Insightly CRM review
A broad CRM for teams that need sales, projects, quotes, and automation together.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Insightly CRM is a cloud-based customer relationship management platform for growing and mid-market companies. It brings lead and contact management, customizable sales pipelines, opportunity management, email synchronization, project tracking, dashboards, and reporting into one system. Teams can also manage products, price books, and quotes, while Android and iOS applications extend access beyond the web app. Its combination of sales and project workflows suits organizations that need customer context to continue after an opportunity is created.
The plan structure adds capability in stages. Plus includes lead and contact management, project management, advanced reports, and pre-built business dashboards. Professional adds lead assignment and routing, workflow automation, and AI Copilot. Enterprise adds sandboxes, products, price books and quotes, plus comprehensive audit logging. Insightly uses a paid model and offers a 14-day trial without requiring a credit card, making the trial the primary way to evaluate fit before purchase.
Its ecosystem is a practical strength for teams with varied business systems. Integrations include Gmail, Microsoft, QuickBooks, DocuSign, Shopify, Unbounce, PandaDoc, NetSuite, Slack, Jira, Xero, Asana, Calendly, Okta, ZoomInfo, and other applications. Bidirectional email synchronization, automation, reporting, and AI assistance give the CRM broader operational coverage than a pipeline-only tool. Choose Insightly when sales, projects, quotes, and connected business workflows belong in one platform. Teams seeking a free CRM or dedicated marketing automation should consider alternatives or the separate Insightly marketing automation product.
Insightly CRM pros and cons
- Where it wins
- Combines customizable pipelines with project and task management
- Adds workflow automation, AI Copilot, email replies, and summaries
- Supports quotes, dashboards, mobile apps, and broad integrations
- Where it doesn't
- No free plan is available
- Advanced capabilities are split across higher paid plans
- Marketing automation is offered as a separate product
Insightly CRM fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. How we rank.
Last updated · How we research and update