A CRM with built-in project management — close the deal and deliver the work in one tool, with linked relationships and post-sale delivery for SMBs.
Insightly is a CRM platform that recognizes a reality many sales tools ignore: for service and project-based businesses, closing the deal is only half the job — you then have to deliver it. So alongside standard CRM (contacts, leads, opportunities, pipelines, email), Insightly includes project management: when a deal is won, it can convert into a project with tasks, milestones, and tracking, all linked to the original customer record.
It also emphasizes relationship linking — mapping how contacts, organizations, and records connect — and offers an optional Marketing module and AppConnect integrations. The result is a single system for the full customer lifecycle (market → sell → deliver), which suits agencies, consultancies, and other SMBs whose work doesn’t end when the contract is signed.
Manage leads, contacts, organizations, and sales opportunities.
Convert won deals into projects with tasks, milestones, and tracking.
Map connections between contacts, companies, and records.
Automate routine sales and delivery processes.
Optional email marketing, journeys, and landing pages.
Connect to Google/Microsoft, and many apps via AppConnect and Zapier.
How much does Insightly cost? Insightly has a free plan (up to 2 users), then CRM tiers — Plus (~$29/user/mo), Professional (~$49/user/mo), and Enterprise (~$99/user/mo), billed annually — scaling on records, automation, and features. The Marketing and Service modules are priced separately as add-ons. For a service business that would otherwise pay for a CRM and a project tool, combining them in Insightly is the value angle. Confirm current per-user tiers and add-on costs at signup.
| CRM | Best for | Pricing | Standout |
|---|---|---|---|
| Insightly | Service SMBs (sell + deliver) | Free + ~$29/user/mo | CRM + project management |
| HubSpot | Growth/marketing teams | Free + steep paid | Marketing ecosystem |
| Pipedrive | Sales-focused SMBs | From ~$14/user/mo | Pure sales pipeline |
Close deals and deliver the work in one tool, with linked relationships and projects. Free to start; paid plans from about $29/user/month — perfect for service businesses.
Get started with Insightly →Is Insightly worth it? For service-led and project-based SMBs — agencies, consultancies, and any business whose work continues after the deal closes — yes; the built-in project management is a genuine differentiator that lets you manage the full customer lifecycle (sell then deliver) in one tool, avoiding the cost and disconnect of running a separate CRM and project app. The trade-offs are that pure sales teams may prefer Pipedrive’s focus, and marketing-heavy teams will want HubSpot, with Insightly’s marketing capabilities being a paid add-on. But for businesses that need to bridge sales and delivery affordably, Insightly is a smart, well-fitted choice.
Early-stage founders need to see which prospects are stalled and which are ready to close. Insightly's pipeline board and activity log replace scattered email and spreadsheets, cutting deal review time from 2 hours to 30 minutes per week. Founders also use project tasks to link sales and delivery milestones.
Agencies track retainer renewals, upsell chances, and project delivery in one place. Insightly ties client contacts to projects and revenue, so account managers see the full relationship health. Mobile app lets teams update client status from meetings without returning to the office.
Ops leaders use Insightly to standardize deal stages, required fields, and activity logging. The platform prevents reps from hiding deals in 'other' and flags overdue follow-ups. Dashboards show which reps are hitting targets and where coaching is needed.
Quarterly access to product leadership.
Bonus credits redeemable on partner tooling.
We re-verify the offer every quarter so it never goes stale.
Hit the button on this page — opens the partner site in a new tab.
No code needed — the offer applies automatically when you register through our Insightly link.
No surcharge to you — verified by the SaaSTweaks Deal Desk, not the vendor.
| Feature | Insightly |
|---|---|
| Free trial | 14 days |
| Cheapest paid plan | $0/mo |
| Annual discount | Up to 25% |
| Refund window | 30 days |
| Setup time | < 1 hour |
| Best for | Founders |
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“Best CRM for professional services that delivers after the deal closes”
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Free to start; paid tiers + wholesale products
14-day trial; from ~$97/mo (unlimited)
From ~$65/user/mo per app
