Insightly Pricing in 2026: Plans, Hidden Costs & Alternatives
Quick Answer
Insightly starts at $29/monthly per user. Insightly combines CRM with project management — when a deal closes, it can automatically convert to a project with tasks and milestones. This makes it strong for services businesses, agencies, and...
Insightly Plans & Pricing
Plus
$29
per monthly / user
- Contact management
- Project management
- Email tracking
- Task management
- Custom fields
Professional
$49
per monthly / user
- Everything in Plus
- Workflow automation
- Custom dashboards
- Lead assignment
- Scheduling
Enterprise
$99
per monthly / user
- Everything in Pro
- Custom apps
- Lambda functions
- Custom validation
- Unlimited records
Full Pricing Breakdown
| Plan | Monthly Price | Annual Price | Billing | Per |
|---|---|---|---|---|
| Plus | $29 | — | monthly | user |
| Professional | $49 | — | monthly | user |
| Enterprise | $99 | — | monthly | user |
What You Get: Insightly Features
| Feature | Included | Plan Tier | Notes |
|---|---|---|---|
| AI features | No | All | |
| API access | Yes | All | |
| Integrations marketplace | Yes | All | AppConnect |
| Quote/proposal generation | Yes | Pro+ | |
| Role permissions | Yes | Pro+ | |
| Territory management | No | All | |
| Forecasting | No | All | |
| Reporting/analytics | Yes | All | Custom dashboards Pro+ |
| Lead scoring | No | All | |
| Workflow automation | Yes | Pro+ | |
| Email integration | Yes | All | |
| Email tracking | Yes | All | |
| Phone/calling | No | All | Via integrations |
| Social media integration | Yes | All | |
| Web forms | Yes | Pro+ | |
| Calendar sync | Yes | All | |
| Contact management | Yes | All | |
| Custom fields | Yes | All | |
| Deal/pipeline management | Yes | All | |
| Document management | Yes | All | |
| Mobile app | Yes | All | |
| Multi-pipeline | Yes | Pro+ | |
| Task management | Yes | All | With project management |
What Users Say About Insightly
| Source | Rating | Reviews | Ease of Use | Support | Value |
|---|---|---|---|---|---|
| CAPTERRA | 4.0/5 | 650 | 4.0 | 3.8 | 4.0 |
| G2 | 4.2/5 | 900 | 4.1 | 4.0 | 4.1 |
Insightly Alternatives
Looking for a Insightly alternative? Here are the top-rated full suite CRM tools:
| Tool | Starting Price | Score |
|---|---|---|
| HubSpot CRM | Custom | 9.3/10 |
| Zoho CRM | Custom | 9.2/10 |
| Freshsales | Custom | 9.0/10 |
| Monday Sales CRM | $12/mo | 8.8/10 |
| Keap | $249/mo | 6.8/10 |
Is Insightly Worth It?
Insightly combines CRM with project management — when a deal closes, it can automatically convert to a project with tasks and milestones. This makes it strong for services businesses, agencies, and consultancies where post-sale delivery matters as much as the sale itself. Marketing and service modules available as add-ons. Insightly offers a free trial so you can test before committing.