Keap
Small-business CRM and automation software connecting customer records, lead capture, follow-up, appointments and invoicing workflows.
Compare products →Insightly
What is Insightly?
A CRM for customer records, sales opportunities and pipeline activity, with related marketing, service and integration products available separately.
Insightly
Explore the official product
See the vendor’s current capabilities, product information and plan details.
Visit Insightly ↗Who should take a closer look?
Growing sales teams that want to organise customer relationships and evaluate a connected marketing or service platform.
Explore the required features and plan before choosing.Alternatives to Insightly
Attio
A configurable CRM combining customer records, objects, email and calendar activity, workflows and credit-based automation or AI features.
Compare products →
Streak
CRM working inside Gmail, with shared pipelines and contact management on paid plans and a separate free set of email productivity tools.
Compare products →Insightly features
Vendor-described capabilities; availability can depend on the plan.
- Customer and lead records
- Sales opportunity pipelines
- Email and activity history
- Workflow automation on qualifying plans
- App integrations and separately scoped AppConnect
Insightly pricing considerations
Paid plans / trial
Paid CRM subscriptions are priced per user with annual-billing USD rates. Marketing, service and platform bundles have separate pricing; confirm the required edition, currency, taxes and implementation scope.
A 14-day CRM trial is offered; the current paid CRM packages are Plus, Professional and Enterprise.
Calculate costs from your vendor quote →What to check before choosing
- CRM, Marketing, Service and AppConnect have different package scopes; do not treat a CRM seat as the entire suite.
- Automation and advanced capabilities depend on the selected CRM edition.
Test the same sample work, confirm your required plan and check how to export your data before committing.
Insightly FAQs
Does Insightly have a free plan?
A 14-day CRM trial is offered; the current paid CRM packages are Plus, Professional and Enterprise.
Who is Insightly for?
Growing sales teams that want to organise customer relationships and evaluate a connected marketing or service platform.
What should I compare before buying?
Check the tier that contains your essential features, confirm plan limits and compare the total quote with your own expected usage.