Insightly review

Insightly is best known for combining CRM and project management, and that combination is available from its entry plan. Plus, at $29 per user per month billed annually and pitched at small teams, includes lead and contact management, project management, advanced reports and pre-built business dashboards. Professional at $49 adds lead assignment and routing, workflow automation and the AI Copilot, and Enterprise at $99 adds sandboxes, products, pricebooks, quotes and comprehensive audit logging. For a small business that sells a service and then delivers it, having the project attached to the won deal avoids a second tool. The cost is the issue for the readers of this list. Plus costs more than three times Bigin Express and nearly twice Less Annoying CRM, and automation sits a tier higher still. Teams that need projects should also compare Capsule Growth, which pairs pipelines and project boards for $36.

Who it is for

Small businesses that hand won deals to a delivery team and want both in one CRM.

Price

Plus from $29 per user per month billed annually; Professional $49; Enterprise $99.

$29 per user / month All prices USD, billed annually
Quoted from the vendor pricing page on November 6, 2026.

Key features

• Lead and contact management
• Project management included on Plus
• Advanced reports and pre-built business dashboards
• Lead assignment, routing and workflow automation on Professional
• Products, pricebooks and quotes on Enterprise

Strengths and weaknesses

• Strength: Projects come with the entry plan
• Strength: Pre-built dashboards on Plus
• Strength: A 14-day trial with no credit card
• Weakness: No free plan
• Weakness: Workflow automation needs Professional at $49
• Weakness: The entry price is the highest on this list

Key facts

• Plus: $29 per user per month billed annually
• Professional: $49 per user per month billed annually
• Enterprise: $99 per user per month billed annually
• Free trial: 14 days

Where it ranks

Insightly is No. 10 in our Best CRM for Small Business verdict and No. 10 in Best CRM Software.