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Is Insightly Worth It in 2026? Our Honest Verdict
Situational
Insightly: Insightly's CRM-to-project pipeline is genuinely useful for service businesses.
Rating★ 3.9/5
Starting price$29/user/mo (Plus)
Best forService businesses that need to manage b
CategoryCRM & Sales
Who Insightly Is Worth It For
- ✓Service businesses that need to manage both the sales pipeline and client project delivery.
- ✓Unique CRM-to-project conversion for post-sale delivery
- ✓Eliminates handoff friction between sales and delivery teams
- ✓Good integration between contact relationships and project tasks
Who Should Look Elsewhere
- ✕Not ideal for pure sales teams or organizations that use separate, dedicated project management tools.
- ✕CRM features individually weaker than HubSpot or Pipedrive
- ✕Project management lighter than Asana or ClickUp
- ✕No free tier limits evaluation options
Is Insightly Pricing Fair?
| Tier | Price |
|---|---|
| Free | 14-day free trial |
| Starter | $29/user/mo (Plus) |
| Pro | $49/user/mo (Professional) |
| Enterprise | $99/user/mo (Enterprise) |
Pricing verified March 2026.
How Insightly Compares
| Insightly | Gong | Lavender | Sybill | |
|---|---|---|---|---|
| Price | $29/user/mo (Plus) | Custom (starts ~$100/user/mo) | $29/mo (Starter) | $29/user/mo (Starter) |
| Rating | ★ 3.9 | ★ 4.7 | ★ 4.6 | ★ 4.6 |
| Verdict | Situational | Best Conversation Intelligence | Best Email Coach | Best Post-Call AI |
| Free Tier |
AICores Verdict on Insightly
Insightly's CRM-to-project pipeline is genuinely useful for service businesses. The deal-to-project conversion eliminates the handoff gap that plagues agencies and consultancies. Neither the CRM nor PM individually beats dedicated tools, but the combination solves a real workflow problem.
AICores Editorial Review
Reviewed by AICores Editorial Team
Last updated: August 2026
Frequently Asked Questions
Is Insightly worth the money?▼
Insightly's CRM-to-project pipeline is genuinely useful for service businesses. The deal-to-project conversion eliminates the handoff gap that plagues agencies and consultancies. Neither the CRM nor PM individually beats dedicated tools, but the combination solves a real workflow problem.
Is there a free version of Insightly?▼
Yes, Insightly offers a free tier. Paid plans start at $29/user/mo (Plus) and include additional features and capacity.
What are the best alternatives to Insightly?▼
Gong, Lavender, Sybill are the top alternatives. Gong is best for sales leaders who want data-driven coaching and has a 4.7 star rating.
Who should NOT use Insightly?▼
Insightly is not ideal for pure sales teams or organizations that use separate, dedicated project management tools.. Common drawbacks include: CRM features individually weaker than HubSpot or Pipedrive. Project management lighter than Asana or ClickUp.
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