Insightly review

Insightly brings sales, marketing, customer support and workflow automation into a CRM. It centralizes customer and pipeline details, including lead status, contacts, emails, calls and deals, so teams can work from the same records. Its lead scoring is based on engagement with a product, service or content, while marketing automation can trigger campaigns, follow-ups and re-engagement based on prospect behavior.

Support teams can create and track tickets from contact records, portals, email or web forms. Workflow automation handles routine tasks and coordinates work through integrations. Insightly also says CRM data can connect to AI assistants such as Claude and ChatGPT through MCP.

The product is broader than a contact list. One Reddit commenter described its sales and project modules as solid, but said they felt like overkill for someone who just wanted a personal Rolodex. That distinction matters: Insightly is aimed at managing business processes, not just remembering who to contact.

Insightly’s main strength is the range of work it can cover around a customer record. Sales teams can track leads and deals; marketing teams can automate campaigns and score prospects; support teams can manage tickets. The pricing page lists separate plans for those functions, so a buyer can compare modules rather than assume every capability is included in the entry-level CRM price.

There are useful plan-specific allowances. CRM Plus is listed at $29 per user per month when billed annually, with 100,000 records, 10 GB of file storage, imports of up to 25,000 records and 2,500 mass emails per day. Marketing Plus is $99 per account per month billed annually and includes email marketing automation, prospect scoring and A/B email testing, with 2,000 prospects selected. Support Plus is $29 per user per month billed annually and includes SLA tracking, configurable email settings and macros, and customizable reports.

For teams that want a personal contact manager, Insightly may be more system than they need. But for companies looking to bring customer, sales and service work together, its breadth is the point.

The $29 CRM Plus price is not the price of a complete sales-and-marketing stack. Prices shown are monthly equivalents billed annually; monthly billing prices are not published, and there is no free plan. The listed trial is 14 days. Marketing Plus adds $99 per account per month billed annually, while Support Plus adds $29 per user per month if ticketing is also needed.

Caps matter too. CRM Plus limits mass email to 2,500 per day and file storage to 10 GB. Marketing plans list 2,000 selected prospects. CRM Professional costs $49 per user per month billed annually and includes 75 AI Copilot queries; Enterprise is $99 and includes 100. AppConnect starts at $249 per account per month for 25,000 tasks, with a required $3,000 technical setup; each extra 25,000-task block is $249. The All-in-One plans start at $349 per month and require contacting sales.

A Reddit thread about renewing Insightly raised affordability and fit concerns, but did not settle whether to switch. Another commenter called it overkill for personal contact management. Buyers should price the modules and limits they actually need, not just the CRM entry plan.

Insightly’s CRM starts at $29 per user per month, billed annually. CRM Professional is $49 and Enterprise is $99 per user monthly. The jump buys higher record and storage caps: Plus includes 100,000 records and 10 GB; Enterprise lists 500,000 records and 250 GB. Monthly-billing prices are not published, and there is no free plan; the listed trial lasts 14 days.

The other products price differently. Marketing Plus starts at $99 per account monthly, while Professional is $499 and Enterprise is $999; each lists 2,000 selected prospects. Support starts at $29 per user monthly. AppConnect starts at $249 per account monthly for 25,000 tasks, but requires $3,000 in technical setup; extra 25,000-task blocks cost $249. All-in-One plans start at $349 monthly, with Professional at $899 and Enterprise at $2,599. Those prices make the entry figure a poor estimate if you need multiple products or integrations.

Before switching, list the data and processes you need to move: Insightly brings together contacts, deals, emails, calls and lead status, and can also handle support tickets, marketing follow-ups and workflow automation. Moving only contacts is a different project from recreating those connected records and automations. The published materials don’t specify migration services, supported import formats, export options or fees, so confirm those details with Insightly before committing.

We also can’t substantiate a pattern of customers leaving Insightly from the published Reddit material; no Reddit posts or comments were included. Treat that as an evidence gap, not proof that users stay or leave for a particular reason. Ask for a sample export and verify that it includes the records and fields your team relies on. If you use AppConnect, factor in its listed $3,000 technical setup and ongoing task charges when comparing the cost of moving integrations. Keep the old system available until you’ve checked imported records and rebuilt essential workflows.