Insightly

Name: Insightly review
Item: Insightly
Rating: 7.2
Author: Revenue Directory

7.2

CRM and post-sale project management in one system.

CRM14-day trialMobile appMid-market

Visit websiteFrom $29/user/mo (billed annually)

The verdict

A solid pick if the project-management-after-the-sale angle matters more to you than deep AI-agent access.

Best for: Mid-market, fast-growing companies that want CRM and post-sale project delivery in one tool.

What's good

Combines CRM and project management natively, tracking tasks and milestones after the deal closes, not bolted on
Deep customization: custom fields, reports, and dashboards without needing a developer
REST API (v3.1) on every paid plan with client libraries for Java, .NET, and Python

What's not

Advanced automation and reporting are gated behind the Professional and Enterprise tiers
Deeper integrations require the separate AppConnect add-on, which starts at $249/mo plus a $3,000 setup fee
No official MCP server, only an unofficial Zapier MCP connector

Insightly pricing

From $29/user/mo (billed annually). Verified 2026-09-03.

Plan	Price	Best for
Plus	$29/user/mo (billed annually)	Entry tier.
Professional	$49/user/mo (billed annually)	Recommended.
Enterprise	$99/user/mo (billed annually)	Top tier.

Practical AI: what your team can do with it

AI-stack fit 48/100

Insightly's REST API (v3.1) is available on all paid plans with a Swagger-based SDK. There's no official MCP server; Zapier offers a third-party, unofficial MCP connector for Insightly.

MCP support

Community MCP server

Public API

REST API

Works with

Zapier / Make

A layer on top of core fit, not a substitute for it. See the full AI-stack-fit leaderboard if this is your deciding factor.

In-depth written review coming soon. The structured scorecard above reflects Revenue Directory's current assessment of Insightly.