Does Laureo bill annually like Insightly?

No. Every Laureo plan can be paid month to month, with no annual contract, and you cancel in the app at any time. Insightly states that all of its listed prices are billed annually.

Does Laureo charge for onboarding?

No. There is no onboarding or setup fee on any plan. Insightly charges a one-time $1,500 for Guided Onboarding, and its All-in-One bundle also lists Premier support as required, at 20% of license with a $3,000 yearly minimum.

How is AI use limited in Laureo and Insightly?

Laureo measures AI in monthly AI credits that every plan includes, shared by the assistant, the built-in agents and email drafting, and a month that needs more takes Extra AI Credits by pack. Insightly AI Copilot is not on Plus and is capped at 75 queries on Professional and 100 on Enterprise.

Does Laureo include NPS surveys?

Yes, on Business and Ultra: CSAT, NPS and CES feedback come with the help desk, and a CSAT survey goes out when a teammate marks a ticket resolved on the ticket or in bulk. Insightly lists customer satisfaction surveys in Insightly Service, and no Insightly plan comparison lists NPS surveys.

Does Laureo have a mobile app like Insightly?

Laureo has no app store download: on every plan it installs from the browser onto a phone or a desktop and runs like an app. Insightly lists its own mobile app with business card scanning, and the installed Laureo app keeps the pipeline, inbox and booking pages together, with tickets on Business and Ultra.

Insightly alternative

Insightly alternatives? You can just use Laureo

Insightly alternatives for small teams: the CRM, email campaigns, quotes and invoices in one plan, paid month to month, with no onboarding fee.

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What is the best Insightly alternative for a small business?

For a small business, Laureo is a strong Insightly alternative because the CRM, email campaigns, booking pages, quotes and invoices come in one plan you can pay month to month, with no onboarding fee. Insightly sells Marketing and Service as separate products, bills every listed price annually and charges a one-time $1,500 for Guided Onboarding.

The four rows set Insightly's own terms, as its pages stated them on October 28, 2026, against the Laureo plan fact that answers each one.

Criterion	Insightly	Laureo
Products	Insightly Marketing is a separate product from $99 per account per month, billed annually.	One plan and one bill cover your CRM, inbox, email campaigns, booking pages, and quotes and invoices, so you stop paying for separate tools.
Billing terms	Insightly states that all of its listed prices are billed annually.	Pay month to month on any plan, with no annual contract or upfront commitment, and cancel in the app at any time.
Onboarding	Insightly Guided Onboarding is a one-time $1,500 fee when products are purchased.	No onboarding or setup fee on any plan.
Booking	Insightly's CRM plan comparison lists mobile contact and calendar integration and no booking pages or scheduler.	Booking pages are built in on every plan, so you need no separate scheduling tool.

Does Insightly include email marketing and a help desk?

Not in the CRM plans: email marketing is Insightly Marketing, from $99 per account a month, and the help desk is Insightly Service, from $29 per user a month, both billed annually. Laureo sends email campaigns on every plan and adds the help desk, with tickets, SLA targets and a knowledge base, on Business and Ultra.

Mapped step by step, each job an Insightly team buys a product or an integration for has a named Laureo tool in the same CRM.

Step	With Insightly	With Laureo
Nurture the list	Insightly Marketing, a separate product	Email campaigns on every plan
Book the meeting	No booking pages on its plan list	Booking pages on every plan
Send the quote	Quotes on CRM Enterprise	Quotes on every plan
Bill the customer	PandaDoc, QuickBooks or Xero integrations	Invoices on every plan; card payments on Business and Ultra
Support the customer	Insightly Service, a separate product	Tickets, SLA targets and a knowledge base on Business and Ultra
Deliver the project	Project management on CRM Plus and up	Project boards on every plan; billable time to invoice on Business and Ultra

How do I move from Insightly to Laureo?

Export your organisations, contacts and opportunities from Insightly as CSV files, then import them into Laureo, which reads the Insightly column names and lets you check every mapped column before the import runs. Bring the organisations first, so each contact and opportunity links to its company as it lands.

There is no onboarding fee for the move, and the old Insightly account can stay open until the team trusts what landed.

The verdict

Why Laureo wins against Insightly

One plan and one bill cover your CRM, inbox, email campaigns, booking pages, and quotes and invoices, so you stop paying for separate tools.
No onboarding or setup fee on any plan.
Pay month to month on any plan, with no annual contract or upfront commitment, and cancel in the app at any time.
Booking pages are built in on every plan, so you need no separate scheduling tool.

