# Agile CRM vs Insightly CRM Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Insightly CRM excels in user experience, with many users appreciating its **intuitive design** and ease of navigation. One user highlighted how the platform helps manage customer details and track sales leads effectively, making it simple to organize tasks and monitor projects.
- **Users say** that Agile CRM offers a strong all-in-one solution, integrating sales, marketing, and service automation seamlessly. Reviewers noted its ability to consolidate customer information and communication history, which simplifies tracking customer trends and pipeline activity.
- **According to verified reviews** , Insightly CRM stands out for its robust reporting and bulk editing features, which save users significant time by allowing multiple records to be updated at once. This functionality is particularly valued by users who manage large datasets.
- **Reviewers mention** that while Agile CRM is more budget-friendly with a free entry-level option, some users find its user interface less modern and intuitive compared to Insightly. This can impact the overall user experience, especially for those who prioritize a sleek design.
- **G2 reviewers highlight** that Insightly CRM provides superior support quality, with users appreciating the responsiveness and helpfulness of the support team. In contrast, Agile CRM users have expressed some concerns about the quality of support, indicating room for improvement in this area.
- **Users report** that Insightly CRM&#39;s implementation process is quick and straightforward, with many praising the intuitive onboarding wizard. This contrasts with Agile CRM, where some users have faced challenges during setup, which can hinder initial productivity.



| | Agile CRM | Insightly CRM | 
|---|---|---|
| **Star Rating** | 4.0 out of 5 | 4.2 out of 5 | 
| **Total Reviews** | 368 | 944 | 
| **Largest Market Segment** | Small-Business (76.6% of reviews) | Small-Business (73.2% of reviews) | 
| **Entry Level Price** | $0 per month | $29/ user, per month (billed annually) | 

---
## Top Pros & Cons

### Agile CRM

Pros:
- Ease of Use (4 reviews)
- Effective (4 reviews)

Cons:
- Not Intuitive (4 reviews)
- Poor Customer Support (4 reviews)

### Insightly CRM

Pros:
- Ease of Use (20 reviews)
- Easy Customization (8 reviews)

Cons:
- Learning Curve (7 reviews)
- Limited Customization (7 reviews)

---
## Ratings Comparison
| Rating | Agile CRM | Insightly CRM | 
|---|---|---|
  | **Meets Requirements** | 8.1 (323 reviews) | 8.3 (802 reviews) | 
  | **Ease of Use** | 8.1 (323 reviews) | 8.4 (807 reviews) | 
  | **Ease of Setup** | 7.8 (178 reviews) | 8.3 (363 reviews) | 
  | **Ease of Admin** | 8.2 (166 reviews) | 8.5 (337 reviews) | 
  | **Quality of Support** | 7.9 (316 reviews) | 8.0 (686 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.0 (165 reviews) | 8.5 (321 reviews) | 
  | **Product Direction (% positive)** | 7.7 (319 reviews) | 8.0 (775 reviews) | 

---
## Pricing

### Agile CRM

#### Entry-Level Pricing

Plan: Free

Price: $0 per month

Description: For 10 Users

Key Features:
- 1000 Contacts &amp; Companies
- Custom Data Fields
- Lead Scoring

[Browse all 4 editions](https://www.g2.com/products/agile-crm/pricing)

#### Free Trial

Yes

### Insightly CRM

#### Entry-Level Pricing

Plan: Plus

Price: $29 / user, per month (billed annually)


[Browse all 3 editions](https://www.g2.com/products/insightly-crm/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Agile CRM** | 7.4/10 | 50 |
| **Insightly CRM** | 7.8/10 | 735 |

#### Sales Force Automation

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Contact &amp; Account Management** | 8.2 (40 reviews) ✓ Verified | 8.5 (630 reviews) ✓ Verified | 
| **Partner Relationship Mgmt. (PRM)** | 7.5 (29 reviews) | Feature Not Available | 
| **Opportunity &amp; Pipeline Mgmt.** | 7.7 (38 reviews) ✓ Verified | 8.3 (600 reviews) ✓ Verified | 
| **Task / Activity Management** | 7.8 (38 reviews) ✓ Verified | 8.1 (629 reviews) ✓ Verified | 
| **Territory &amp; Quota Management** | 7.2 (30 reviews) ✓ Verified | 7.5 (350 reviews) ✓ Verified | 
| **Desktop Integration** | 7.2 (29 reviews) ✓ Verified | 8.0 (453 reviews) ✓ Verified | 
| **Product &amp; Price List Management** | 7.4 (29 reviews) ✓ Verified | 7.5 (339 reviews) ✓ Verified | 
| **Quote &amp; Order Management** | 7.0 (27 reviews) ✓ Verified | 7.6 (349 reviews) ✓ Verified | 
| **Customer Contract Management** | 7.5 (30 reviews) ✓ Verified | 8.0 (424 reviews) ✓ Verified | 

#### Marketing Automation

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Email Marketing** | 7.4 (37 reviews) ✓ Verified | 7.6 (407 reviews) ✓ Verified | 
| **Campaign Management** | 7.7 (33 reviews) ✓ Verified | Feature Not Available | 
| **Lead Management** | 7.2 (36 reviews) ✓ Verified | 8.1 (524 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | 6.7 (32 reviews) ✓ Verified | 7.5 (339 reviews) ✓ Verified | 

