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Insightly

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Track all pipeline data in one place, auto-score leads and send follow-ups.

  • Per user per month, billed annually
  • Mobile
Facts from insightly.com, checked October 28, 2026.
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At a glance

  • Insightly is listed under CRM, alongside Attio, Capsule CRM and Clarify.
  • Insightly's lowest paid plan is Plus at $29 per user per month, billed annually, as of October 28, 2026.
  • Insightly's pricing model: per user per month, billed annually.
  • Insightly offers a free trial (14 days).
  • Insightly is available on Mobile.
  • Insightly works with Slack, Gmail, Gong, QuickBooks, DocuSign and others.
  • Insightly's main features: Lead management, AI Copilot, No-code integrations.
  • Insightly's website lists SOC 2, GDPR and SSO.
  • Insightly has a public API.
  • We haven't confirmed whether Insightly has a free plan.

Facts from insightly.com, checked October 28, 2026.

AI summary

The summary writes itself once 5 people have reviewed this tool.

It's built only from what reviewers say: who it's best for, who should think twice, and what comes up again and again.

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What we know so far

Main features
Lead management, AI Copilot, No-code integrations
Works with
Slack, Gmail, Gong, QuickBooks, DocuSign, Shopify
Platforms
Mobile
Free trial
14 days
Security and compliance
SOC 2, GDPR, SSO
Public API
Yes
Facts only, from the tool's website or its vendor. Opinions come from reviewers. Suggest a correction
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Pricing

Facts from insightly.com, checked October 28, 2026. Prices change, so confirm on their site.
  • Plus$29As of October 28, 2026Per user per month, billed annually. Lead and contact management, project management, advanced reports.
  • Professional$49As of October 28, 2026Per user per month, billed annually. Adds lead routing, workflow automation and AI Copilot.
  • Enterprise$99As of October 28, 2026Per user per month, billed annually. Adds sandboxes, quotes and audit logging.

How Insightly compares

With other CRM tools, on the facts each website lists.

All Insightly alternatives
  • Capsule CRMNo reviews yet
    Choose Capsule CRM for
    • A lower starting price
    • iOS, Android or API
    • Integration with Zapier, Microsoft 365 or Xero
    • ISO 27001
    Choose Insightly for
    • Mobile
    • SOC 2, GDPR or SSO
    Insightly vs Capsule CRM
  • Less Annoying CRMNo reviews yet
    Choose Less Annoying CRM for
    • Mobile browser
    • Integration with QuickBooks Online
    • HIPAA
    Choose Insightly for
    • Mobile
    • Integration with Slack, Gmail or Gong
    • SOC 2 or SSO
    Insightly vs Less Annoying CRM
  • monday CRMNo reviews yet
    Choose monday CRM for
    • iOS or Android
    • Integration with Zoom or Outlook
    • ISO 27001 or HIPAA
    Choose Insightly for
    • Mobile
    • Integration with Gong or Shopify
    • SOC 2, GDPR or SSO
    Insightly vs monday CRM

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