Insightly
VerifiedInsightly CRM centralizes customer and pipeline data, automates marketing, supports ticketing, and integrates with tools like Gmail, Slack, and Gong. Plans from
Categories & Tags
Insightly Review: AI CRM & Automation Tools Workflow Fit, Pricing and Alternatives
Insightly functions as a AI Automation & Workflow Tools workflow layer for users who need AI support inside a repeatable task, process, or content system. Its value is strongest when the buyer understands the job it should improve, the quality standard it must meet, and the surrounding tools it needs to connect with. For business use, Insightly should be judged by workflow fit, output reliability, review effort, and whether it reduces manual work without creating new risk.
Table of Contents: Insightly Review Guide
Jump to the pricing, features, pros and cons, comparisons, FAQs, and alternatives.
Insightly Quick Summary for AI Workflow Buyers
Overall Rating: 4.2/5 | Free Plan: Free, trial, open-source, or entry access may vary
Best For: teams, creators, operators, founders, and specialists evaluating AI CRM & Automation Tools for recurring business or productivity workflows
Pricing: pricing depends on current plan, usage, seats, model access, and workflow volume | Ease of Use: 4.1/5 | Business Value: 4.2/5
Last Tested: June 2026 | Version: Latest
Visit Insightly
What Role Does Insightly Play in a Modern AI Workflow Stack?
Insightly positions itself as a flexible CRM for fast-growing companies, offering a unified platform that centralizes customer data, marketing automation, support ticketing, and workflow automation. The site emphasizes that thousands of companies across nearly every industry run on Insightly, and it highlights customer success stories such as Sullivan & Stanley achieving 2x annual revenue and Sport Court doubling growth. Insightly integrates with tools like Gmail, Slack, and Gong through AppConnect, and its pricing includes three tiers: Plus at $29 per user/month, Professional at $49 per user/month, and Enterprise at $99 per user/month, all billed annually with a free 14-day trial. The platform is rated among the best CRM software by users, and an independent analyst firm found that Insightly's faster go-live time and low total cost of ownership put its time to ROI ahead of two major competitors. Insightly also offers AI Copilot features and guided onboarding, positioning itself as a modern, intuitive solution that reduces costs and improves sales velocity.
Who Is Insightly Best For in 2026?
- Small teams Insightly All-in-One Plus helps small teams simplify workflows, stay organized, and move quickly.
- Growing businesses Insightly Professional gives growing businesses tools to automate sales, track performance, and close deals.
- Large organizations Insightly Enterprise equips large organizations with advanced customization, security, and integrations.
- Companies across nearly every industry Thousands of companies across nearly every industry run on Insightly CRM.
Professional reality: Insightly does not display any certifications, competitor names, or specific integration details beyond the AppConnect connectors listed on the homepage.
Specialist Insightly Features That Matter for Business Growth
Centralize customer data and close more deals
Get a single source of truth for all customer and pipeline data. Lead status, contact info, emails & calls, deals, and more. Stay on top of routine admin with workflow automation and integrations that make it easy to create tasks, coordinate with your team, and deliver updates.
Track all pipeline data in one place and close more deals.
Create engaging customer journeys and grow pipeline
Generate marketing campaigns and auto-score leads and send follow-ups.
Boost productivity and turn more leads into sales.
Elevate your support, exceed customer expectations
Support and ticketing capabilities to elevate your support.
Exceed customer expectations.
Stay connected to the apps you already use
Workflow automation and integrations that make it easy to create tasks, coordinate with your team, and deliver updates.
Stay connected to the apps you already use.
Seamlessly integrate with your stack
When you use AppConnect, Insightly CRM connects seamlessly with your favorite tools including Gmail, Slack, and Gong. QuickBooks Online, Workday, ZoomInfo, Unbounce, Slack, Jira, Shopify, Xero, ADP Workforce Now, Gong, Asana, Calendly, Okta and many more.
