Pick two. The table shows their rating, their Openness score and the facts behind it, each from the vendor's own pages.
Want to compare general tools, like two CRMs or two project tools? Every tool page has a Compare button, with no limit.
Grab a 15-minute chat. Sometimes the answer is to build the missing piece next to what you run.
Insightly's REST API is available on every plan to query and update account data. api.insightly.com, checked 6 Oct 2026 (opens in a new tab)
Insightly lets you export the records of each object to CSV; file attachments, events, comments and emails cannot be exported. support.insight.ly, checked 6 Oct 2026 (opens in a new tab)
Insightly plans are billed annually, and the subscription term renews unless you give notice at least 30 days before it ends. insightly.com, checked 6 Oct 2026 (opens in a new tab)
Zapier lists an Insightly integration. zapier.com, checked 6 Oct 2026 (opens in a new tab)
Public API on all plans. CSV export of records, not attachments or emails. Annual term, 30 days' notice to not renew. Zapier.
From $29 a month
Insightly is best for small and mid-sized businesses that want to manage contacts, track deals, and run projects all in one place. You get a full CRM with built-in project management, so when you close a deal, you can flip it straight into a project without switching tools. It also includes marketing automation, customer support ticketing, and AI-powered features on higher plans. If your team is tired of juggling separate apps for sales, projects, and customer follow-up, Insightly is worth a close look.
Insightly Copilot (available on Professional and Enterprise plans) lets you add or update records through a chat interface and get instant summaries of contacts, deals, and tasks. It also auto-generates email replies and summaries to cut down on manual writing.
Insightly is a strong pick for small businesses that sell a product or service and then need to deliver on it — think consultants, agencies, or contractors who manage projects after the sale. The biggest pro is that CRM and project management live in the same tool, which saves you from paying for two apps. The main downside is that AI features and workflow automation are locked behind the $49/user/month Professional plan, so the entry-level tier feels limited for teams that want to automate their sales process.
