Insightly Review — Honest Pros, Cons & Pricing (2026)

Category: CRM with project management

Also known as: insightly.

Overview

Insightly combines CRM and project management in a single platform, which is useful for businesses where closing a deal transitions directly into delivering a project. The CRM side covers contact management, pipeline tracking, and email tracking. The project management side handles task assignments, milestones, and delivery workflows. This combination makes Insightly popular with consulting firms, agencies, and professional services companies. For cold email teams, Insightly works as a pipeline destination after prospects reply, but it lacks outbound sending capabilities.

Pricing

Plus: $29/user/month. Professional: $49/user/month. Enterprise: $99/user/month. 14-day free trial.

Strengths

CRM and project management combined, reducing tool sprawl for service businesses
Relationship linking connects contacts to organizations, projects, and opportunities
Workflow automation for routing leads and triggering actions
AppConnect integration platform for connecting with other business tools

Weaknesses

Interface can feel cluttered with both CRM and project features
No cold email sending or sequence automation
Pricing is higher than CRM-only alternatives at the entry level
Mobile app is functional but not as polished as competitors

Best For

Consulting firms and agencies that need CRM and project delivery in one tool
Professional services teams where deals turn into projects after closing
Mid-size businesses wanting relationship intelligence across contacts and organizations

Not Ideal For

Pure sales teams that don't need project management features
Cold email senders looking for outbound automation and sequences