#Revenue Directory
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Insightly

7.2

CRM and post-sale project management in one system.

CRM14-day trialMobile appMid-market
Visit websiteFrom $29/user/mo (billed annually)
Insightly product screenshot
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.

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

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.

PlanPriceBest for
Plus$29/user/mo (billed annually)Entry tier.
Professional$49/user/mo (billed annually)Recommended.
Enterprise$99/user/mo (billed annually)Top tier.
In-depth written review coming soon. The structured scorecard above reflects Revenue Directory's current assessment of Insightly.

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