Leave Insightly. Keep projects + pipeline.
Insightly's project + CRM hybrid is genuinely useful — until AppConnect, automation limits, and per-tier customization caps start gating the features your services team needs.
3-year savings (50 seats)
$84,000
vs Insightly effective $95/seat
Why teams leave Insightly
The four reasons we hear most often.
Reason 01
AppConnect priced separately
Insightly's integration platform (AppConnect) is its own product line. Connecting Insightly to anything beyond a handful of natives means another invoice.
Reason 02
Customization caps by tier
Custom object counts, automation steps, and dashboard counts step up tier-by-tier. Power users hit ceilings inside a quarter.
Reason 03
Reporting is rigid
Reports are template-based. Cross-object reporting (a sales team reporting on linked projects) requires exports and BI tooling you'll buy separately.
Reason 04
Mobile experience lags
Field service and on-site project teams complain about the mobile app. Many resort to spreadsheets in the truck.
The math
What Insightly actually costs.
Public list pricing plus the add-ons most teams end up buying. Implementation and admin overhead extra.
| Line item | Cost |
|---|---|
Professional tier | $49 / seat / mo |
Enterprise tier | $99 / seat / mo |
AppConnect (integrations) | $$ separate plan |
Insightly Marketing / Service | additional products |
| Real all-in | ~$95 effective per seat all-in |
What we migrate
Every record.
Every field.
Specifically, from Insightly. Nothing is left behind to "migrate later."
- Contacts, Organizations, Leads, Opportunities
- Projects, project milestones, pipelines
- Custom objects and custom fields
- Tasks, events, emails, notes
- AppConnect flows (re-implemented as workflow records)
- Reports, dashboards, custom views
- Linked records between projects and opportunities
Our recommendation
Replace Insightly with NocoBase (open source).
NocoBase handles the project + CRM hybrid model natively — it's effectively a low-code app builder with a real Postgres underneath. Linking opportunities to delivery projects, custom statuses, and milestone reporting all map cleanly. AppConnect flows become readable workflow records.
Not the right fit?
We also build fully bespoke CRMs, deploy Twenty / EspoCRM / NocoBase to other variants, and integrate with whatever you're keeping. The audit covers the choice.
Insightly migration FAQ
Specific to Insightly.
Other questions? Email us — that's a real address.
Contact usRelated alternatives
Compare against another CRM
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monday Sales CRM alternative
monday's a great work-OS. As a CRM, it caps out fast — automations, AI credits, and integrations all meter into a per-seat-per-feature bill.
Zoho CRM alternative
Zoho One sells you 40+ apps. Most teams use 4. We replace the CRM with something focused, owned, and integrated only where it matters.
§08 — Stop renting
Stop renting your CRM.
Book a 30-minute audit. Walk away with a written replacement plan and a fixed quote. The audit is free whether or not you hire us.
No sales call · No pitch deck · Just savings