Insightly review

Insightly stands out for businesses that sell a project and then have to deliver it. The Plus plan, at $29 per user per month billed annually, includes lead and contact management, project management, advanced reports and pre-built business dashboards, so a won opportunity can become a project with the same customer history attached. Professional, at $49, adds lead assignment and routing, workflow automation and AI Copilot, and Enterprise at $99 adds sandboxes, products, pricebooks, quotes and audit logging. Insightly also sells marketing automation, a support ticketing app and AppConnect integrations as separate products. Every user can reach support by phone or email, and the trial runs 14 days with no card. For a team that only needs a pipeline and email, the $29 entry price is high compared with Freshsales, Bigin or HubSpot, and automation costs more again, which is why it ranks lower on value.

Who it is for

Small businesses that hand won deals to a delivery team and want both in one system.

Price

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

$29 per user / month All prices USD, billed annually
Quoted from the vendor pricing page on November 7, 2026.

Key features

• Lead and contact management
• Project management linked to CRM records
• Advanced reports and pre-built dashboards
• Lead assignment, routing and workflow automation on Professional
• AI Copilot on Professional and Enterprise

Strengths and weaknesses

• Strength: Projects and sales in the same product
• Strength: 14-day trial with no credit card
• Strength: Phone and email support for all users
• Weakness: Highest entry price on this list
• Weakness: Workflow automation needs Professional at $49
• Weakness: No free plan

Key facts

• Plus: $29 per user per month billed annually
• Free trial: 14 days, no credit card
• Enterprise: $99 per user per month billed annually

Where it ranks

Insightly is No. 10 in our Best CRM for Small Business verdict.