monday CRM
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
Insightly Review (April 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.
Best For
Not Ideal For
Pricing
Free plan available Free Tier
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4.2/5 Average Rating
13 Features
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, 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.
Who Is Insightly For?
Small to Medium Businesses (10-50 employees)
Good fitInsightly is designed primarily for SMBs with $1M-10M in revenue needing an intuitive CRM with marketing automation and project management. Usage data shows 59% small businesses and 31% medium-sized companies use the platform.
Professional Services & Marketing Agencies
Good fitProfessional services like consulting and marketing agencies use Insightly for client data analysis, targeted campaigns, and pipeline growth. Wild Coffee Marketing achieved 10x pipeline increase using Marketing Journeys.
B2B SaaS & Startups
Good fitB2B SaaS companies and startups leverage Insightly for sales automation, lead nurturing, and customizable workflows. It suits budget-conscious growing teams with basic to intermediate technical needs.
Manufacturing & Project-Based Operations
Good fitManufacturing companies and project-based businesses use Insightly for linking customers to projects and managing complex workflows. Companies like Bright Planet Solar use it for enterprise-grade CRM in project-based client work.
Large Enterprises (>1000 employees)
Not idealOnly 10% of Insightly users are large enterprises. The platform has scalability caps and becomes overwhelming for teams larger than small businesses, making it less suitable for enterprise needs.
Real-World Use Cases
Sales Pipeline Management and Forecasting
Sales teams use Insightly to qualify leads, route opportunities, track deal velocity, and forecast accurately by visualizing pipelines. Companies like Sport Court LV achieved 242% revenue growth using these features.
Cross-Team Collaboration for Customer Insights
Marketing, sales, and support teams share a unified platform where marketers identify feature adopters, salespeople check support tickets before upselling, and support spots unused paid add-ons. This enables better customer insights across departments.
Customer Support Ticket Resolution
Support teams employ automated macros for common issues, SLA countdowns with reminders, and mobile access. This enables faster ticket closure while meeting performance standards in remote setups.
Workflow Automation and Project Delivery
Businesses use project pipelines for customer onboarding and delivery management. We Got POP onboarded 6,000 new customers while Better Earth Solar achieved 360% installation growth in 3 months through automation.
Customizable Reporting and Dashboards
Users build real-time dashboards to monitor performance across teams. ProcessWorx saw 40% improvement in lead tracking, while The Village Goldsmith reduced errors by 85% through custom fields and AI-driven insights.
Quick Comparison
Quick Comparison
| Tool | Rating | Starting Price | Best For | |
|---|---|---|---|---|
| Is Insightly Current | Free | Small business sales tracking and lead management | Visit | |
| mC monday CRM | $12 | Visual sales pipeline management for SMBs | Compare | |
| C Close | $9 | Inside sales teams | Compare | |
| H HubSpot | Free | Growing businesses | Compare | |
| P Pipedrive | $24 | Sales teams | Compare | |
| F Freshsales | 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
Offers free tier with core features
Feature Set
13 core features available
User Experience
Rated 4.2/5 based on our analysis
Integrations
Connects with 8+ popular tools
Support & Documentation
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
💰 Prices last verified: April 20, 2026
Starting from Free
Free tier available
freemium pricing
Forever Free
Free
- Up to 2 users
- Contact tracking
- Google Apps integration
- Mobile access
Professional
Most Popular $29/mo
- Unlimited users
- Project management
- Marketing automation
- Custom pipelines
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
Is
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
Close
CRM built for sales teams with built-in calling, email, and sales automation.
$9/mo
HubSpot
All-in-one CRM platform with marketing, sales, and service tools for growing businesses.
Free
Pipedrive
Sales-focused CRM with visual pipeline management designed for sales teams.
$24/mo
Freshsales
CRM with AI-powered lead scoring, email tracking, and visual sales pipeline.
Free
Salesforce
Enterprise CRM platform with extensive customization and ecosystem for large organizations.
$25/mo
Nutshell
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
Affordable CRM with sales automation, analytics, and multichannel communication.
Free
Copper
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.
$9/mo
Detailed Comparisons
Insightly — The Verdict
Insightly is a solid CRM choice for small to medium-sized businesses needing an all-in-one platform combining CRM, project management, and marketing automation at an affordable price point. Users appreciate its basic functionality and good value for SMBs, with one reviewer stating it's an 'awesome product' with 'great price point' that 'does the job.' However, it suffers from performance issues with large data, limited customization options, and an outdated interface that feels like 'software from 10-15 years ago.' The platform is still recommended for single users and small teams who want to avoid sudden pricing jumps common with competitors.
Choose Insightly if:
- You're a small to medium business (10-50 employees) with $1M-10M revenue
- You need CRM plus project management plus marketing automation under one roof
- You're budget-conscious and want to avoid sudden pricing jumps from competitors
- You're in professional services, manufacturing, or B2B SaaS with basic technical needs
Consider alternatives if:
- You need advanced reporting, analytics, or AI-driven automations
- You handle large data volumes and require high performance
- You need offline mobile access for field sales teams
- You require extensive customization options or omnichannel support
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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 making it a well-regarded option in the crm category.
Insightly Free plan