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CRM and project delivery in one
Yes, won opportunities can convert into projects so sales and delivery stay connected.
Yes, Insightly has a free plan for up to 2 users with core CRM features.
Insightly integrates with QuickBooks Online and Xero for invoicing visibility.
Pricing Model
Per User/Month
Starting Price
$29/mo
Free Options
Free version, Free trial
CRM for growing teams
Automation & insights
Advanced configuration
| Feature | Plus | Professional Popular | Enterprise |
|---|---|---|---|
| Lead & opportunity management | — | — | |
| Project linking | — | — | |
| Email templates | — | — | |
| Workflow automation | — | — | |
| Lead assignment | — | — | |
| Custom dashboards | — | — | |
| Custom apps | — | — | |
| Calculated fields | — | — | |
| Developer API | — | — |
Other
Marketing
Finance
Communication
Authentication
Missing an integration?
API Types
SDK Availability
Verify SDK availability in vendor's documentation.
Developer Features
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Be the first to ask about Insightly
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
The world's #1 CRM platform
Free CRM with sales, marketing & service tools
Affordable CRM for teams of all sizes
