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Insightly Review

CRM SOFTWARE

Insightly scores reflect first-party research — not hands-on product testing.

Last updated 2026-08-15Independent editorial review
  • Starting price

    $29.00/user/month

  • Free plan

    No

  • Free trial

    Yes

  • Best for

    Service SMBs needing CRM and light project management

SoftwareGlimpse review

6.9/10

Average

  • Ease of use7
  • Pipeline management7
  • Sales automation7
  • Email capabilities6
  • Reporting6
  • Customization7
How we score →
By Lee M.FounderReviewed

See Insightly in action

Official vendor demonstration of product surfaces. It supplements screenshots and editorial analysis — it is not independent SoftwareGlimpse testing.

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Official vendor tutorial

5 Steps to Set Up Insightly (for Account Owners/Admins)

What this shows

  • Insightly admin setup steps
  • account owner configuration as presented by Insightly

Pricing

USD per user/mo billed annually (medium confidence — official site Cloudflare-blocked during Aug 2026 research): Plus $29, Professional $49, Enterprise $99. 14-day trial. Confirm https://www.insightly.com/pricing/ live.Full pricing details →
  • Plus

    $29.00

    per user / month (annual billing rate shown)

  • Professional

    Most popular

    $49.00

    per user / month (annual billing rate shown)

  • Enterprise

    $99.00

    per user / month (annual billing rate shown)

Product screenshots

Verified captures from Insightly's product interface.

Insightly CRM hero product view

Insightly CRM product banner from official Insightly homepage.

How Insightly works

SoftwareGlimpse teaching diagrams grounded in product concepts — not vendor UI screenshots.

Insightly pipelines teaching diagram

SoftwareGlimpse teaching diagram: how Insightly pipelines move deals through stages.

Our verdict

Insightly can fit service SMBs that want CRM plus projects in one product, with a simple Plus/Professional/Enterprise ladder. Pricing confidence is medium because the official site was Cloudflare-blocked during research — re-verify live. Not hands-on tested.

Best for

  • Service SMBs needing CRM and light project management
  • Buyers wanting simple annual per-user plans

Not ideal for

  • Buyers needing verified live self-serve checkout certainty today
  • Marketing-automation-first teams
  • Enterprise platform seekers

Bottom line

Plus $29, Professional $49, Enterprise $99 per user/mo billed annually (medium confidence — Cloudflare-blocked during research). 14-day trial. Confirm live.

Insightly pros and cons

Pros

  • CRM + projects combo
  • Simple three-tier ladder
  • SMB service-org fit
  • 14-day trial (cited)

Cons

  • Cloudflare-blocked verification during research
  • No free plan
  • Email/marketing depth behind specialists
  • Medium confidence on exact live prices

Pricing comparison

Full comparison →
 Insightly(this review)ACT!AffinityAgile CRMApptivo
Starting price$29.00/user/monthCustom quote$166.67/user/month$8.99/user/month$15.00/user/month
Free planNoNoNoYesNo
Free trialYesYesNoNoYes

Use cases for Insightly

Insightly may not be the best fit if…

  • · Buyers needing verified live self-serve checkout certainty today
  • · Marketing-automation-first teams
  • · Enterprise platform seekers

Insightly guides

Setup, implementation, migration, plans, and worth-it walkthroughs for this product.

Methodology disclosure: scores and recommendations follow SoftwareGlimpse evaluation criteria (version 1.0.0). Affiliate relationships do not determine rankings.

How we recommend: product claims are tied to recorded research where available.

AI-assisted disclosure: drafts may be AI-assisted from approved facts and assessments. Humans approve publishable editorial judgments. AI does not invent live prices or claim hands-on testing.

Part of CRM · Sales CRM

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