Insightly
Insightly is a CRM for small and midsize businesses that want sales, project delivery and, if they choose, marketing and support on one data platform. The record system covers leads, contacts, organizations and opportunities, with customizable pipelines, lead assignment and routing, workflow automation, bidirectional email sync, mobile business card scanning and dashboards with more than 40 chart types. Won opportunities convert to projects, so service firms can carry a deal straight into delivery.
AI Copilot, on Professional and Enterprise, answers questions and automates tasks within a monthly query allowance, and AI drafts email summaries and replies. Enterprise adds sandboxes, custom validation rules, calculated fields, products, price books and quotes, SAML and SCIM sign on, audit logging and the ability to run custom AWS Lambda code inside Insightly.
The CRM costs $29 per user per month for Plus, $49 for Professional and $99 for Enterprise, billed annually, with a 14 day trial that needs no card. Record limits run from 100,000 to 500,000, file storage from 10 to 250 GB and mass email caps from 2,500 to 10,000 a day. Insightly also sells Marketing automation priced per account from $99 a month, a Service desk, and AppConnect, a no code integration engine with hundreds of connectors starting at $799 a month plus a $3,000 setup fee. The All in One bundles combine all four from $349 a month.
Insightly holds a SOC 2 Type II attestation, acts as a HIPAA business associate, runs on AWS and publishes service status. For EU transfers it still claims certification under the Privacy Shield frameworks that the EU Court of Justice invalidated in 2020. It sells into agencies, consulting, finance, healthcare, manufacturing, professional services and solar, and operates alongside the Unbounce landing page builder under the same corporate group.
Capability Axes
Capability grades
17 of 17 axes rated · 8 graded A or B
AI Copilot answers questions and automates tasks within 75 or 100 monthly queries, and AI drafts email summaries and replies. Pipelines, routing, workflows, projects, reporting and the API carry the product without it, and the Plus plan ships with no Copilot at all.
Workflow automation, lead routing and Copilot task automation act on records without a person stepping in each time. Enterprise audit logging records what was done, by whom and when, and sandboxes let admins test changes first. What Copilot may change on its own, and how an automation that misfires is stopped, are not described.
Copilot and the email summary and reply features are presented as AI assistance, with the underlying models and providers unnamed. Replies drafted with AI go out under the user's name with no marking.
The main figure on offer is that companies aligned across CRM, marketing and support drive 2.5 times more revenue than slower peers, which describes a market pattern rather than Insightly customers. Customer logos and stories fill the rest, without measured pipeline or time saved.
Mass email runs from 2,500 to 10,000 messages a day by plan, and scheduled outbound email arrives on Professional. Consent and opt out handling for CRM sends, and CAN SPAM or GDPR duties around them, are left to the customer; fuller list management sits in the separate Marketing product.
A DPA, a CCPA addendum and the master agreement come on request from the privacy team, which also takes data subject requests. Subprocessors sign DPAs and CCPA addenda, privacy risk assessments support customers' impact assessments, and separate GDPR and Australian Privacy Act pages exist. For EU transfers Insightly still claims certification under the EU US and Swiss US Privacy Shield frameworks, which the EU Court of Justice invalidated in 2020. Marketing analytics links anonymous browsing history to a prospect once they convert, with no lawful basis stated for that step.
Records come from the customer: imports of up to 50,000 rows, web to lead forms, synced email and calendars, and business card scans. Insightly sells no contact database of its own. ZoomInfo and similar sources connect only through AppConnect, under the customer's own licenses.
Google and Microsoft 365 calendars, contacts and mail connect through their own integration routes, and cloud files attach from Dropbox, OneDrive, Google Drive and Box. AppConnect links outside services such as Gong and ZoomInfo through connectors, with each party's terms applying to the data that moves.
SOC 2 confidentiality controls cover customer data, and support staff cannot read records without permission granted in the app. Whether CRM content passed to Copilot trains any model, and how long prompts and outputs are kept, are not addressed.
AI drafted replies and summaries go out from the user's own mailbox with nothing marking them, and no agent speaks to prospects directly. Insightly takes no position on Article 50 of the EU AI Act.
A public REST API comes with every plan, webhooks and custom objects with Professional, and AWS Lambda code execution with Enterprise. Email and calendar sync with Google and Microsoft 365 runs both ways, and PandaDoc, QuickBooks and Xero connect natively. AppConnect adds hundreds of prebuilt connectors across finance, HR, sales and IT, and the Marketing and Service apps share one data model with the CRM in real time.
Insightly runs as hosted software on AWS with service status open to the public. Hosting regions and any EU or Australian residency option are not stated.
Insightly holds a SOC 2 Type II attestation, with the report available through a customer success manager or account executive, and it operates as a HIPAA business associate for protected health information. Security awareness training, subprocessor DPAs and a public status page support it, and Enterprise adds SAML, SCIM, field permissions and audit logging. The audit period is not shown.
Plus costs $29, Professional $49 and Enterprise $99 per user per month on annual billing. Record limits, storage, import sizes, daily email caps, custom fields and Copilot queries are set out by plan. AppConnect starts at $799 a month with a required $3,000 setup, and the All in One bundles add required onboarding at $1,500 and premier support at 20 percent of license.
Data portability support is part of the privacy program, records can be exported, and the REST API can pull data out. Renewal notice periods, the retrieval window after termination and deletion timelines are not set out where a buyer can read them before signing.
CRM mass email is capped at 2,500, 5,000 or 10,000 messages a day by plan, and sends can be scheduled. Insightly Marketing adds email health reporting, A and B testing and send volumes tied to prospect counts. Warmup and what happens when a sender's reputation drops are not described.
Insightly targets small and midsize businesses in agencies, consulting, finance, healthcare, manufacturing, professional services and solar, with role pages for sales, marketing, operations and product teams. Knightscope and Brooklyn Outdoor are among customer logos, and a dedicated Australian privacy page shows reach beyond the United States.
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Ordered by how closely the graded profiles match across the seventeen axes, inside the same categories. See how each axis is graded in the methodology.
Pricing
What this vendor charges, what it commits to in writing, and where the bill can move. Figures the vendor publishes itself are labeled Vendor Published. Figures labeled Estimated come from other sources and the vendor has not confirmed them.
- ›Insightly CRM costs $29 per user per month for Plus, $49 for Professional and $99 for Enterprise, all billed annually, with a 14 day free trial. Professional adds lead routing, workflow automation and AI Copilot with 75 queries a month; Enterprise adds sandboxes, quotes, SSO and audit logging with 100 Copilot queries. Record limits run from 100,000 to 500,000.
How the price works
What you are charged for, and what makes the bill go up.
Per user per month, billed annually
What the contract says about your data
What the vendor commits to in writing once your data is in the product.
DPA and CCPA addendum available on request.
Getting started
What it costs and what is included before the product is running.
No required fee for the CRM alone; guided onboarding at $1,500 is required on All in One bundles.
What to watch for
Where this pricing can surprise a buyer who has not read it closely.
AppConnect is sold separately from $799 per month with a required $3,000 setup. All in One bundles from $349 to $2,599 a month require guided onboarding at $1,500 and premier support at 20 percent of license with a $3,000 annual minimum. Enterprise is purchased through sales.