OVERALL
ALTERNATIVES
SPECS
VS AVERAGE
REVIEWS
Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

Insightly review: 54 specs compared

Starting price:29 USD/user/moFree plan:noAI assistant:yesBuilt-in quotes and invoicing:yesWorkflow automation:yes

Insightly Review: Compare 54 technical specifications, 16 expert and video reviews and 20 best-of lists to see how this product ranks in the CRM Software category and whether it is worth buying.

Insightly
8.7/10

Overall score

Score
8.7/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
▼
<55-66-77-88-99-10
★ Better than 95% of models
Score components

40%

8.7

Technical score

30%

8.2

Reviews score

30%

9.1

List score

★Better than 95% of CRM software
8.7

Technical score

Technical score
8.7/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 80% of models
Score components

25%

8.4

Product & Pricing

25%

9.3

Core CRM

20%

8.6

Sales & Automation

15%

8.3

Integrations & Access

15%

8.5

Security & Deployment

▲Better than 80%
8.2

Reviews score

Reviews score
8.2/ 10
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 65% of models

80%

7.8

Average grade

20%

9.5

Popularity

Grades by review (16)
9 reviews + 7 videos, average 7.7/10. Reviews count 30% of the overall score.
User ratings collected online are not part of this score.
▲Better than 65%
9.1

List score

List score
9.1/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (20)
List score: in 20 of 44 lists (45%)
★Better than 98%
Pricing & Access

*Lowest paid plan per month, as listed on the vendor's website.

Best rankings
Available: ranking among products currently available (including other versions of this product).All: ranking among all products in the database.

What reviewers say about Insightly

Based on 9 · 7

Reviewers love the built-in project management and integrations, but most feel the plans are overpriced for what you get.
Praised
Mixed views
Criticised
Pick a topic to see who said what
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CRM Software product ranking

Ranked #12 of 242 products in CRM Software (Overall score)

Technical Specifications of CRM platform Insightly

Technical score
Technical score
8.7/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 80% of models
Score components:

25%

8.4

Product & Pricing

25%

9.3

Core CRM

20%

8.6

Sales & Automation

15%

8.3

Integrations & Access

15%

8.5

Security & Deployment

8.7
Reviews score
8.2
List score
9.1
Starting price
29 USD/user/mo
Market range: <0 USD/user/mo – >100 USD/user/mo
This CRM platform has a starting price of 29 USD/user/mo, which is lower than that of 54.3% of CRM platforms and equal to that of 22.4% of CRM platforms.
Billing period
Annual
Free plan
no
This CRM platform does not offer a permanent free plan.
Discontinued as of late 2024.
Free trial
yes
This CRM platform offers a time-limited free trial.
14 days.
Minimum seats
1 seat
Market range: <1 seat – >6 seats
This CRM platform has a minimum purchase requirement of 1 seat, which is lower than that of 1.9% of CRM platforms and equal to that of 98.1% of CRM platforms.
Show more
What reviewers say
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Features web-to-lead forms, contact relationship tracking, and assignment automation.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Show more
What reviewers say
AI assistant
yes
This CRM platform offers an AI assistant. 78.1% of CRM platforms offer this feature.
Insightly AI provides email drafting and record summarization.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Via Workflow Automation rules.
Lead scoring
yes
This CRM platform supports lead scoring. 80.4% of CRM platforms offer this feature.
Rules-based point systems and letter grades (A+ to F).
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Sales forecasting
yes
This CRM platform supports sales forecasting. 85.2% of CRM platforms offer this feature.
Show more
What reviewers say
Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
Included on all plans.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Official mobile app (Insightly CRM) available on iOS and Android.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
Show more
What reviewers say
Single sign-on (SSO)
yes
This CRM platform supports single sign-on. 76.9% of CRM platforms support single sign-on.
SAML and provisioning supported.
Security certifications
SOC 2 Type II
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Fixed roles, object-sharing, field-level on higher plans.
Audit logs
yes
This CRM platform provides audit logs. 2.6% of CRM platforms provide audit logs.
Opportunity History Report.
Supported operating systems
macOS, iOS, Android
Show more

