Insightly is a CRM and project management platform founded in 2009 in Perth, Australia, with US headquarters in San Francisco. It distinguishes itself by integrating CRM with project management, allowing users to convert won deals directly into projects without data re-entry. The platform also offers separate add-on products for marketing automation (Insightly Marketing) and customer support (Insightly Service), which can be purchased alongside the core CRM.
The CRM has four pricing tiers. A free plan supports up to 2 users with limited records. The Plus plan at $29/user/month (annual billing) covers core contact management and deal tracking but excludes workflow automation — a notable limitation for a plan at this price point. The Professional plan at $49/user/month adds automation, custom dashboards, and advanced reporting, and is considered the minimum viable tier for most real sales teams. Enterprise at $99/user/month adds HIPAA compliance, dedicated support, and higher API limits. A 14-day free trial requires no credit card.
Insightly Marketing is a separate purchase: Plus tier at $99/month, Professional at $499/month, Enterprise at $999/month. AppConnect, the platform’s integration automation tool, starts at $249/month and scales to $1,899/month — a significant additional cost for teams needing complex integrations. The combined Insightly All-in-One bundle covering CRM, Marketing, and Service starts at $349/month.
Insightly’s CRM-to-project pipeline is a genuine differentiator for service businesses and professional services firms where won deals immediately become managed deliverables. The platform also integrates with Slack, Google Workspace, Microsoft 365, and Salesforce.
Key weaknesses are the absence of email sequencing on any plan (unusual at this price point), inconsistent customer support quality, and the total cost of ownership when Marketing and AppConnect are included. The effective entry price for a functional setup with automation, marketing, and integrations is 2–3x the headline CRM price.