What it does
Insightly CRM manages contacts, sales opportunities, workflows and projects. A won opportunity can become a project with its records and tasks carried forward. Annual per-user subscriptions start with Plus, while automation and quote tools enter at higher levels; a 14-day trial needs no card.
Convert a won opportunity into a project to carry its details, records and tasks into delivery. Project milestones and custom fields give the receiving team a structure for the work, while retaining the original customer context.
CRM-only subscriptions
| Plan | USD/user/month, billed annually | Selected features |
|---|---|---|
| Plus | 29 | Contacts, leads, projects and reports |
| Professional | 49 | Lead assignment, workflow automation and AI Copilot |
| Enterprise | 99 | Products, price books, quotes, sandboxes and audit logging |
Enterprise's price books supply quote items, with branded documents for PDF or email delivery. Marketing, AppConnect, Service and All-in-One have separate subscriptions; their listed prices do not describe the CRM-only package.
Free 14-day trial opens account registration for Plus or Professional without a credit card. Enterprise access starts by contacting sales.
Strengths
- Won opportunities can become projects with their existing information
- Quotation work can draw from opportunity records and price books
Watch out for
- Published CRM subscriptions use annual per-user billing
- Other Insightly product subscriptions are separate from CRM-only access
Best for
- Sales teams handing won work into a delivery project