Insightly CRM Review 2026: Best CRM with Project Management Built-In?
Most CRMs stop at closing the deal. Insightly is different. It combines full-featured CRM capabilities with built-in project management, letting you track customers from first lead all the way through project delivery.
Quick Verdict
Rating: 8.1/10
One-liner: The best CRM for teams who need to manage projects after closing deals
Best for: Professional services firms, consultancies, agencies, and SMBs that need CRM + project management in one platform
What is Insightly CRM?
Insightly is a cloud-based CRM designed for small to mid-sized businesses. Its native project management functionality means when you close a deal, you can instantly convert it into a project without leaving the platform.
Insightly Pricing (2026)
| Plan | Price | Key Features |
|---|---|---|
| Plus | $29/user/mo | 100K records, project management, lead routing |
| Professional | $49/user/mo | 250K records, workflow automation, custom dashboards |
| Enterprise | $99/user/mo | Unlimited records, custom objects, dedicated support |
Pros & Cons
Pros
- Built-in project management
- Easy to use
- Affordable for SMBs
- Strong integrations
- Quick implementation
Cons
- No free plan
- Advanced features locked
- Scalability limits
- Mobile app limitations
How Appendment Enhances Insightly CRM
Insightly excels at organizing contacts and managing projects, but Appendment fills the sales intelligence gap with 50+ data points per prospect, real-time coaching, and AI-powered objection handling.
For more CRM options, check out our complete guide to the best CRM software for sales teams.
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Michael Giannulis has spent over 20 years in direct response marketing, producing copy and building revenue systems for hundreds of organizations with combined attributed revenue exceeding $25 million. He is the founder of Appendment, Dictate, and RunFrame, an MBA graduate from Western Governors University, and a PhD candidate in Biblical Exposition at Liberty University.
