I Tested Insightly CRM for 60 Days — My 2026 Verdict

Is Insightly Worth It?

★★★★★ 4.1/5

Quick Verdict: Insightly CRM is a solid pick for small to mid-size sales teams. It blends customer relationship management with project management in one place. The interface is easy to pick up. But the Enterprise tier is pricey compared to other CRMs like Zoho CRM. Best for teams that need CRM and project tracking together.

✅ Best For:

Sales teams that also manage projects and need CRM tools with built-in task management.

❌ Skip If:

You need advanced custom workflows or email sequencing built in. Other CRMs do that better.

📊 Users	1.5M+ worldwide	🎯 Best For	Small to mid-size sales teams
💰 Price	$29/utente/mese	✅ Top Feature	CRM + Project Management combo
🎁 Free Trial	14 days, all features	⚠️ Limitation	No built-in email sequencing

How I Tested Insightly

Tired of juggling sales and projects in different apps?

You track leads in one tool. You manage tasks in another. Nothing connects.

Enter Perspicace.

It promises to handle your CRM, project management, and more in one platform.

I spent 60 days testing it on real projects. Here’s what I found.

Perspicace

Stop switching between your CRM and project tools. Insightly CRM keeps all of your current and prospective customer data in one place to optimize your productivity. Modern CRM teams love its simple interface. Try free for 14 days.

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Che cos'è Insightly?

Perspicace is a CRM software that helps you manage contacts, sales, and projects in one system.

Think of it like a digital filing cabinet for your whole Attività commerciale.

You store customer data. You track your sales pipeline. You assign tasks to your team.

Then you manage the project after the deal closes — all without leaving the app.

Insightly CRM helps businesses manage customer interactions, leads, sales opportunities, and projects.

Unlike other CRMs that only focus on sales, Insightly also handles project management with features like milestones and pipelines.

It works on your web browser and mobile app. So you can access your account from anywhere.

Chi ha creato Insightly?

Anthony Smith started Insightly in 2009.

He built the first new version from his home in Perth, Australia. He saw that small companies needed a simple CRM that worked with Google Workspace.

Today, Insightly has:

• Over 1.5 million users worldwide
• 25,000+ customers across many industries
• $38 million in total funding

The company is now based in San Francisco. It’s also owned by Unbounce. Insightly is recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius.

I principali vantaggi di Insightly

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

• Sales + Projects in One Place: Close a deal and turn it into a project. No switching apps. Sales teams can establish strong relationships and managers can monitor employee work from one platform.
• Faster Setup Than Most CRMs: Insightly’s implementation is fast, which is a key reason for its appeal to users. Most companies get up and running in days, not weeks.
• Facile da imparare: Insightly’s interface is easy to pick up and getting data into the system is not overly convoluted. Even new team members learn it fast.
• Visione del cliente a 360 gradi: Insightly offers a 360-degree customer view, enabling personalized experiences and automating tasks. You see every interaction in one record.
• Works With Your Existing Tools: Connect to Google Workspace, Microsoft 365, and over 2,000 apps through AppConnect. Insightly features a low-code integration engine called AppConnect.
• Better Team Productivity: Assign tasks, create reminders, and track progress from one dashboard. Your whole organization stays on the same page.
• Visivo Segnalazione and Dashboards: Insightly provides reports and dashboards to gain visual insights into business performance. You see what’s working at a glance.

Best Insightly Features

Here are the standout features that make Insightly worth your attention.

1. CRM

The core CRM is where everything starts.

You manage all your contacts, leads, and companies in one place.

Insightly enables users to add new contacts on the go and manage customer interactions from any device.

You can even scan a business card and add it as a contact right from your phone.

The contact management system stores details like call logs, emails, and notes.

Insightly offers customizable pipelines and Kanban views to keep track of each stage of sales.

You can create custom fields to match your business needs.

2. Gestione del progetto

This is what sets Insightly apart from other CRMs.

Insightly allows users to manage projects with features like milestones and pipelines.

When you close a deal, you can turn it into a project with one click.

Insightly allows users to create projects and assign tasks to team members from their mobile dispositivi.

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

3. Segnalazione

Insightly’s reporting and dashboards provide visual insights into business performance and metrics.

You can build custom dashboards that show exactly what matters to you.

Track your sales pipeline, team productivity, and customer data in real time.

The opportunities dashboard gives you a clear view of every deal in progress.

4. Organizzazioni

Keep track of every company you work with.

Insightly links contacts to their organizations automatically.

You see the full picture of each company — who works there, past deals, and open projects.

This helps you customize your approach for each account.

5. E-mail

Send and schedule emails right from Insightly.

You can use email templates to save time on messages you send often.

Track who opens your emails and when.

Insightly lets you schedule emails to go out at the best time.

6. AI Automations

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

Copilot can summarize emails and help with data retrieval.

Flusso di lavoro automazione lets you set rules to handle boring tasks.

For example, you can auto-assign leads to the right team member based on location.

7. Modern CRM

Insightly’s interface is designed to be user-friendly and easy to pick up.

The platform looks clean and modern.

You won’t feel lost like you do in some older CRM tools.

Insightly’s easy-to-use interface and customization options can greatly enhance business operations.

8. Integrazioni

Insightly integrates with various applications to enhance business processes and data management.

It connects to Google Workspace, Microsoft 365, Slack, Mailchimpe altro ancora.