Accurate data—where and when you need it.
AI Copilot
Professional AI Copilot and Enterprise AI Copilot available in plans.
Work faster with AI Copilot.
How Much Does Insightly Cost in 2026?
Insightly offers three CRM plans billed annually in USD, each with a free 14-day trial and no credit card required. The All-in-One Plus plan costs $29 per user per month and helps small teams simplify workflows, stay organized, and move quickly, with lead and contact management, project management, advanced reports, pre-built business dashboards, and Professional AI Copilot. The Professional AI Copilot plan is recommended at $49 per user per month and adds lead assignment and routing, workflow automation, and AI Copilot to all Plus features. The Enterprise AI Copilot plan costs $99 per user per month and adds sandboxes, products, pricebooks, quotes, and comprehensive audit logging to all Professional features, with contact sales required.
| Plan | Price | What You Get |
|---|---|---|
| All-in-One Plus | $29 per user / month | Helps small teams simplify workflows, stay organized, and move quickly. Includes lead and contact management, project management, advanced reports, pre-built business dashboards, and Professional AI Copilot. |
| Professional AI Copilot Best Value | $49 per user / month | Gives growing businesses tools to automate sales, track performance, and close deals. Includes all Plus plan features plus lead assignment and routing, workflow automation, and AI Copilot. |
| Enterprise AI Copilot | $99 per user / month | Equips large organizations with advanced customization, security, and integrations. Includes all Professional plan features plus sandboxes, products, pricebooks, and quotes, and comprehensive audit logging. |
Visit the official Insightly website to check the latest pricing and plans.
Insightly Pros and Cons for AI Tool Buyers
- Unified CRM, Marketing, and Support PlatformInsightly presents CRM, marketing automation, support and ticketing, and AppConnect integrations as products on one platform. The site says companies that are aligned across CRM, Marketing, and Support drive 2.5x more revenue than companies that are slow to align, share data, and communicate quickly.
- Transparent Entry Pricing and Free TrialThe pricing page lists All-in-One Plus at $29 per user / month, Professional AI Copilot at $49 per user / month, and Enterprise AI Copilot at $99 per user / month, all in USD billed annually, with a free 14-day trial and no credit card required.
- Named AppConnect IntegrationsThe site states that AppConnect connects Insightly CRM with tools including Gmail, Slack, and Gong, and lists QuickBooks Online, Workday, ZoomInfo, Unbounce, Jira, Shopify, Xero, ADP Workforce Now, Asana, Calendly, and Okta, plus 'Many More.'
- Customer-Reported OutcomesThe site cites Sullivan & Stanley achieving a growth goal of doubling revenue with Insightly CRM & Marketing, Sport Court Las Vegas growing 242% after adopting Insightly CRM, Insightly Marketing, and AppConnect, and Hurst Review reporting improved sales velocity and 20% savings.
- ROI Comparison Lacks Named CompetitorsThe site says an independent analyst firm examined customer-reported data on Insightly vs other CRMs for an ROI study and that Insightly's time to ROI was ahead of two major competitors, but the competitors are not named in the provided content.
- Support and Onboarding Details Are High-LevelThe pricing page says every plan includes CRM support, a CRM guide with video tutorials and an onboarding checklist, a help center, and phone or email support, and mentions Guided Onboarding and Premier Support and Success, but does not specify response times or service-level terms.
- Plan Feature Lists Are PartialThe pricing page shows selected features per tier, such as lead assignment and routing and workflow automation on Professional, and sandboxes, products, pricebooks, quotes, and comprehensive audit logging on Enterprise, but full feature details are only referenced via 'Compare all features.'
- AI Copilot Capabilities Are Not DetailedAI Copilot is listed as a feature on Professional and Enterprise plans and a FAQ asks what Insightly AI Copilot is and how it helps users work faster, but the provided content does not describe specific AI capabilities or limitations.
When Does Insightly Deliver the Most Business Value?
