Insightly

CRM for managing contacts, relationships, projects, and sales pipelines.

Pricing: subscription, seat
Free tier: false
Open source: No

Editorial review

Insightly has not yet been editorially reviewed. User reviews and published field data below are unaffected — we say so rather than implying an editorial verdict.

Facts & attributes

Every value carries its evidence state. “—” means unknown — never a silent default (P-02).

Identity · Taxonomy

Documentation(HTTPS URL): https://api.insightly.com/Verification pending
Tags(open-source;cloud-native): crm, project-management, sales, saasVerification pending

Platform · Deployment

Delivery model(SaaS;self-hosted;desktop;mobile;embedded;managed-cloud;appliance): SaaS, mobileVerification pending

Pricing · Licensing

Free plan(true/false): falseVerification pending
Free trial(true/false): trueVerification pending
Pricing model(free;subscription;usage;seat;asset;transaction;revenue-share;perpetual;custom): subscription, seatVerification pending
Starting price(29): 29Verification pending
Trial length(14): 14Verification pending

Features · Product · Fit

Core capabilities(authoring;automation;analytics): lead and contact management, opportunity and pipeline management, native project management, AI Copilot, REST API and webhooks, dashboards and custom reportsVerification pending

Api · Integrations · Ecosystem

API available(true/false): trueVerification pending
Enterprise SSO(SAML;OIDC): SAMLVerification pending

Security · Privacy · Compliance

Regulatory compliance(HIPAA;PCI DSS;FedRAMP;GDPR support): GDPR, HIPAA, CCPAVerification pending
Security certifications(SOC 2 Type II;ISO 27001): SOC 2 Type IIVerification pending

Support · Docs · Services

Support channels(email;ticket;chat;phone;community): phone, emailVerification pending

Audience · Use · Case

Best for(Neutral editorial summary): Small teams through large organizations that want CRM with built-in project management and optional marketing and service apps.Verification pending
Company-size fit(individual;SMB;mid-market;enterprise): SMB, mid-market, enterpriseVerification pending
Primary use cases(build;monitor;automate): sales pipeline management, post-sale project delivery, lead routing and workflow automationVerification pending

Lifecycle · Versioning

Maintenance status(active;maintenance;deprecated;EOL;archived): activeVerification pending

Vendor · Maintainer

Founded year(2012): 2009Verification pending
Headquarters country(US): United StatesVerification pending
Vendor type(commercial;foundation;community;government;consortium;individual): commercialVerification pending

User reviews

Review policy

No published reviews yet.