Plus
Billed annually- Lead and contact management
- Project management
- Advanced reports
- Pre-built business dashboards
- Free 14-day trial
Includes 100,000 records, 10 GB file storage, 25,000 records per import, and 2,500 mass emails per day.
by Insightly · insightly.com ↗
Best for project management and delivery in B2B
Per-user subscription billed annually; free 14-day trial; no monthly-billing option shown in the supplied official pricing text.
The official pricing text says all listed CRM prices are in USD and billed annually, and the CRM plans include a free 14-day trial. The page also shows a "Contact sales" callout on Enterprise, so larger buyers may need a sales conversation for final packaging. No monthly-billing option, contract minimum, auto-renewal language, or discount terms are provided in the supplied documents.
Includes 100,000 records, 10 GB file storage, 25,000 records per import, and 2,500 mass emails per day.
Includes 250,000 records, 100 GB file storage, 50,000 records per import, and 5,000 mass emails per day.
Includes 500,000 records, 250 GB file storage, 50,000 records per import, and 10,000 mass emails per day.
The pricing page shows AI Copilot query allowances by plan, with Plus showing a dash, Professional showing 75 queries, and Enterprise showing 100 queries. The page does not provide an overage fee or upgrade price for extra AI Copilot usage in the supplied text.
The pricing comparison shows customizable, real-time insight cards as 100 on Professional and Unlimited on Enterprise. No separate charge is listed in the supplied text, so this appears to be a plan limit rather than a standalone add-on price.
A small sales team wants a straightforward CRM with project management and dashboards.
Expected cost$29 per user / month billed annually.A growing team needs workflow automation and AI assistance on top of core CRM.
Expected cost$49 per user / month billed annually.A larger organization needs sandboxes, audit logging, and quote-related features.
Expected cost$99 per user / month billed annually, with contact sales for packaging.Yes. The official pricing page shows a Free 14-day trial on the CRM plans. The product website also says, "See it in action or start your trial – no credit card required." Buyers should still confirm the exact trial terms for the plan they choose. The supplied documents do not mention a paid trial conversion fee.
The supplied pricing page says, "All prices USD, billed annually." That means the visible list prices are annual-billing prices, even though they are displayed as per-user monthly amounts. No monthly-billing alternative is shown in the provided text. Buyers should expect annual invoicing unless sales says otherwise.
The Plus plan covers the core CRM basics, including lead and contact management, project management, reports, and dashboards. Professional adds lead assignment and routing, workflow automation, and AI Copilot. Enterprise adds sandboxes, products, pricebooks, quotes, comprehensive audit logging, and contact sales packaging. The supplied pricing page also shows higher record, storage, and email-send limits as you move up tiers.