Overview
Insightly combines CRM with project management, so that a won opportunity can be converted into a delivery project with tasks and milestones. It also sells separate marketing and service products on the same database, which makes it a mid-market alternative to suite vendors.
Published CRM plans are Plus at US$29, Professional at US$49 and Enterprise at US$99 per user per month, all billed annually, with a 14-day trial on the first two.[15] Insightly also lists a required US$1,500 onboarding fee and requires Premier Support and Success on every CRM plan at 20% of licence value with a US$3,000 annual minimum.[15]
The low headline seat price is therefore misleading for small teams: a three-user Plus account will pay more in mandatory support and onboarding in its first year than in licences. For mid-sized firms that need projects linked to sales records, the bundled approach can still be cost-effective.
Insightly features
- Opportunity-to-project conversion
- Workflow automation
- Relationship linking
- Custom objects
- Separate Marketing and Service apps
- 14-day trial
Insightly pricing
Plus US$29, Professional US$49, Enterprise US$99 per user/month, billed annually. Required onboarding US$1,500. Required Premier Support and Success at 20% of licence, minimum US$3,000/year.
Insightly strengths and limitations
Strengths
- Projects and CRM in one product
- Clear published seat prices
- Marketing and service add-ons on one database
- Relationship mapping
Limitations
- Mandatory onboarding and support fees
- Annual billing only
- No free plan
- Total cost high for small teams
Appears in
Insightly alternatives and competitors
Alternatives to Insightly: companies ranked in the same lists.
- Salesforce Sales Cloud
HubSpot data enrichment
Microsoft Power BI- Zoho Analytics
Pipedrive
monday CRM
Freshdesk- Attio
SugarAI (formerly SugarCRM)
Copper
Close
Nutshell
Is this your company?
Update the description, logo, image and link through the submission form. Editors review every change.