CRM + Project Management in one. Track sales opportunities alongside project delivery.
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Insightly uniquely combines CRM and project management capabilities in a single platform, making it particularly valuable for service businesses where the sales process leads directly into project delivery. Unlike CRMs that hand off closed deals to separate project management tools, Insightly allows teams to convert won opportunities into projects seamlessly, maintaining the full client context throughout the delivery phase.
The project management module transforms closed deals into structured projects with milestones, tasks, and pipelines that mirror how service delivery actually works. For consulting firms, agencies, and professional services businesses, this continuity means nothing gets lost in the handoff between sales and delivery teams — a common friction point that causes client satisfaction issues.
Workflow automation handles repetitive tasks across both CRM and project functions. Automated email notifications, task assignments, record updates, and pipeline stage transitions keep processes moving without manual intervention. For teams running repeatable service engagements, these automations ensure consistent delivery quality regardless of which team members are assigned.
Relationship linking connects contacts, organizations, opportunities, projects, and emails in a visual network that shows how different entities relate to each other. This relational mapping is especially useful for complex B2B sales where multiple stakeholders influence buying decisions and understanding organizational dynamics is critical to closing deals.
The reporting and dashboards provide cross-functional visibility that spans sales pipeline metrics and project delivery KPIs. Business leaders can see revenue forecasts alongside project profitability and resource utilization in a unified view, enabling data-driven decisions about capacity planning and business development.
Pricing starts at 29 USD per user per month for the Plus plan, which includes basic CRM and project management. The Professional plan at 49 USD adds workflow automation and custom roles. The Enterprise plan at 99 USD adds custom validation rules and advanced permissions. The interface, while functional, can feel somewhat dated compared to more modern CRM platforms like HubSpot or Freshsales.
A standardized buyer checklist for every product page, avoiding unsupported hands-on testing claims.
Important details to help you make the right choice
Service & Project Teams
Not ideal for solopreneurs storing fewer than 100 contacts — a Google Contacts or Notion database typically covers those needs more cheaply. Skip Insightly if your team won't actively log activities or follow a defined sales pipeline.
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Insightly's paid plans start at $29 per user per month, with higher tiers unlocking advanced features such as workflow automation and AppConnect integrations. The platform also offers a free plan designed for very small teams or businesses looking to evaluate the software before committing to a paid subscription.
Insightly is designed to combine CRM and project management functionality within a single platform, allowing teams to track sales opportunities and manage project delivery without switching between tools. A standout capability is the ability to convert a won sales opportunity directly into a tracked project, eliminating the need to re-enter data across systems.
Useful next step — free, no sign-up
Pricing source: Official pricing page — Last verified: 6/14/2026
Insightly is best suited for small to mid-sized businesses that need both sales pipeline management and post-sale project delivery tracked in one place. The platform's relationship linking and account mapping features also make it a strong fit for teams managing complex client networks or multi-stakeholder accounts.
Insightly supports integrations with widely used business tools including Gmail, Outlook, Slack, QuickBooks, and Xero, enabling teams to connect their existing workflows. The platform's AppConnect feature expands integration possibilities further, though access to the full AppConnect library is restricted to the Enterprise pricing tier.
Insightly's interface has been noted by users on G2 as feeling dated compared to more modern CRM platforms, and the mobile app is reported to offer a noticeably less functional experience than the desktop version. Teams that require advanced automation capabilities without committing to an Enterprise-level budget may find the platform limiting, and in such cases, alternatives like HubSpot or Zoho CRM may be worth evaluating.
