Insightly
5.8/10Cloud CRM for small and mid-sized businesses that turns won deals into projects, with separately sold marketing automation, service ticketing and integration products.
Data last updated November 2026 · Our methodology
Overview
Insightly is a cloud CRM covering leads, contacts, opportunities and pipelines. Its distinguishing feature is built-in project management: when a deal closes, the opportunity can be converted into a project with tasks and milestones. That makes it a good match for services firms that move straight from selling to delivery. The CRM includes bidirectional email sync, custom dashboards, native iOS and Android apps, and an AI Copilot on the Professional and Enterprise tiers. Insightly also sells Marketing, Service and ticketing, and the AppConnect integration platform as separate products, plus All-in-One bundles. The company was founded in Perth in 2009 and merged with Unbounce in 2024. CRM pricing is per user and billed annually. Plus costs $29 per user per month and includes 2 users. Professional costs $49 and includes 5. Enterprise costs $99 and includes 10. The pricing page also lists $1,500 onboarding and premier support at 20% of the license fee (minimum $3,000 a year) as required add-ons. Workflow automation needs Professional or higher, and sandboxes and quotes need Enterprise. The main limitation is the real cost. Required onboarding and support fees, plus extra charges for marketing, service and AppConnect, push the total well above the headline per-user price. Reviewers also report patchy support and weak reporting across multiple objects.
Our Rating
Who Insightly is best for
Good fit
Turning won opportunities into projects with tasks and milestones fits firms that sell and then deliver client work.
Built-in project tracking after the sale suits client-service agencies, and the Unbounce link adds landing-page integration.
The Plus and Professional tiers, the project conversion feature and a 14-day trial suit small teams, though required onboarding and support fees raise the entry cost.
Less suited
- Mid-Market6/10
Enterprise adds sandboxes, quotes and audit logs, but users report slowdowns with large datasets and limited multi-object reporting.
Lead routing and pipelines are solid, but reviewers note there is no email sequencing on any plan.
Record caps of up to 500,000 and reported performance problems at scale make it a weak fit for large enterprises.
Pros & Cons
Pros
- Won opportunities convert straight into projects with tasks and milestones, so services firms can manage delivery without a separate PM tool.
- SOC 2 Type II certification, SSO, two-factor authentication and HIPAA and GDPR compliance are listed on the product page.
- Native iOS and Android apps and bidirectional email sync come with every CRM tier.
- AppConnect and prebuilt connectors cover Microsoft, Google, QuickBooks, NetSuite, DocuSign and Shopify.
Cons
- Required onboarding ($1,500) and premier support (at least $3,000 a year) add substantially to the per-user license price.
- Workflow automation and AI Copilot are not included in Plus and require the $49 Professional tier or higher.
- Reviewers report recurring support problems and limited reporting across multiple objects.
- Users note slow performance with large datasets and a busy interface with many navigation tabs.
- There is no email sequencing in the CRM, and marketing automation is a separate product priced per account.
Key Features
Insightly Pricing
Plus
or $348/user/year
- 50 custom fields
- Includes 2 users
- 14-day free trial
- Project management
- Lead and contact management
- 100,000 records and 10 GB file storage
- Advanced reports and pre-built dashboards
- Price is per user per month, billed annually
Enterprise
or $1,188/user/year
- Sandboxes
- 200 custom fields
- Includes 10 users
- Sold through sales
- AI Copilot, 100 queries
- Comprehensive audit logging
- Products, pricebooks and quotes
- 500,000 records and 250 GB file storage
- Price is per user per month, billed annually
Professional
or $588/user/year
- Includes 5 users
- 100 custom fields
- Workflow automation
- AI Copilot, 75 queries
- Lead assignment and routing
- Unlimited role-based permissions
- 250,000 records and 100 GB file storage
- Price is per user per month, billed annually
Frequently Asked Questions
The current pricing page does not list a free plan. Plus and Professional offer a 14-day free trial with no credit card required, and Enterprise is sold through sales.
The pricing page lists guided onboarding at $1,500 and premier support at 20% of the license fee, with a minimum of $3,000 a year, as required on all CRM plans.
Workflow automation, lead routing and AI Copilot start on the Professional plan at $49 per user per month, billed annually.
No. Insightly Marketing is a separate product starting at $99 a month for 2,000 prospects. All-in-One bundles combining CRM, Marketing, Service and AppConnect start at $349 a month.
In 2024 the private equity firm CrestRock Capital acquired Insightly and merged it with Unbounce. Insightly now operates as an Unbounce company.
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