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Insightly Review [2026]

Insightly provides cloud-based CRM with sales, marketing, and project management for SMBs, emphasizing integrations like Google Apps and Outlook. It supports contact tracking, automation, and mobile access via freemium model, now enhanced post-2024 Unbounce merger.

4.2 (1.4k reviews)
| CRM
Last updated: March 5, 2026

Best For

Small business sales tracking and lead managementProject-linked CRM for consulting/professional servicesMarketing campaign automation for media/advertising

Not Ideal For

Users needing offline-only accessHighly regulated industries without SOC 2 compliance

Pricing

Free plan available Free Tier

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4.2/5 Average Rating
1,400 Reviews
Free Starting Price
freemium Pricing Model

Overview

Insightly provides cloud-based CRM with sales, marketing, and project management for SMBs, emphasizing integrations like Google Apps and Outlook. It supports contact tracking, automation, and mobile access via freemium model, now enhanced post-2024 Unbounce merger. With a 4.2/5 rating from 1,400 reviews, Insightly has established itself as a reliable solution in the crm space. The platform is designed for small business sales tracking and lead management, offering 13 key features to streamline your workflow. Getting started is risk-free with their free tier, making it accessible for teams of all sizes. What sets Insightly apart is simple, intuitive interface for smbs, making it particularly valuable for teams that need crm capabilities. The tool integrates seamlessly with 8 popular platforms including Google Apps, Microsoft Office/Outlook, MailChimp, ensuring it fits naturally into your existing tech stack.

Best for: Small business sales tracking and lead managementProject-linked CRM for consulting/professional servicesMarketing campaign automation for media/advertisingNon-profit contact/opportunity managementSMBs needing Google/QuickBooks integration

Not a Good Fit If

  • You need extensive third-party integrations

Use Cases

Small business sales tracking and lead management
Project-linked CRM for consulting/professional services
Marketing campaign automation for media/advertising
Non-profit contact/opportunity management
SMBs needing Google/QuickBooks integration

Quick Comparison

Quick Comparison

Tool Rating Starting Price Best For
Insightly Current
4.2/5 Free Small business sales tracking and lead management Visit
monday CRM
4.7/5 $12 Visual sales pipeline management for SMBs Compare
Close
4.6/5 $49 Inside sales teams Compare
HubSpot
4.5/5 Free Growing businesses Compare
Pipedrive
4.5/5 $14 Sales teams Compare
Freshsales
4.5/5 Free SMBs Compare

Our Evaluation

How We Evaluate Insightly

Our evaluation process uses a consistent framework to assess Insightly across key dimensions. Each criterion is scored based on real-world testing, user feedback, and industry standards.

Pricing & Value

5/5

Offers free tier with core features

Feature Set

4/5

13 core features available

User Experience

4/5

Rated 4.2/5 by 1,400 users

Integrations

3/5

Connects with 8+ popular tools

Support & Documentation

4/5

Multiple support channels available

Our reviews are based on hands-on testing, verified user reviews, and official documentation. Learn about our editorial process.

Key Features

Contact tracking

Opportunity management

Task management

Project management automation

Google Apps integration

Microsoft Office/Outlook integration

iOS mobile app

Marketing automation

Custom pipelines

Custom dashboards

Lead creation

AppConnect integration tool

Service ticketing

Pricing Plans

Starting from Free
Free tier available
freemium pricing

Forever Free

Free
  • Up to 2 users
  • Contact tracking
  • Google Apps integration
  • Mobile access

Plus

$49/mo
  • Advanced reporting
  • Custom dashboards
  • Priority support
  • Advanced integrations

Enterprise

$99/mo
  • Advanced security
  • Custom fields
  • API access
  • Dedicated support

Pricing information is based on publicly available data and may change. Always verify current pricing on the vendor's official website before making a purchase decision.

