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πŸ€– Business & Automation

Insightly

AI-assisted CRM and project management combined.

β˜…β˜…β˜…β˜…β˜…4.0 Β·Free / $29+ mo per user Β·Freemium
7.7/10
Trust Score Try Free By The AIProsNCons Editors Β· 2 min read Β· Updated August 2026
insightly.com
Insightly screenshot

🎯 The Honest Verdict β€” Should You Use This?

🟒
Use it ifyou want CRM and project management combined in one tool.
🟑
Maybe ifyou are a small business managing post-sale delivery.

Pros

  • Combines CRM with project management
  • Usable free tier for very small teams
  • Good for businesses managing delivery post-sale

Cons

  • Interface feels dated versus newer rivals
  • AI features are lighter than dedicated AI CRMs
  • Advanced features need higher tiers

βœ… Best for

  • βœ“Small businesses managing sales and delivery
  • βœ“Combining CRM with project tracking
  • βœ“Budget-conscious combined workflows

β›” Avoid if

  • βœ•You need the most modern AI-native CRM
  • βœ•You want separate best-of-breed tools

What is Insightly?

Insightly combines CRM with project management features, helping small businesses manage customer relationships and delivery in one platform.

Insightly sits in the Business & Automation category and earns an overall AIProsNCons Trust Score of 7.7/10, making it a solid, dependable choice for most people.

Insightly strengths

Where Insightly shines: combines CRM with project management, usable free tier for very small teams, and good for businesses managing delivery post-sale.

Where Insightly falls short

No tool is perfect. The main limitations to weigh up are that interface feels dated versus newer rivals, aI features are lighter than dedicated AI CRMs, and advanced features need higher tiers.

How much does Insightly cost?

Insightly runs on a freemium model: there's a free tier to try it, and paid plans (Free / $29+ mo per user) unlock the full feature set.

Is Insightly worth it?

Insightly is worth it if you want CRM and project management combined in one tool. You should skip it if you want the most modern AI-native CRM or separate tools.

Insightly β€” FAQ

Is Insightly free?

Insightly has a free tier, with paid plans (Free / $29+ mo per user) unlocking more.

What is Insightly best for?

Insightly is best for small businesses managing sales and delivery, combining crm with project tracking, budget-conscious combined workflows.

What are the main downsides of Insightly?

The main drawbacks: Interface feels dated versus newer rivals; AI features are lighter than dedicated AI CRMs; Advanced features need higher tiers.

Is Insightly worth it?

With an overall Trust Score of 7.7/10, Insightly is a solid, dependable choice for most people. It is worth it if you want CRM and project management combined in one tool.

What are the best alternatives to Insightly?

The closest business & automation alternatives to Insightly are Ramp, Drata, and Make.

Affiliate disclosure: the "Try Free" button may be an affiliate link. If you sign up through it we may earn a commission at no extra cost to you. It never affects our pros & cons.

Best alternatives to Insightly

The closest business & automation tools worth comparing.

Compare side by side β†’

If Insightly isn't quite the right fit, the top alternatives are Ramp, Drata, Make. Put them head-to-head in our comparison tool.

Ramp

πŸ€– Business & Automation

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Genuinely free for the core plat…AI-powered savings insights are …
Requires qualifying for corporat…Best suited to US-based businesses
β˜…β˜…β˜…β˜…β˜…4.6 Free

Drata

πŸ€– Business & Automation

Automated security compliance and audit readiness platform.

Automates continuous compliance …Speeds up audit preparation sign…
Custom pricing, not self-serveBest suited to companies activel…
β˜…β˜…β˜…β˜…β˜…4.6 Custom pricing

Make

πŸ€– Business & Automation

Visual automation platform for connecting apps.

Powerful visual workflow builderCheaper than many rivals at scale
Steeper learning curve than ZapierFewer native app integrations
β˜…β˜…β˜…β˜…β˜…4.5 Free / $9+ mo