Insightly vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    SAML and provisioning supported.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Insightly AI provides email drafting and record summarization.
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (100 GB vs 10 GB).
    100 GB vs 10 GB
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Rules-based point systems and letter grades (A+ to F).
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
  • Supports project management
    This CRM platform supports project management, while the average CRM platform does not. 25.6% of CRM platforms support project management.
    Built-in Project Management tracks milestones, tasks, and deliverables.
  • 11.0% higher list score
    List score
    9.1/ 10
    ✕
    What it is
    How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
    How we count it
    Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
    Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
    Lists with this model (20)
    List score: in 20 of 44 lists (45%)
    9.1 vs 8.2
  • 4.6% better value for money
    Insightly offers better value for money than the average CRM platform (8.72 vs 8.3).
    8.72 vs 8.34
  • 3.8% higher review score
    Reviews score
    8.2/ 10
    ✕
    What it is
    Average grade from independent test sites, magazines and video reviewers, 1–10.
    How we count it
    Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
    Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
    Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
    Share: Reviews count 30% of the overall score.
    Score distribution
    ▼
    <55-66-77-88-99-10
    ▲ Better than 65% of models

    80%

    7.8

    Average grade

    20%

    9.5

    Popularity

    Grades by review (16)
    9 reviews + 7 videos, average 7.7/10. Reviews count 30% of the overall score.
    User ratings collected online are not part of this score.
    8.2 vs 7.9
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (100 GB vs 10 GB).
    100 GB vs 10 GB
  • 10 USD/user/mo $/user/mo lower starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Insightly
    the average CRM platform
    Insightly has a lower starting price than the average CRM platform (29 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    29 USD/user/mo vs 39 USD/user/mo
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
  • Supports project management
    This CRM platform supports project management, while the average CRM platform does not. 25.6% of CRM platforms support project management.
    Built-in Project Management tracks milestones, tasks, and deliverables.
  • Offers real estate features or templates
    This CRM platform offers real estate features or templates, while the average CRM platform does not. 11.3% of CRM platforms offer this support.
    Dedicated real estate templates or property management features: yes
  • Supports time tracking
    This CRM platform supports time tracking, while the average CRM platform does not. 20.1% of CRM platforms offer this feature.
    Native billable time tracking and task timer: yes
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Insightly AI provides email drafting and record summarization.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Rules-based point systems and letter grades (A+ to F).
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
  • Built-in e-signature
    This CRM platform has built-in e-signature, while the average CRM platform does not. 22.5% of CRM platforms offer built-in e-signature.
    Insightly eSignature provides built-in contract and proposal signing.
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    SAML and provisioning supported.

    Video reviews

    Hands-on testing and real-world video evaluations

    8.0
    CRM Central
    ≈ estimated
    24/05/2026
    Hands-on review · dashboards, leads, email, projects and pricing
    Verdict
    Insightly is a well-connected CRM that stays manageable, worth a look if you need tighter cross-team organisation.
    7.0
    SoftwareFinds
    ≈ estimated
    30/10/2025
    Full review · feature tour, pricing and fit assessment
    Verdict
    Insightly suits services firms that want light project management, but its dated interface and weak ease of use are drawbacks.
    5.0
    LeadLoft
    ≈ estimated
    05/06/2025
    Hands-on comparison · demo against a rival CRM
    Verdict
    Insightly is complicated and labour-intensive, so the reviewer recommends a simpler alternative instead.
    7.0
    Dan Thorne
    ≈ estimated
    20/01/2025
    Short overview · 12 points to consider
    Verdict
    Insightly is a good option for small businesses that value project management, though alternatives may suit others better.
    7.0
    HelperDog
    ≈ estimated
    05/01/2025
    Short review · pros, cons and final verdict
    Verdict
    Insightly is a solid hybrid CRM and project management choice for small businesses, but less suited to large or complex sales teams.
    7.0
    Wise Explainer
    ≈ estimated
    26/08/2024
    Short overview · general strengths and limits
    Verdict
    Insightly is a solid choice for service businesses that need CRM and project management together, but not for everyone.
    8.0
    FitSmallBusiness
    ≈ estimated
    09/04/2015
    Short overview · features and pricing
    Verdict
    Insightly is a clean, simple, affordable CRM for small businesses, with limited reporting and some advanced features missing.
    Hands-on video, no verdict
    Brand video
    Brand video

