Insightly logo

Insightly

CRM combined with project management, billed in US dollars, with its free plan now discontinued.

Per user
£22/user
Free tier
No
Integrations
250+
Onboarding
None

Best for

UK service businesses wanting CRM combined with project management, who are comfortable with USD billing and US data hosting.

Pricing breakdown

All prices in GBPLast verified 5 August 2026

Every fee we track, grouped by where it applies.

Strengths and trade-offs

Pros

  • CRM and project management in one tool
  • Good fit for service and project-based businesses
  • Strong custom objects and workflow options
  • Established platform with a large feature set

Cons

  • Bills in USD (no native GBP for UK)
  • US data hosting (Data Privacy Framework)
  • Free plan discontinued in October 2024
  • Marketing automation is a separate paid add-on

About Insightly

Insightly pairs CRM with project management, which suits service and project-based UK businesses that want to track a deal from first contact through to delivery in one tool.

For UK buyers the caveats are currency and data residency: Insightly bills in US dollars (no native GBP) and hosts data primarily on US servers under the Data Privacy Framework. Its free plan was discontinued in October 2024, the entry paid tier is priced higher per user than several rivals, marketing automation is a separate paid add-on, and AI features are limited.

Insightly was founded in 2009 and is headquartered in San Francisco, USA.

How Insightly compares

Side-by-side with the closest alternatives by estimated cost.

Per-user pricing based on 5 users and 1,000 contacts, using each free plan where it fits.

HubSpot logo

HubSpot

£90/mo est.

Per user
£18/seat/mo
Free tier
Yes (2 users, 1,000 contacts)
Marketing automation
Yes (Starter+)
Integrations
1,000+
Pipeline
Yes
Est. monthly cost
£90/mo

Common questions about Insightly

The same questions UK merchants ask before signing up.

  • Insightly starts at £22/user on the Plus plan, billed under an Annual contract, with contacts uncapped (Unlimited). There is no onboarding fee (None) and no separate monthly base fee (£0) on top of the per-user rate.

  • No, Insightly does not currently publish a free tier for UK customers. A free trial is available so you can evaluate the platform, including its built-in project management module, before committing to the annual Plus plan.

  • Insightly's data residency is US hosting. Since your data will not sit on UK or EU servers, check the current safeguards Insightly relies on for international transfers if in-region hosting is a hard requirement for your business. Zoho CRM, Pipedrive, and HubSpot are the EU-hosted alternatives in this comparison.

  • Insightly combines CRM with native project management: once a deal closes you can convert it directly into a project with tasks, milestones, and Gantt charts, without leaving the platform. This suits UK service businesses and consultancies where the sale leads straight into a delivery phase. Marketing automation, by contrast, is Add-on (Insightly Marketing) rather than built in.

  • Insightly connects with 250+ tools, including Gmail, Outlook, Google Drive, Xero, and QuickBooks, with Zapier extending reach further. Its target market is SMB to Mid-Market, and support runs during Business hours rather than round the clock, which is worth checking against your team's working pattern.

  • Insightly's built-in AI is Native (AI Copilot), which surfaces suggested next actions and record summaries inside the CRM. For connecting external AI agents, its MCP support is Via 3rd-party (Zapier), so a Zapier-based workaround is the current route rather than a first-party MCP server; a public API is also available for custom integrations.

  • Insightly holds a 4.0-star rating on Capterra from 621 reviews, one of the more modest scores in this comparison. Reviewers tend to highlight the project management crossover as the standout feature, while some note the interface feels dated compared with newer entrants such as Monday CRM.

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