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Tell us your requirements and our advisors will help you compare and shortlist the best-fit options — free and unbiased.
A real human, fast
Someone on our team replies within one business day — no bots, no ticket queue.
Routed to the right team
Buying, selling, partnering, or investing — you reach the people who can actually help.
Independent & unbiased
No pushy sales. Just honest guidance grounded in the ecosystem.
Tailored to your context
Tell us what you need and we shape the next steps around it.
Who are you? Pick the option that fits best.
CRM and project delivery in one
Yes, won opportunities can convert into projects so sales and delivery stay connected.
Yes, Insightly has a free plan for up to 2 users with core CRM features.
Insightly integrates with QuickBooks Online and Xero for invoicing visibility.
Pricing Model
Per User/Month
Starting Price
$29/mo
Free Options
Free version, Free trial
CRM for growing teams
Automation & insights
Advanced configuration
| Feature | Plus | Professional Popular | Enterprise |
|---|---|---|---|
| Lead & opportunity management | — | — | |
| Project linking | — | — | |
| Email templates | — | — | |
| Workflow automation | — | — | |
| Lead assignment | — | — | |
| Custom dashboards | — | — | |
| Custom apps | — | — | |
| Calculated fields | — | — | |
| Developer API | — | — |
Other
Marketing
Finance
Communication
Authentication
Missing an integration?
API Types
SDK Availability
Verify SDK availability in vendor's documentation.
Developer Features
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Be the first to ask about Insightly
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
The world's #1 CRM platform
Free CRM with sales, marketing & service tools
Affordable CRM for teams of all sizes
