Insightly review & overview
CRM that combines pipeline management with project delivery, useful for businesses that sell then deliver.
Insightly sits in the crm + project management space and is most often picked for sell-then-deliver businesses, project + crm in one, mid-market smbs. Below is a quick, no-fluff overview to help you decide if it fits.
Key facts
| Category | CRM + project management |
| Pricing | Plus from ~$29/user/mo; Professional ~$49; Enterprise ~$99 (billed annually). |
| Best for | Sell-then-deliver businesses, Project + CRM in one, Mid-market SMBs |
| Affiliate program | Not confirmed |
Who it's for
Insightly makes most sense for sell-then-deliver businesses.
- Sell-then-deliver businesses
- Project + CRM in one
- Mid-market SMBs
Key features
What you actually get with Insightly, drawn from independent reviews and the vendor's own documentation:
- CRM plus built-in project delivery, linking records to post-sale projects
- Kanban boards and Gantt-style views for pipeline and project tracking
- Object-based data model with custom objects, calculated fields and relationship linking
- Drag-and-drop workflow automation (Professional+)
- AppConnect integration middleware with hundreds of pre-built connectors
Integrations
Insightly connects with Gmail, Outlook, Slack, QuickBooks, Zapier and AppConnect (2,000+ apps).
What makes it stand out
A CRM that follows the deal into project delivery, good for sell-then-deliver businesses.
Who it's best for
Sell-then-deliver SMBs and mid-market teams wanting CRM plus project tracking in one.
Strengths & trade-offs
The honest balance for Insightly, from independent reviews rather than its sales page. We go deeper in the full Insightly review.
Strengths
- + Combines CRM and project management in one tool
- + Flexible object model usually reserved for enterprise CRMs
- + AppConnect/Zapier give very broad integration reach
Trade-offs
- - Workflow automation gated behind Professional (~$49/user/mo), a common complaint
- - No email sequencing on any plan
- - AppConnect middleware is expensive ($249-$1,899/mo plus ~$3,000 setup)
Notable facts
Concrete, checkable details rather than marketing claims:
- Workflow automation only from Professional tier
- No native email sequencing on any plan
- AppConnect priced $249-$1,899/account/mo plus ~$3,000 setup
- Affiliate not public self-serve (per input dataset)
No public affiliate program at the time of writing; this page links to vendor and comparison resources instead.
Sources
The features and facts above on Insightly are drawn from these independent reviews and vendor pages: