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Small Business CRM Software · Rank #7 of 10

Insightly

CRM + Projects + Marketing for service businesses.

By Insightly, Inc. · Founded 2009 · San Francisco, CA · private

Insightly is the strongest SMB CRM that bundles project management with sales pipeline. Best for service businesses (agencies, consultancies, professional services) that need to track client projects alongside the CRM relationship. The product strengths: native projects module, decent integrations (Office 365, G Suite). Trade-offs: marketing automation costs extra, support quality variable, and product velocity has slowed in recent years.

Visit Insightly Vendor pricing Compare to Capsule CRM
Best for

Service businesses (1-50 employees), agencies, consultancies, professional services, needing CRM + project management together.

Worst for

Pure pipeline sales teams (Pipedrive better), Google-anchored teams (Copper better), or buyers wanting modern UX (Folk better).

Vendor Trust Score

Is Insightly a trustworthy vendor?

7.2/10
Mixed
Pricing transparency
Published rates; no hidden fees
7.5
Contract fairness
Reasonable terms; no auto-renew traps
7.0
Incident response
How they handle outages and breaches
7.0
Post-acquisition behavior
Customer treatment after M&A or PE
7.5
Executive stability
Leadership churn over 24 months
7.0
Roadmap honesty
Public commitments held
7.0
Trust signal log
  • 2024-04-12
    Product velocity has slowed; user reports of stalled feature requests
Vendor Trust is scored independently of product quality. A great product from an unfair vendor still earns a low trust score.
Review Intelligence

What 1,480 reviews actually say

Synthesized from G2, Capterra, Reddit, Trustpilot. Patterns >15% prevalence shown.

Last synthesized
2026-04-29

Praise patterns

  • CRM + projects bundled
    78% →
  • Right call for service businesses
    64% →
  • Office 365 / G Suite integration
    51% →

Complaint patterns

  • Marketing automation costs extra
    47% ↑
  • Support quality variable
    41% ↑
  • Product velocity has slowed
    38% ↑
Sentiment trend (6 months)
70/100 -1 pts
11
12
01
02
03
04
Patterns are extracted from review corpus and human-verified. We surface trends, not anecdotes.
Verified Pricing

What buyers actually pay

156 anonymized deal disclosures · last updated 2026-04-30

Contribute your deal price
Company size Median annual
1-10 employees $3,480
10-50 employees $12,000
Verified pricing is crowdsourced from buyers under anonymity guarantees. Vendor-listed prices are validated against actual deals quarterly.
Compliance & Security

Auto-verified certifications

Verified 2026-04-15
SOC 2 Type II
ISO 27001
HIPAA
GDPR
CCPA
PCI DSS
FedRAMP

Editorial: Strengths

  • Native projects module bundled with CRM
  • Best for service businesses
  • Office 365 and G Suite integration
  • Workflow automation
  • 250+ integrations
  • Mobile apps with business card scanner

Editorial: Weaknesses

  • Marketing automation costs extra (Insightly Marketing add-on)
  • Support quality variable
  • Product velocity has slowed
  • UI feels dated to some users
  • Per-seat pricing scales fast

Key features & integrations

  • +CRM + projects bundled
  • +Pipeline mgmt
  • +Email integration
  • +Workflow automation (Pro+)
  • +Custom apps (Enterprise)
  • +Mobile apps
  • +250+ integrations
250+ integrations
Office 365G SuiteMailchimpQuickBooksZapier
Geography supported
US, Canada, UK, AU; global support
Best fit
1–100 employees · Service businesses
Editorial deep-dive

Read our full ranking of Small Business CRM Software

Insightly ranks #7 in our editorial review of 10 small business crm software platforms. The deep-dive covers methodology, comparison tables, decision matrix, migration scoring, and FAQs.

Read the full ranking

Closest alternatives in Small Business CRM Software

#6
Capsule CRM
UK-based simple SMB CRM with generous free tier.
★ 4.5 public
#8
Keap
CRM + email marketing + payments for solopreneurs.
★ 4.2 public
#5
Less Annoying CRM
Flat $15/user, no tiers, founder-led for 15+ years.
★ 4.9 public
Help the next buyer

Contribute your verified deal price

Pricing in B2B software is opaque because vendors want it that way. Verified buyer prices fix that, anonymously. Share what you actually paid for Insightly; we’ll add it to the verified pricing dataset on this page (with company size band only, no identifying details).

Submit anonymously