Professional services firms and agencies that need CRM with built-in project management to track work after the deal closes
+ Built-in project management — convert won deals into projects without switching tools
+ Relationship linking maps connections between contacts, organizations, and projects
- Free plan limited to 2 users and 2,500 records
“Insightly is the only CRM where we can close a deal and immediately convert it into a project with tasks and milestones — all in the same system. Our consultants don't need a separate project management tool.”
| Plan | Monthly | Annual | Limits |
|---|---|---|---|
| Free | Free | Free | 2 users; 2,500 records; basic contact and deal management |
| Plus/seat | $29 | $29 | 100K records; email tracking; project management; custom fields |
| Professional/seat | $49 | $49 | 250K records; workflow automation; custom dashboards; lead assignment |
| Enterprise/seat | $99 | $99 | Unlimited records; custom objects; lambda functions; audit logging |
Free (2 users); Plus $29/user/mo; Professional $49/user/mo; Enterprise $99/user/mo; 14-day free trial on paid plans
| Feature | Available On | Limits |
|---|---|---|
| Contact Management | free | Contacts, organizations, and relationship linking |
| Pipeline Management | free | Visual deal pipeline with customizable stages |
| Project Management | plus | Tasks, milestones, and pipelines for post-sale delivery |
| Email Tracking | plus | Open and click tracking on sent emails |
| Workflow Automation | professional | Automated task creation, emails, and field updates |
| Custom Dashboards | professional | Drag-and-drop dashboard builder with custom charts |
| Relationship Linking | free | Map connections between contacts, organizations, projects, and deals |
| AppConnect | plus | No-code integration platform for connecting apps |
| Products & Quotes | professional | Product catalog and quote generation |
Source: G2 reviewer demographics
Not ideal for: High-volume inside sales teams needing built-in calling — use Close CRM instead
All data exportable via CSV and API; project data also portable
+ Zapier compatible (connects to 5,000+ apps)
Inside sales teams doing high-volume outbound calls and emails who want calling, SMS, and email built directly into their CRM
Google Workspace-centric agencies and consultancies that want automatic contact and email logging
Startups wanting AI-powered lead scoring and built-in communication tools at a low price
Small businesses wanting an all-in-one CRM they can start for free and scale into
Teams already using Monday.com for project management who want CRM in the same workspace
Sales-focused small teams that want a clean, pipeline-centric CRM without clutter
Ambitious startups that plan to scale significantly and want to start on the platform they will grow into
Solo founders, freelancers, and tiny teams who live in Gmail and want CRM without leaving their inbox
Budget-conscious small businesses that need enterprise-grade customization without enterprise pricing