Insightly: who it fits, what it costs, and the catch
Who Insightly fits, and who it does not
- Checked 2026-10-14
- 1 source
Scored against the other verified CRM tools. How we score tools. What we earn is not part of it.
- Good for
- Small to mid-sized businesses wanting a user-friendly CRM
- Service and project-driven firms (agencies, consultancies, manufacturers)
- Teams wanting sales and project delivery in one tool
- Not for
- Teams that only track leads and need a lighter, cheaper tool
- Large enterprises with very complex workflows
- Users needing 24/7 live support or advanced social tools
- The catch
- Combines CRM and project delivery, but workflow automation and AI are gated to higher-priced plans and premium support is expensive.
Data last verified: 2026-10-14
What Insightly costs over five years
Five years for a team of 5, paid yearly: $8,700
On the Plus plan, at today's price. We do not assume a rise.
- Paid monthly, one year
- Not verified
- Paid yearly, one year
- $1,740
- "Plus" has no verified monthly price
Change the number to see your own total. Nothing is sent anywhere.
Vendor pricing page · checked 2026-10-18We have tracked Insightly's prices since 2026-10-18; no change so far. All price changes
The free plan, as Insightly describes it.
What you risk by starting
Trial, refunds and getting your data out of Insightly.
What we verified Insightly can do
Open a row for the vendor's own wording and the page we read it on.
Contact managementYes
Track deals in stagesYes
Works with your emailYes
Automatic follow-up emailsNot verified
Not verified: the vendor gives no detail.
Not verifiedDoes routine steps for youYes
Complete workflow automation on Professional and Enterprise; not Plus
Vendor page · checked 2026-10-14Reports and dashboardsYes
Built-in dashboards on all plans; custom insight cards limited on Professional, unlimited on Enterprise
Vendor page · checked 2026-10-14Forms that capture leadsYes
Your own fieldsYes
Mobile appYes
Connects to your other apps (API)Yes
If Insightly isn’t right for you
Rank 1
Bigin by Zoho CRM
Small businesses wanting an entry-level CRM
Our score93.1 / 100Five years for a team of 5: $2,100
Rank 2
Zoho CRM
Small businesses and small-to-mid-sized sales teams
Our score90.1 / 100Five years for a team of 5: $4,200
Rank 3
Capsule
Small and medium businesses on tight budgets
Our score88.3 / 100Five years for a team of 5: $5,400
Show all 9 alternatives
Rank 4
monday CRM
Marketing, creative and sales teams wanting customizable workflows
Our score80.5 / 100Five years for a team of 5: $3,600
Rank 5
Pipedrive
SMBs needing strong marketing tools alongside sales
Our score75.1 / 100Five years for a team of 5: $4,200
Rank 6
HubSpot CRM
SaaS startups and B2B sales teams needing pipeline tracking
Our score72.8 / 100Five years for a team of 5: $6,000
Rank 7
Copper
Businesses that live in Google Workspace of any size
Our score72.7 / 100Five years for a team of 5: $6,900
Rank 8
Streak
Teams that do most work in Gmail / Google Workspace
Our score62.1 / 100Five years for a team of 5: $14,700
Rank 9
Nimble
Small and medium businesses and solo entrepreneurs focused on relationships
Our score49.1 / 100Five years for a team of 0: Not verified
Where these facts come from
What to do next
- Work out the cost for your own team size
- Compare the runner-up, Bigin by Zoho CRM
- See how we score, so you can check our work
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Data last verified: 2026-10-14