Featured in our buying guides
See how Insightly stacks up against the best options for a specific kind of business.
Skip to content
See all Insightly alternatives
FindThatSoftwareSoftware catalog
CRM
Insightly
A CRM with relationship, project, and pipeline management capabilities.
✓ Source-checked profile2 sources cited
FindThatSoftware verdictEditorial ruling
Worth a look if your sales and delivery teams want one system from lead to project hand-off rather than bolting a CRM onto separate PM software. It's less suited to high-volume inside-sales teams that need deep call and sequence automation. India-first buyers should confirm INR pricing and data-residency needs, as Insightly is US-based.
FindThatSoftware has source-checked this listing and keeps 2 public sources visible for buyer verification.
Should you use Insightly?
Use it if services and consulting firms. Avoid it if teams that want to trial before committing, because all plans are annual only and the bundles add 4,500 dollars of setup and onboarding fees.
Spec sheet
- Starting price
- ₹2,878/mo$29/user/mo sticker
- Free plan
- Not available
- Free trial
- Available
- Status
- Source checked 19 Jul 2026
- Source trail
- 2 public sources
Work at Insightly?
Claim this listing to verify your details, correct pricing, and reach Indian buyers comparing tools right now.
Claim this listing →In short
Insightly is a sales & crm / crm for Indian buyers. All-in it runs about ₹2,878/mo for a GST-registered business ($29/user/mo sticker plus about 3.5% card forex). It does not issue an India GST invoice, so a registered business reclaims the GST via reverse charge. FindThatSoftware rates it best for services and consulting firms, and a poor fit if teams that want to trial before committing, because all plans are annual only and the bundles add 4,500 dollars of setup and onboarding fees.
The trade-off, weighed
What you gain, and what you give up.
The case for
- The Plus tier at 29 dollars per user per month covers pipelines and project delivery together, which suits teams that deliver what they sell.
- CRM, marketing and service are sold as separate products, so you pay for the module you need instead of one bundled platform price.
- Record capacity starts around 100,000 records even on lower tiers, so a growing contact database does not force a tier change by itself.
The catch
- Every Insightly plan is billed annually, so there is no month to month option for testing the product with a real team first.
- The All-in-One bundles require 3,000 dollars of AppConnect technical setup and 1,500 dollars of guided onboarding before the subscription is usable.
- Premier support and success costs 20 percent of licence value with a 3,000 dollar annual minimum, so responsive support is a paid tier.
- Reporting is the most repeated complaint in user reviews, with built in reports described as limited past standard pipeline views.
True India price
Registered business, per month
₹2,878
Insightly advertises $29/mo. A GST-registered business in India pays about ₹2,878 a month (₹34,534/yr) once the roughly 3.5% card forex markup is added, with GST reclaimed as input credit. If you cannot reclaim GST, it is about ₹3,396 a month.
- Sticker price
- $29/mo
- Card forex markup
- about 3.5% over mid-market
- GST
- 18%, reclaimable if registered
- Registered per month
- ₹2,878
- Registered per year
- ₹34,534
- If you can't reclaim GST
- ₹3,396
- Try first
- Free trial before you commit budget.
- Watch for
- Entry pricing may not include every workflow or reporting need.
Indicative, not a bill. The exchange rate is a single mid-market reference, not a live feed, and GST-registered businesses may reclaim input credit. Confirm current pricing on the vendor site.
Full India pricing breakdownIndia readiness
How well Insightly fits an Indian business operationally, from the verified pricing and company facts we hold.
- ✗GST invoice
No Indian GST invoice, so a registered business cannot claim input tax credit on the bill.
- ✗Bills in INR
Priced in a foreign currency, so your card or bank adds forex conversion on top.
- ✗India HQ
Headquartered outside India, so check support hours and India-specific features.
How Insightly compares
Against the 10 other crm toolswe list, from what we verified on each vendor’s own pages.
Less common among the other crm tools
Recorded for Insightly and for at most a third of the 10 others we list.
- AI copilot
- Audit logging
- Csat surveys
- Scim provisioning
- Website visitor tracking
- Help desk ticketing
- Sandboxes
- Sso saml
Also in most alternatives
Recorded for at least half of the 10 others, and for Insightly.
- Mobile app
- Pipeline management
This compares only the capabilities enough rival tools share for a comparison to mean anything — roughly a quarter of what we verified. The full list is under “What we verified” below, and anything absent from both is something we did not record rather than something the product lacks.
