Insightly / insightly.com
AI-powered CRM and project management platform providing AI relationship intelligence, project delivery tracking, and marketing automation for SMBs managing the full customer lifecycle.
Pricing
Free
Free plan
No
Category
Developer Tools
Platforms
3
Free plan
No
API access
Yes
Open source
No
Platforms
3
Insightly combines CRM with post-sales project management in one tool enabling teams to manage prospects through sales and project delivery without switching systems. Relationship Intelligence surfaces engagement strength, timing, and risk signals. AI Contact Enrichment automatically populates missing data. Workflow Automation provides trigger-based process automation. Project Management within Insightly tracks post-sales delivery with milestones and task management. Marketing Automation extends Insightly with campaigns and lead nurture. AppConnect provides no-code integration to 500+ applications. With SMB adoption across professional services, technology, and non-profit, Insightly validates for combined CRM and project management.
Insightly AI runs as ml platform software built around text and data workflows. Users typically start with a prompt, upload, or connected data source, and the underlying model handles the heavy lifting before returning a result you can refine or export. It's available on web, ios, and android, with API access for teams that want to embed it into their own products.
The capabilities that matter most for teams evaluating Insightly AI.
ML engagement signals and timing optimisation.
Sales pipeline and post-sales project delivery in one tool.
Trigger-based process automation reducing manual steps in sales and delivery.
Free plan (2 users). Plus $29/user/month. Professional $49/user/month. Enterprise $99/user/month.
Model
Freemium
Starting price
Free
Free trial
Yes
HubSpot (covered) provides comprehensive SMB CRM. Freshsales (rank 943) provides Freshworks AI CRM. Zoho CRM provides accessible CRM. Copper CRM provides Google Workspace CRM.
A side-by-side look at the closest alternative in this category.
Key facts about model providers, platforms, and team support.
Model Provider
Insightly
Platforms
Web, iOS, Android
Deployment
SaaS
Integrations
Gmail, Outlook, QuickBooks, Slack, 500+ AppConnect, API
Team Collaboration
Yes
Launch Year
2022
Compliance signals and data-handling notes as reported by the vendor.
SOC 2 Type II. ISO 27001. GDPR compliant.
CRM and project data processed on Insightly cloud.
Verified reviews from signed-in users, stored in the backend and averaged into this tool's rating.
Editorial Verdict
Insightly is the best AI CRM for SMBs wanting combined sales pipeline and project delivery management, relationship intelligence, and workflow automation.
Last verified July 24, 2026.
Free plan (2 users). Plus $29/user/month. Professional $49/user/month. Enterprise $99/user/month.
Free plan (basic). Growth $15/agent/month. Pro $49/agent/month. Enterprise $79/agent/month. Publicly traded (FRSH).
SOC 2 Type II. ISO 27001. GDPR compliant.
SOC 2 Type II. ISO 27001. GDPR compliant. HIPAA eligible. Enterprise data handling agreements.
CRM and project data processed on Insightly cloud.
Customer, ticket, and service data processed on Freshworks' cloud infrastructure. Review Freddy AI data handling for AI-processed conversation content.
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