Insightly

The company targets small to midsize businesses with 10-500 employees, creating a platform that scales alongside growing organizations. This focused approach allows Insightly to build features and pricing that actually match what SMBs need, unlike enterprise-level solutions that feel like using a sledgehammer to hang a picture.

Insightly is generally well-regarded for its ease of use, affordability, and customization options. The platform features an intuitive interface that most teams can navigate without extensive training.

The platform connects seamlessly with popular business tools including Gmail, Google Drive, Outlook, and Mailchimp. This extensive integration ecosystem creates unified workflows and reduces manual data shuffling between apps.

Insightly has positioned itself as the Goldilocks CRM for small to mid-sized businesses—not too simple, not too complex, but just right. Its emphasis on user-friendliness, integration capabilities, and fair pricing makes it compelling for organizations that want effective customer relationship management without excessive complexity.

When comparing Insightly CRM's pricing to competitors, you'll find it occupies a strategic middle ground in the CRM market.

Insightly's pricing tiers include:

• Free Plan (limited features)
• Plus: $29/user/month (billed annually)
• Professional: $49/user/month (billed annually)
• Enterprise: $99/user/month (billed annually)

This structure places Insightly between basic entry-level options and expensive enterprise platforms.

Let's see how Insightly stacks up against key competitors:

HubSpot offers a generous free plan that handles up to 1,000,000 contacts with basic CRM features. Their paid plans start at:

• Starter: $12/month (includes access to Sales, Marketing, and Service Hubs)
• Professional and Enterprise tiers cost considerably more

HubSpot's model lets businesses start for free and add features as needed—attractive for startups and small teams. But costs climb quickly when adding advanced features or managing large contact databases.

Salesforce sets the standard for enterprise CRM with corresponding prices:

• Essentials: ~$25/user/month (billed annually)
• Professional: ~$75/user/month
• Enterprise: ~$150/user/month
• Unlimited & Advanced Tiers: Can exceed $300/user/month

Salesforce offers only free trials, not permanent free plans. Their pricing reflects their enterprise focus and extensive customization options.

Zoho positions itself as the budget-friendly option:

• Free for up to 3 users
• Standard: ~$14/user/month
• Professional: ~$23/user/month
• Enterprise: ~$40/user/month
• Ultimate: ~$52/user/month

Zoho undercuts most competitors while delivering solid functionality, making it popular with small businesses and startups.

Insightly occupies the sweet spot between these options. It offers more power and room to grow than Zoho's entry-level plans while costing less than Salesforce's enterprise solutions.

Insightly provides free trials so you can test the platform before buying. Occasional discounts through third-party portals may further reduce costs.

For small to mid-sized businesses, Insightly's tiered approach grows with you. The $29/user/month Plus plan handles basic CRM needs for small teams. At $49/user/month, the Professional plan adds automation and reporting. The $99/user/month Enterprise plan unlocks advanced customization, integrations, and security features.

Insightly CRM packs several advantages specifically designed for small to mid-sized businesses looking to better manage customer relationships and streamline their operations. Here's what makes it stand out:

User-Friendly Interface

Insightly is generally well-regarded for its ease of use. The platform prioritizes simplicity, allowing teams to navigate and use features without technical expertise. One reviewer described setup as "as easy as ordering a pizza—but without the greasy fingers." This translates to faster adoption and minimal training time for your team.

Comprehensive Contact and Lead Management

Insightly gives you one central hub for managing all contacts, leads, and interactions. This unified approach lets you track the complete customer journey from first inquiry through project completion. The lead tracking tools help nurture prospects effectively, ensuring potential customers don't slip through cracks.

Customizable Sales Pipeline

Create, monitor, and tailor sales pipelines to match your specific business processes. This flexibility helps you track deals through every stage, improving sales forecasting and prioritization. The ability to update opportunities in real-time, even from mobile devices, keeps your sales team responsive and agile.

Integrated Project Management

Unlike most CRMs, Insightly includes robust project management tools. Convert won opportunities directly into projects, tracking milestones, deliverables, and tasks all in one place. This seamless transition from sales to delivery improves accountability and handoffs between departments.

Powerful Workflow Automation

Insightly's workflow automation streamlines repetitive tasks, triggers emails, updates records, and can even execute custom code or fire webhooks. Automating routine processes frees up staff time, reduces manual errors, and ensures consistent follow-up.

AI-Powered Email Management

A new feature introduced in February 2025 is Insightly's AI-generated email reply capability. This tool provides AI-powered suggestions for replies, making customer communication faster and more consistent. Combined with centralized email management, this feature maintains context across your team throughout the customer relationship.

