Insightly

What is insightly

Insightly is a cloud-based customer relationship management (CRM) and project management platform designed for small and mid-market businesses. It combines contact and lead management, sales pipeline tracking, task and project management, and analytics into a single application so teams can move prospects to customers and then manage delivery without switching systems. The product emphasizes linking records (contacts, organizations, opportunities, projects) and automating common workflows across sales, marketing, and customer success.

Insightly is commonly deployed by revenue teams that need integrated project delivery: sales teams use it to manage opportunity stages and forecasts, while operations or professional services teams use the built-in project management layer to track milestones, tasks, and invoices tied to the same customer record. Its integration ecosystem connects email, marketing automation, telephony, and document storage so user activity and communications are visible on the same timeline.

Insightly is available as a web application and mobile apps; it also exposes an API and webhooks for custom integrations. Administrators can configure custom fields, custom objects, role-based access, and automation rules to fit a range of business processes across sales and delivery teams.

Insightly features

What does Insightly do?

Insightly provides a suite of features that cover CRM, project management, and automation. At its core it stores and links records—contacts, organizations, opportunities, projects, and custom objects—so users can navigate from a lead to a signed deal to project tasks without data duplication. It manages sales pipelines with stage-based forecasting, scored leads, and activity tracking to support consistent sales motions.

On the delivery side, Insightly includes task lists, project boards and timelines, milestone tracking, and resource assignment to manage implementations and professional services work. Notifications, dependencies, and project templates help teams standardize work and reduce manual setup for repeated services engagements.

Insightly also includes workflow automation and process builder tools to automate routine actions like lead assignment, email notifications, and record updates. Reporting and dashboards provide pipeline reports, activity summaries, and project status views that can be customized and scheduled. Built-in integrations with email providers, calendar systems, cloud storage, and popular third-party apps extend the platform to marketing, finance, and support workflows.

Insightly features typically include:

• Contact and Account Management: central contact records, relationship linking, and configurable fields for B2B and B2C data.
• Sales Pipeline and Opportunity Management: customizable pipelines, stages, value forecasting, and sales activity tracking.
• Project and Task Management: projects with milestones, task assignments, Gantt views, and templates to manage delivery.
• Workflow Automation: rules-based automation, lead assignment, scheduled actions, and triggers to reduce manual work.
• Email and Calendar Integration: two-way sync with common email systems and calendar events tied to records.
• Reporting and Dashboards: configurable reports, saved views, and scheduled report delivery for managers.
• Custom Objects and Fields: extend the data model for vertical-specific needs and complex record relationships.
• Security and Permissions: role-based access, data sharing settings, and audit trails for compliance needs.

Insightly pricing

Insightly offers these pricing plans:

• Free Plan: $0/month for a limited number of users and basic CRM features
• Starter: $29/month per user (monthly) or $24/month per user (billed annually)
• Professional: $49/month per user (monthly) or $39/month per user (billed annually)
• Enterprise: $99/month per user (monthly) or $79/month per user (billed annually)

Pricing above is presented to reflect typical tiered CRM pricing and common Insightly tiers; feature access, user caps, and exact discounts for annual billing vary by region and promotion. Check Insightly's current pricing tiers for the latest rates and enterprise options.

Insightly's plans usually differ by API limits, automation and integration quotas, report and dashboard capabilities, user and role management features, and access to advanced services like single sign-on (SSO) and dedicated account support. Enterprise customers commonly receive contract-based pricing, advanced security assessments, and onboarding support tailored to larger deployments.

Administrators considering Insightly should compare included features across these tiers (for example automation action limits, number of custom objects, and report counts) and verify any usage caps that affect integrations or API calls. Vendors often run promotions that change monthly vs. annual pricing, so always review the official pricing page linked above before budgeting.

How much is insightly per month

Insightly starts at $0/month for the Free Plan. Entry-level paid tiers typically begin in the high tens of dollars per user per month and scale to higher rates for enterprise-grade feature sets.

How much is insightly per year

Insightly costs $288/year per user for the Starter plan when billed annually at $24/month per user. Annual billing generally provides a lower per-month rate versus monthly billing and is commonly used to budget fixed CRM expenses for a fiscal year.

How much is insightly in general

Insightly pricing ranges from $0 (free) to $99+/month per user. The platform is positioned to serve small teams with a free tier and growing organizations that need stronger automation, API access, and enterprise security controls.

What is insightly used for

Insightly is used to manage the full customer lifecycle from prospecting through delivery and support. Sales teams use it to track leads, qualify opportunities, and maintain a consistent pipeline. Because contacts, opportunities, and projects are linked, customer success or services teams can see the same history of interactions and contracts that sales used to close the business.

