Insightly
by Insightly, Inc.
Cloud CRM for growing businesses that joins sales pipeline, lead routing, quoting and post-sale project delivery in one system, with AI Copilot on higher tiers.
About
Cloud CRM for growing businesses that joins sales pipeline, lead routing, quoting and post-sale project delivery in one system, with AI Copilot on higher tiers.
Insightly is a cloud CRM covering lead and opportunity management, workflow automation, products and quotes, and project delivery after a sale closes. Teams can customize fields, layouts and processes without outside developers, and there are native iOS and Android apps. An MCP server connects AI assistants to CRM data.
Key features
Industries served
Product details
Vendor
Insightly, Inc.
Category
CRM Software
Pricing model
subscription
Starting price
From $29 per user/month, billed annually
Free trial
Yes
Deployment
Cloud, Mobile
Company size
Small to mid-sized businesses, with an Enterprise tier for large organizations
Industries
Agencies, consulting, finance, healthcare, manufacturing, professional services, solar
Pricing
Pricing model: subscription
Plans
- CRM Plus $29/user/mo; CRM Professional $49/user/mo; CRM Enterprise $99/user/mo (all billed annually)
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