Extensive Integration Capabilities

Insightly connects with over 2,000 business tools through its AppConnect platform. These seamless connections include popular apps like Salesforce, HubSpot, QuickBooks Online, Workday, WordPress, and Slack. These integrations unify your customer data and reduce manual entry, creating a more cohesive business environment.

Mobile Accessibility

Award-winning mobile apps for Android and iOS ensure your team can access and update records in the field, check dashboards, and manage tasks on the go. This mobility particularly benefits businesses with remote or field-based teams.

Scalability and Cost-Effectiveness

Insightly grows with your business, offering clear upgrade paths as your organization expands. This scalability, combined with competitive pricing compared to major alternatives, makes Insightly attractive for growing businesses.

Insightly CRM offers a robust set of features tailored for small to midsize businesses. Let's look at what makes it stand out.

Interface and User Experience

Insightly is generally well-regarded for its ease of use, making it accessible even for those without tech backgrounds. The platform provides a clean layout with customizable dashboards you can tailor to your specific needs. As one reviewer noted, Insightly has a "user-centric interface designed for simplicity."

The quick setup process means you can implement this CRM without extensive onboarding. Some users do report that dashboard customization takes practice, and parts of the interface can feel crowded when using advanced features.

Data Management and Importation

Insightly handles data management with ease, offering straightforward data import and contact management. The contact page layout puts all relevant information at your fingertips. This streamlined approach means faster access and better customer management.

Automated workflows reduce repetitive data management tasks and minimize manual entry errors. Be aware that data storage limits on base plans may become an issue as your database grows, and advanced data permissions require premium plans.

Contact and Leads Management

Track contacts, leads, and all related interactions in one central system. This comprehensive approach helps ensure no lead gets overlooked and provides a complete view of each customer's journey.

The centralized information helps you nurture prospective customers effectively and minimize lead leakage. This approach helps small to midsize businesses maximize every opportunity that comes their way.

Pipeline and Opportunity Management

Create and customize sales pipelines that match your unique business processes. Track deals through every stage, improving sales forecasting and prioritization.

Update opportunities in real-time and adjust details from anywhere, increasing your sales team's responsiveness, especially when they're in the field using Insightly's mobile apps.

Project Management

Unlike most CRMs, Insightly includes robust project management tools. Convert won opportunities directly into projects and track milestones, deliverables, and tasks.

This integration streamlines workflows from sales through delivery, improving accountability and handoffs between departments. Real-time project updates via mobile apps keep everyone aligned, regardless of location.

Marketing Automation

Create and manage marketing campaigns effectively within the platform. Insightly recently introduced an AI-generated email reply feature that provides AI-powered suggestions for responses, making customer outreach faster and more consistent.

This combination of marketing automation and AI assistance helps maintain professional, responsive communication without overwhelming your team.

AppConnect

Insightly's AppConnect integrates with a wide range of applications including Salesforce, HubSpot, QuickBooks, Workday, WordPress, and Slack. This extensive integration network creates a unified business environment, reducing data silos and streamlining workflows.

By connecting Insightly with tools you already use, you can automate data transfer, reduce manual entry, and ensure all your business applications work together seamlessly.

• Intuitive User Interface: Insightly is generally well-regarded for its ease of use. The platform features a clean layout with customizable dashboards for quick access to essential information. One reviewer describes "Insightly's user-centric interface designed for simplicity," comparing setup to "ordering a pizza—but without the greasy fingers."
• Powerful Customization Options: Users can adapt the CRM to their specific business needs by customizing fields, pipelines, and workflows to match unique processes. This flexibility enhances productivity across various industries.
• Robust Project Management Tools: Unlike typical CRMs, Insightly includes comprehensive project management features. Convert won opportunities into projects, track milestones, deliverables, and tasks, streamlining workflows from sales through delivery.
• Workflow Automation Capabilities: Automate repetitive tasks, trigger emails, update records, and even execute custom code or fire webhooks. This saves time, reduces manual errors, and ensures consistent follow-up.
• Mobile Accessibility: Award-winning mobile apps for Android and iOS let teams access and update records in the field, check dashboards, and manage tasks on the go, boosting productivity for remote or field-based teams.
• Email Management with AI Features: The platform centralizes customer email management, providing full visibility into every interaction. A new AI-generated email reply feature helps craft faster, more consistent responses to inquiries.
• Comprehensive Reporting Dashboards: Interactive dashboards and customizable reports offer real-time visibility into sales, pipeline, and customer health metrics, enabling data-driven decisions and growth opportunity identification.

