STOA's verdictRating 6.3 out of 10
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.
Six factors, weightedHow we rate
- SMB Fit 25%6.0 out of 10
CRM plans cost $29 to $99 per user a month billed annually, and marketing automation starts at $99 per account a month billed annually for 2,000 prospects.
