Insightly CRM Pricing 2026

Insightly CRM pricing ranges from $29/user/month (Plus) to $99/user/month (Enterprise) billed annually. The Professional plan costs $49/user/month. All plans require annual billing with no monthly payment option available.

No, Insightly discontinued its free plan as of October 1, 2024. Previously, Insightly offered a free tier for up to 2 users, but now only offers a 14-day free trial with no credit card required to start.

Insightly offers a 14-day free trial for all CRM plans with no credit card required. The trial gives full access to explore features like contact management, project tracking, and workflow automation before committing to a paid plan.

Yes, Insightly only offers annual billing as of 2024. There is no option to pay monthly, so you must commit to at least one year when signing up for any Insightly plan.

Insightly uniquely combines CRM with built-in project management capabilities. Unlike most CRMs that focus solely on sales pipeline, Insightly lets you manage customer projects, tasks, and milestones directly within the same platform, making it ideal for service businesses and B2B companies that need to track post-sale delivery.

Insightly is more affordable than Salesforce, with plans ranging from $29-99/user/month versus Salesforce's $25-500/user/month. However, Salesforce offers more advanced enterprise features and customization. Insightly is better for small to mid-size teams prioritizing project management integration.

Insightly's Plus plan at $29/user/month is more expensive than HubSpot's Starter ($20/user/month), but HubSpot requires a minimum of 2 users. Insightly's strength is built-in project management, while HubSpot excels at marketing automation. HubSpot offers a free tier; Insightly does not.

Insightly offers a 50% discount for verified nonprofits. Volume discounts are available for larger teams but require contacting sales. There is no public startup program, though annual billing is already required for all plans.

Yes, Insightly offers a 50% discount for registered nonprofits and charitable organizations. Contact Insightly sales with proof of nonprofit status to apply. Education pricing information is not publicly available; educational institutions should contact sales directly.

Insightly enforces record limits: Plus (100K records, 10GB storage), Professional (250K records, 100GB storage), Enterprise (500K records, 250GB storage). Exceeding these limits requires upgrading to a higher tier.

Yes, Insightly includes basic project management features on all plans, including task management, project tracking, and milestones. This built-in project management capability is a key differentiator from traditional CRMs that only focus on sales pipeline.

AI Copilot is Insightly's artificial intelligence feature available on Professional (75 queries/month) and Enterprise (100 queries/month) plans. It provides email summaries, automated replies, and intelligent insights. AI Copilot is not available on the Plus plan.

Yes, Insightly offers integrations with Gmail, Outlook, Slack, QuickBooks, Mailchimp, and many others. However, advanced integrations via Webhooks and AppConnect are only available on Professional and Enterprise plans, not on Plus.

Insightly bills annually per user. Payment is required upfront for the full year. You can add users mid-contract with prorated charges. Since monthly billing is not available, all plans require a 12-month commitment.

Pricing is somewhat negotiable for teams of 25+ users or for multi-year contracts. Contact Insightly sales rather than using self-serve checkout for potential volume discounts of 10-20%. Quarter-end timing may provide additional leverage.

If you exceed your record limit or storage capacity, you'll be prompted to upgrade to the next tier. Insightly doesn't offer overage billing - you must upgrade your entire plan. AI Copilot queries reset monthly and cannot be carried over or purchased as add-ons.