Why teams look elsewhere

Why teams look for an Insightly alternative

Reason 1Insightly sells the CRM, Marketing, Service and AppConnect as separate products, so email marketing starts at $99 per account a month and ticketing at $29 per user a month, both billed annually.
Reason 2Every listed Insightly price is billed annually, and Guided Onboarding is a one-time $1,500 fee that the All-in-One bundle lists as required.
Reason 3The entry Plus tier has no AI Copilot and no complete workflow automation, and Copilot stops at 75 queries on Professional and 100 on Enterprise.
Reason 4Laureo keeps the CRM, email campaigns, booking pages, quotes and invoices in one workspace plan with one full seat included on Pro and two on Business and Ultra, paid month to month with no onboarding fee, and Business and Ultra add the help desk.

Feature by feature

Laureo vs Insightly, feature by feature

One productThe CRM, email campaigns, booking pages, quotes and invoices share one plan, one login and one bill, and Business and Ultra add the help desk and team chat. By comparison, Insightly prices Marketing, Service and AppConnect apart from the CRM, with an All-in-One bundle from $349 a month.
Setup and termsNo onboarding or setup fee on any plan, and every plan can be paid month to month and cancelled in the app. By comparison, Insightly bills every listed price annually and charges $1,500 once for Guided Onboarding and $3,000 for the AppConnect technical setup.
Quotes and invoicesQuotes and invoices from a products catalog on every plan, with card payments on Business and Ultra. By comparison, Insightly keeps products, price books and quotes for CRM Enterprise and lists PandaDoc, QuickBooks and Xero integrations instead of invoicing of its own.
Booking meetingsProspects pick a time on a booking page, on every plan, with a Google Meet link or a location you set, and the booking creates or links the guest's contact. By comparison, Insightly's plan comparison lists calendar integration and no booking pages or scheduler.
AI on every planMonthly AI credits on every plan feed the assistant, the built-in agents and email drafting, and a busy month takes Extra AI Credits by pack. By comparison, Insightly AI Copilot is not on Plus and is capped by query count on Professional and Enterprise.

AI that takes action

AI that drafts real work and waits for approval

Laureo runs built-in agents that start on their own and draft the work, on monthly AI credits included in your plan, and by default every agent except Ticket Triage (on Ultra) holds each change it proposes for your approval. Ask Laureo in plain language, for example Hey Laureo, draft follow-ups for every deal that went quiet this week, and review the queue before anything is sent.

PipelineTableForecast

Qualified2

$21,100

Clinic expansion

$11,600

Q3 pilot

$9,500

Proposal3

$58,600

Platform upgrade

$18,200

Annual renewal

$12,400

Fleet expansion

$28,000

Pricing side by side

What it costs

Insightly starts at $29/user/mo. The $29 Plus tier, billed annually like every Insightly price, has no AI Copilot and no complete workflow automation; both start on Professional at $49 per user. Marketing ($99 to $999 per account), Service (from $29 per user), and AppConnect are separate products, and guided onboarding is a one-time $1,500.

Laureo bundles the CRM, email marketing, scheduling, and AI agents in one product. One workspace plan with one full seat included on Pro and two on Business and Ultra; add seats as you grow. Pro starts at $83.33 a month billed annually ($99.99 month-to-month). Unlimited contacts on all plans, and Ultra adds cold outreach. Every plan starts with a 14-day trial for $2.99, credited to your first month.

Pricing last verified October 28, 2026. Source: As of October 2026, Insightly lists CRM Plus at $29, Professional at $49, and Enterprise at $99 per user a month, all billed annually, with AI Copilot capped at 75 queries on Professional and 100 on Enterprise (source: insightly.com/pricing, checked 2026-10-28).

Security

Your data stays yours. Role-based access, audit logging, and an approval queue: by default, every agent except Ticket Triage asks before it changes a record.

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Related Resources

Frequently Asked Questions

Move from Insightly to one platform

Bring your data over, switch on your AI agents, and run the whole sales process in one workspace.

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Every plan starts with a 14-day trial for $2.99, credited to your first month. Cancel any plan at any time before the end of your billing cycle, no contract fees, no 30-day notice, no penalties.