Insightly
A CRM that pairs the sales pipeline with project delivery, aimed at teams that sell and then deliver the work.
Insightly stands out by joining CRM and project management in one tool, so a won deal can flow straight into delivery without a second app. It rounds out into a small platform with optional marketing and service products, and recent releases add an AI Copilot. The interface is workmanlike rather than slick, the free plan is gone since 2024, and depth in any single area trails the specialists, but for project based businesses that want sales and fulfillment together, the bundle makes sense.
The link below is an affiliate link. We may earn a commission · it never affects the score. Disclosure.
A CRM that hands the won deal straight to delivery, so sales and projects live in one place.
In its favour
Held against it
Breadth across sales and delivery, polish is the gap.
Insightly scores steadily across features and integrations thanks to its sales plus projects breadth. Value and ease are softer: it is annual only, and the interface trails the slicker specialists.
Scored against the same five weighted criteria we use across CRM. See the rubric →
a project based business that wants its sales pipeline and delivery work in one system.
a team chasing the deepest pure sales features, the slickest interface or a free plan.
What it costs
Per user / month, billed annuallyPricing as of June 2026. Annual billing only; the free plan was retired in 2024. Check the vendor for current pricing.