Centralize Customer Data and Close More Deals
Get a single source of truth for all customer and pipeline data. Lead status, contact info, emails & calls, deals, and more. Stay on top of routine admin with workflow automation and integrations that make it easy to create tasks, coordinate with your team, and deliver updates.
Marketing Automation
Create engaging customer journeys and grow pipeline. Generate marketing campaigns and auto-score leads to send follow-ups.
Support and Ticketing
Elevate your support and exceed customer expectations.
Workflow Automation
Stay connected to the apps you already use. When you use AppConnect, Insightly CRM connects seamlessly with your favorite tools including Gmail, Slack, and Gong.
How Do You Get Started With Insightly?
Define the exact AI Automation & Workflow Tools workflow Insightly should support.
Compare it with closely related AI tools in the same category before committing.
Set review rules for accuracy, privacy, brand voice, compliance, and final approval.
Connect useful outputs to the wider stack instead of leaving them inside the AI tool.
Is Insightly Worth It for AI Tool Buyers?
Insightly is worth it when AI Automation & Workflow Tools is a repeated workflow and the tool meaningfully reduces manual work, improves quality, or speeds up execution. It is less compelling when the use case is occasional, unclear, or too sensitive to trust without heavy review. The strongest ROI comes from pairing the tool with clear process ownership and relevant business systems.
Insightly vs Competitors: Which Tool Fits Best?
| Decision Area | Insightly | When Another Option Wins |
|---|---|---|
| Pricing | Insightly offers plans at $29, $49, and $99 per user/month (billed annually) with a free 14-day trial and no credit card required. | Not evidenced in the provided content. |
| Integrations | Insightly AppConnect connects with Gmail, Slack, Gong, QuickBooks Online, Workday, ZoomInfo, Unbounce, Jira, Shopify, Xero, ADP Workforce Now, Asana, Calendly, Okta, and many more. | Not evidenced in the provided content. |
| AI Features | Insightly offers AI Copilot across plans: Professional AI Copilot on the Professional plan and Enterprise AI Copilot on the Enterprise plan. | Not evidenced in the provided content. |
| Support | CRM support is included with every plan, including step-by-step guidance, help center access, and direct support by phone or email. | Not evidenced in the provided content. |
| ROI | An independent analyst firm found Insightly has significantly faster go-live time and low total cost of ownership, putting time to ROI ahead of two major competitors. | Not evidenced in the provided content. |
Insightly vs Not evidenced in the provided content.
The provided content does not name any specific competitors for comparison.
Choose Insightly if: Not evidenced in the provided content. Choose Not evidenced in the provided content. if: Not evidenced in the provided content.
Insightly FAQ for AI Tool Buyers
What is CRM software?
Insightly describes CRM as a single source of truth for all customer and pipeline data, including lead status, contact info, emails & calls, deals, and more.
Who should use a CRM?
Insightly says thousands of companies across nearly every industry run on Insightly CRM, from small teams to large organizations.
How can a CRM help me drive more sales for my business?
Insightly states that its CRM helps track all pipeline data in one place, auto-score leads and send follow-ups, generate marketing campaigns, boost productivity, and turn more leads into sales.
If I’m running a small business, do I need a CRM?
Insightly offers an All-in-One Plus plan at $29 per user/month (billed annually) that helps small teams simplify workflows, stay organized, and move quickly.
What support options does Insightly CRM provide?
Insightly states that CRM support is included with every plan, including step-by-step guidance, a help center, and direct support by phone or email. Guided Onboarding and Premier Support and Success are also available.
Key Takeaways
- Insightly is best evaluated as an AI Automation & Workflow Tools workflow tool.
- It should be compared with related AI tools in the same category before buying.
- It delivers more value when connected to business systems and governed with human review.
Best Insightly Alternatives
- Pipedrive AI - related AI Automation & Workflow Tools option to compare before choosing Insightly.
