Insightly

A small-business CRM that combines sales pipelines with post-sale project management.

Verified facts: 0 of 0
Alternatives ranked: 6
Approved reviews: 0
Visits sent from here: 0

About Insightly

Insightly is a CRM for small and mid-sized businesses that pairs contact, lead and opportunity tracking with project management, so a won deal can turn into a project with tasks and milestones in the same app. It includes workflow automation, custom objects on higher plans, email templates and tracking, and dashboards, and the same company sells separate marketing and service products that share its data. It sits between simple tools like Capsule and heavier platforms like Salesforce, which makes it a reasonable step up for growing teams. Reviewers point to a dated interface and to automation and reporting features that are limited on the cheaper plans. Pricing is per user per month, billed annually, across Plus, Professional and Enterprise plans, with a 14-day free trial and no free plan. Our checker is blocked by insightly.com, so its facts could not be verified automatically. It runs in the browser with iOS and Android apps. It suits service businesses that hand deals off into delivery projects.

Best for: Growing service businesses that turn won deals into delivery projects.

What works

Project management linked to won opportunities
Custom objects and workflow automation on higher plans
Separate marketing and service products share the same data

Why people leave

No free plan
Interface feels dated
Automation and reporting are limited on the cheapest plan

Top Insightly alternatives

See all 6

1
Copper
Also blends CRM with light project tracking, built for Google Workspace.
66.5
2
Zoho CRM
More features and customisation for a similar price.
62.6
3
HubSpot CRM
Free CRM to start, with marketing tools on the same record.
59.6
4
monday CRM
CRM and project boards on one platform with a modern interface.
57.2
5
Bitrix24
All-in-one CRM, projects and chat with a free plan for unlimited users.
55.3

Why people left Insightly

In reviewers' own words, from reviews of the apps they moved to. These are their opinions, not ours.

No switching stories yet. If you moved away from Insightly, review the app you switched to and tell us why.

Reviews

No approved reviews yet. How we verify reviewers

Write a review of Insightly

Your rating of Insightly

Name

Never shown publicly. A work email helps us verify you.

Title

Your review

What did you use it for, and what was good or bad? At least 40 characters.

Did you switch from another app?

Why did you leave it?

How can we verify you use it? (optional)

A GitHub username, your company domain, or say you can send a screenshot. Verified reviews count more.

I received money, credit or a gift for writing this review. (Incentivized reviews are shown but don't count toward rankings.)

By submitting, you confirm you're at least 16 and agree to our terms. Your name, rating, review and the date are published; your email isn't. See our privacy policy.

Insightly: common questions

Is Insightly free?

No, Insightly is a paid product.

Is Insightly open source?

No, Insightly is not open source.

What platforms does Insightly run on?

Insightly is available for Web, iOS and Android.

What are the best alternatives to Insightly?

The highest-ranked Insightly alternatives right now are Copper, Zoho CRM and HubSpot CRM. See the full ranked list for pricing, platforms and verified facts.

See all 6 Insightly alternatives