Common use cases include:

• Lead and Opportunity Management: track inbound leads, assign follow-ups, score leads, and move prospects through defined sales stages.
• Customer Onboarding and Project Delivery: use projects and tasks to coordinate implementation work, assign resources, and monitor milestone completion tied to the same customer record.
• Support and Account Management: surface account history, purchases, and project outcomes so account managers can proactively engage existing customers.
• Reporting and Forecasting: produce revenue forecasts, activity reports, and project status dashboards for management reviews.

Practical benefits center on reducing data silos (sales vs delivery), improving handoffs between teams, and providing a single source of truth for customer interactions, contracts, and project deliverables. Organizations that bill for services or run recurring professional services workflows find the combined CRM + project model especially useful.

Pros and cons of insightly

Insightly offers a unified approach to customer records and project delivery, which is a major strength for teams that need sales and delivery to share context. The interface supports linking records, which reduces duplicate data entry and allows team members to see the full lifecycle of a customer. Built-in project features mean companies do not need a separate project management tool for many service delivery scenarios.

On the downside, users coming from more specialized CRMs or dedicated project management tools may find that certain advanced features (complex quoting, deep resource management, or enterprise reporting) are less mature than best-of-breed alternatives. Organizations with very large sales teams or high-volume integrations should carefully evaluate API and automation limits associated with each pricing tier.

Customization is strong for SMB and mid-market requirements, but heavy customizations can increase administrative overhead and slow down user adoption. Some customers also report a learning curve around workflows and custom object design, which makes structured onboarding and training important for larger deployments.

Overall, Insightly is a practical choice for businesses that want a single system for both the sales pipeline and project delivery, but organizations with extreme scale, specialized ERP needs, or high-volume marketing automation may prefer dedicated platforms integrated with Insightly instead of relying on it as a single source for all functions.

Insightly free trial

Insightly typically offers trial access to paid tiers so teams can validate features like automation, API access, and project management before committing. Trial durations and feature access levels may vary by promotion; common trials provide 14 to 30 days of full-featured access so you can test data imports, CRM workflows, and integrations.

Trials are useful for validating migration plans: you can import a sample dataset, run sales workflows against it, verify automation behavior, and exercise reporting templates. They also let administrators assess role and permission settings and simulate real user activity to estimate API consumption.

To start a trial and compare paid features against the free tier, check Insightly's pricing and trial options and request trial access through their sign-up flow or sales team for Enterprise evaluation.

Is insightly free

Yes, Insightly offers a Free Plan that provides basic CRM features at $0/month. The Free Plan is generally suitable for individuals or very small teams who want to track contacts and basic opportunities, but it has limits on users, API access, and advanced automation compared to paid tiers.

Insightly API

Insightly exposes a RESTful API and webhook system designed to let developers build integrations, synchronize data with other systems, and automate workflows outside the platform. Typical API capabilities include CRUD operations for contacts, organizations, opportunities, projects, tasks, and custom objects, plus endpoints for notes, attachments, and activity history.

Authentication options commonly include API keys and OAuth 2.0 for third-party applications. Rate limits and call quotas vary by plan, so teams planning high-volume syncs or ETL jobs should confirm limits before implementation. The API supports pagination, filtering, and selective field retrieval to optimize integration performance.

Common integration patterns implemented through the API and webhooks are:

• Bi-directional sync with marketing automation (leads and campaign responses)
• Integration with billing systems to link invoices and opportunities to projects
• Custom dashboards and BI pipelines that pull CRM and project metrics into data warehouses
• Trigger-driven automations that create projects when opportunities reach a closed-won state

For developer resources and endpoint documentation, see Insightly's developer documentation and API reference which includes authentication examples, rate limit notes, and code samples for common languages.

10 Insightly alternatives

• Salesforce — Enterprise-grade CRM with deep customization and ecosystem for large organizations.
• HubSpot CRM — Free CRM with integrated marketing automation and inbound tools.
• Zoho CRM — Broad suite with CRM, finance, and collaboration tools at competitive pricing.
• Pipedrive — Sales-focused CRM emphasizing pipeline visualization and activity-based selling.
• Copper — CRM that integrates tightly with Google Workspace for email-first workflows.
• Microsoft Dynamics 365 — Full ERP/CRM platform for organizations already invested in Microsoft stack.
• Freshsales — CRM with built-in phone and AI-assisted lead scoring.
• Insightly Service (if separated) — alternative editions of Insightly focused on specific use cases within the product line.
• Monday.com — Work operating system that can be configured for CRM and project delivery.
• Nimble — Lightweight relationship-focused CRM that emphasizes social and contact enrichment.

Paid alternatives to Insightly

• Salesforce — Enterprise customization, app marketplace, and global scale. Best for large sales organizations that need advanced automation, revenue operations, and industry-specific solutions.
• HubSpot CRM — Free core CRM with paid Sales and Service Hubs; strong marketing automation and unified contact record across marketing and sales activities.
• Zoho CRM — Lower-cost alternative with an extensive suite of business apps and flexible customization for SMBs.
• Pipedrive — Sales-first tool with simple setup, strong pipeline visualization, and good activity tracking for small sales teams.
• Microsoft Dynamics 365 — Full-featured CRM and ERP integration for enterprises using Microsoft cloud services and seeking end-to-end business platform features.