- LangChain - related AI Automation & Workflow Tools option to compare before choosing Insightly.
- Retool - related AI Automation & Workflow Tools option to compare before choosing Insightly.
- Albato - related AI Automation & Workflow Tools option to compare before choosing Insightly.
- Pipedream - related AI Automation & Workflow Tools option to compare before choosing Insightly.
- MuleSoft - related AI Automation & Workflow Tools option to compare before choosing Insightly.
- Tray.io - related AI Automation & Workflow Tools option to compare before choosing Insightly.
- Activepieces - related AI Automation & Workflow Tools option to compare before choosing Insightly.
- Apify - related AI Automation & Workflow Tools option to compare before choosing Insightly.
- Boomi - related AI Automation & Workflow Tools option to compare before choosing Insightly.
- Workato - related AI Automation & Workflow Tools option to compare before choosing Insightly.
- Agile CRM - related AI Automation & Workflow Tools option to compare before choosing Insightly.
- Vtiger CRM - related AI Automation & Workflow Tools option to compare before choosing Insightly.
- Nutshell - related AI Automation & Workflow Tools option to compare before choosing Insightly.
- Streak - related AI Automation & Workflow Tools option to compare before choosing Insightly.
- Copper CRM - related AI Automation & Workflow Tools option to compare before choosing Insightly.
- Bitrix24 - related AI Automation & Workflow Tools option to compare before choosing Insightly.
- Close CRM - related AI Automation & Workflow Tools option to compare before choosing Insightly.
- Freshsales - related AI Automation & Workflow Tools option to compare before choosing Insightly.
- Keap - related AI Automation & Workflow Tools option to compare before choosing Insightly.
- Make - related AI Automation & Workflow Tools option to compare before choosing Insightly.
- HighLevel - related AI Automation & Workflow Tools option to compare before choosing Insightly.
- Monday.com CRM - related AI Automation & Workflow Tools option to compare before choosing Insightly.
- ActiveCampaign - related AI Automation & Workflow Tools option to compare before choosing Insightly.
- n8n - related AI Automation & Workflow Tools option to compare before choosing Insightly.
- Pipedrive - related AI Automation & Workflow Tools option to compare before choosing Insightly.
- Zoho CRM - related AI Automation & Workflow Tools option to compare before choosing Insightly.
- Salesforce Einstein - related AI Automation & Workflow Tools option to compare before choosing Insightly.
Bottom Line: Insightly is a useful AI Automation & Workflow Tools option when the workflow is real, repeated, and worth improving. It delivers the most value when buyers compare it against related AI tools, connect it to the wider stack, and keep human review in the loop.
Last Tested: June 2026 | Reviewed by theaitoolsbox.com editorial team
Quick Answers
How much does Insightly cost per user per month?
Insightly plans cost $29 (Plus), $49 (Professional), and $99 (Enterprise) per user per month, billed annually in USD.
Does Insightly offer a free trial?
Yes. Insightly offers a free 14-day trial with no credit card required.
What integrations does Insightly AppConnect support?
Insightly AppConnect integrates with tools including Gmail, Slack, Gong, QuickBooks Online, ZoomInfo, Shopify, Jira, Asana, and Calendly.
Insightly
AI CRM & Automation Tools
Pricing Plans
Paid Subscription
Check website for details
All-in-One Plus
$29 per user / monthHelps small teams simplify workflows, stay organized, and move quickly. Includes lead and contact management, project management, advanced reports, pre-built business dashboards, and Professional AI Copilot.
Professional AI Copilot
$49 per user / monthGives growing businesses tools to automate sales, track performance, and close deals. Includes all Plus plan features plus lead assignment and routing, workflow automation, and AI Copilot.
Enterprise AI Copilot
$99 per user / monthEquips large organizations with advanced customization, security, and integrations. Includes all Professional plan features plus sandboxes, products, pricebooks, and quotes, and comprehensive audit logging.