IN| Free plan | No — 14-day free trial only |
|---|---|
| Starting paid price | Plus $29 per user/month billed annually |
| Upper tiers | Professional $49 · Enterprise $99 (per user/month, annual) |
| Trial | 14 days, no card details confirmed on vendor site |
| Best for | Agencies, consultancies and contractors that sell and then deliver the work |
| Not ideal for | Teams wanting a free plan or the deepest pure sales pipeline |
| Standout feature | Opportunity-to-project conversion with tasks and milestones attached |
| Biggest drawback | Workflow automation and AI Copilot are gated to Professional ($49) |
The Short Verdict
Insightly solves a hand-off problem most CRMs ignore entirely. In a typical sales tool, a won deal is the finish line — what happens next lives in a different system, or a spreadsheet, or someone's memory. Insightly converts a won opportunity straight into a project, with tasks, milestones and the full sales history attached, so the delivery team starts with everything the sales team knew rather than a name and a contract value.
That focus comes with real trade-offs. There's no free plan, so anyone wanting to start at zero cost should look elsewhere. Workflow automation and the AI Copilot assistant are locked behind Professional at $49 a seat, and as a pure sales tool — pipeline, forecasting, call logging — Insightly is competent rather than exceptional next to a specialist like Pipedrive or HubSpot. Its native Google and Microsoft integrations are genuinely solid, which matters for a business already living in one of those ecosystems.
Bottom line: the clearest sales-to-delivery hand-off of any CRM we've reviewed, and a fair pick for agencies and consultancies. Not the tool for a team that wants a free plan or the deepest possible sales-only pipeline.
Who Insightly Is (and Isn't) For
A strong fit if you…
- Run an agency, consultancy or contracting business where selling and delivering are two halves of the same job
- Want the team delivering a project to see everything the sales team knew, with no re-entry
- Are already living in Google Workspace or Microsoft 365 and want native integration
- Can budget for Professional ($49) if workflow automation or AI Copilot matter to you
Look elsewhere if you…
- Want a free plan to start at zero cost (see HubSpot or Zoho CRM)
- Need the single most refined pure sales pipeline (see Pipedrive)
- Don't need a project layer at all and would rather not pay for one (see Freshsales)
Pricing: Plus, Professional, Enterprise
| Plan | Price (per user/month, annual) | Aimed at | What it adds |
|---|---|---|---|
| Plus | $29 | Small teams starting out | Lead and contact management, project management, advanced reports, 100K records, 10GB storage; no AI Copilot |
| Professional | $49 | Growing teams wanting automation | Lead assignment rules, workflow automation, AI Copilot (75 queries/mo), 250K records, 100GB storage |
| Enterprise | $99 | Larger organizations | Sandboxes, products/price books/quotes, API access, advanced analytics, AppConnect, AI Copilot (100 queries/mo), 500K records, 250GB storage |
USD list prices from insightly.com, September 2026, billed annually. No free-forever plan; a 14-day trial is available. Record and storage limits scale with each tier.
What a real bill looks like
- 3-person consultancy on Plus: $87/month, or $1,044/year, for project management and reporting with no automation.
- 8-person agency on Professional: $392/month, or $4,704/year, adding workflow automation, lead assignment and AI Copilot.
- 20-person firm on Enterprise: $1,980/month, or $23,760/year, for sandboxes, quoting and advanced analytics.
Which tier should you actually buy?
Plus is enough if project management and reporting are the main draw and you can live without automation. Professional is the tier most growing teams actually want — lead assignment and workflow automation at $49 are where Insightly starts to feel like a complete system rather than a CRM with a project add-on. Enterprise is for organizations that need sandboxes, formal quoting or heavier API use; most agencies and consultancies will never need it.
Watch out for: AI Copilot isn't available at all on Plus, and even on Professional its 75 monthly queries can run out for a team that leans on it daily — budget for Enterprise if AI usage is central to how you'd use the tool.
Features Walkthrough
Pipeline and opportunities
A standard visual pipeline with customizable stages covers the sales side competently — not as refined as Pipedrive's, but complete enough for most small and mid-sized sales processes.
Project management
Tasks, milestones and project templates exist natively in the same product as the CRM, on every paid tier including Plus. This is Insightly's real differentiator and the reason most buyers choose it over a purely sales-focused tool.
Reporting
Advanced reports are included from Plus, with deeper analytics arriving on Enterprise. Reporting covers both sales and project metrics, which few competitors combine in one dashboard.
Lead routing and automation
Lead assignment rules and workflow automation begin at Professional — Plus users manage routing manually, which is a real limitation for a growing team.
Quotes and pricing
Products, price books and formal quoting are Enterprise-tier features, aimed at businesses with a more structured sales-to-contract process.
