Insightly pricing

Insightly is a CRM platform with add-on marketing automation, support ticketing and app integration products, sold per user per month.

AI CRM softwareSelf-serve + sales

Visit InsightlyPrices checked Oct 29, 2026

How much does Insightly cost?

Paid plans start at $29/mo billed yearly

Free plan: Not stated
Free trial: 14-day free trial of CRM, no credit card required
Enterprise: Contact sales

Read from www.insightly.com/pricing/ on Oct 29, 2026. Price changed? Tell usSee the line each price came from

In your favor

Free trial. 14-day free trial of CRM, no credit card required
Notice before price changes. 30 days' notice

Watch out for

Going over the AppConnect 25K allowance costs $249 per additional 25k tasks per month. Included: 25000 tasks per month.

How you buy and get started

Self-serve + salesButtons on their site: Free 14-day trial, Contact sales, Get a demo, Try CRM for free

Sign up: Self-serve free trial for CRM Plus and Professional, no credit card
Setup: Guided onboarding required on All-in-One bundles ($1,500); self-guided setup available
When sales steps in: CRM Enterprise, Marketing, Service, AppConnect and All-in-One require contact sales
Support: Phone or email support for all users on every plan
Support: Premier support and success: 20% of license, $3,000 minimum annually, required on All-in-One

What Insightly does

Insightly offers CRM, marketing automation, support ticketing and AppConnect integration tools, with an AI Copilot on the Professional and Enterprise CRM plans and an MCP server for AI assistants. It is owned by Unbounce and aimed at mid-market companies.

Good for: Mid-market and growing companies that want CRM, marketing automation and support in one platform.
Channels: Email, Mobile app, Web forms, Support portal
Main product: Insightly CRM
Also includes: Lead and contact management, Opportunity management, Project management, Workflow automation (Professional and up), AI Copilot (Professional and up), Email summaries and replies
Connects to: Gmail, Slack, Gong, QuickBooks Online, ZoomInfo, Microsoft 365, Google, DocuSign, Shopify, WordPress, PandaDoc, NetSuite
Public API: Yes
MCP server: Yes

Auto-capture email and meetingsSync all email between your email inbox and Insightly to improve communication, collaboration, and response ti
AI email writingWork smarter and faster with AI-assisted communication right from the CRM
AI lead scoringAuto-score leads and send follow-ups.
AI deal forecastingNot stated
Autonomous AI agentsNot stated
Call recording and summariesNot stated
Contact data enrichmentNot stated
Workflow automationHelp your teams work smarter, not harder, and eliminate manual work by automating activities in the CRM.

The same 8 checks appear on every tool in AI CRM software. Each tick quotes the vendor's own site.

Security and your data

Question	Their answer	Where it says so
Trains AI on your data?	Not stated
HIPAA (signs a BAA)	available	"Insightly is fully compliant with all obligations required for the privacy and security of Protected Health Information including those defined by the HIPAA Security Rule as a Busi"security
SOC 2	SOC 2 Type II	"A SOC 2, Type II attestation reports on controls relevant to security, availability, or confidentiality."security
GDPR	MSA and DPA address GDPR	"The Insightly Main Subscription Agreement (MSA) and Data Processing Addendum (DPA), as updated from time to time, address the obligations and requirements of the European Union Gen"security
CCPA	MSA and DPA address CCPA	"The Insightly Main Subscription Agreement (MSA) and Data Processing Addendum (DPA) address the obligations and requirements of the California Consumer Privacy Act (CCPA)"security
PCI	Payment processor adheres to PCI-DSS	"This intermediary adheres to the PCI-DSS standards"privacy
ISO 27001	Not stated
Single sign-on	SAML and SCIM SSO on Enterprise	"SAML and SCIM single-sign on"pricing
Trust center	Not stated

Security answers are the vendor's own claims, quoted. We don't audit them.

Every plan

Plan	Monthly	Billed yearly	Included	Over the allowance	Where it says so
CRM Plusper user / month	–	$29per month	–	–	"crm for free https://accounts.insightly.com/?plan=trial try crm for free https://accounts."
Service Plusper user / month	–	$29per month	–	–	"ode integration appconnect sold separately – products&plans service most popular plus prof"
CRM Professional AI Copilotper user / month	–	$49per month	75 queries	–	"ice – professional + insightly appconnect – 25k + insightly crm – enterprise + insightly m"
Service Professionalper user / month	–	$49per month	–	–	"– enterprise + insightly marketing – enterprise + insightly service – enterprise + insight"
CRM Enterprise AI Copilotper user / month	–	$99per month	100 queries	–	"ice – professional + insightly appconnect – 25k + insightly crm – enterprise + insightly m"
Marketing Plusper account / month	–	$99per month	2000 prospects	–	"mass email emails per day 2,500 5,000 10,000 products&plans marketing most popular plus pr"
Service Enterpriseper user / month	–	$99per month	–	–	"– enterprise + insightly marketing – enterprise + insightly service – enterprise + insight"
AppConnect 25Kper account / month	–	$249per month	25000 tasks per month	$249/additional 25k tasks per month	"Additional 25K tasks per month: $249"
All-in-One Plusper month	–	$349per month	2 CRM users	$29/user/mo	"th case management and audit logging. $ 99 per user / month all prices usd, billed annuall"
Marketing Professionalper account / month	–	$499per month	10000 prospects	–	"es https://www.insightly.com/contact-insightly-sales/ email marketing automation prospect "
All-in-One Professionalper month	–	$899per month	5 CRM users	$49/user/mo	"ct sales https://www.insightly.com/contact-insightly-sales/ all professional plan features"
Marketing Enterpriseper account / month	–	$999per month	20000 prospects	–	"rmissions enterprise gives large organizations control over marketing with advanced automa"
All-in-One Enterpriseper month	–	$2,599per month	10 CRM users	$99/user/mo	"rtals compare all features plus starting at $ 349 per month all prices usd, billed annuall"

Fine print

Billing increment: Not stated
Billed beyond usage: Additional AppConnect tasks cost $249 per 25K per month
Contract: Prices billed annually
Refunds: Not stated
Auto renew: Subscription charges automatically each period until cancelled
Price change notice: 30 days' notice