Insightly alternative

A better alternative than Insightly

Insightly looks affordable at $29 per user, then climbs once you add Marketing, Service, and AppConnect, each on its own bill. Here is the same bundle, with five agents included and no monthly AI cap, from one workspace price.

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Verified May 2026Insightly launched its AI Copilot in December 2025 with a cap of 75 questions a month on the Professional tier and 100 on Enterprise; the entry Plus tier does not include it. Insightly was acquired by Crest Rock Partners and merged with Unbounce in July 2024.

At a glance

Laureo vs Insightly, in short

One bundle vs four productsInsightly sells CRM, Marketing, Service, and AppConnect as separate products, each with its own pricing and login, and its all-in-one bundle adds $1,500 onboarding plus a $3,000-a-year support minimum. Laureo bundles CRM, campaigns, support, scheduling, quotes, invoicing, team chat, and five AI agents in one plan.
Five agents vs a capped CopilotLaureo runs five agents on a schedule that create tasks on their own, inside a monthly budget with no per-question limit. Insightly Copilot, launched in December 2025, is one conversational assistant capped at 75 questions a month on Pro and 100 on Enterprise.
Sequences and payments built inLaureo ships multi-step sales sequences, native scheduling, native invoicing, and customer payments in the plan. Insightly has no native sales sequences or scheduler, and it routes invoicing and payments through QuickBooks.
Where Insightly is aheadInsightly has a deeper opportunity-to-project module, native mobile apps with a business card scanner, six interface languages, and a longer compliance track record including SOC 2 and a HIPAA agreement. Laureo does not match those today.

Pricing

What you actually pay

One Laureo plan covers the whole stack. Here is how the entry price lines up against Insightly.

Laureo

$58.33/mo

Pro, billed annually ($69.99 month-to-month)

One plan replaces the CRM, email marketing, support tickets, scheduling, quotes, invoicing, team chat, and five AI agents.

Insightly

$29/user/moto start

Plus at $29 per user leaves out AI Copilot entirely. Copilot starts on Pro at $49 per user with a 75-question monthly cap, and Marketing ($99 to $999 per account), Service, and the AppConnect automation platform ($249 to $1,899/mo plus a $3,000 setup) are all separate products. The all-in-one bundle also requires $1,500 onboarding and a Premier Support minimum of $3,000 a year.

Feature comparison

What is included, side by side

A check means it is on the plan. “Add-on” means it costs extra or lives on a higher tier. A line means it is not available.

Feature	Laureo	Insightly
Autonomous AI agents on the base planInsightly ships one conversational Copilot, not agents that run on their own	Included	Not available
AI included, no separate add-onCopilot is excluded from the entry Plus tier and starts on Pro	Included	Add-onAvailable as an add-on
Predictable AI pricing (fixed monthly budget)Insightly Copilot is capped at 75 questions a month on Pro and 100 on Enterprise	Included	Not available
Built-in team chatInsightly points to a separate Slack subscription	Included	Not available
Deal Rooms (internal chat on the deal)	Included	Not available
Contact management	Included	Included
Pipeline management	Included	Included
Two-way email sync (Gmail and Outlook)Insightly added two-way sync in September 2025	Included	Included
Email campaigns and drip sequencesInsightly Marketing is a separate product, $99 to $999 per account each month	Included	Add-onAvailable as an add-on
Multi-step sales follow-up sequencesInsightly has no native sales sequences on any tier; teams bolt on Outreach or Salesloft	Included	Not available
Support tickets and knowledge baseInsightly Service is a separate product	Included	Add-onAvailable as an add-on
Surveys (NPS and CSAT)CSAT only, through Insightly Service Pro and up; no native NPS	Included	Add-onAvailable as an add-on
Native scheduling and booking pagesInsightly has no native scheduler; it relies on a Calendly integration	Included	Not available
Native invoicingInsightly invoices through a QuickBooks integration	Included	Not available
Quotes and proposalsInsightly Pricebooks and Quotes is a Pro tier feature	Included	Add-onAvailable as an add-on
Customer paymentsInsightly takes payment through QuickBooks or Shopify, not its own checkout	Included	Not available
Workflow automation on the entry planInsightly workflows start on the Professional tier	Included	Add-onAvailable as an add-on
AI assistantInsightly Copilot launched December 2025, Pro and up	Included	Add-onAvailable as an add-on
Multi-currency on every planInsightly limits multi-currency to Enterprise	Included	Add-onAvailable as an add-on
Audit logging on every planInsightly reserves audit logging for Enterprise	Included	Add-onAvailable as an add-on
Opportunity to project conversionBoth convert a won deal into a project; Insightly’s project module is deeper, its signature feature	Add-onAvailable as an add-on	Included
Native iOS and Android appsLaureo ships an installable web app with offline support; Insightly has native apps with a business card scanner	Add-onAvailable as an add-on	Included

