Who Insightly is best for
Insightly is a configurable CRM for mid-sized businesses across industries. In healthcare, it fits organizations that manage relationships rather than charts: referral partners, inbound patient inquiries, payer or facility contacts and sales pipelines for health services. Insightly merged with Unbounce in July 2024 and is now branded as an Unbounce company.
Best for
- Behavioral health, home health and specialty groups tracking referral sources and admissions inquiries
- Health services and health tech companies running B2B sales pipelines
- Teams that want CRM, marketing automation and ticketing from one vendor
Not ideal for
- Solo or very small practices; required onboarding and support fees on bundles add up
- Practices needing EHR-integrated patient engagement such as reminders and intake forms
- Teams that want healthcare-specific data models out of the box
Insightly pros and cons
Pros
- Published per-user pricing starting at $29 a month on annual billing
- Insightly says every customer receives a BAA by default, not only enterprise tiers
- Independent SOC 2 Type II attestation, per Insightly's security page
- Configurable records and custom fields to model referrals, inquiries or partners
- Drag-and-drop workflow automation and project management linked to CRM records
- Copilot AI (in beta) to add, update and link records and summarize them
Cons
- Required $1,500 guided onboarding and premier support fees on all-in-one bundles, plus a required setup fee for AppConnect
- No native EHR integrations; connecting clinical systems needs AppConnect or the API
- Marketing automation is priced separately and starts at $99 a month
- General-purpose design means healthcare workflows must be configured by your team
Insightly pricing
As of October 2026 Insightly lists these CRM plans, billed annually:
- Plus: $29 per user per month (2 users included, 100,000-record limit)
- Professional: $49 per user per month (5 users included, 250,000-record limit)
- Enterprise: $99 per user per month (10 users included, 500,000-record limit; contact sales)
Plus and Professional have a 14-day free trial with no credit card; there is no free plan. Insightly Marketing costs $99, $499 or $999 a month by tier (2,000, 10,000 or 20,000 prospects included), and Insightly Service costs $29, $49 or $99 per user per month. AppConnect starts at $249 a month for 25,000 tasks.
The pricing page also lists required fees: a $3,000 technical setup on every AppConnect tier, and, on the All-in-One bundle tiers, guided product onboarding at $1,500 and premier support and success at 20% of license value with a $3,000 annual minimum. Ask sales which fees apply to your package.
Key features
- Insightly CRM: contacts, organizations, opportunities, leads, projects and tasks
- Custom fields and configurable layouts and drag-and-drop workflow automation
- Insightly Marketing: campaign building, lead scoring and automated follow-up
- Insightly Service: ticketing and a client portal for articles, FAQs, product updates and forums
- AppConnect: integration recipes to connect other applications
- Copilot (beta): AI chat that adds, updates and links records and summarizes them
HIPAA, security and integrations
Insightly's security page says it complies with HIPAA obligations as a business associate and has an independent SOC 2 Type II attestation, available from your account team. Insightly's own guide to HIPAA-compliant CRMs says every customer gets a BAA by default and lists two-factor authentication, audit logging, fine-grained permissions and TLS encryption in transit. Confirm which modules and AppConnect integrations the BAA covers before storing PHI.
Integrations named on Insightly's site include QuickBooks Online, Slack, Jira, Calendly and Okta. Insightly does not list native EHR connectors; clinical systems would connect through AppConnect or the API.
Insightly alternatives
- HubSpot CRM — a widely used CRM with a free tier and strong marketing tools.
- Salesforce Health Cloud — a healthcare-specific CRM for larger provider and payer organizations.
- Freshsales — a lower-cost sales CRM for smaller teams.
- LeadSquared — CRM with healthcare patient acquisition and referral workflows.
- Creatio CRM — a no-code CRM platform for organizations that want to build custom workflows.