• Dashboard Customization Challenges: While dashboards can be customized, some users find the process "a bit complicated and not intuitive at first." New users may need extra time to optimize their workspace effectively.
• Interface Clutter with Large Data Volumes: As data grows, parts of the interface can feel overcrowded, especially when accessing advanced features. This sometimes creates confusion for users managing extensive databases.
• Storage Limits on Lower-Tier Plans: Data storage constraints become problematic for businesses with large databases, as expanded storage typically requires upgrading to pricier plans. This leads to unexpected costs for growing businesses.
• Social Media Integration Issues: Some users report difficulties with social media integrations, particularly when adding contacts from LinkedIn. The process isn't as smooth as advertised, hindering efficient contact management.
• Limited Advanced Permissions on Basic Plans: Custom permissions and advanced security measures aren't available in entry-level tiers, limiting control for larger teams or organizations with complex security requirements.
• Lack of Immediate All-in-One Home Dashboard: Some users want a more comprehensive, easily accessible home dashboard displaying all tasks and updates at a glance. Without this, getting a quick overview of all activities can be challenging.
• Learning Curve for Advanced Features: While basic functions are straightforward, mastering more advanced features and customizations takes time, potentially requiring additional training for team members.

Insightly CRM's integration network creates a significant advantage for small to mid-sized businesses. With connections to over 2,000 business tools, it builds a comprehensive environment linking sales, accounting, HR, and communication systems.

Streamlined Business Processes

Insightly's integration capabilities automate repetitive tasks, saving time and reducing errors. This lets SMB teams focus on closing deals instead of copying data between systems. AppConnect, Insightly's integration platform, has helped many businesses dramatically improve their efficiency.

Data Synchronization and Centralization

The integration ecosystem enables smooth data flow between Insightly and other business tools. Everyone at your company can access current information without manual transfers. For example, the HubSpot integration syncs data between platforms without time-consuming imports. This creates a single source of truth for customer data—essential for maximizing each relationship.

Enhanced Customer Insights

By connecting analytics tools with Insightly, small businesses gain valuable insights into customer behavior without needing a dedicated data team. This intelligence helps smaller companies compete effectively against larger organizations.

Specialized Integrations

Certain integrations provide particular value for SMBs. The Insightly + ZoomInfo integration enriches CRM data with accurate business contact information, automates record updates, and gives teams current overviews of business opportunities—especially useful for companies focused on outbound sales.

Mobile Accessibility

Insightly's mobile apps work with its integration ecosystem, allowing remote teams to access customer data, update information, and manage tasks from anywhere. This boosts productivity, particularly for businesses with field sales teams or limited office space.

Insightly CRM takes data security and regulatory compliance seriously—a crucial consideration for small to mid-sized businesses without extensive IT security teams.

• SOC 2 Type II Compliance: The foundation of Insightly's security approach is its SOC 2 Type II certification. This certification, verified through annual independent audits, confirms that Insightly follows strict controls for security, availability, processing integrity, confidentiality, and privacy.
• HIPAA Compliance: For businesses in regulated industries, Insightly also complies with HIPAA, ensuring proper protection of personal health information.
• Strong Encryption Standards: Insightly uses Advanced Encryption Standard (AES) 256-bit encryption for all customer data at rest—the same level used by military and financial institutions. Data in transit is protected using Secure Socket Layer (SSL) technology, preventing interception during transmission between your devices and Insightly's servers.
• Data Backup Protection: To protect data integrity, Insightly implements daily database backups. These backups are encrypted and stored in separate disaster recovery facilities, ensuring quick restoration if primary servers experience issues, minimizing potential downtime.
• Robust Access Controls: The platform uses strong authentication methods and role-based permissions to restrict access to authorized personnel only. This targeted approach reduces the impact of potential account compromises.
• Global Privacy Compliance: For companies operating globally, Insightly follows GDPR, the EU-U.S. Data Privacy Framework, and the Swiss-U.S. DPF, ensuring proper handling of personal data across jurisdictions. This comprehensive approach to international regulations helps growing businesses expand globally with confidence.
• Transparent Privacy Policy: Insightly maintains a transparent privacy policy clearly explaining what information they collect, how they use it, and your rights regarding your data. This transparency builds trust and ensures regulatory compliance.
• Shared Security Responsibility: While Insightly provides robust security measures, they emphasize shared responsibility for optimal security. The company offers resources to help users implement strong security practices, recognizing that user behavior significantly impacts overall data protection.
• Ongoing Security Development: Insightly acknowledges that no Internet-based system is 100% secure, encouraging users to practice good security habits like using strong passwords and enabling multi-factor authentication.

For small to mid-sized businesses, Insightly's security framework offers enterprise-grade protection without requiring extensive in-house security expertise. This allows these companies to focus on growth while knowing their data is protected by industry-leading security practices.