Insightly review
A solid CRM with powerful, built-in project management capabilities.
Top 11 rank
#6 of 11
Score
8.2/9.4
Pricing
$$ ($29 to $99/user/mo)
HQ
San Francisco, USA
Verdict
Insightly stands out by tightly integrating robust project management features directly into its CRM, making it ideal for service businesses that deliver projects post-sale.
What customers praise
The ability to convert a closed deal into a project with all associated contacts and history is a seamless and powerful workflow for service-based businesses.
What customers criticise
The user interface, while functional, feels slightly dated compared to more modern competitors.
Best for
Businesses that need to manage customer relationships and complex projects side-by-side, with strong linking between the two.
At a glance
- Integrations: Google Workspace, Microsoft 365, QuickBooks, Xero, Zapier, PandaDoc
- Compliance: GDPR, SOC 2
- Regions served: Global
- Typical onboarding: 7 days
- Free tier: yes
Red flags
Public risk signals as of June 2026: none. No material public risk signals as of 2026-06-04. See the full red-flag report.
Alternatives
See alternatives to Insightly, or compare against the next-ranked entry: Insightly vs Capsule CRM.
Where else this brand ranks
Source: Top 11 The 11 Best CRM Software for Small Business, verified June 4, 2026 — no paid placement.