A better alternative than Insightly

Yes. Laureo imports contacts, organizations, opportunities, and activities from an Insightly CSV with smart field mapping. Most migrations finish in under an hour.

Copilot is one assistant, metered by a monthly question count and excluded from the entry Plus tier. Laureo includes six agents that run on a schedule plus a chat assistant, all inside a monthly AI budget with no per-question cap.

Insightly's all-in-one is four separately priced products: CRM, Marketing ($99 to $999 per account), Service, and AppConnect. Laureo bundles CRM, marketing, support, scheduling, quotes, invoicing, payments, and chat into one plan.

Yes. Laureo turns a won opportunity into a delivery project and carries over the company, owner, and budget, then runs the work on a board with a timeline, milestones, and, on Business and Ultra, a budget tracked against hours. Insightly's project module is deeper, so if resource scheduling, capacity planning, and detailed timesheets drive your delivery, test both first.

Insightly ships native iOS and Android apps with a business-card scanner, a real strength for field reps. Laureo is an installable web app that works offline with push notifications, not a native store build. If a native app is a hard requirement, Insightly leads there today.

Laureo is an AI-first CRM that cuts manual data entry. Email syncs both ways, calendar events sync on their own, and meeting notes attach to the right record, so there is almost nothing to log. On top of that, six built-in scheduled agents work in the background to flag stale deals, surface leads that have gone quiet, clean up duplicate data, chase overdue invoices, watch for churn risk, and triage your inbox. It all comes with the CRM, email campaigns, automation, and invoicing in one plan from $83.33/mo billed annually.

Pro starts at $83.33/mo billed annually ($99.99 month-to-month) for one user. Business is $166.66/mo billed annually for two users, and Ultra is $249.99/mo billed annually for advanced needs. Business and higher include the full toolset apart from the Ultra-only AI support agents; Pro covers the everyday CRM workflow, with seven of the more advanced tools (support, knowledge base, surveys, team chat, goals, deal rooms, and multi-step follow-up sequences) reserved for Business+. Cold Outreach, the dedicated cold-outbound module with its own sending mailboxes and managed ramp, and the two AI support agents (the autonomous resolution agent and the embeddable answer-bot) are exclusive to Ultra. Every plan includes the six built-in scheduled agents and a monthly AI usage budget. No per-contact email billing and no per-conversation AI fees.

Yes. Every plan comes with a 14-day trial with full access to every feature, including the AI agents, email campaigns, support tickets, and invoicing.

Yes. Laureo imports from a CSV with smart field mapping for contacts, companies, deals, and activities, with presets for 25+ common CRMs. Most migrations finish in under an hour, and there are step-by-step guides for HubSpot, Salesforce, and Pipedrive.

Laureo is built for teams of 1 to 50. Pro fits freelancers and solo operators, while Business and Ultra add seats, shared pipelines, role-based permissions, and team chat as you grow.

Yes. Laureo syncs email both ways with Gmail and Outlook, so messages log to the right contact and deal automatically. Calendar events and meeting notes sync too, with no manual entry.