Insightly review
Updated September 28, 2026 · ForgeCue Editorial Team · Facts checked September 26, 2026
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Our verdict
Insightly suits small businesses that want a CRM and a help desk in one product, with tiers from Plus to Enterprise. The trade-off is entry cost: $35 per user sits above Freshsales at $9, and there is no free plan, only a trial of 14 days.
Key facts
- Best for
- Small businesses wanting CRM and help desk together on a tiered per user plan.
- Price per user from
- $35 (Source, checked September 26, 2026)
- Free plan
- No (Source, checked September 26, 2026)
- Free trial length
- 14 days (Source, checked September 26, 2026)
- Plan tiers
- Plus, Professional, Enterprise (Source, checked September 26, 2026)
- Product
- CRM, Help-desk (Source, checked September 26, 2026)
- Audience
- Small business
- Pricing model
- Free trial
- Official website
- insightly.com
Email marketing
- Free trial length
- 14 days (Source, checked September 26, 2026)
- Audience
- Small business
- Pricing model
- Free trial
Pros and cons
Pros
- CRM and help desk covered in one product (crm and help desk).
- Entry price per user of $35 undercuts CreatorHero at $39.99 and Infloww at $40.
- Plan tiers run Plus, Professional and Enterprise (Plus, Professional, Enterprise), so there is room to step up as the team grows.
- A free trial of 14 days lets you size the product before you pay.
Cons
- No free plan, so you have nothing to fall back on once the trial of 14 days ends.
- Entry price per user of $35 sits above Freshsales at $9.
- Ranked 40 of 61 on price per user from, in the pricier part of the field.
Who it suits
- Small businesses, the audience Insightly is built for (small business)
- Teams that want customer records and service requests in one product (crm and help desk)
- Buyers comfortable paying $35 per user after a trial of 14 days
Who should look elsewhere
- Buyers shopping mainly on entry cost: Freshsales starts at $9 per user.
- Teams wanting a CRM without the help desk side of the product (crm and help desk), where a narrower tool such as Freshsales fits better.
Free plan and trial
Insightly has no free plan, so the trial is the only free look you get. You get 14 days on the free trial, and the business model Insightly runs on is the trial rather than a free tier. That suits a short evaluation, though anyone wanting a permanent free account to test in will need to budget for a paid seat.
Plans and pricing
Plans run Plus, Professional and Enterprise, and the entry price per user is $35. That sits above Freshsales at $9 per user and just under Infloww at $40 and CreatorHero at $39.99. There is no free plan to fall back on, so the trial of 14 days is where you size the tiers.
How Insightly compares
Frequently asked questions
How much does Insightly cost per user?+
Insightly's entry price per user is $35, with plan tiers listed as Plus, Professional and Enterprise (Plus, Professional, Enterprise). That entry figure is higher than Freshsales at $9 per user, and lower than Infloww at $40 and CreatorHero at $39.99. Budget per seat across your team.
Does Insightly have a free plan?+
Insightly has no free plan, and the product runs on a free trial instead (free trial). Your evaluation is therefore time limited, and whatever you set up during the trial needs a paid tier once it ends. Anyone who wants a permanent free account to build in will have to look at a CRM that offers one.
How long is the Insightly free trial?+
The trial runs for 14. That is a short window, so put your data in and test the workflows you care about before it ends. Since there is no free plan, you will be choosing a paid tier at the end of it.
What plans does Insightly offer?+
The tiers are Plus, Professional and Enterprise (Plus, Professional, Enterprise), and the entry price per user is $35. You can start on the first tier and step up as your team grows, so the plan name you pick decides what you pay per user each period.
Is Insightly a CRM or a help desk?+
Insightly is listed as both a CRM and a help desk (crm and help desk), so you can cover customer records and service requests in one product. For a small business that sells and supports from the same team, that pairing removes the need to run a separate service desk tool alongside your CRM.
Who is Insightly built for?+
The audience is small business (small business), and the product pairs a CRM with a help desk (crm and help desk). It suits you if your team sells and supports from the same place and can price seats per user at $35.
Is Insightly cheaper than CreatorHero or Infloww?+
On entry price per user, yes. Insightly starts at $35, against $39.99 for CreatorHero and $40 for Infloww. Freshsales is the one that undercuts it, at $9 per user. The rest depends on whether you value the help desk side of the product (crm and help desk) enough to pay the difference.
How does Insightly's price compare with the field?+
Insightly ranks 40 of 61 on price per user from. The wider median is €21.75 and the CRM ranking median is €21.92, so you are shopping in the pricier part of the field on seat cost.
Sources
- financial-cents.com/resources/articles/accounting-crm-sof... checked September 26, 2026
Backs: Free trial length, Pricing model
“Insightly offers a 14-day free trial”
- fitsmallbusiness.com/best-simple-crm checked September 26, 2026
Backs: Price per user from
“Monthly price, billed monthly - $35/user”
- research.com/software/reviews/insightly-crm-review checked September 26, 2026
Backs: Plan tiers
“Plus at $29/user/month, Professional at $49/user/month, and Enterprise at $99/user/month”
- g2.com/products/insightly-crm/pricing checked September 26, 2026
Backs: Free plan
“paid plans start at $29 per user per month for Plus”
- insightly.com checked September 26, 2026
Backs: Audience, Product
“Modern, scalable Customer Relationship Management software platform”
Compiled from 5 source pages, checked September 26, 2026. We did not open an account.
Not confirmed yet: Free plan limits.
Related by the facts
Insightly
Small businesses wanting CRM and help desk together on a tiered per user plan.