Powerful CRM and Project Management
Starting at $0. No credit card required.

free
0
up to 2 users
 

Discover the benefits of CRM for your 1 or 2 person company

Start managing your sales and projects more effectively. Capture leads and contacts from webforms, Gmail and Outlook.
Connect QuickBooks Online or Xero for FREE.

basic
12
user/mo usd (billed annually)
$15 user/mo usd (billed monthly)

Automate your customer activity with an all-in-one CRM

Connect on every level. Collaborate with your team and automate tasks. Integrate with your apps to bring notes, files and calendars to Insightly. Build and monitor unlimited reports.
See your business in a new light.

plus
29
user/mo usd (billed annually)
$35 user/mo usd (billed monthly)

Segment, communicate and monitor outreach efforts

Keep in touch and never drop the ball. Schedule emails to contacts and leads. With up to 100 email templates and email tracking, you’ll have all the right tools to optimize your message.
Now you’re talking!

Best Value
professional
49
user/mo usd (billed annually)
$59 user/mo usd (billed monthly)

Add workflow automation and team security

Leap forward in productivity and security. Automate processes with workflows and lead assignment rules. Keep teams focused and protect data with advanced permissions.
This is productivity on the professional level.

enterprise
99
user/mo usd (billed annually)
$129 user/mo usd (billed monthly)

Scale your CRM to fit your business needs

We can help you grow your business to new heights.

Contact our sales team to discuss how Insightly can give you the best deal for the features and limits you need.

Call us at: +1 (888) 999-4039.

 
SIGN UP FOR FREE

Try the Professional plan during your 14-day trial. Switch to any plan, including Free, at any time.

Contact our sales team:

+1 (888) 999-4039

basic
12
user/mo usd (billed annually)
$15 user/mo usd (billed monthly)

Automate your customer activity with an all-in-one CRM

Connect on every level. Collaborate with your team and automate tasks. Integrate with your apps to bring notes, files and calendars to Insightly. Build and monitor unlimited reports.
See your business in a new light.

plus
29
user/mo usd (billed annually)
$35 user/mo usd (billed monthly)

Segment, communicate and monitor outreach efforts

Keep in touch and never drop the ball. Schedule emails to contacts and leads. With up to 100 email templates and email tracking, you’ll have all the right tools to optimize your message.
Now you’re talking!

Best Value
professional
49
user/mo usd (billed annually)
$59 user/mo usd (billed monthly)

Add workflow automation and team security

Leap forward in productivity and security. Automate processes with workflows and lead assignment rules. Keep teams focused and protect data with advanced permissions.
This is productivity on the professional level.

enterprise
99
user/mo usd (billed annually)
$129 user/mo usd (billed monthly)

Scale your CRM to fit your business needs

We can help you grow your business to new heights.

Contact our sales team to discuss how Insightly can give you the best deal for the features and limits you need.

Call us at: +1 (888) 999-4039

Try the Professional plan during your 14-day trial. Switch to any plan—including Free—at any time.

free
0
up to 2 users
 

Discover the benefits of CRM for your 1 or 2 person company

basic
12
user/mo usd (billed annually)
$15 user/mo usd (billed monthly)

Automate your customer activity with an all-in-one CRM

plus
29
user/mo usd (billed annually)
$35 user/mo usd (billed monthly)

Segment, communicate and monitor outreach efforts

professional
49
user/mo usd (billed annually)
$59 user/mo usd (billed monthly)

Add workflow automation and team security

enterprise
99
user/mo usd (billed annually)
$129 user/mo usd (billed monthly)

Scale your CRM to fit your business needs

free
0
up to 2 users
 

Discover the benefits of CRM for your 1 or 2 person company

Plan Featureskeyboard_arrow_down

 
basic
12
user/mo usd (billed annually)
$15 user/mo usd (billed monthly)

Automate your customer activity with an all-in-one CRM

Plan Featureskeyboard_arrow_down

plus
29
user/mo usd (billed annually)
$35 user/mo usd (billed monthly)

Segment, communicate and monitor outreach efforts

Plan Featureskeyboard_arrow_down

professional
49
user/mo usd (billed annually)
$59 user/mo usd (billed monthly)

Add workflow automation and team security

Plan Featureskeyboard_arrow_down

 
enterprise
99
user/mo usd (billed annually)
$129 user/mo usd (billed monthly)

Scale your CRM to fit your business needs

Plan Featureskeyboard_arrow_down

Compare Plans

Features Free Basic Plus Professional Enterprise
Support Self-Service Email Email Priority Email Priority Email
Record Limit 2,500 25,000 100,000 250,000 unlimited
Mass Email
(emails per day)
10 500 2,500 5,000 10,000
Custom Fields
(per record type)
2 10 50 100 200
Lead & Sales Management
Task & Project Management
Mass Email & Custom Email Templates
Custom Reports and Charts
Accounting Integrations
MailChimp Integrations
Onboarding Sessions
Calendar & Contact Sync
Scheduled Reports & Smart Alerts
Custom Branding
Slack Integration
Email Scheduling
Role-Based Permissions
Lead Assignment Rules
Workflow Automation

Try the Professional plan during your 14-day trial. Switch to any plan, including Free, at any time.

Security

Your business information is protected at Insightly. From SOC 2 compliance and SSL encryption to a fault-tolerant storage infrastructure, we protect and back up our systems to keep your data safe. See our Privacy Policy and Terms of Service.

Integrations

Connect your world of business apps to your CRM. Bring your calendars, email, files, and notes together from Google, Outlook, Dropbox, Evernote, and many other apps. Gain greater visibility and track all the moving parts in one place.

Support

Get personalized assistance to configure your CRM for your own unique needs. Our professional Customer Success team offers one-on-one consultations with each tier of our advanced subscription plans. Email sales@insightly.com for details.

Commonly Asked Questions

Why does Insightly have a free plan and a free trial?

Because some people get nervous. Don’t be nervous. You don’t even need a credit card unless you choose to upgrade. With the trial, you get to try the advanced features of the Professional plan. And you can upgrade, downgrade to free, or cancel at any time. If you don’t need the advanced features and more than 2 users, use the free plan for as long as you’d like.

Can I see a live demo or speak with a sales representative?

Absolutely. Insightly offers weekly webinars to demo the CRM, help you get started, and answer your questions. Register for an upcoming webinar and reserve the time on your calendar. To speak with a sales rep to help you decide which plan is for you, call +1 (888) 999-4039, email sales@insightly.com, or complete our online contact form.

What are my billing options?

Insightly accepts Visa, MasterCard, American Express and Discover Card, and you will be billed in US dollars. We do not accept checks, postal orders, or pay-by-phone. Your credit card will be charged each month or year, depending on whether you select a monthly or annual plan, and you will be charged for each user you add to your account. Call our sales team at 888-999-4039 if you have questions or are interested in alternative methods of payment.

Can I get a refund if I change my mind?

No. As stated in our Terms of Service, Insightly does not issue refunds, so take advantage of the free trial to try things out. We don’t charge any setup or cancellation fees, and you can cancel your subscription at any time from within the app to stop future billing. You will not receive a refund for any unused portion of your subscription.

Does Insightly offer nonprofit discounts?

Nonprofit organizations designated as a 501 c3 or charitable organizations can receive a 50% discount for every paid license. Please email sales@insightly.com to see if your organization qualifies.