Insightly scores reflect first-party research — not hands-on product testing.
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
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
Verified captures from Insightly's product interface.
Insightly CRM product banner from official Insightly homepage.
Official vendor marketing/UI asset saved locally with source attribution
https://www.insightly.com/ · Checked 2026-08-15
SoftwareGlimpse teaching diagrams grounded in product concepts — not vendor UI screenshots.
SoftwareGlimpse teaching diagram: how Insightly pipelines move deals through stages.
SoftwareGlimpse original teaching diagram — grounded in official product concepts; not a vendor UI capture
https://support.insightly.com/ · Checked 2026-08-15
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.
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(this review) | ACT! | Affinity | Agile CRM | Apptivo | |
|---|---|---|---|---|---|
| Starting price | $29.00/user/month | Custom quote | $166.67/user/month | $8.99/user/month | $15.00/user/month |
| Free plan | No | No | No | Yes | No |
| Free trial | Yes | Yes | No | No | Yes |
Pipeline management
Track deals through stages, keep ownership clear, and see where opportunities stall.
Explore use case →Lead management
Capture, qualify, and route leads before they become pipeline deals.
Explore use case →Contact management
Keep people, companies, and interaction history in one searchable system.
Explore use case →Reporting
Forecast and pipeline reporting managers can trust without spreadsheet rebuilds.
Explore use case →Account management
Own post-sale accounts with stakeholders, renewals, and expansion opportunities in one place.
Explore use case →Inbound sales
Capture inbound demand, assign owners fast, and qualify into pipeline without inbox chaos.
Explore use case →Insightly may not be the best fit if…
Setup, implementation, migration, plans, and worth-it walkthroughs for this product.
Interactive helpers use recommendation criteria — affiliate status never changes outcomes.