Paying for more than Insightly? See your whole stack's real India cost and where you could switch to save.
Audit my stackOverview
What is Insightly?
Insightly is a CRM that pairs contact and opportunity management with lightweight project delivery, so the same tool tracks a deal and then the work that follows it. It targets small and mid-sized services, consulting, and project-based sales teams, and integrates with common email, marketing, and accounting tools.
Best for
- Services and consulting firms
- Teams that need CRM plus basic project management together
- SMBs that sell and then deliver projects
Who should avoid it
- Teams that want to trial before committing, because all plans are annual only and the bundles add 4,500 dollars of setup and onboarding fees.
- Sales leaders who live in dashboards, because reviewers repeatedly flag the built in reporting and analytics as too basic for real analysis.
What Insightly does
What we verified about Insightly
Read from Insightly’s own pages. Each line is a finding and what it was based on, so you can check any of it yourself.
Features we confirmed35
- Website visitor tracking
- Marketing tracks anonymous visitor actions and links them on conversion.
- Sso saml
- SAML single sign-on is an Enterprise-only feature across products.
- Scim provisioning
- SCIM automated user provisioning sits alongside SAML on Enterprise.
- Sandboxes
- Sandboxes are an Enterprise-only CRM feature for safe configuration.
- Pipeline management
- CRM tracks opportunities through sales pipelines.
- Mobile app
- An Insightly mobile app is listed in the feature comparison.
- Lead assignment and routing
- Professional adds lead assignment and routing rules.
- Help desk ticketing
- Support and ticketing product has a comprehensive ticket editor.
- Custom objects
- Custom objects appear in the CRM, marketing and support comparison tables.
- Csat surveys
- Support Professional adds customer satisfaction surveys.
- Audit logging
- Comprehensive audit logging is gated to the Enterprise tier.
- AI copilot
- AI Copilot automates tasks and surfaces priority leads on paid tiers.
- Ab email testing
- Marketing Plus lists A/B email testing.
- Advanced reports
- Advanced reports are listed on the entry Plus plan.
- AI email summaries
- Feature table lists AI email summaries and replies inside the CRM.
- Business card scanning
- Mobile business card scanning auto-populates contact data.
- Calculated fields
- Marketing Enterprise tier lists calculated fields.
- CRM
- Insightly's core product is lead, contact and opportunity management.
- Customer portal
- Support tiers include portal customisation and unlimited brands and portals.
- Custom validation rules
- Enterprise adds custom validation rules on records.
- Deal to project handoff
- The same tool tracks a deal then the delivery work that follows it.
- Email marketing automation
- Marketing product covers email marketing automation and A/B testing.
- Email sync
- Insightly syncs email between your inbox and the CRM record.
- File attachment from cloud storage
- Files can be attached from Dropbox, OneDrive, Google Drive and Box.
- Ipaas appconnect
- AppConnect builds integrations and workflows with clicks, not code.
- Lead and contact management
- Plus plan lists lead and contact management as the base capability.
- Mobile contact calendar sync
- Mobile auto-syncs with your phone's contact and calendar apps.
- Mobile voice notes
- Feature table lists mobile voice notes attached to records.
- Prebuilt dashboards
- Plus includes pre-built business dashboards out of the box.
- Products pricebooks quotes
- Enterprise adds products, pricebooks and quotes for documenting deals.
- Project management
- Plus tier bundles project management alongside the CRM pipeline.
- Prospect scoring
- Marketing Plus includes prospect scoring, with custom models on Professional.
- Sla tracking
- Support Plus tier includes SLA tracking and management.
- Web to ticket forms
- HTML forms auto-create tickets or update objects on submission.
- Workflow automation
- Workflow automation is a Professional-tier CRM feature.
What people use it for4
- Run a help desk
- Support product handles tickets, SLAs, CSAT and a customer portal.
- Send newsletters
- Marketing product handles email automation and prospect scoring.
- Capture and qualify leads
- Lead assignment and routing distributes inbound leads to reps.
- Manage projects and tasks
- Teams that deliver what they sell run lead to project handoff in one system.
Works with11
- Xero
- Xero is named alongside QuickBooks as a supported accounting integration.
- Unbounce
- Insightly's nav promotes Unbounce landing pages as a sibling product.
- Slack
- Integrations directory includes a Slack connector.
- Quickbooks
- Feature table names QuickBooks among the accounting integrations.
