CRM & Sales
Insightly
CRM with built-in project management for sales-to-delivery teams.
4.2· 940 reviews· via G2Founded 2009 · San Francisco, CA
What is Insightly?
Insightly is a CRM for SMBs that combines contact and pipeline management with built-in project management, so teams can move from closing a deal to delivering the work in one system. It is now part of Unbounce.
Best known for: A CRM with built-in project management for SMBs
Key features
- Contact and lead management
- Sales pipeline tracking
- Built-in project management
- Workflow automation
- Custom reports and dashboards
- Email tracking and integrations
Who Insightly is best for
- Teams that want CRM and project management together
- Businesses planning to add marketing/service on one platform later
- Mid-market sales teams needing workflow automation and routing
Ideal team: SMB-to-mid-market sales and marketing teams of 5–50 who want CRM plus delivery tracking in one tool.
Insightly pricing
Plus
$29/per seat / mo
- Lead & contact management
- Project management
- Advanced reports
Popular
Professional
$49/per seat / mo
- Lead assignment & routing
- Workflow automation
- AI Copilot (75 queries)
Enterprise
$99/per seat / mo
- Sandboxes
- Products, pricebooks & quotes
- Comprehensive audit logging
Costs to watch before you commit
- All listed prices are annual billing.
- The All-in-One bundle (CRM + Marketing + Service + AppConnect) jumps to ~$899/mo at Professional.
- Bundles carry mandatory fees: guided onboarding $1,500, AppConnect setup $3,000, premier support from $3,000/yr.
Top Insightly alternatives
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CapsuleSimple, low-cost CRM with contact management and light project boards.