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View detailsInsightly
A CRM that combines sales, marketing, and project management for growing businesses.
Insightly is a CRM platform for small businesses that combines customer relationship management with project management. Teams track leads, contacts, and deals, then turn a won deal into a project with tasks, milestones, and files, all in the same system. It is built for businesses that sell a service and then deliver it, such as agencies, consultancies, and construction firms.
Key Features
- CRM with leads, contacts, and deals
- Project management with tasks and milestones
- Email tracking and automation
- Reporting and dashboards
- Integrations with Google and Microsoft 365
- Mobile app for teams on the go
Pricing
| Plan | Price | Details |
|---|---|---|
| Free Trial | $0 | Free trial to test the platform before buying. |
| Plus | $29/user/mo | Billed annually. Core CRM and project features. |
| Professional | $49/user/mo | Billed annually. Adds advanced automation and reporting. |
| Enterprise | $99/user/mo | Billed annually. Highest limits, custom permissions, and premium support. |
Prices as listed in 2026 research. Always check the official site for the latest price — plans change. Free plan: No free plan — paid plans only.
Best for: small businesses that want a simple CRM with project management built in.
Popular with: Business Owners, Marketers
Popular with: Business Owners, Marketers
How it works
The platform includes email tracking, automation, reporting, and integrations with Google Workspace and Microsoft 365. It also offers a mobile app and a simple interface that small teams can learn quickly. Insightly's project features are the differentiator: most CRMs stop at the sale, while Insightly follows the work through to delivery.
Insightly costs $29 per user per month for Plus, $49 for Professional, and $99 for Enterprise, all on annual billing, with a free trial to start. It is best for a small service business that wants CRM and project delivery in one tool.
Pros and Cons
✓ Pros
- CRM and project management in one tool
- Good for service businesses
- Simple interface for small teams
- Strong Google and Microsoft integrations
✗ Cons
- No permanent free plan, only a trial
- Per-user pricing adds up for larger teams
- Less customisable than larger CRMs
Frequently Asked Questions
Is Insightly free?
No — Insightly has no free plan. Free trial; Plus from $29/user/mo annual
What is Insightly best for?
small businesses that want a simple CRM with project management built in.
What kind of tool is Insightly?
Insightly is a Business Tools tool on VerlumoAI.
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View detailsLast reviewed: November 2026