- Pandadoc
- PandaDoc is listed with QuickBooks and Xero as a native integration.
- Onedrive
- OneDrive is listed among cloud storage file sources.
- Microsoft 365
- MS 365 integration brings calendar data into Insightly.
- Google drive
- Google Drive is a supported file attachment source.
- Gmail
- Google integration syncs calendar and contact records from Google.
- Dropbox
- Files can be linked from a Dropbox account.
- Box
- Box is listed among supported cloud storage integrations.
Terms, compliance and how you buy31
- Annual billing only
- Every plan states all prices USD billed annually with no monthly option.
- Agency oriented
- Agencies is the first listed industry solution on the site.
- 14 day free trial
- CRM Plus and Professional offer a free 14-day trial.
- AI query quota
- AI Copilot is metered at 75 queries on Professional and 100 on Enterprise.
- All in one bundle
- Insightly All-in-One bundles start at $349, $899 and $2,599 per month.
- Appconnect setup fee
- AppConnect requires $3,000 of technical setup on every tier.
- High upfront setup cost
- All-in-One bundles add $4,500 of setup and onboarding before use.
- Hundreds of prebuilt connectors
- AppConnect ships hundreds of pre-built app connectors out of the box.
- Import batch limits
- Records per import are capped at 25,000 on Plus and 50,000 above.
- Integration task overage fee
- An additional 25K AppConnect tasks per month costs $249.
- Mandatory guided onboarding fee
- Guided product onboarding is listed as required at $1,500.
- Mandatory premier support fee
- Premier support and success is required at 20% of licence, $3,000 annual minimum.
- Marketing priced by prospect count
- The marketing pricing widget asks how many prospects you have.
- Modular product pricing
- CRM, marketing, support and AppConnect are sold as separate products.
- No INR pricing
- Our verdict tells India-first buyers to confirm INR pricing, which is not published.
- No month to month
- Annual-only billing removes the option of testing with a real team monthly.
- Not for high volume inside sales
- Our verdict says it suits delivery teams, not deep call and sequence automation.
- Paid support tiers
- Faster response, extended hours and training require the Premier plan.
- Per account marketing pricing
- Marketing is $99, $499 and $999 per account per month, not per seat.
- Per user CRM pricing
- CRM is $29, $49 and $99 per user per month billed annually.
- Quote only enterprise tier
- CRM Enterprise routes to Contact sales rather than self-serve checkout.
- Record limit 100000
- Record limits run 100,000, 250,000 and 500,000 across the three tiers.
- Sales led for non CRM products
- Only CRM has self-serve trial buttons; other products are sales-gated.
- Services business oriented
- Industry pages target agencies, consulting and professional services.
- Solar vertical page
- Industries list includes a dedicated Solar CRM page.
- Task based integration pricing
- AppConnect is priced by tasks: 25,000, 100,000 or 250,000 per month.
- Trial only on CRM
- Marketing, support and AppConnect tiers all route to Contact sales instead.
- Unbounce owned
- Nav labels other products as More solutions by Unbounce.
- Usd billed
- Pricing page states all prices are in USD across every product.
- Us headquartered
- Insightly is a US-based vendor, so India buyers should check data residency.
- Weak reporting depth
- Reporting is the most repeated complaint in user reviews as too basic.
Compare Insightly
Use these pages when you already know the tool name but need a plain-English decision against real alternatives.
Similar tools to Insightly
Compare practical options in the same category by price, fit, and caveats.
Pricing caveat and source trail
Pricing and free-plan claims can change. FindThatSoftware keeps source URLs visible so users can verify before buying.
Entry pricing may not include every workflow or reporting need.
Verified against the sources above. How we research & rate software →
Does Insightly give a GST invoice in India?
Insightly does not issue an India GST invoice. A GST-registered business can still reclaim the 18% through the reverse-charge route by raising a self-invoice, but there is no vendor GST invoice to claim against directly.
Is Insightly good for Indian small businesses?
Insightly is worth evaluating for Indian buyers, but the final fit depends on pricing limits, support, integrations, and setup effort.
Does Insightly have a free plan?
Insightly does not list a permanent free plan in FindThatSoftware data. Check the official pricing page for trial terms and current offers.
The dispatchFree · no noise
Track tools like this
Insightly and its category keep shifting: prices, new options, India-fit. Get the all-in India cost of new tools and the changes worth knowing, monthly. No spam.