#### Customer Support

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Case Management** | 7.0 (34 reviews) ✓ Verified | 7.8 (394 reviews) | 
| **Customer Support Portal** | 6.6 (33 reviews) ✓ Verified | 7.8 (400 reviews) | 
| **Knowledge Base** | 6.5 (33 reviews) ✓ Verified | 7.9 (460 reviews) | 
| **Call Center Features** | 6.4 (32 reviews) ✓ Verified | 7.6 (325 reviews) ✓ Verified | 
| **Support Analytics** | 6.9 (30 reviews) ✓ Verified | 7.8 (361 reviews) | 

#### Reporting &amp; Analytics

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Reporting** | 6.9 (31 reviews) ✓ Verified | 7.9 (532 reviews) ✓ Verified | 
| **Dashboards** | 7.1 (34 reviews) ✓ Verified | 7.9 (555 reviews) ✓ Verified | 
| **Forecasting** | 6.8 (28 reviews) ✓ Verified | 7.6 (387 reviews) ✓ Verified | 

#### Mobile &amp; Social

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Social Collaboration Features** | 7.9 (27 reviews) ✓ Verified | 7.8 (356 reviews) ✓ Verified | 
| **Social Network Integration** | 8.5 (25 reviews) ✓ Verified | 7.7 (352 reviews) ✓ Verified | 
| **Mobile User Support** | 7.9 (25 reviews) ✓ Verified | 7.8 (417 reviews) ✓ Verified | 

#### Platform

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Customization** | 7.3 (14 reviews) ✓ Verified | 7.9 (317 reviews) ✓ Verified | 
| **Workflow Capability** | 7.6 (16 reviews) ✓ Verified | 8.1 (311 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 7.6 (13 reviews) ✓ Verified | 8.4 (322 reviews) ✓ Verified | 
| **Internationalization** | 8.1 (7 reviews) ✓ Verified | 8.0 (215 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | 8.1 (9 reviews) ✓ Verified | 7.2 (87 reviews) | 
| **Document &amp; Content Mgmt.** | 7.8 (10 reviews) ✓ Verified | 7.6 (252 reviews) ✓ Verified | 
| **Performance and Reliability** | 6.9 (18 reviews) ✓ Verified | 8.3 (320 reviews) ✓ Verified | 
| **Output Document Generation** | 8.1 (9 reviews) ✓ Verified | 7.6 (214 reviews) ✓ Verified | 

#### Integration

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Data Import &amp; Export Tools** | 7.8 (12 reviews) ✓ Verified | 8.0 (288 reviews) ✓ Verified | 
| **Integration APIs** | 7.1 (12 reviews) ✓ Verified | 7.6 (237 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 7.5 (12 reviews) ✓ Verified | 7.3 (223 reviews) ✓ Verified | 

#### Generative AI

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | 6.9 (27 reviews) | 

#### Agentic AI - CRM

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.6 (7 reviews) | 
| **Multi-step Planning** | Not enough data | 8.3 (7 reviews) | 
| **Cross-system Integration** | Not enough data | 8.1 (8 reviews) | 
| **Adaptive Learning** | Not enough data | 8.3 (8 reviews) | 
| **Natural Language Interaction** | Not enough data | 8.1 (7 reviews) | 
| **Proactive Assistance** | Not enough data | 7.4 (7 reviews) | 
| **Decision Making** | Not enough data | 7.6 (7 reviews) | 

### Marketing Automation

| Product | Score | Reviews |
|---|---|---|
| **Agile CRM** | 7.9/10 | 25 |
| **Insightly CRM** | N/A | N/A |

#### Email Marketing

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Building and Personalizing Emails** | 7.4 (21 reviews) ✓ Verified | Not enough data | 
| **Sending Outbound Emails** | 7.1 (21 reviews) ✓ Verified | Not enough data | 
| **Manage Email Deliverability** | 6.7 (21 reviews) ✓ Verified | Not enough data | 
| **Automated Email Responses** | 7.5 (21 reviews) ✓ Verified | Not enough data | 

#### Online Marketing

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Landing Pages and Forms** | 7.5 (21 reviews) ✓ Verified | Not enough data | 
| **Dynamic Content** | 8.0 (19 reviews) ✓ Verified | Not enough data | 
| **A/B Testing** | 7.8 (17 reviews) ✓ Verified | Not enough data | 
| **Mobile Optimized** | 7.5 (18 reviews) ✓ Verified | Not enough data | 
| **Search Tracking and Optimization** | 7.7 (17 reviews) ✓ Verified | Not enough data | 

#### Lead Management

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Marketing Lead Database** | 7.9 (21 reviews) ✓ Verified | Not enough data | 
| **Data Quality Management** | 7.5 (20 reviews) ✓ Verified | Not enough data | 
| **Segmentation** | 7.2 (19 reviews) ✓ Verified | Not enough data | 
| **Lead Scoring and Grading** | 7.8 (20 reviews) ✓ Verified | Not enough data | 
| **Lead Nurturing** | 7.0 (22 reviews) ✓ Verified | Not enough data | 
| **Online Behavior Tracking** | 7.4 (20 reviews) ✓ Verified | Not enough data | 
| **Automated Alerts and Tasks** | 8.1 (20 reviews) ✓ Verified | Not enough data | 
| **CRM Lead Integration** | 7.9 (20 reviews) ✓ Verified | Not enough data | 

#### Campaign Management

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Program Management** | 7.9 (21 reviews) ