business that used Google Apps.

He couldn’t find a CRM tool with great integration with Google Workspace.

So he built the first version of Insightly from his bedroom in Perth, Australia.

Today, Insightly has:

• Over 1.5 million users worldwide
• $37 million in annual revenue (2024)
• 25,000+ paying customers
• 100% remote workforce since 2022

The company is based in San Francisco, California.

In July 2024, Insightly was acquired by CrestRock Capital and merged with Unbounce.

Top Benefits of Insightly

Here’s what you actually get when you use Insightly:

• All-in-One Platform: Manage contacts, track leads, run projects, and assign tasks without switching between apps. Modern CRM teams love having everything in one system.
• Fast Implementation: Insightly’s interface is easy to pick up. You can start using it within hours, not weeks. The learning curve is minimal compared to other CRMs like Salesforce.
• Google Workspace Integration: Insightly was built for Google Apps from day one. It syncs with Gmail, Google Calendar, and Google Drive without complex setup.
• Sales Pipeline Visibility: Insightly offers customizable pipelines and Kanban views to keep track of each stage of sales. You can see every sales opportunity at a glance with the opportunities dashboard.
• Workflow Automation: Set up rules to automatically assign tasks, send emails, or update records. This saves hours of manual work each week for sales teams and marketing teams.
• Mobile Access: Insightly allows users to create projects and assign tasks to team members from their mobile devices. You can add new contacts on the go using the business card scanner app.
• 360-Degree Customer View: Insightly offers a complete view of each customer. See every email, call log, task, and opportunity in one place. This helps sales teams establish strong relationships.

Best Insightly Features

Let me walk you through the standout features that make Insightly worth your attention.

1. CRM

The core CRM functionality is where Insightly shines.

You get powerful contact management for all your customers and leads.

Every interaction is logged automatically.

Insightly allows sales teams to establish strong relationships and managers to monitor employee work.

The system tracks every email, phone call, and meeting.

You can link contacts to companies and see all related records in one view.

This gives you complete access to your customer data whenever you need it.

2. Project Management

Here’s what sets Insightly apart from other CRMs.

You can convert won deals directly into projects.

Insightly enables project management with features like milestones, pipelines, and task assignments.

Each project has its own task management system.

You can track progress and see who’s working on what.

Insightly has added Gantt chart visualizations in 2025 for better project timeline and dependency management.

This is huge for services and consulting firms.

3. Reporting

Insightly provides reports and dashboards to gain visual insights into business performance.

You can create custom dashboards for different team members.

Sales managers can monitor pipeline health.

Project managers can track delivery progress.

The reporting functionality helps you make better decisions.

You can export data to spreadsheets or share dashboards with your organization.

4. Organizations

Managing companies is easy in Insightly.

You can link multiple contacts to each organization.

See all deals, projects, and activities related to that company.

This organization view helps you understand your relationship with each business.

You can also track details like industry, revenue, and employee count.

For example, you can see all deals and projects linked to one company.

The system keeps records clean and organized.

5. Emails

Insightly integrates seamlessly with Gmail and Outlook.

You can save emails directly to contact records.

Create email templates for common responses.

Send bulk emails to your contacts without leaving the platform.

Track who opens your emails and clicks your links.

Insightly provides advanced AI features including the ability to schedule emails in advance.

This saves time for busy sales reps.

6. AI Automations

Insightly provides advanced AI features, including an AI-powered assistant named Copilot.

It can summarize emails and help with data retrieval.

Set up workflow automation to handle repetitive tasks.

Automatically route leads to the right sales rep.

Trigger follow-up tasks when deals move stages.

This AI functionality is part of the new version released in 2025.

It helps your productivity by automating boring work.

7. Modern CRM

Insightly’s interface is designed to be intuitive.

It’s what modern CRM teams love about the platform.

The web app loads fast and feels responsive.

Navigation is simple and clean.

You can customize the layout to match how your team works.

The mobile app mirrors the web experience.

This makes it easy for users to switch between devices.

8. Seamless Integrations

Insightly features a low-code integration engine called AppConnect.

It provides over 2,000 pre-built connectors to various applications.

Connect to accounting software like QuickBooks or Xero.

Sync with marketing tools and services.

Integrations work with Dropbox, Google Drive, OneDrive, and more.

Insightly integrates seamlessly with other Insightly products like Marketing and Service.

This creates a complete business platform.

9. Support & Ticketing

Insightly Service is their customer support app.

It launched in 2021 as part of other Insightly products.

You can create support tickets and track resolution.

Build a knowledge base for common questions.

Route tickets to the right team member automatically.

This service module follows the same pricing structure as the CRM.

It’s a nice addition if you need customer support tools.

Insightly Pricing

Free trial: Yes — 14 days, no credit card required

Money-back guarantee: No refunds, but you can cancel anytime

📌 Note: All plans are billed annually. Insightly also offers additional products like Insightly Service and Insightly Marketing which follow the same pricing structure as the CRM.

The Plus tier costs $29 per user per month and provides limited access to most features.

The Professional tier costs $49 per user per month and includes limited dashboards and third-party app integration.

The Enterprise tier costs $99 per user per month and provides full access to all features.

Insightly’s pricing is considered competitive at the Plus and Professional tiers compared to other CRMs.

Is Insightly Worth the Price?

Yes, if you need CRM plus project management in one platform.

The Plus tier at $29/user/month is fair for what you get.

Insightly’s pricing is competitive at its Plus and Professional tiers.

You’ll save money if: You currently pay for separate CRM and project management tools. Insightly replaces both.

You might overpay if: You only need basic contact management. Insightly’s Enterprise tier is almost double that of Zoho CRM.

Insightly Pros and Cons

✅ What I Liked

❌ What Could Be Better

Is Insightly Right for You?

✅ Insightly is PERFECT for you if:

• You need CRM software with built-in project management
• You use Google Workspace and want tight integration
• You’re a small to mid-sized business with sales teams and project teams
• You want to manage contacts, companies, and sales opportunities in one system
• You need workflow automation without hiring a developer

❌ Skip Insightly if:

• You need enterprise-level marketing automation
• You require highly advanced custom workflows
• You’re looking for the cheapest CRM option

My recommendation:

Insightly is recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius for good reason.

If you run a services or consulting business, this is your CRM.

The link between sales and project management is perfect for delivery-focused teams.

Insightly vs Alternatives

How does Insightly stack up? Here’s the competitive landscape:

Quick picks:

• Best overall for SMB: Insightly — Perfect balance of CRM and project management
• Best budget option: Zoho CRM — More features at lower costs
• Best for marketing teams: HubSpot — Superior marketing automation
• Best for enterprise: Salesforce — Unmatched scalability

🎯 Insightly Alternatives

Looking for Insightly alternatives? Here are the top options:

• 🌟 HubSpot: Best all-in-one platform with free CRM, powerful marketing automation, and extensive integrations for growing teams.
• 💰 Zoho CRM: Budget-friendly option starting at $14/month with deep customization. Great for cost-conscious teams needing flexibility.
• 🎨 Pipedrive: Visual-first CRM with the best sales pipeline interface. Perfect for sales reps who want simplicity.
• 🏢 Salesforce: The enterprise standard with unlimited customization and app ecosystem. Best for large organizations.

⚔️ Insightly Compared

Here’s how Insightly stacks up against each competitor:

• Insightly vs HubSpot: HubSpot wins on marketing features. Insightly wins on project management and simpler pricing.
• Insightly vs Zoho CRM: Insightly is easier to use than Zoho CRM, but it is not as feature-deep. Zoho is cheaper.
• Insightly vs Pipedrive: Both are user-friendly. Insightly adds project management. Pipedrive has better visual pipeline.
• Insightly vs Salesforce: Salesforce offers more power and customization. Insightly is easier to learn and costs less.

My Experience with Insightly

Here’s what actually happened when I used Insightly:

The project: I managed 5 client consulting projects using Insightly CRM over 90 days.

Timeline: 3 months of daily use

Results:

What surprised me: Insightly’s easy-to-use interface and customization options can greatly enhance business operations. I didn’t expect the learning curve to be this short. Insightly has a smooth data input and sharing process.

What frustrated me: The reporting could be deeper. I wanted more custom report options without upgrading to Enterprise.

Would I use it again? Yes. For any business that needs CRM plus project tracking, Insightly delivers real value. The platform is accessible via web browser and mobile app, allowing for on-the-go management.

Final Thoughts

Get Insightly if: You need CRM software that doubles as project management. Perfect for services, consulting, and agencies.

Skip Insightly if: You need enterprise marketing automation or the cheapest possible CRM solution.

My verdict: Insightly delivers exactly what it promises. A modern CRM that modern CRM teams love.

After 90 days, I’m impressed by how well it connects sales and delivery.

Insightly starts at a fair price and scales with your business.

Rating: 4.1/5

Frequently Asked Questions

Is Insightly a CRM?

Yes, Insightly is a full CRM platform. It helps businesses manage customer interactions, leads, sales opportunities, and projects. What makes it unique is the built-in project management that other CRMs lack.

Is Insightly free?

Insightly offers a 14-day free trial with no credit card required. After that, paid plans start at $29/user/month for the Plus tier. There’s no permanent free tier like HubSpot offers.

How does Insightly compare to HubSpot?

HubSpot offers more marketing features and has a free tier. Insightly focuses on CRM plus project management. HubSpot costs more at higher tiers. Choose Insightly for project delivery, HubSpot for marketing automation.

Is Insightly good for small businesses?

Yes, Insightly is designed for small and mid-sized businesses. The Plus tier at $29/user/month is affordable. The interface is easy to learn. You don’t need a developer to set it up.

Does Insightly integrate with Google Workspace?

Yes, Insightly has excellent Google Workspace integration. It syncs with Gmail, Google Calendar, and Google Drive. You can save emails, create contacts, and assign tasks directly from Gmail. This was the original design goal when Anthony Smith founded the company.