Insightly Review 2026
Reviewed by the Ikaroa team · Last updated: March 2026
Overview
Insightly combines CRM with project management, making it useful for businesses that need to manage both sales pipelines and post-sale project delivery.
We have been working with Insightly across multiple client projects since 2011, and this review reflects our hands-on experience implementing it for businesses of all sizes. Founded in 2009 and headquartered in San Francisco, California, Insightly has established itself as a notable option in the crm category.
Starting Price
£25/user/month
Founded
2009
Headquarters
San Francisco, California
Our Rating
3.9/5
Insightly Key Features
Insightly offers a comprehensive feature set that covers the core needs of most businesses in the crm space. Here are the standout features we have tested:
Insightly Pricing in 2026
Insightly pricing starts at £25/user/month and scales up based on features and team size. Here is a breakdown of every tier:
Insightly Pricing
Plus
£25/user/month
- ✓Contact management
- ✓Lead management
- ✓Project management
- ✓Email tracking
Professional
£49/user/month
- ✓Everything in Plus
- ✓Workflow automation
- ✓Custom dashboards
- ✓Lead assignment
Enterprise
£99/user/month
- ✓Everything in Professional
- ✓Custom validation rules
- ✓Lambda functions
- ✓Unlimited records
Insightly Pros and Cons
Based on our experience implementing Insightly for clients, here is what we like and what could be better:
✓Pros
- •Combines CRM and project management
- •Good for tracking post-sale delivery
- •Decent customisation options
- •Integrates with Google and Microsoft
- •Project linking to contacts and opportunities
✗Cons
- •Interface feels dated
- •Reporting is limited on lower tiers
- •No free plan
- •Email marketing requires separate add-on
- •Customer support could be better
Who Is Insightly Best For?
Businesses needing CRM and project management in one platform
In our experience, Insightly works particularly well for teams that value combines crm and project management. If your primary concern is interface feels dated, you may want to explore alternatives.
Need help implementing this?
Our team at Ikaroa can set up Insightly for your business, migrate your data, and train your team.
Insightly Alternatives Worth Considering
If Insightly does not quite fit your needs, here are some alternatives worth considering:
Open Doors
From £97/month
HubSpot CRM
From £0/month
Salesforce
From £20/user/month
Pipedrive
From £14/user/month
Zoho CRM
From £0/month (3 users)
Our Verdict on Insightly
Insightly earns a solid 3.9/5 in our review. It is a decent choice for businesses needing crm and project management in one platform.
The biggest strengths are combines crm and project management and good for tracking post-sale delivery. However, you should be aware that interface feels dated.
If you are not sure whether Insightly is the right fit, talk to our team. We have helped hundreds of businesses choose and implement the right software, and we are happy to point you in the right direction.
Alternative to Consider: Open Doors
Before committing to Insightly, consider Open Doors. It is an all-in-one platform that includes CRM, email marketing, SMS, sales funnels, booking, invoicing, and automation, all starting at £97/month with unlimited contacts. While Insightly starts lower, Open Doors replaces multiple tools you would otherwise need to buy separately.
Need help with Insightly?
Ikaroa can implement Insightly for your business, migrate your data, and get your team up to speed. We have done it dozens of times.
Free consultation. No obligation.