Does Insightly give a GST invoice in India?

Whether Insightly issues an India GST invoice is not verified yet. Foreign-billed tools usually don't, in which case a registered business reclaims GST via reverse charge; confirm the vendor's billing before you buy.

Is Insightly good for Indian small businesses?

It suits services and consulting firms. It bills in a foreign currency, so expect the card forex markup on every charge. It is not the right pick for teams that need rupee billing and GST invoices, because Insightly charges in US dollars and says nothing about GST.

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.

FindThatSoftwareSoftware catalog

CRM

Insightly

A CRM with relationship, project, and pipeline management capabilities.

✓ Source-checked profile9 sources cited

Spec sheet

All-in India price

₹2,817/user/mo

For a registered business, billed yearly, $29/user/mo sticker

Free plan: Not available
Free trial: Available
Status: Source checked 12 Nov 2026

See Insightly pricing in India →Visit Insightly

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FindThatSoftware verdictEditorial ruling

Shortlist Insightly if you run a services, consulting or project based business and want the deal and the delivery work in one tool rather than a CRM bolted onto separate project software. Before paying, note that it bills in US dollars by card only, with no PayPal and no refunds, and we found no mention of GST invoices, so check input tax credit with your accountant.

Read the full verdict

Workflow automation starts on Professional, so the cheapest plan is mostly a contact, pipeline and project tracker. Against an Indian CRM such as Zoho CRM you trade rupee billing and local tax paperwork for built in project delivery. Use the 14 day trial, which needs no card, with real deals before committing to a year.

FindThatSoftware has source-checked this listing and keeps 9 public sources visible for buyer verification.

In short

Insightly is listed under CRM, reviewed for Indian buyers. All-in it runs about ₹2,817/user/mo for a GST-registered business ($29/user/mo sticker plus about 3.5% card forex). FindThatSoftware rates it best for services and consulting firms; a poor fit for teams that need rupee billing and GST invoices, because Insightly charges in US dollars and says nothing about GST.

What Insightly costs in India

The rupee price a business actually pays, after the card forex markup, with GST shown both ways.

True India price

Registered business, per user per month, billed yearly

₹2,817

Insightly advertises $29/user/mo. A GST-registered business in India pays about ₹2,817 a month (₹33,806/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 ₹3,324 a month.

Sticker price: $29/user/mo
Card forex markup: about 3.5% over mid-market
GST: 18%, reclaimable if registered
Registered per user per month: ₹2,817
Registered per user per year: ₹33,806
If you can't reclaim GST: ₹3,324

Try first: Free trial before you commit budget.
Watch for: Prices are in US dollars, per user for the CRM and per account for marketing and AppConnect, and the pricing page only quotes annual billing; the help center says monthly billing exists but its rate is not published.
More
Payment is by card only, renewals charge automatically, and the vendor says it does not issue refunds. The All-in-One bundles add required one time setup and onboarding fees plus a required premier support charge on top of the licence.

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 breakdown

Paying for more than Insightly? See your whole stack's real India cost and where you could switch to save.

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Who Insightly fits

What it is, what you gain, what you give up, and who should look elsewhere.

What is Insightly?

Insightly is a cloud CRM from Insightly Inc., a US company, that tracks contacts, leads and sales pipelines and then carries a won deal into project delivery inside the same app. Plus covers contacts, pipelines, projects and dashboards; Professional adds lead routing, workflow automation and the AI Copilot; Enterprise adds custom apps, a sandbox, quotes with price books, audit logs and SAML single sign on. Marketing automation, a support and ticketing app and the AppConnect integration platform are sold as separate products or in an All-in-One bundle. It runs in the browser with mobile apps and a public API. Plans cap records, storage and daily email sends, and the old free plan was retired in October 2024.

What you gain, and what you give up.

The case for

Plus already includes project management next to pipelines, so teams that deliver what they sell can track both in one place.
CRM, marketing, service and AppConnect are priced separately, so you pay for the module you need instead of a bundled platform.
Even the cheapest plan allows 100,000 records, so a growing contact base does not force an upgrade on its own.

The catch

Billing is in US dollars by card only with no refunds, and we found no GST invoice wording, so input tax credit is uncertain for Indian businesses.
The pricing page quotes only annual rates; monthly billing exists per the help center but the price is not published.
Workflow automation and custom objects start on Professional, so the entry plan has no automation at all.
The All-in-One bundles require one time setup and onboarding fees and a premier support charge with a yearly minimum on top of the licence.

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 need rupee billing and GST invoices, because Insightly charges in US dollars and says nothing about GST.
Buyers who want automation on the cheapest plan, because workflows start on Professional.
Small teams eyeing the All-in-One bundle, because its required setup, onboarding and support fees add a large fixed cost.

India readiness

How well Insightly fits an Indian business operationally, from the verified pricing and company facts we hold.

–GST invoice
Not verified yet.
✗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.

Compare Insightly

How it stacks up on what we verified, the tools buyers weigh it against, and where it appears in our guides.

How Insightly compares

Against the 11 other CRM tools we 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 11 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 11 others, and for Insightly.

Mobile app

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.

Similar tools to Insightly

Compare practical options in the same category by price, fit, and caveats.

See all Insightly alternatives

Featured in our buying guides

See how Insightly stacks up against the best options for a specific kind of business.

Best CRM for Small Business in India

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.

What Insightly does

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.

Source trail

Pricing and free-plan claims can change. FindThatSoftware keeps source URLs visible so users can verify before buying.

Verified against the sources above. How we research & rate software →

Insightly questions

Does Insightly give a GST invoice in India?: Whether Insightly issues an India GST invoice is not verified yet. Foreign-billed tools usually don't, in which case a registered business reclaims GST via reverse charge; confirm the vendor's billing before you buy.
Is Insightly good for Indian small businesses?: It suits services and consulting firms. It bills in a foreign currency, so expect the card forex markup on every charge. It is not the right pick for teams that need rupee billing and GST invoices, because Insightly charges in US dollars and says nothing about GST.
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.

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