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Insightly
Situational
CRM with built-in project management. Manage the deal and the delivery in one tool.
87 reviews
Free tierHas API
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.
What's great
- 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
Watch out for
- CRM features individually weaker than HubSpot or Pipedrive
- Project management lighter than Asana or ClickUp
- No free tier limits evaluation options
Quick Facts
Founded2009
PricingFrom $29/user/mo (Plus)
Free tierYes
Platformsweb, ios, android
APIAvailable
CategoryCRM & Sales
Q: What is Insightly?
Insightly uniquely combines CRM and project management. When a deal closes, it converts automatically into a project with tasks, milestones, and deliverables.
Q: How much does Insightly cost?
Insightly starts at $29/user/mo (Plus). A free tier is available with 14-day free trial.
Q: Who is Insightly best for?
Insightly is best for service businesses that need to manage both the sales pipeline and client project delivery..
Q: Is Insightly free?
Insightly offers a freemium model with a free tier. Paid plans start at $29/user/mo (Plus).
Best for
Service businesses that need to manage both the sales pipeline and client project delivery.
Not ideal for
Pure sales teams or organizations that use separate, dedicated project management tools.
Free
14-day free trial
Starter
$29/user/mo (Plus)
Pro
$49/user/mo (Professional)
Enterprise
$99/user/mo (Enterprise)
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AICores Editorial Review
Reviewed by AICores Editorial Team
Last updated: August 2026
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