# Insightly Pricing 2026 | Capterra

> Learn more about Insightly pricing plans including starting price, free versions and trials.

Source: https://www.capterra.com/p/130671/Insightly/pricing

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# Pricing for Insightly

[4.0 (654)](https://www.capterra.com/p/130671/Insightly/reviews/)

Write a Review!

## [Insightly](https://www.capterra.com/p/130671/Insightly/) has **3** pricing plans

-   Yes, has free trial
-   No free version

**Credit Card Required:** No

**Discount:** By Plan Frequency

### Plus

$29

**Pricing Model:** Per User

**Payment Frequency:** Per Month

Plus plan includes:

-   Apply Task and Event Activity Sets
-   Assign Sales Teams
-   Attach Files From Cloud Storage
-   Automatic Duplicate Detection
-   Automatic Social Profile Enrichment

### Professional

$49

**Pricing Model:** Per User

**Payment Frequency:** Per Month

Professional plan includes:

-   100 Customizable Insight Cards
-   Apply Task and Event Activity Sets
-   Assign Sales Teams
-   Attach Files From Cloud Storage
-   Automatic Duplicate Detection

### Enterprise

$99

**Pricing Model:** Per User

**Payment Frequency:** Per Month

Enterprise plan includes:

-   Apply Task and Event Activity Sets
-   Assign Sales Teams
-   Attach Files From Cloud Storage
-   Automatic Duplicate Detection
-   Automatic Social Profile Enrichment

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## What do others say about [Insightly](https://www.capterra.com/p/130671/Insightly/) pricing?

Pricing RatingN/A

Value For Money[4.0(654)](https://www.capterra.com/p/130671/Insightly/reviews/)

Pros

Cons

[Read All 654 Reviews](https://www.capterra.com/p/130671/Insightly/reviews/)

Read Full Reviews Below

Verified Reviewer

Founder and Financial Advisor

Financial Services, 1-10 employees

Used the software for: 1-2 years

**

Overall Rating

3.0

**

Ease of Use

3.0

Customer Service

3.0

Features

2.0

Value for Money

4.0

Likelihood to Recommend

60%

6/10

Reviewer Source

Source: Capterra

December 16, 2025

"Worthy place to start...depends on what you need to finish"

**Overall:** Overall, the challenges I encountered may not apply to everyone, and it was a solid platform for getting started. However, as my business grew, it did not scale in the way I ultimately needed. I operate in a highly regulated environment, which requires more robust capabilities as complexity increases

**Pros:** I found Insightly to be very easy to get started with, and from a cost standpoint, it felt like a practical, cost-effective option. I liked how simple it was to connect related contacts and keep track of important life events and milestones. Setting up routine tasks and activity reminders was also straightforward, which made it easier to stay organized and maintain consistent, timely engagement with clients.

**Cons:** The integrations with other applications wasn't as strong as I was looking for at the time. I run an operation with less than 5 people and we use a lot of outside applications for our business to run and it did not play well with them or not at all. This is something that has probably grown over time, but it did not happen in time for me to find another platform that did it much better.

**Alternatives Considered:** [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/), [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) and [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

**Reasons for Choosing Insightly:** I started with Insighlty because it seemed easy to use, but ultimately switched to HubSpot for the integration features.

Jamie K.

Head of Growth

Computer Software, 11-50 employees

Used the software for: 6-12 months

**

Overall Rating

4.0

**

Ease of Use

3.0

Customer Service

4.0

Features

3.0

Value for Money

3.0

Likelihood to Recommend

60%

6/10

Reviewer Source

Source: Capterra

May 6, 2024

"Decent CRM but requires discipline"

**Overall:** Insightly was being used for various marketing and sales data processing and activation tasks when I joined, and the account was a real mess because there was little control over who could edit which fields. As a result, no-one was following a consistent lead and opportunity management process, things like date fields became a nightmare because when exporting leads, some appeared to be using US date format and some using UK format, so identifying recent leads & opps was tricky.

**Pros:** The sales pipeline views were good because you could have lots of different pipeline views with filters and segmentation options applied without having to add them every time. It was easy to see pipeline value, create new fields and to move opps from one stage to another. Equally it was great for setting up automated email follow ups from demos and integrate with lots of other tools.

**Cons:** The lack of user management and access customisation means it is too easy to let poor spiral out of control and ruin your data. Equally the dashboards/Reports section really needs work as it’s unnecessarily difficult to create reports and dashboards for very simple metrics.

**Switched From:** [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)

**Reasons for Switching to Insightly:** This was before my time, so I’m not sure.

Vendor Response

By Insightly on May 8, 2024

Hey Jamie! Thanks for your review. Glad to know you see the significant power of Insightly, when configured correctly, to support your team. We would love to learn more about your concerns regarding user management and customization as several options are available based on your plan level. Please reach out to me or Growth@insight.ly with discuss.

[Read All 654 Reviews](https://www.capterra.com/p/130671/Insightly/reviews/)

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