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Insightly

Free plancrm

CRM with integrated project management and marketing automation

β˜…β˜…β˜…β˜…β˜†
4.2G2
⚑ Founded 2009πŸ‘₯ 25K+ companies users
$29/mo
Starting Price
4.2/5
G2 Rating
25K+ companies
Users
Yes βœ“
Free Trial

πŸŽ₯ Video Review

Insightly demo video

Insightly β€” Demo & Review

Click to play

YouTube

✨ Key Features

βœ“Contact Management
βœ“Lead Management
βœ“Pipeline Management
βœ“Project Management
βœ“Email Tracking
βœ“Workflow Automation
βœ“Custom Dashboards
βœ“Reporting
βœ“Web-to-Lead Forms
βœ“Mobile App
βœ“Role-based Permissions
βœ“API
βœ“AppConnect
βœ“Calendar Sync
βœ“File Sharing

πŸ’° Pricing Plans

FreeFree
2 users Β· 2500 records
Plus$29/mo
100K records Β· 25 email templates
Professional$49/mo
250K records Β· 100 email templates
Enterprise$99/mo
Unlimited records Β· Custom objects

⭐ User Reviews

4.7/ 5
6 Reviews
πŸ‘ 100% would recommend
Capterra 4.7
Ease of Use
4.7
Output Quality
4
Value for Money
4.5
Customer Support
4.2
Features
4.7
Sort:
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Nina ChoiUX Researcherβœ“ Verifiedsmall-businessDec 16, 2025
β˜…β˜…β˜…β˜…β˜…Genuinely impressive product

Exceptional CRM. The AI-powered deal scoring is accurate β€” it flagged three deals as at-risk that we would have missed. Forecasting is now something I actually trust.

B
Brianna KumarVP of EngineeringstartupMay 16, 2025
β˜…β˜…β˜…β˜…β˜…Switched and never looked back

Insightly changed how our sales team operates. Pipeline visibility is crystal clear, email sequences are easy to set up, and the contact enrichment saves massive time. Closed 30% more deals in Q1 after switching.

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Noah TaylorHead of GrowthstartupMay 16, 2025
β˜…β˜…β˜…β˜…β˜…Couldn't run our business without it

Insightly just works. We're a 20-person sales team and the adoption rate was unusually high β€” even our least tech-savvy reps love it. The mobile app is polished and offline mode is a lifesaver at conferences.

T
TomΓ‘s KimCreative Directorβœ“ VerifiedenterpriseNov 4, 2025
β˜…β˜…β˜…β˜…β˜…Best tool in its category

The best CRM I've used in 12 years of sales. Insightly's reporting is comprehensive without being overwhelming. Integration with our marketing stack was seamless. Worth every penny for a growing team.

C
Chloe WilliamsProduct Designerβœ“ VerifiedenterpriseFeb 20, 2026
β˜…β˜…β˜…β˜…β˜†Almost perfect

Good tool. Our sales cycle shortened noticeably after implementing Insightly's automated follow-up sequences. The email open tracking works reliably. Wish the import/export was more flexible.