Insightly
Plus
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Highlights
Helps small teams simplify workflows, stay organized, and move quickly.
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Included
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No credit card required.
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Included
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Lead and contact management
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Included
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Project management
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Included
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Advanced reports
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Included
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Pre-built business dashboards
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Included
Professional AI Copilot
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Gives growing businesses tools to automate sales, track performance, and close deals.
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Included
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Recommended
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Included
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No credit card required.
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Included
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All Plus plan features and:
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Included
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Lead assignment and routing
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Included
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Workflow automation
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Included
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AI Copilot
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Included
Enterprise AI Copilot
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Equips large organizations with advanced customization, security, and integrations.
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Included
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All Professional plan features and:
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Included
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Sandboxes
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Included
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Products, pricebooks, and quotes
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Included
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Comprehensive audit logging
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Included