Pros & Cons

Insightly Pros & Cons

Pros
  • Simple, intuitive interface for SMBs
  • Strong Google Apps and Office 365 integration
  • Links sales and project management effectively
  • Freemium access with mobile/web/API support
  • Affordable for small teams
  • Broad language support (6 languages)
  • Recognized as 2018 Gartner Peer Insights Customers' Choice
Cons
  • Occasional crashes or page refresh needs after edits
  • Limited details on enterprise-scale reliability
  • Primarily SMB-focused, less for large enterprises
  • UI updates sporadic
  • Post-merger stability unclear

Integrations

Google AppsMicrosoft Office/Outlook MailChimp Dropbox QuickBooks Online Office 365AppConnectCustomer service tools

Top Alternatives to Insightly

monday CRM

4.7 (15.5k reviews)

A highly customizable, no-code CRM solution built on monday.com's Work OS platform that unifies sales, marketing, and customer service processes with AI-powered insights.

$12/mo

Close

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HubSpot

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Free

Pipedrive

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Sales-focused CRM with visual pipeline management designed for sales teams.

$14/mo

Freshsales

4.5 (2.3k reviews)

CRM with AI-powered lead scoring, email tracking, and visual sales pipeline.

Free

Salesforce

4.4 (15.0k reviews)

Enterprise CRM platform with extensive customization and ecosystem for large organizations.

$25/mo

Nutshell

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Cloud-based CRM and marketing automation platform that helps sales teams manage leads, automate workflows, and close deals faster with an all-in-one solution.

$13/mo

Zoho CRM

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Affordable CRM with sales automation, analytics, and multichannel communication.

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Copper

4.3 (850 reviews)

Copper is a CRM platform designed for Google Workspace users, enabling contact organization, deal tracking, and task automation directly from Gmail and Calendar. It serves 30,000+ companies worldwide, emphasizing ease of use over complex databases to foster long-term client relationships.

$25/mo

Detailed Comparisons

More from SaaSCompare

Insightly FAQ

What is Insightly?

Insightly is a crm tool that insightly provides cloud-based crm with sales, marketing, and project management for smbs, emphasizing integrations like google apps and outlook. it supports contact tracking, automation, and mobile access via freemium model, now enhanced post-2024 unbounce merger.

How much does Insightly cost?

Insightly offers a free tier and starts at $0/month. Pricing may vary, so we recommend checking their official website for the most current rates.

What are the key features of Insightly?

Key features of Insightly include: Contact tracking, Opportunity management, Task management, Project management automation, Google Apps integration.

Who is Insightly best for?

Insightly is best for Small business sales tracking and lead management, Project-linked CRM for consulting/professional services, Marketing campaign automation for media/advertising. It's particularly well-suited for teams looking for crm capabilities.

What are the pros and cons of Insightly?

Pros: Simple, intuitive interface for SMBs, Strong Google Apps and Office 365 integration. Cons: Occasional crashes or page refresh needs after edits, Limited details on enterprise-scale reliability. Check our full review for detailed analysis.

What integrations does Insightly support?

Insightly integrates with Google Apps, Microsoft Office/Outlook, MailChimp, Dropbox, QuickBooks Online, and many more popular tools to streamline your workflow.

Are there alternatives to Insightly?

Yes, top alternatives to Insightly include monday CRM, Close, HubSpot. Check our alternatives page for detailed comparisons.

Does Insightly offer a free trial?

Yes, Insightly offers a free tier so you can try it before committing to a paid plan.

How does Insightly compare to competitors?

Insightly stands out with simple, intuitive interface for smbs, though occasional crashes or page refresh needs after edits. Compare it directly with competitors on our comparison pages.

What is the Insightly rating?

Insightly has an average rating of 4.2 out of 5 stars based on 1,400 reviews, making it a well-regarded option in the crm category.

AM
Alex Morgan Senior SaaS Analyst

Alex has spent over 8 years analyzing and comparing business software solutions. With a background in enterprise software sales and product management, he brings hands-on experience to every review. Alex specializes in CRM, marketing automation, and sales enablement tools.

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