Open source alternatives to Insightly

• SuiteCRM — Community-driven open source CRM forked from SugarCRM; includes modules for sales, marketing, and service with heavy customization options.
• Odoo (Community Edition) — Open source ERP with CRM, project, and billing modules; modular architecture lets you assemble only the apps you need.
• EspoCRM — Lightweight open source CRM focused on core CRM functions with extension points for custom objects and workflows.

Frequently asked questions about Insightly

What is Insightly used for?

Insightly is used for CRM and project management across sales, marketing, and customer delivery teams. It helps organizations track leads and opportunities while managing the projects and tasks required to deliver service to the same customers. The unified record model reduces data handoffs and provides a single timeline of customer activity.

Does Insightly integrate with Gmail and Google Workspace?

Yes, Insightly offers integrations with Gmail and Google Workspace to sync emails, calendar events, and contacts. The integration allows users to view email threads on contact records, attach messages to opportunities or projects, and create tasks from inbox messages.

How much does Insightly cost per user?

Insightly starts at $0/month with a Free Plan and paid per-user pricing typically begins in the high tens of dollars per month depending on billing cadence and tier. Higher tiers add automation quotas, API limits, and enterprise security features.

Is there a free version of Insightly?

Yes, Insightly provides a Free Plan that includes basic CRM functionality suitable for individuals or very small teams, but it has limitations on users, API access, and advanced automation compared to paid tiers. The Free Plan is useful for trialing core contact and opportunity management before upgrading.

Can Insightly be used for project management?

Yes, Insightly includes built-in project management capabilities such as milestones, task lists, Gantt-style timelines, and project templates. Those features let teams manage implementation and professional services work directly from the same customer records used by sales.

Does Insightly have an API for integrations?

Yes, Insightly exposes a RESTful API and webhooks for programmatic access to contacts, opportunities, projects, tasks, and custom objects. The API supports standard authentication methods and is used for custom integrations, data syncs, and automation triggers.

How secure is Insightly?

Insightly implements industry-standard security controls including encrypted data in transit, role-based access controls, and administrative audit logs. Enterprise plans commonly include options for single sign-on (SSO), IP restrictions, and dedicated security reviews; check Insightly's security documentation for specifics on compliance and controls.

Can I import data from Excel or other CRMs into Insightly?

Yes, Insightly supports data import from CSV/Excel files and many CRM export formats and provides mapping tools to align columns to Insightly fields. For migrations from other CRMs, administrators can use the API or third-party migration tools to preserve relationships and history.

Does Insightly have mobile apps?

Yes, Insightly provides mobile applications for iOS and Android that allow users to view contacts, activities, opportunities, and projects while on the go. Mobile apps typically support offline viewing of recently accessed records and quick task updates synchronized when a connection is available.

What training and support options does Insightly provide?

Insightly offers documentation, guided onboarding, and paid support tiers depending on your plan. Paid plans often include priority support, access to onboarding specialists, and enterprise-level account management; there are also community resources, webinars, and developer guides for technical implementations.

insightly careers

Insightly maintains teams across product, engineering, sales, customer success, and services to support its platform and customers. Career opportunities typically include roles in product management, software engineering, customer support, and implementation consulting. Applicants should expect positions that require CRM domain knowledge or experience integrating cloud applications.

The company’s hiring pages and LinkedIn listings are the primary sources for current openings and role descriptions. Larger hires for enterprise-facing roles may emphasize prior SaaS or CRM experience and the ability to manage technical onboarding for customers.

If you are considering a position with Insightly, review role requirements carefully and be prepared to demonstrate experience with CRM implementations, API integrations, or project delivery depending on the team you apply to.

insightly affiliate

Insightly offers partner and reseller programs that provide referral fees or co-selling arrangements for agencies and integrators that implement the platform for multiple clients. Affiliate and partner tiers typically vary by the level of commitment, the number of referred customers, and the depth of technical certification.

Partners often receive access to partner portals, sales enablement materials, and discounts on multi-seat purchases to support client deployments. Agencies considering the partner route should contact Insightly’s partnerships team through the vendor site to get program details and regional availability.

Where to find insightly reviews

User reviews and product evaluations for Insightly are available on business software review sites like G2, Capterra, and TrustRadius, which aggregate user ratings, feature pros/cons, and published use-case reviews. These sites provide a range of customer feedback across industries and company sizes.

For firsthand perspectives, look for case studies and customer testimonials on Insightly’s website, and consider searching for independent blog posts or community forum threads where implementation and migration challenges are discussed. To validate claims about performance and scale, request references from the vendor for companies in your industry with similar use cases.