Insightly CRM
Contact and pipeline management CRM for small teams
About Insightly CRM
Insightly CRM is a horizontally-focused customer relationship management tool that serves as a general-purpose sales and contact management system. While it offers pipeline tracking and opportunity management capabilities that could be adapted for various industries, it is not purpose-built for real estate investing or property management workflows. The platform emphasizes ease of use for small teams and provides contact organization and deal tracking as core functionality.
Features
- Contact management and organization
- Sales pipeline tracking
- Opportunity management
- Small team collaboration
- Web-based access
Use Cases
Small business sales pipeline management
Contact organization and relationship tracking
Project-based sales processes
Team collaboration on deals
Lead nurturing and follow-up
Pricing
Plus
$29/mo
per user / month, billed annually
Professional
$49/mo
per user / month, billed annually
Enterprise
$99/mo
per user / month, billed annually
Marketing automation Plus
$99/mo
per account / month, billed annually
Marketing automation Professional
$499/mo
per account / month, billed annually
Marketing automation Enterprise
$999/mo
per account / month, billed annually
Support and ticketing Standard
$249/mo
per account / month, billed annually
25,000 tasks per month; Additional 25K tasks: $249; Required technical setup: $3,000
Support and ticketing Professional
$799/mo
per account / month, billed annually
100,000 tasks per month; Additional 25K tasks: $249; Required technical setup: $3,000
Source: Pricing page (Paid)
Frequently Asked Questions
What is the starting price for Insightly CRM?
Insightly CRM starts at $29 per user per month for the Plus plan.
Does Insightly offer a free trial?
Yes, Insightly offers a free trial to test the platform before purchasing.
Is Insightly suitable for real estate investing?
While Insightly can track contacts and deals, it is not purpose-built for real estate investing workflows and lacks specialized property management features.
Additional Details
Integrations
- Zapier
- Gmail
- Outlook
- Mailchimp
- Quickbooks
- Xero
- Salesforce
- Slack
Platforms
- Web
Reviews
No reviews yet. Be the first to share your experience!
Last updated: Apr 17, 2026