    Expert reviews

    In-depth analysis and verdict from leading tech publications

    8.0
    techradar.com
    ✓ explicit
    11/10/2021
    Hands-on test · Sales and project CRM
    Verdict
    Insightly CRM suits mid-sized teams that want sales pipelines and project tracking in one place, with a clean interface but limited mobile features.
    9.2
    crm.org
    ✓ explicit
    19/04/2022
    Feature review · Project CRM
    Verdict
    Insightly CRM suits startups and small businesses that want contact mapping, project management and sales tracking in one tool, though its free plan covers only two users.
    8.6
    techrepublic.com
    ✓ explicit
    27/02/2024
    Editorial review · Sales CRM
    Verdict
    Insightly CRM suits small sales teams that want deals to turn into projects, but its mobile app has limited offline access and its free plan covers only two users.
    8.3
    fitsmallbusiness.com
    ✓ explicit
    17/04/2023
    Feature review · Small team CRM
    Verdict
    Insightly CRM is easy to use for small teams that want project pipelines and workflow automation, but it has no lead scoring tool.
    8.0
    saask.fr
    ≈ estimated
    26/08/2025
    Hands-on test · CRM and project tool
    Verdict
    Insightly is a CRM linked to project management that is easy to learn for small firms, but its reports are limited and support is English-only.
    8.4
    test1.saask.fr
    ✓ explicit
    27/09/2025
    Hands-on test · Sales CRM
    Verdict
    Insightly CRM suits small and mid-sized firms wanting CRM and project tracking in one tool, though complex automation often needs a developer.
    8.0
    independant.io
    ✓ explicit
    12/10/2021
    Hands-on test · CRM with projects
    Verdict
    Insightly suits growing small and mid-sized firms that want CRM and project management together, but the interface is not fully translated into French.
    8.2
    fahimai.com
    ✓ explicit
    02/01/2025
    60-day test · CRM with project management
    Verdict
    Insightly is a CRM that links sales with project management, suiting service firms and consultants, but its reports are basic.
    8.2
    fahimai.com
    ✓ explicit
    02/01/2025
    Long-term test · Project CRM
    Verdict
    Insightly CRM suits service firms and consultancies wanting CRM and project tracking in one place, though its reporting is basic.

    Third-party reviews

    What we like about Insightly

    • Unique combination of sales CRM and post-deal delivery project management.
    • Flexible relationship linking connecting contacts, organizations, and past projects.
    • Automated workflow triggers and multistage pipeline tracking for deals and tasks.
    • Built-in business intelligence reporting with configurable custom dashboards.

    What we don't like about Insightly

    • Higher subscription tiers become expensive as user headcount expands.
    • Contact and file storage caps applied on lower-tier subscription packages.
    • User interface feels somewhat dense and dated in project management sections.

    Verdict

    Insightly is a cloud-based CRM software optimized for mid-market and small businesses that structures data across three primary pricing tiers—Plus ($29/user/month), Professional ($49/user/month), and Enterprise ($99/user/month)—and features built-in project management modules, an automated lead-to-opportunity pipeline, 10GB of storage on its base tier, and an open REST API with AppConnect integration capabilities. Main characteristics include unique post-sale project-tracking pipelines, native Outlook and Gmail sidebar integrations, relationship linking across contacts, and customizable reporting dashboards. Core pros consist of a seamless single-click conversion from a closed-won opportunity directly into a live project, a built-in AI assistant for email summaries, and strong relational B2B data mapping. However, notable cons involve a strict annual billing requirement, an absence of free-forever plans, the complete lack of native email sequencing or built-in dialers, an interface that can feel cluttered with up to 12 navigation tabs, and the restriction of standard workflow automation features to the $49/user/month Professional tier and above.

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