Insightly
CRM with project management, from $29 per user a month billed annually.
Best for: a CRM with project management included
- Starting price
- from $29/mo
- Free plan
- No
- Free trial
- Yes
- Checked on
- 2026-10-03
Insightly is a CRM for lead and contact management with project management, advanced reports and business dashboards. Higher plans add lead routing, workflow automation, an AI Copilot, and sandboxes, quotes and audit logging.
Key features
- Lead and contact management
- Project management
- Advanced reports and pre-built business dashboards
- Lead assignment and routing (Professional)
- Workflow automation (Professional)
- AI Copilot (Professional and up)
- Sandboxes, products, pricebooks and quotes (Enterprise)
- Comprehensive audit logging (Enterprise)
What stands out
- Free 14-day trial with no credit card
- Project management is included from the entry plan
- Support by phone or email on every plan
Trade-offs
- Prices are billed annually only on the page
- Workflow automation and lead routing need Professional at $49
- Enterprise is $99 per user a month
Pricing
| Plan | Price | Fees | Includes |
|---|---|---|---|
| Plus | $29 per month, billed annually | Per user per month, billed annually |
|
| Professional | $49 per month, billed annually | Per user per month, billed annually |
|
| Enterprise | $99 per month, billed annually | Per user per month, billed annually |
|
Prices are USD per user per month, billed annually, for the CRM product. Insightly also sells marketing automation, AppConnect and support products, which are not covered.
Checked 2026-10-03. Source: www.insightly.com. Prices change; confirm on the vendor's site before you buy.
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