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Insightly and Close both sell themselves as CRMs, but they are built for different jobs. Insightly bundles contact and lead management with a genuine project-delivery layer for what happens after a deal closes. Close strips that layer out entirely and optimizes for one thing: moving a lead through a sales cycle as fast as possible. This guide breaks down Insightly’s pricing tiers, what they actually include, and where the two tools genuinely diverge — because for some buyers, that project-management bundle is the whole reason to pick Insightly over Close, not a reason to force the comparison the other way.
Tip: try code CASRAI at checkout for 15% off, if the offer is currently active for this program — codes vary by vendor and aren’t guaranteed.
We’ll get to Close‘s own pricing below, but start with the tool the query is actually asking about.
Insightly CRM pricing plans (as of August 2026)
Insightly publishes three core CRM tiers, priced per user per month and billed annually. There is no separate monthly-billing rate listed on Insightly’s public pricing page as of this writing — if you need month-to-month billing, that’s a question for their sales team, not something you can self-serve from the pricing page.
| Plan | Price (per user/month, billed annually) | What it adds |
|---|---|---|
| Plus | $29 | Lead and contact management, native project management, advanced reports, pre-built dashboards |
| Professional | $49 | Everything in Plus, plus lead assignment/routing, workflow automation, AI Copilot |
| Enterprise | $99 | Everything in Professional, plus sandboxes, products/pricebooks/quotes, comprehensive audit logging |
Insightly also sells an all-in-one bundle (CRM plus Marketing, Service, and AppConnect) starting around $349/month on the Plus tier, pitched as up to 30% cheaper than buying the products separately — relevant only if you actually need the marketing/service modules, not just the CRM.
Insightly CRM cost per user: what actually drives it
The per-user number that matters for budgeting is the tier you’re forced into by the features you need, not the sticker price on the cheapest plan. Plus ($29/user/month) covers core CRM plus project management, which is enough for a lot of small sales-and-delivery teams. But workflow automation and lead routing — the features most growing sales teams actually ask for — sit behind Professional at $49/user/month. Enterprise’s $99/user/month is aimed at organizations that need sandboxes and audit logging for compliance reasons, not general usability. A 10-person team on Professional is looking at roughly $490/month before any add-ons; the same team on Close’s comparable Growth tier runs noticeably less, which is the crux of the pricing comparison below.
Insightly vs Close CRM: the core difference
Set side by side, the two products aren’t really competing for the same buyer:
| Insightly | Close | |
|---|---|---|
| Entry price (annual, per user/mo) | $29 (Plus) | $9 (Solo) |
| Mid-tier price (annual, per user/mo) | $49 (Professional) | $99 (Growth) |
| Top tier (annual, per user/mo) | $99 (Enterprise) | $139 (Scale) |
| Project/delivery management | Native, included from the entry tier | Not offered — sales-cycle only |
| Core focus | CRM + post-sale project tracking | Outbound sales velocity (calling, SMS, AI-assisted workflows) |
| Free trial | 14 days, no card required | 14 days, no card required |
Insightly’s cheapest plan costs more than Close’s cheapest plan, but Insightly’s cheapest plan already includes project management — a feature Close simply doesn’t build toward at any price. That’s the trade a buyer is actually making, not “which CRM is cheaper” in the abstract.
The project-management module: why Insightly has one and Close doesn’t
Insightly’s own product documentation describes converting a won opportunity directly into a project, with configurable automated workflows for tracking delivery milestones afterward. In practice that means a sales rep can close a deal and hand it to an implementation or account-management team inside the same tool, with the same contact record, instead of exporting it into a separate project-management product like Asana or Monday.
Close doesn’t attempt this at all, by design. Its feature set — power dialer, bulk email and SMS sequencing, predictive dialing on the higher tiers, an AI assistant (Chloe) built into workflows — is aimed entirely at compressing the time between a lead entering the pipeline and a deal closing. What happens to that account after the deal closes is explicitly out of scope for Close; there is no delivery-tracking, onboarding-checklist, or project-milestone feature anywhere in its plans.
Insightly CRM free plan: does it actually exist?
No — as of August 2026, Insightly’s public pricing page does not list a permanently free tier. What it offers is a 14-day free trial of the paid plans, with no credit card required to start. If you were expecting a free-forever plan (the kind HubSpot or Zoho offer), budget for at least the $29/user/month Plus tier once the trial ends. Close’s trial works the same way — 14 days, no card required, backed by a 30-day money-back guarantee once you do pay.
Who should actually choose Insightly over Close
This is the honest part. If your team needs to manage what happens after a deal closes — onboarding a new client, tracking a services project, running a delivery timeline with milestones and task owners — inside the same tool that holds the deal record, Insightly solves a real problem that Close deliberately does not touch. Close has no project-tracking layer at any price tier, and nothing on its roadmap suggests that’s changing; it’s a sales-cycle tool, full stop. Forcing a Close-only setup on a team that also needs post-sale delivery tracking usually means bolting on a second tool (and a second monthly bill, and a broken data handoff between the two) to cover the gap Insightly already closes natively. If that’s your team, Insightly’s higher entry price is genuinely buying you something Close doesn’t sell.
Who should choose Close instead
If your team’s job stops at the close — pure outbound or inbound sales with no post-sale delivery/project component to manage — Close’s pricing gets you a purpose-built sales engine (calling, SMS, email sequencing, and increasingly capable AI-assisted workflows) for less money at the entry tier, and without paying for a project-management layer you’d never use. Teams that already run project delivery in a dedicated tool (Asana, Monday, Jira) and just need the CRM to feed leads into that handoff are usually better served by Close’s narrower, faster tool than by paying for Insightly’s bundled breadth.
Frequently asked questions
What are Insightly CRM’s pricing plans?
Three tiers, billed annually per user per month: Plus at $29, Professional at $49, and Enterprise at $99. Each tier adds features on top of the last; project management is included from the entry-level Plus plan.
How much does Insightly CRM cost per user?
Between $29 and $99 per user per month depending on tier, billed annually. There’s no published month-to-month rate on the public pricing page as of August 2026.
Is Insightly or Close cheaper?
Close’s entry tier (Solo, $9/user/month annually) is cheaper than Insightly’s entry tier (Plus, $29/user/month). But Insightly’s entry tier already includes project management, which Close doesn’t offer at any price — so “cheaper” depends entirely on whether you need that feature.
Does Insightly have a free plan?
No permanently free plan as of August 2026 — only a 14-day free trial with no credit card required.
Insightly vs Close CRM — which should I pick?
Pick Insightly if you need project/delivery tracking bundled with your CRM. Pick Close if your workflow ends at the sale and you want a faster, more focused (and cheaper at entry) sales-only tool.
Prices and plan details above were verified against each vendor’s own live pricing page as of August 2026 and are subject to change — check the vendor’s current page before budgeting.
