Insightly (AI)
by Insightly
Unified CRM with project management and AI-powered insights
Score
Score
Our verdict
Insightly combines CRM, project management, and marketing automation in one platform with AI-powered relationship mapping and lead scoring.
Overview
Screenshot
Score breakdown
Overall score
Scores are editorial assessments by the Compare Best AI team on a 0–10 scale.
Expert review
CompareBestAI Team
Compare Best AI · Editorial Team
Insightly is a unified CRM platform that stands out by combining sales, project management, and marketing tools in a single product. This integration is its key differentiator — you can track a deal from lead to close to project delivery without switching tools.
How we tested
Days tested
14 days
Tasks evaluated
- ·CRM setup
- ·Pipeline configuration
- ·Project management workflow
- ·AI lead scoring
- ·Reporting dashboard
Method
Compared against HubSpot CRM and Salesforce Essentials
Reviewer
CompareBestAI Team
Plans & pricing
Free
Solo users and startups
- 2 users
- 2,500 records
- Basic CRM
- Contact management
- Mobile app
Plus
Small teams
- 100,000 records
- Email scheduling
- Custom fields
- Task management
- Kanban views
Professional
Growing businesses
- 250,000 records
- Workflow automation
- Custom dashboards
- Lead assignment
- Products & pricebooks
Enterprise
Large organizations
- Unlimited records
- Custom apps
- Lambda functions
- Sandbox environment
- Priority support
Pricing may vary by region. Always verify on the vendor's website.
Feature comparison
| Feature | Insightly (AI) | HubSpot | Salesforce |
|---|---|---|---|
| CRM | |||
| Built-in project management | |||
| AI | |||
| Relationship linking | |||
| Lead scoring | |||
| Pricing | |||
| Free plan available | |||
Is it right for you?
Good fit for
Service businesses
CRM + project management in one tool for post-sale delivery
Small teams
Free plan and competitive per-user pricing
Consulting firms
Relationship mapping and project tracking combined
Agencies
Track deals through close and into project delivery
Less suited for
Enterprise sales orgs
Less powerful than Salesforce for complex enterprise pipelines
Email marketing focus
Built-in email marketing is basic compared to dedicated tools
Heavy mobile users
Mobile app is functional but not best-in-class
User reviews
Editorial score
Distribution is estimated from our editorial score. Verified user reviews coming soon.
Use cases
Typical ways teams rely on this tool — from everyday tasks to specialized workflows.
- CRM
- Project management
- Lead tracking
- Sales pipeline
- Contact management
- Service delivery tracking
Integrations
Reported connectors
Apps and services commonly connected out of the box or via official connectors.
- Google Workspace
- Microsoft 365
- Slack
- QuickBooks
- Xero
- Mailchimp
- Zapier
- PandaDoc
- Dropbox
Privacy & compliance
Security & data practices
Highlights we track from the vendor's documentation. Always confirm current terms, subprocessors, and regional policies on their official site.
- GDPR-ready
- SSO/SAML
Details
Category
Price
- $0/mo
Free version
Best for
- Pipeline management
- project-linked CRM workflows
- growing business operations
Frequently asked questions
Insightly (AI)
Sales & CRM
Ready to get started?
Visit the Insightly (AI) website to explore plans and start your free trial.
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