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General business · Insightly

Insightly

A CRM with project management built in for firms that deliver work after the sale.

Advisor notes

Good fit: Service firms that hand won deals to a delivery team. Typical team: 5–200 users.

Look elsewhere if: Teams that want marketing automation in the same price.

Strengths

  • Post-sale project tracking included

Watch-outs

  • Dated interface
  • Marketing sold as a separate product

Google WorkspaceMicrosoft 365

Pricing

Source: Insightly, checked Oct 14, 2026. Published

Plus$29 /user/mo
Professional$49 /user/mo
Enterprise$99 /user/mo

First-year cost on the entry plan

TeamFirst year
1 user$348
5 users$1,740
10 users$3,480
25 users$8,700

Questions to ask Insightly

  • What does the next tier cost, and when would we need it?
  • Are onboarding fees required?
  • Which integrations are included vs paid?

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