Insightly Pricing & Plans

#7 in CRM

by Insightly · insightly.com

CRM platform for sales pipeline management, contacts, and customer relationship tracking.

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Pricing at a glance

◇ Pricing model

Annual subscription with published tiered per-user and per-account pricing; some tiers are quote-only.

↻ Billing notes

The CRM pricing page states that all listed prices are in USD and billed annually. A free 14-day trial is publicly offered for CRM Plus and CRM Professional, while CRM Enterprise and several other products say Contact sales. The page excerpt does not publicly disclose seat minimums, renewal terms, or any volume discounts. Some AppConnect pricing includes a required technical setup fee and a usage-based add-on for extra task blocks.

Plans and pricing

12 tiers

CRM Plus

Annually billed
$29 per user / month
  • Lead and contact management
  • Project management
  • Advanced reports
  • Pre-built business dashboards
  • Free 14-day trial

Record limit: 100,000. File storage: 10 GB. Records per import: 25,000. Mass email: 2,500 emails per day. Role-based permissions and configurable profiles/page layouts are limited to 2 each. Custom fields are limited to 50.

CRM Professional

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

Record limit: 250,000. File storage: 100 GB. Records per import: 50,000. Mass email: 5,000 emails per day. Role-based permissions and configurable profiles/page layouts are unlimited. Custom fields are limited to 100.

CRM Enterprise

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

Record limit: 500,000. File storage: 250 GB. Records per import: 50,000. Mass email: 10,000 emails per day. Role-based permissions and configurable profiles/page layouts are unlimited. Custom fields are limited to 200.

Marketing Plus

Annually billed
$99 per account / month
  • Marketing prospects included: 2,000
  • Monthly email send volume: 5x prospects purchased
  • Email marketing automation
  • Journey builder
  • Email health reporting
  • Dynamic list segmentation

Hosted forms: 10. Hosted landing pages: 10. Custom prospect scoring models: 0. Analytics tracking domains: 0. Contact sales for implementation details not disclosed in the page excerpt.

Marketing Professional

Annually billed
$499 per account / month
  • Marketing prospects included: 10,000
  • Monthly email send volume: 10x prospects purchased
  • All Plus plan marketing features
  • Custom prospect scoring models
  • Advanced prospect tracking
  • Real-time CRM connector

Hosted forms: 50. Hosted landing pages: 50. Custom prospect scoring models: 5. Analytics tracking domains: 3.

Marketing Enterprise

Annually billed
$999 per account / month
  • Marketing prospects included: 20,000
  • Monthly email send volume: 15x prospects purchased
  • All Professional plan marketing features
  • Unlimited hosted forms
  • Unlimited hosted landing pages
  • Unlimited custom prospect scoring models

Hosted forms: Unlimited. Hosted landing pages: Unlimited. Analytics tracking domains: 20.

Service Plus

Annually billed
$29 per user / month
  • Comprehensive ticket editor
  • SLA tracking and management
  • Configurable email settings/macros
  • Configurable, customizable reports

Seat minimum: Not publicly disclosed. Contact sales for implementation details not disclosed in the page excerpt.

Service Professional

Annually billed
$49 per user / month
  • All Plus plan service features
  • Customer satisfaction surveys
  • Custom ticket automations
  • Portal customization

Seat minimum: Not publicly disclosed. Contact sales for implementation details not disclosed in the page excerpt.

Service Enterprise

Annually billed
$99 per user / month
  • All Professional plan service features
  • Comprehensive audit logging
  • Custom validation rules
  • Unlimited brands and portals

Seat minimum: Not publicly disclosed. Contact sales for implementation details not disclosed in the page excerpt.

AppConnect Plus

Annually billed
$349 per month
  • Contact sales

Additional 25K tasks per month: $249. Required technical setup: $3,000.

AppConnect Professional

Annually billed
$899 per month
  • Contact sales

100,000 tasks per month. Additional 25K tasks per month: $249. Required technical setup: $3,000.

AppConnect Enterprise

Annually billed
$2,599 per month
  • Contact sales

250,000 tasks per month. Additional 25K tasks per month: $249. Required technical setup: $3,000.

Add-ons and extras

AppConnect additional task block

$249 per additional 25K tasks per month

A published overage-style add-on for AppConnect usage.

AppConnect technical setup

$3,000

A required technical setup fee is listed on the pricing page for AppConnect.

Hidden and indirect costs

Worth budgeting for
⚠  The public pricing page shows that some capabilities are gated behind higher tiers or sales contact, which means the actual spend can increase if a buyer needs enterprise-only functions such as sandboxes, custom apps, SAML/SCIM, audit logging, or unlimited brands and portals. AppConnect also lists a required technical setup fee of $3,000 and an additional 25K tasks per month add-on at $249, so usage growth can create extra costs beyond the base subscription. The page does not publicly disclose seat minimums for CRM, Marketing, Service, or AppConnect, so a buyer may need to confirm true entry cost with sales.

What buyers actually pay

A small sales team wants the entry CRM plan with core pipeline and reporting tools.

Expected cost$29 per user / month, billed annually, plus any taxes or implementation costs that are not publicly disclosed.
Number of usersAnnual billing commitmentPotential need for higher-tier limits

A growing team needs workflow automation and AI Copilot in the CRM.

Expected cost$49 per user / month, billed annually.
Number of usersNeed for AI CopilotNeed for automation features

An operations team wants AppConnect automation at the published mid-tier usage level.

Expected cost$899 per month, billed annually, plus a $3,000 required technical setup fee if applicable and any $249 add-ons for extra 25K task blocks.
Chosen AppConnect tierTask volumeOne-time technical setup feeOverage blocks

Pricing FAQ

The public CRM pricing page shows per-user amounts and explicitly says all prices are USD and billed annually. It does not publicly list separate monthly-billed CRM rates in the excerpt provided. If a buyer needs month-to-month terms, the pricing page does not make them public here, so the safest answer is to contact sales.

Yes. The CRM pricing page explicitly lists a free 14-day trial for the Plus and Professional plans. The homepage also says users can try CRM for free and notes that no credit card is required. The Enterprise tier instead directs buyers to contact sales.

Yes. The pricing page publishes several limits, including record limits, file storage, records per import, mass email volume, custom fields, and dashboard counts. Those limits vary by tier, so buyers with larger data volumes may need Professional or Enterprise. The page also shows that some advanced capabilities are not available on lower plans.

Insightly publicly labels Enterprise as Contact sales in several places on the pricing page, and it also does the same for higher-use plans in Marketing, Service, and AppConnect. That means the full contract price for those tiers is not publicly disclosed on the page. Buyers should expect a sales-assisted quote for final pricing and packaging.

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