Opportunity-to-Project Conversion
This is the feature that defines Insightly. When an opportunity is marked won, it converts directly into a project record, carrying over the contact history, notes and deal details rather than starting a new record from scratch. The project itself gets tasks, milestones and its own timeline, assignable to whoever is doing the delivery work — who may be an entirely different team from sales. For an agency or consultancy, this removes a hand-off that normally happens through email, a shared spreadsheet, or a second piece of software, and it's genuinely hard to find in a competing CRM at this price.
AI Copilot
AI Copilot uses simple prompts to summarize records, draft follow-ups and automate routine data-entry tasks. It's not available at all on Plus — a real gap for buyers who assume AI is included across the board — and arrives on Professional with a 75-query monthly allowance, rising to 100 on Enterprise. Treat it as a Professional-tier-and-above feature when budgeting, not something every Insightly user gets.
Ease of Use and Setup
Insightly's interface is conventional and reasonably approachable — a sales rep familiar with any pipeline-based CRM will find their way around quickly. The learning curve shows up more in the project-management side, where getting the most out of task templates and milestone tracking takes more setup time than the sales pipeline alone. Native Google and Microsoft integrations make initial email and calendar connection straightforward.
Integrations
Insightly's Google Workspace and Microsoft 365 integrations are genuinely solid — calendar sync, email tracking and document connections work natively rather than through a third-party bridge. Beyond that core, the integration marketplace is smaller than HubSpot's or Salesforce's; Enterprise-tier AppConnect adds more advanced, custom integration capability for teams that need it.
Pros and Cons
Pros
- Projects built directly into the CRM, on every paid tier
- Clean, genuinely useful sales-to-delivery hand-off
- Solid native Google and Microsoft integrations
- Advanced reporting included from the entry tier
- Record and storage limits scale generously with each tier
- Clear, published pricing with no sales call required
Cons
- No free plan — 14-day trial only
- Workflow automation and lead assignment gated to Professional ($49)
- AI Copilot isn't available at all on Plus
- As a pure sales tool, competent rather than exceptional next to Pipedrive or HubSpot
- Smaller integration marketplace than the category leaders
- Enterprise's $99 entry is a large jump for smaller teams needing quoting
Insightly vs the Alternatives
| Tool | Starting price | Free plan | Choose it over Insightly when… |
|---|---|---|---|
| Pipedrive | $14 | No | You want the most refined pure sales pipeline and don't need a project layer |
| HubSpot CRM | Free; $9 | Yes (2 users) | You want a free start and marketing tools on the same record |
| Zoho CRM | $14 | Yes (3 users) | You want more features per dollar and a broader business-app suite |
| Freshsales | $9 | Yes (3 users) | You sell by phone and don't need project management at all |
Looking for the full field? See our best CRM software ranking, where Insightly is compared against nine other tools.
Frequently Asked Questions
Is Insightly free?
No. Insightly has no free-forever plan, only a 14-day free trial. Paid plans start at Plus, $29 per user per month billed annually. If a free plan matters most, look at HubSpot, Zoho CRM, Freshsales or Bitrix24 instead.
How much does Insightly cost?
As of September 2026: Plus $29/user/mo, Professional $49/user/mo, and Enterprise $99/user/mo, all billed annually with a 14-day free trial. Plus includes 100K records and 10GB storage; Professional 250K records and 100GB; Enterprise 500K records and 250GB.
What is Insightly's AI Copilot?
AI Copilot is Insightly's assistant for summarizing records and automating routine tasks using simple prompts. It's not available on Plus at all, arrives on Professional with 75 queries a month, and increases to 100 queries a month on Enterprise.
What makes Insightly different from a typical sales CRM?
Project management is built directly into the CRM, not bolted on. A won opportunity converts straight into a project with tasks and milestones attached, so the team delivering the work sees exactly what the team that sold it knew, without a hand-off into a separate tool.
Insightly vs Pipedrive — which is better?
Pipedrive is the better pure sales tool — a more refined pipeline, built-in calling, and a lower entry price at $14. Insightly is the better choice if a closed deal becomes a project your team then delivers, since that hand-off is native to Insightly and doesn't exist in Pipedrive at all.
Final Verdict
Insightly earns its place for a specific buyer: an agency, consultancy or contracting business where the sale and the delivery are two parts of one job, and where losing context at that hand-off has a real cost. Its opportunity-to-project conversion is the clearest example of that idea we've reviewed, and its Google and Microsoft integrations back it up for teams already in either ecosystem. It asks more in return than a pure sales tool — no free plan, automation locked to Professional, AI Copilot missing from the entry tier — so price the tier you'll actually need before you commit, not the cheapest one.
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