Why teams switch

Why teams move from Insightly to Laureo

One plan, not four productsCRM, email marketing, support tickets, scheduling, quotes, invoicing, team chat, and five AI agents in one subscription. Insightly covers the same ground with CRM plus Marketing plus Service plus AppConnect, each priced and billed on its own.
Five agents vs a 75-question CopilotFive agents run every day, with no question cap: one flags stale deals, one finds leads that have gone quiet, one cleans duplicates, one watches for churn risk, and one triages your inbox. Insightly ships a single Copilot you chat with, capped at 75 questions a month on Pro and absent from the entry Plus tier entirely.
A usage budget, not a question counterEvery plan includes a monthly AI usage budget, so the assistant is there whenever you reach for it. Insightly counts Copilot interactions instead, stopping at 75 a month on Pro and 100 on Enterprise, which turns routine questions into a resource you ration.
Sequences without a bolt-onMulti-step follow-ups with A/B testing and drip timing are built in. Insightly has no native sales sequences on any tier, so teams add Outreach or Salesloft at $100 or more per user on top.
No setup fees or support minimumsBooking, quotes, invoicing, payments, and automation are all in the plan with nothing to provision. Insightly adds $1,500 onboarding, a $3,000-a-year Premier Support minimum on the bundle, and a one-time $3,000 setup for its AppConnect automation platform.
Automation that connects out of the boxThirty-plus native integrations plus Zapier and Make are included. On Insightly, connecting tools like Zoom, Twilio, Jira, or Google Ads runs through AppConnect, which starts at $249 a month with a $3,000 setup fee.

What Insightly does well

Where Insightly is a strong choice

Insightly is the right call if your business runs on converting closed deals into delivery projects, and you need a deep project module with a 16-year track record, SOC 2 audit, and a signed HIPAA agreement on day one.

Insightly converts a won opportunity into a delivery project in one click, and that is how our business runs.That is Insightly’s signature strength, and it is a fair reason to choose it. Its project module goes deeper than most CRMs on post-sale handoff. Laureo also turns a won deal into a project and carries over the company, owner, and budget, but if Gantt views, resource scheduling, and time tracking are core to your delivery, Insightly’s module is the more mature option.
Insightly has 16 years behind it, 25,000 customers, a SOC 2 audit, and a signed HIPAA agreement.All true, and for a regulated or risk-averse buyer that track record matters. Laureo is newer, so it does not have the same reference pool or formal certifications, and it does not offer a HIPAA agreement. Laureo keeps your data encrypted, isolated per organization, and backed by a tamper-evident audit trail in US data centers, but if procurement requires those attestations on day one, Insightly is the safer pick.
Insightly is cheaper at $29 per user to start.At one to three users on CRM alone, that is genuinely lower than Laureo. The catch is that $29 Plus has no AI, no marketing, no service desk, and no automation. Add those and you are stitching four products with a $1,500 onboarding fee and a $3,000 support minimum, which is where small teams find the all-in-one price is closer to $13,000 a year. Laureo bundles all of it from one workspace price.
Insightly has a native mobile app with a business card scanner.True, and for field reps that is a real convenience. Laureo ships an installable web app that works on phones with push notifications and offline support, but it is not a native store build and it has no card scanner. If your team lives in a native mobile app, weigh that honestly.

AI agents

AI that works while you sleep

Five AI agents work in the background every day, so your team sells instead of typing. They come with every plan, with a monthly usage budget and no per-conversation fees.

Sales Agent flags stale deals and queues the next follow-up.
Outreach Agent surfaces leads that have gone quiet.
Data Steward cleans duplicates and fills missing fields.
Customer Success Agent watches accounts for churn risk.
Inbox Reviewer triages your inbox and drafts replies.

Hey Laureo, which deals went quiet this week, and what should I send?

Found 3 deals with no reply in 7+ days. Drafted a nudge for each.
Imported your pipeline from Insightly. Mapped every field.
Cleaned 12 duplicate contacts overnight. Nothing to log.

Your data stays encrypted, isolated per organization, and backed by a tamper-evident audit trail, hosted in US data centers.

See how we keep your data safe

Related Resources

Laureo vs Insightly FAQs

Common questions about choosing between Laureo and Insightly

Yes. Laureo imports contacts, organizations, opportunities, and activities from an Insightly CSV with smart field mapping. Most migrations finish in under an hour, and the import wizard has presets for common CRMs.

Insightly Copilot is one conversational assistant, capped at 75 questions a month on Pro and 100 on Enterprise, and it is excluded from the entry Plus tier. Laureo includes five agents that run on a schedule plus a chat assistant, all inside a monthly usage budget with no per-question cap.

Insightly’s all-in-one is four separately priced products: CRM, Marketing, Service, and the AppConnect automation platform. Stacking them adds $1,500 onboarding, a $3,000-a-year support minimum, and a $3,000 AppConnect setup fee. Laureo bundles the CRM, campaigns, support, scheduling, quotes, invoicing, and team chat into one workspace plan with no setup fees.

Yes, Laureo turns a won opportunity into a project and carries over the company, owner, and budget. Insightly’s project module is deeper and is its signature feature, so if Gantt views, resource scheduling, and time tracking drive your delivery, pressure-test both before deciding.

Usually because the all-in-one bundle stopped being one bill once they needed marketing, automation, and AI, and because the Copilot question cap and lack of native sequences held the team back. Laureo gives them modern AI agents, native sequences, scheduling, and payments in one plan, often for less than Insightly Marketing alone.

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, five agents work in the background every day to flag stale deals, surface leads that have gone quiet, clean up duplicate data, watch for churn risk, and triage your inbox. It all comes with the CRM, email campaigns, automation, support, invoicing, and team chat in one plan from $58.33/mo billed annually.

Pro starts at $58.33/mo billed annually ($69.99 month-to-month) for one user. Business is $108.33/mo billed annually for two users, and Ultra is $166.66/mo billed annually for advanced needs. Every plan includes the full toolset, the five AI 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 free 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.

Stop logging. Start selling.

Move your Insightly data over, switch on your AI agents, and watch the busywork disappear.

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