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Platform profile
Insightly logo

Insightly

CRM plus project management crossover

Market
Coverage
♥ ♠ ★
Price band
£££
AI maturity
Basic
Skill level reqd
MODERATE
ESTABLISHED
01

At a glance

Vendor
Insightly
Ownership
Private (Unbounce group)
Headquarters
San Francisco, USA
Founded
2009
Typical customer size
10 - 250 employees
Global usage rank
#19 of 40 by installed base
Implementation complexity
Moderate
Typical payback period
6 - 10 months
Relative total cost
Medium
Target business fit
SME / Mid-Market
Differentiator
CRM plus project management crossover
02

Who it's really for

Best fit
  • Project-based businesses where the sale becomes a delivery engagement
  • Professional services firms
Poor fit
  • High-volume transactional sales
  • Teams needing deep marketing automation
03

Core functional coverage

Sales
Good
Project delivery
Strong
Marketing
Good
04

Commercial model

Verified as at 1 August 2026

Prices are indicative list positions in GBP, converted where the vendor publishes in another currency, and exclude VAT. Treat them as directional.

Licensing structure
Per-user, per-month subscription, billed annually. Marketing and Service are separate products.
Entry price
From roughly £22 per user per month.
What an SME realistically pays
Around £75 per user per month for the tier most teams need once automation is included.
Minimum seats
One
Contract terms
Annual billing for the headline price
Published tiers
Plus
≈ £22 / user / month
Basic CRM and projects
Professional
≈ £39 / user / month
Adds workflow automation
Enterprise
≈ £75 / user / month
Custom objects and advanced permissions
Common hidden costs
  • Steep pricing escalation between tiers
  • Separate Insightly Marketing and Service products
  • Record and workflow limits at lower tiers
  • Onboarding packages
05

Ecosystem and integrations

Marketplace
AppConnect and a modest third-party marketplace
Key native integrations
Gmail and OutlookQuickBooks and XeroSlackMailchimpZapier
UK implementation partners
Very limited. No meaningful UK partner presence.
06

Customisation and extensibility

Configurable without developers
  • Custom objects and fields
  • Workflow automation
  • Custom page layouts and validation rules
  • Dashboard building
Where the ceiling sits
Moderate. Reasonable for professional services shapes, restrictive beyond them.
07

Implementation reality

Typical time to value
4 - 8 weeks self-implemented
Is self-implementation realistic?
Yes.
Migration considerations
Adequate import tooling. Linking projects to opportunities needs deliberate design up front.
08

Support and success

Included as standard
Email support on paid tiers
Costs extra
Premier success plans at additional cost
Documentation and community
Reasonable documentation. Small community.
09

Scalability and lock-in

Behaviour as you grow
Comfortable to around 200 users. Reporting and automation limits arrive before performance does.
How hard it is to leave
Low to moderate. Exports are clean; project structures and workflows are not portable.
10

Strengths and watch-outs

Strengths
  • Genuine sale-to-delivery continuity
  • Straightforward to configure without help
Watch-outs
  • Pricing rises steeply across tiers
  • Modest ecosystem and integration depth
  • Little AI capability
11

Bottom line for an SME

Worth a look for project-based SMEs. Check the tier pricing carefully - the useful tier is well above the headline.

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