AppConnect provides over 2,000 pre-built connectors to link your favorite apps.

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

9. Support and Ticketing

Insightly Service is the built-in customer service tool.

It helps your team handle support tickets and track customer issues.

You can create a knowledge base so customers find answers on their own.

Both sales teams and marketing teams can use these services together.

This is one of the other Insightly products that works hand-in-hand with the CRM.

Prezzi approfonditi

Insightly offers three pricing tiers: Plus, Professional, and Enterprise. All plans are billed annually.

Prova gratuita: Yes — 14 days with all Professional features. No credit card needed.

Piano gratuito: Yes — free forever for up to 2 users with basic functionality.

Insightly’s pricing is competitive at its Plus and Pro tiers, but its Enterprise tier is almost double that of Zoho CRM.

Is Insightly Worth the Price?

Insightly starts at $29 per user per month. That’s fair for what you get.

The Plus plan gives you solid contact management, task management, and basic reporting.

But the costs add up fast if you have a big team.

You’ll save money if: You need CRM and project management in one tool. Buying them separately costs more.

You might overpay if: You only need basic CRM features. Zoho CRM offers more at a lower price for basic needs.

Insightly Pros and Cons

✅ What I Liked

❌ What Could Be Better

Is Insightly Right for You?

✅ Insightly is PERFECT for you if:

• You need to manage sales and projects in one platform
• You want a CRM that’s easy for your whole team to use
• You use Google Workspace or Microsoft 365 daily
• You’re a small to mid-size business with 5-50 users

❌ Skip Insightly if:

• You need built-in email sequencing for outbound campaigns
• You want advanced custom workflows and deep automation
• You prefer a free CRM with more features (check HubSpot)

My recommendation:

If your business needs a tight link between sales and project management, Insightly excels in customization, integrations, and speed for businesses needing that combo. It’s not the cheapest CRM. But the project management features make up for the extra cost.

Insightly vs Alternatives

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

Quick picks:

• Best overall: HubSpot — free plan is hard to beat, plus strong marketing tools
• Best budget option: Zoho CRM — more features at a lower price per user
• Best for sales focus: Pipedrive — clean pipeline view and easy setup
• Best for large teams: Salesforce — deep customization for enterprise needs

🎯 Insightly Alternatives

Looking for Insightly alternatives? Here are the top options:

• 🌟 HubSpot: Best free CRM with built-in marketing automation and a huge app ecosystem.
• 💰 Zoho CRM: Feature-packed CRM that’s much cheaper. Starts at $14/user/month with more tools.
• ⚡ Pipedrive: Built for salespeople who want a clean, visual sales pipeline. Fast to set up.
• 🏢 Salesforce: The biggest CRM on the market. Best for large organizations with complex needs.

⚔️ Insightly Compared

Here’s how Insightly stacks up against each competitor:

• Insightly contro HubSpot: HubSpot wins on free tools and marketing. Insightly wins on project management.
• Insightly vs Zoho CRM: Insightly is easier to use than Zoho CRM, but it is not as feature-deep. Zoho is cheaper too.
• Insightly contro Pipedrive: Pipedrive has a better visual pipeline. Insightly has better project tools.
• Insightly contro Salesforce: Salesforce is more powerful for big companies. Insightly is simpler and faster to set up.

My Experience with Insightly

Here’s what actually happened when I used Perspicace:

The project: I managed 3 client accounts with sales tracking and post-sale project delivery.

Timeline: 60 days of daily use.

Risultati:

What surprised me: The deal-to-project conversion was a game-saver. I closed a sale and the project was ready to go in minutes. No data got lost in the handoff.

What frustrated me: Not gonna lie, the lack of email sequences annoyed me. I had to use a separate tool for outbound email campaigns.

Would I use it again? Yes — if you need CRM and project management together. The platform delivers on that promise.

Considerazioni finali

Get Insightly if: You need a CRM that handles sales and project management in one place. It’s perfect for teams of 5-50 people.

Skip Insightly if: You want the most features for the lowest cost. Zoho CRM gives you more for less.

My verdict: After 60 days, I’m a fan. Insightly is not the cheapest CRM. It’s not the most feature-rich. But the CRM-to-project bridge is something few other solutions do this well. Insightly is compliant with standards including SOC 2 Type II, GDPR, and HIPAA. That matters for real businesses.

Rating: 4.1/5

Domande frequenti

Is Insightly a CRM?

Yes. Insightly is a full customer relationship management platform. It helps you manage contacts, track leads, close deals, and run projects. It’s one of the most trusted CRM tools for small and mid-size businesses. Over 1.5 million users rely on it worldwide.

Is Insightly free?

Insightly has a free plan for up to 2 users. It includes basic CRM features like contact management and simple project tracking. For more power, Insightly starts at $29 per user per month on the Plus plan. There’s also a 14-day free trial with all features.

Quanto costa Insightly?

Insightly offers three plans billed annually. The Plus tier costs $29 per user per month. 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.

Is Insightly better than Zoho CRM?

It depends on what you need. Insightly is easier to use and has better project management. Zoho CRM has more features and a lower price. If project tracking matters to you, pick Insightly. If you want the most features at the lowest cost, go with Zoho CRM.

Is Insightly safe to use?

Yes. Insightly is compliant with SOC 2 Type II, GDPR, and HIPAA standards. Your data is encrypted and secure. The company is based in San Francisco and has been in business since 2009. It’s backed by $38 million in funding from top firms.