Alternatives to Insightly
CRM with projects built in
Insightly ranks #14 of 17 in CRM, with an Alt Score of 58. It is proprietary, sold by subscription from $29/user/month and available on Web, iOS and Android. 9 of 10 checklist rows are verified against a public source.
Small and mid-sized businesses that need a CRM tied to project delivery, rather than a standalone sales tool — used across sales, marketing, and post-sale operations teams in industries like agencies, consulting, manufacturing, and professional services.
A cloud CRM covering contact management, lead tracking, and customizable sales pipelines, paired with a native project management module for tracking milestones, tasks, and deliverables after a deal closes. It includes workflow automation, reporting/dashboards, and optional add-ons for marketing automation and support ticketing. AppConnect integrates with roughly 2,000 third-party apps (QuickBooks, Slack, Shopify, etc.) without custom code.
Sales teams move leads and opportunities through configurable pipeline stages; when a deal is won, it can be converted directly into a project with its own milestones, tasks, and assigned owners so the same record carries through from sale to delivery. Automation rules, reports, and integrations run on top of this shared data across the CRM and project workspace.
Where Insightly stands out
Verified capabilities most alternatives don't have.
Why people leave Insightly
Dashed reasons are sourced facts; the rest are opinions. Vendors can dispute.
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Ranked alternatives
Ordered by Alt Score. Click any score to see the breakdown.
Feature comparison
Rows come from the CRM checklist (14 rows). Human-verified cells only. ? means the value has not been verified.
| CRM checklist | Insightly | Freshsales | Zoho CRM | HubSpot | SuiteCRM | EspoCRM |
|---|---|---|---|---|---|---|
| Pricing model | ||||||
| Starts at | ||||||
| License | ||||||
| Platforms | ||||||
| Contact & deal pipelines | ||||||
| Email sync & tracking | ||||||
| Sequences / automation | ||||||
| Custom objects | ||||||
| Reporting | ||||||
| Free tier limits | ||||||
| Phone dialer | ||||||
| Marketing tools included | ||||||
| API & webhooks | ||||||
| Self-hostable |
Every fact and feature listed for Insightly is verified against its own pages. Each alternative is sourced on its own page.
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License Proprietary verified 2026-07-12
Free 14-day trial
https://www.insightly.com/pricing-plans/ -
Starts at $29/user/month verified 2026-07-12
Plus: $29 per user/month
https://www.insightly.com/pricing-plans/ -
Pricing model Subscription verified 2026-07-12
No credit card required. Free 14-day trial
https://www.insightly.com/pricing-plans/ -
Platforms Web, iOS, Android verified 2026-07-12
Manage everything on the go with award winning mobile applications for both Android and iOS.
https://www.insightly.com/crm/ -
Status active verified 2026-07-12
Leverage your pipelines to track, manage, and nurture deals efficiently
https://www.insightly.com/crm/ -
Contact & deal pipelines Yes verified 2026-07-12
Leverage your pipelines to track, manage, and nurture deals efficiently
https://www.insightly.com/crm/ -
Email sync & tracking Partial verified 2026-07-12
Bidirectional email sync between your connected email account and Insightly
https://www.insightly.com/crm/ -
Sequences / automation Yes verified 2026-07-12
Automate repetitive, manual tasks so your team can focus on what matters most.
https://www.insightly.com/crm/ -
Custom objects Partial verified 2026-07-12
Create objects unique to your business for ongoing data collection, analysis, and reporting.
https://www.insightly.com/pricing-plans/ -
Reporting Yes verified 2026-07-12
Create customizable visualizations in minutes.
https://www.insightly.com/crm/ -
Free tier limits Partial verified 2026-07-12
No credit card required. Free 14-day trial
https://www.insightly.com/pricing-plans/ -
Marketing tools included Yes verified 2026-07-12
Grow pipeline and nurture prospects into wins with Insightly Marketing
https://www.insightly.com/marketing/ -
API & webhooks Yes verified 2026-07-12
executing custom code, firing webhooks, and much more
https://www.insightly.com/crm/ -
Self-hostable No verified 2026-07-12
Get modern, robust features in a cloud platform, but skip the enterprise prices.
https://www.insightly.com/crm-platform/
FAQ
Yes. Freshsales, Zoho CRM and HubSpot have a free tier or are fully free. Free-tier limits in the comparison table are verified and dated.
SuiteCRM, EspoCRM and Twenty — every license claim links its source.