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Insightly Review 2026

CRM with built-in project management capabilities

7.8 Good
📅 Updated 2026-03-04 🏆 Ranked #8 in CRM Software

Overview

Insightly uniquely combines CRM with project management, ideal for professional services firms that need to manage both relationships and projects.

Score Breakdown

Features
7.5
Value
7.7
Ease of Use
7.8
Support
8.0
Reliability
8.1

What We Like

  • CRM + project management
  • Relationship linking
  • Custom dashboards
  • Good for professional services

What Could Be Better

  • Dated interface
  • Limited marketing features
  • Support could be better

Specifications

Starting Price$29/user/mo
Free PlanYes (2 users)
AI FeaturesLimited
Mobile AppYes
Integrations250+

Our Verdict

Best for firms that need CRM and project management in one platform.

FAQ

Yes, Insightly includes built-in project management features that connect directly to your CRM contacts and opportunities.