Insightly Free Trial (2025): Enjoy 14 Days CRM Features
Insightly offers a 14-day free trial with no credit card needed. It’s a great way to test out its CRM tools, including project management, sales automation, and customer tracking features.
Whether you run a small business or manage a large team, this trial lets you explore Insightly’s offerings completely risk-free.
In this article, you’ll find everything you need to know about the Insightly free trial, its features, benefits, and how to get started in minutes.
Let’s get started!
Insightly Free Trial 2025: In A Nutshell
Here’s a quick overview of the Insightly free trial:
| Insightly Free Trial | Details |
|---|---|
| Free Trial | 14 days |
| Credit card requirement | No |
| Autopay after trial | No |
| Best for | The free trial is available for all users |
The Insightly free trial offers 14 days of access without requiring a credit card or automatic payment setup.
It’s available to all users and provides an opportunity to explore Insightly’s CRM features without any initial commitment. This trial is especially beneficial for anyone looking to evaluate the platform’s capabilities before making a purchase decision.
Steps For Claiming The Insightly Free Trial In 2025
Follow these simple steps to get access to your Insightly free trial:
Step 1: Visit the Insightly pricing page.
Step 2: Click on the “Free 14-day trial” button.
Step 3: Enter your email address to create your account or you can sign up using your Google or Microsoft account.
Step 4: Next, verify your email address by clicking on the verification link.
Step 5: After verification, enter your full name and password.
Step 6: Click the “Sign Up” button. Complete the reCAPTCHA verification by checking the checkbox. Then click the “Sign Up” button again to finalize your registration.
Features Included With The Insightly Free Trial
Here are some limitations you’ll get with your free trial:
- Use integrations: Connect with apps like QuickBooks Online, PandaDoc, and Xero to see how Insightly fits into your workflow.
- Customize your layout: Personalize your page layouts and fields to match how your team works.
- Create email templates: Use up to 5 ready-to-send email templates to save time on communication.
- Send bulk emails: Try sending up to 10 mass emails per day to see how the system handles outreach.
- Add team members: Invite up to 2 users to test collaboration inside the platform.
- Track communication: Send and manage up to 10 emails per day directly within the system.
- These features give you a solid starting point to understand how Insightly can support your business.
Limitations Of Insightly Free Trial
Here are some limitations of the free trial you should be aware of:
- User access is capped: You can only invite up to 2 users during the trial.
- Storage is restricted: You’ll have limited space to work with compared to paid plans.
- Fewer customization options: You’re allowed only 2 custom fields per record type.
- Limited integrations: Some integrations are locked behind paid tiers.
- No automation tools: Advanced features like workflow automation aren’t included in the trial.
- Support is basic: Premium support isn’t available during the trial period.
Making The Most Of Your Free Trial
Here are some tips for you to make the most of your free trial:
- Stay organized: Start by adding your contacts, leads, and tasks. This helps you see how everything connects.
- Use the help center: Insightly offers helpful guides and videos, which is great if you’re new to CRM.
- Test key features: Try sending emails, setting up a small project, or integrating one of your existing tools.
- Invite a teammate: Collaborate with a colleague to see how the platform works in a team setting.
Insightly Pricing & Plans 2025
Insightly offers three plans: Here’s a quick overview of each plan:
| Pricing | Plans |
|---|---|
| Plus | $29/month |
| Professional | $49/ month |
| Enterprise | $99/ month |
Best for:
- Plus Plan: Ideal for growing businesses at $29/user/month.
- Professional Plan: Advanced features for teams at $49/user/month.
- Enterprise Plan: Comprehensive solution for large companies at $99/user/month.
Refund Policy: Insightly does not offer refunds, so choose your plan wisely.
Insightly Discount: Is It Available In 2025?
Insightly doesn’t currently offer specific coupon codes or discount vouchers, they do provide bundled pricing for new customers. By opting for Insightly All-in-One, you can save up to 30% on the cost of Insightly CRM, Marketing, Service, and AppConnect. Keep in mind that this discount applies when you choose an annual plan.
Conclusion: Insightly Offers A Free Trial Of 14 Days
Insightly provides a 14-day free trial for you to explore its features and benefits. Whether you’re a small business or a large enterprise, taking advantage of this trial can help you make an informed decision.
This trial provides a risk-free opportunity to experience Insightly’s interface, powerful CRM capabilities, and insightful analytics. Don’t miss out—sign up for the free trial today.
FAQs
Can I integrate other tools or apps with the Free CRM plan?
The Free plan supports basic integrations. For advanced integrations, consider upgrading to a paid plan.
Can I customize the Free CRM plan to suit my business needs?
While customization options are limited in the free plan, you can still personalize fields and layouts.
Will I lose any data or settings if I choose not to continue after the free trial?
Your data and settings will be preserved even if you decide not to continue with a paid plan after the trial period.
Are there any hidden fees associated with the free trial?
There are no hidden fees during the free trial. It’s truly risk-free.
What’s included in the Insightly Free CRM plan?
The Insightly Free CRM plan includes basic features such as contact management, task tracking, and project organization. It’s suitable for small teams.
Is CRM software only for large businesses?
CRM software like Insightly is designed for businesses of all sizes, offering scalable solutions to manage customer relationships efficiently.
