Insightly

CRM and project management

Insightly excels in combining CRM and project management for small to mid-sized businesses, offering a unified platform for customer and project oversight.

CRM
8alternatives
Free
4/10
Value
5/10
Ease of Use
5/10
Features
4/10
Support
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AppAlter VerdictEditorial Decision Guide for Insightly
✓ Verified Lab BenchmarkOfficial Product Specs & G2 Aggregated Index (2026-02)
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Free Plan Seats
None
API Rate Limit
1000/min
The Verdict: Insightly excels in combining CRM and project management for small to mid-sized businesses, offering a unified platform for customer and project oversight.

Best Suited For

Small business owners looking for integrated CRM and project managementTeams needing straightforward project tracking alongside customer management

Consider Alternatives If

Large enterprises needing advanced customization and scalabilityOrganizations requiring extensive third-party integrations

Factors to Watch Out For (Potential Dealbreakers & Pricing Notes)

  • Dealbreaker: Not suitable for organizations requiring extensive API integrations or custom hosting solutions
  • Pricing Note: $15/mo per extra user beyond the initial plan limit
  • Pricing Note: Storage limits of 2GB on the basic plan, requiring upgrades for larger data needs