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Honesty note: we have not run our own hands-on test of Insightly yet. Everything on this page is source-based research: the vendor's pricing, plan and help pages, each linked with the date we read it. Ease of use and support quality are not scored until we test.
Insightly in short
Insightly's core plan for a small team is Professional at $49 per user per month with annual billing. For a team of 5, that is $2,940 in the first year. There is no free plan, but a 14-day trial without a credit card.
Choose it if
- Teams that want workflow automation and 250,000 record capacity at $49/user/mo (annual billing)
- Businesses that want CRM plus project management in one tool
- Teams that may later add marketing automation and service apps from the same vendor
Skip it if
- Month-to-month buyers: pricing page shows annual-billing prices only
- Buyers wanting AI Copilot on the cheapest plan: Plus has no Copilot
- Small teams considering the All-in-One bundle: $3,000 setup, $1,500 onboarding and min $3,000/yr premier support are required
How much does Insightly cost?
Prices in USD as published on Insightly's pricing page, read Oct 3, 2026. Pricing model: Per user, billed annually; all-in-one bundles carry required setup fees.
| Plan | Billed monthly | Billed annually | Unit | What it adds |
|---|---|---|---|---|
| Plus | — | $29 | per user / month, billed annually | 100,000 records, 10 GB storage, 25,000 records per import, 2,500 mass emails/day, 50 custom fields, 2 role-based permissions, 2 page layouts. Lead and contact management, project management, advanced reports, pre-built dashboards. No AI Copilot.[1] |
| Professionalcore plan | — | $49 | per user / month, billed annually | Plus + lead assignment/routing, workflow automation, webhooks, AI Copilot (75 queries), email summaries and replies. 250,000 records, 100 GB, 50,000 per import, 5,000 mass emails/day, 100 custom fields, unlimited role-based permissions, 100 insight cards.[1] |
| Enterprise | — | $99 | per user / month, billed annually | Professional + sandboxes, products/pricebooks/quotes, audit logging, field-based permissions, calculated fields, custom validation rules, AWS Lambda support, SAML/SCIM SSO, AI Copilot (100 queries). 500,000 records, 250 GB, 10,000 mass emails/day, 200 custom fields, unlimited insight cards. Contact sales required.[1] |
Monthly cost on Professional by team size
| Users | Billed annually | Billed monthly |
|---|---|---|
| 1 | $49 | n/a |
| 5 | $245 | n/a |
| 10 | $490 | n/a |
| 25 | $1,225 | n/a |
Per month, before tax. "—" means the vendor does not publish the price for that team size.
What each Insightly plan includes
What the core plan (Professional) includes, and what costs more. Levels come from the vendor's plan comparison.
| Capability | Availability | Details from vendor sources |
|---|---|---|
| Sales pipeline / deals | ✓ all plans | yes (lead and opportunity management; all plans) |
| Email sync & tracking | ✓ all plans | yes (bidirectional email sync; mass email limits 2,500 / 5,000 / 10,000 per day by plan) |
| Workflow automation | ✓ from Professional | from Professional |
| Email marketing | ✓ all plans | mass email in CRM (daily caps by plan); full marketing automation is a separate paid product (Marketing Plus $99, Professional $499, Enterprise $999 per account per month, billed annually) |
| Built-in calling | not documented | — |
| AI assistant / AI features | ✓ from Professional | AI Copilot from Professional (75 queries; 100 on Enterprise); AI email summaries and replies from Professional; none on Plus |
| Reports & dashboards | ✓ all plans | advanced reports and pre-built dashboards on all plans; up to 100 shareable/custom insight cards on Professional, unlimited on Enterprise |
| Custom objects | not documented | — |
| API access | ✓ all plans | yes (API available; plan limits not stated); webhooks from Professional |
| Mobile app | ✓ all plans | yes (iOS and Android apps) |
