In the CRM world, few platforms combine sales, project management, and integrations as seamlessly as Insightly. Designed with growing businesses in mind, Insightly is known for its ease of use, built-in project management tools, and deep integration with Google Workspace and Microsoft 365.
So, what’s the Insightly pricing in 2025? And is it still a good investment compared to alternatives like Zoho, Freshsales, and HubSpot? This article explores everything you need to know—from pricing tiers to features and comparisons.
🔹 What Is Insightly CRM?
Insightly is a cloud-based customer relationship and project management software that helps businesses manage leads, contacts, sales opportunities, and post-sale delivery—all in one platform.
Unlike most CRMs that focus only on sales pipelines, Insightly also includes built-in project management, making it ideal for service-based businesses, agencies, and startups that handle both sales and project execution.
🔹 Insightly CRM Pricing in 2025 (Updated)
Insightly offers three main pricing tiers as of 2025, with pricing based on per-user/month (annual billing):
Plan Name | Price (Per User / Month – Annual Billing) | Main Features |
---|---|---|
Plus | $29 | Lead & pipeline management, task management, workflow automation |
Professional | $59 | Email templates, reporting dashboards, custom validation rules |
Enterprise | $99 | Advanced permissions, sandbox, priority support, record routing |
🔸 Monthly billing is available at a higher rate (approx. +15–20%).
🔸 A 14-day free trial is available on all plans.
🔹 Key Features by Plan
✅ Plus Plan ($29/month)
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Basic CRM and opportunity tracking
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Project management module
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Custom fields, tags, filters
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Task automation
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100+ third-party app integrations (via Zapier, native APIs)
✅ Professional Plan ($59/month)
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Email scheduling and templates
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Lead assignment rules
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Advanced reporting and dashboards
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Custom workflow automation
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Data export & team permissions
✅ Enterprise Plan ($99/month)
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Dedicated CSM and onboarding
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Role-based security controls
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Audit logs & change history
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Multiple record routing rules
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Sandbox testing environment
🔹 What’s New in Insightly CRM in 2025?
Insightly has introduced several improvements to compete in the modern CRM market:
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✅ AI-powered task prioritization using historical sales data
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✅ Smart project forecasting for post-sale delivery timelines
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✅ Enhanced email analytics and marketing automation
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✅ Revamped UI with drag-and-drop customization
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✅ New integrations with Slack, WhatsApp, and Notion
They’ve also invested in Insightly Marketing and Insightly Service, which can now be bundled for a unified CRM+marketing+support solution.
🔹 Who Should Use Insightly CRM?
Insightly stands out for businesses that want more than just a CRM.
✅ Best for:
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Agencies managing both sales and client projects
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Service businesses with long post-sale cycles
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Companies using Google Workspace or Microsoft 365
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SMBs looking for CRM + project management in one tool
❌ Not ideal for:
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Businesses needing extensive AI features (limited compared to Salesforce or HubSpot)
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Companies requiring free plans or low-budget options
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Teams focused on heavy marketing automation (unless using Insightly Marketing add-on)
🔹 Insightly vs Other CRMs in 2025
CRM | Starting Price | AI Features | Built-in PM Tools | Free Plan | Best For |
---|---|---|---|---|---|
Insightly | $29 | ⚠️ Limited AI | ✅ Yes | ❌ | Project-based businesses |
Zoho CRM | $0 | ✅ Zia AI | ❌ External app | ✅ | SMBs with custom needs |
Freshsales | $0 | ✅ Freddy AI | ❌ External app | ✅ | Sales teams |
HubSpot CRM | $0 | ✅ Basic AI | ❌ | ✅ | Marketing-focused teams |
Salesforce | $30 | ✅ Einstein AI | ❌ Add-on modules | ❌ | Large enterprises |
💬 Insight: If you want sales + project management in one CRM without paying for two platforms, Insightly is one of the best values in 2025.
🔹 Add-Ons and Bundled Products
Insightly offers additional products that can be bundled or added:
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Insightly Marketing – Starts at $299/month
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Insightly Service – Starts at $99/agent/month
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Insightly AppConnect – Advanced integration automation (similar to Zapier)
💡 You can contact Insightly sales for custom pricing if you’re bundling multiple products or scaling.
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🔚 Final Verdict: Is Insightly CRM Worth It in 2025?
If your business handles both customer relationships and post-sale projects, then Insightly CRM is absolutely worth the price in 2025.
While it may lack some AI bells and whistles found in larger platforms, it excels in combining CRM + project management, making it ideal for agencies, consultancies, and service providers.
With prices starting at $29/month, Insightly is a serious contender for businesses that want one system to do it all.