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Home/CRM/Insightly CRM

Insightly CRM Pricing, Plans, and Availability

#13 in CRM

by Insightly · insightly.com ↗

Best for project management and delivery in B2B

#13CRM
Updated Jul 15, 2026Visit website ↗
33.6/ 100
AI visibility score

How often Insightly CRM appears when AI assistants answer buyer questions.

#13 in CRM
Mention rate41%
Answer coverage13 of 32 runs
Insightly CRM33.6
OverviewPricingAlternativesReviewsInsightly CRM vs Freshsales

Pricing at a glance

◇ Pricing model

Per-user subscription billed annually; free 14-day trial; no monthly-billing option shown in the supplied official pricing text.

↻ Billing notes

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.

Evidenceinsightly.com ↗

Plans and pricing

3 tiers

Plus

Billed annually
$29 per user / month
  • 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.

Professional

Billed annually
$49 per user / month
  • All Plus plan features and: Lead assignment and routing
  • Workflow automation
  • AI Copilot
  • Free 14-day trial

Includes 250,000 records, 100 GB file storage, 50,000 records per import, and 5,000 mass emails per day.

Enterprise

Billed annually
$99 per user / month
  • All Professional plan features and: Sandboxes
  • Products, pricebooks, and quotes
  • Comprehensive audit logging
  • Contact sales

Includes 500,000 records, 250 GB file storage, 50,000 records per import, and 10,000 mass emails per day.

Evidenceinsightly.com ↗

Add-ons and extras

AI Copilot usage overages

75 queries

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.

Custom insights capacity

100 / Unlimited

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.

Evidenceinsightly.com ↗

Hidden and indirect costs

Worth budgeting for
⚠  The supplied pricing page indicates that some functionality is only available on higher tiers or requires contacting sales, which can increase the real cost beyond the list price. It also shows a separate pricing structure for other Insightly products and use cases on the same page, including account-based and marketing offerings, so buyers should verify they are viewing the CRM plan rather than a companion product. The page mentions contact sales for some enterprise capabilities and also references additional technical setup pricing in another product section, which signals that implementation-related costs may exist for other packages even when the CRM page itself does not show a setup fee.
Evidenceinsightly.com ↗

What buyers actually pay

A small sales team wants a straightforward CRM with project management and dashboards.

Expected cost$29 per user / month billed annually.
Number of usersNeed for project managementNeed for dashboards and reports

A growing team needs workflow automation and AI assistance on top of core CRM.

Expected cost$49 per user / month billed annually.
Number of usersWorkflow automationAI Copilot access

A larger organization needs sandboxes, audit logging, and quote-related features.

Expected cost$99 per user / month billed annually, with contact sales for packaging.
Number of usersSandbox needsAudit loggingProducts, pricebooks, and quotes
Evidenceinsightly.com ↗

Pricing FAQ

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.

Evidenceinsightly.com ↗insightly.com ↗
On this page
01Pricing at a glance02Plans and pricing03Add-ons and extras04Hidden and indirect costs05What buyers actually pay06Pricing FAQ
At a glance
Category rank#13 · CRM
AI visibility33.6 / 100
Mention rate41%
CategoryCRM
BrandInsightly
Websiteinsightly.com ↗

Compiled from public product evidence and live AI answers. Empty or unsupported fields are omitted.

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