| HIPAA BAA | available | No plan restriction stated. Insightly blog (2026-05-21) says every customer gets a BAA by default, not just enterprise tiers; the Privacy Policy says covered entities and business associates contact Insightly to add a Business Associate Addendum. · Two official statements differ slightly (default vs on request) - treat as 'available, request it'. Insightly's AI Copilot is not HIPAA-compliant and PHI must not be entered into it (Terms of Service section 11A, effective 2025-06-15). Insightly states it is not itself a covered entity. |
| QuickBooks | — | yes via AppConnect (QuickBooks Online: auto-create invoice on closed/won, sync customers); AppConnect plan availability and price not stated on the QuickBooks page |
Insightly pros and cons
What holds up
- Three per-user tiers at $29 / $49 / $99 (annual billing) with record limits of 100,000 / 250,000 / 500,000[1]
- Workflow automation, lead routing, webhooks and AI Copilot start at Professional ($49)[1]
- 14-day free trial, no credit card[1]
- Enterprise adds sandboxes, SAML/SCIM SSO, audit logging, field-based permissions[1]
What to watch
- Only annual-billing prices are displayed ('All prices USD, billed annually'); no month-to-month price shown[1]
- All-in-One bundle requires $3,000 technical setup, $1,500 guided onboarding, and premier support at 20% of license (min $3,000/year)[1]
- Plus plan: no workflow automation, no AI Copilot, 2 role-based permissions, 50 custom fields[1]
- Owner changed in July 2024 (acquired by Unbounce); company says combined roadmap will bring new development for both products[3]
- QuickBooks sync runs through AppConnect, whose plan inclusion and price are not stated on the integration page; extra 25K tasks/month is $249[5]
How the 7.4 fact score is built
| Part | Weight | Points (0-10) |
|---|---|---|
| Cost for a small team | 30% | 6.8 |
| Feature coverage (core plan) | 30% | 8.0 |
| Pricing transparency | 20% | 8.0 |
| Risk-free start | 10% | 7.0 |
| Room to grow | 10% | 6.7 |
| Ease of use, support, reliability | — | not scored yet |
Same formula for every CRM; affiliate data cannot change it. Methodology →
Recent changes
- 2024-07 Unbounce announced it combined forces with Insightly (blog dated July 16, 2024); Insightly site now says 'Insightly is now an Unbounce company'[3]
The money trail
We could not confirm whether Insightly Inc. (Unbounce) runs a public affiliate program. Links on this page go directly to the vendor and earn us nothing.
What we could not verify
Listed so you know where to ask the vendor directly.
- Minimum seats: the pricing FAQ mentions 2 / 5 / 10 users included only in the All-in-One bundle section; one extraction also said 'Minimum Seats: 1 user' for Plus and Professional and 'contact sales' for Enterprise. Standalone CRM minimum not confirmed
- Monthly-billing (month-to-month) prices not shown anywhere on the pricing page
- Enterprise: page says contact sales; whether self-serve trial/purchase is possible not confirmed
- HQ and founding year taken from Wikipedia (San Francisco, 2009); insightly.com does not state them and Unbounce is based in Vancouver, BC
- Gmail/Outlook integration details, built-in calling, custom objects, HIPAA BAA not verified
- AI Copilot query allotment period (per month? per user?) not stated
- Affiliate program existence not verified; cookie/commission unknown
- insightly.com is behind a bot challenge for direct scripted requests; all pricing was read through the WebFetch tool, which returned consistent figures across several fetches
Sources
- Insightly pricing (CRM plans, bundle, FAQ; read via WebFetch) · vendor source · fetched 2026-10-03
- Insightly about (Insightly is now an Unbounce company) · vendor source · fetched 2026-10-03
- Unbounce and Insightly announcement (July 16, 2024) · vendor source · fetched 2026-10-03
- Insightly CRM features · vendor source · fetched 2026-10-03
- Insightly QuickBooks integration (via AppConnect) · vendor source · fetched 2026-10-03
- Wikipedia: Insightly (founded 2009, San Francisco, CrestRock/Unbounce) · secondary · fetched 2026-10-03
- Insightly partner directory page · vendor source · fetched 2026-10-03
