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InsightlyVerified

insightly.com

Sales & RevenueVerifiedVerified#562 Ranked

CRM and project management platform.

Quick Information

Category:
Sales & Revenue
Pricing:
Free Trial
Platforms:
Web
Free Plan:
No
API Available:
Yes
Last Verified:
October 2026

What Is Insightly?

Insightly is a CRM and project management platform. Capterra lists Plus at $29, Professional at $49 and Enterprise at $99 per user per month, all billed annually, with a free trial, and Subger's 2026 pages give the same figures. Sources disagree on which tier includes project management. Method.me ties it to Professional, along with workflow automation and custom reports, while CASRAI says project management is included from the entry-level Plus plan. Capterra mentions project management with Kanban boards but does not tie it to a tier.

Method.me describes Enterprise as aimed at larger teams, with advanced automation, role permissions and expanded API limits. CASRAI notes there is no published month-to-month rate on the public pricing page as of August 2026, so budget on annual billing. Check Insightly's official pricing page for the tier that includes the project features you need before you buy.

Insightly suits small and mid-size businesses that manage both sales and delivery projects. Compare Zoho CRM, Copper and monday CRM. Browse the Sales & Revenue tools directory for more.

What Can You Use Insightly For?

Sales CRM

Leads, contacts and pipelines.

Project delivery

Project management with Kanban boards.

Workflow automation

From Professional.

Insightly Features

  • CRM and projects together — Single platform.
  • Free trial — Reported.
  • Annual billing — No public month-to-month rate.

Who Is Insightly For?

  • Small and mid-size businesses — Sales and project work together.
  • Service firms — Deal-to-delivery handoff.

Insightly Pros & Limitations

What We Like

  • CRM plus project management
  • Clear three-tier pricing
  • Free trial

Limitations

  • Sources disagree on which tier includes projects
  • No public month-to-month rate
  • Enterprise price is high for small teams

Insightly Pricing

PlanPriceMain Features
Plus$29/user/month billed annuallyCore CRM
Professional$49/user/month billed annuallyWorkflow automation, custom reports, project management (per Method.me)
Enterprise$99/user/month billed annuallyAdvanced automation, role permissions, expanded API limits

Pricing was last verified October 2026. Check the official website for the latest pricing.

Check Current Pricing

AI Listing Jungle Ranking

Global Rank:
#562
Overall Score:
62.9/100
Monthly Users:
–
Rank Change:
▼ 148

This ranking reflects AI Listing Jungle's own independent scoring methodology and is not an endorsement by Insightly or its company. How Our Rankings Work

Frequently Asked Questions

How much does Insightly cost?

Plus $29, Professional $49 and Enterprise $99 per user per month billed annually.

Is there a free trial?

Yes, per Capterra.

Which plan includes project management?

Sources conflict between Plus and Professional.

Can I pay monthly?

No month-to-month rate is published, as of August 2026.

Our Take

Insightly is handy when sales and delivery live together.

Confirm which tier includes projects before you buy.

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Ready to try Insightly?

Visit the official website to get started.

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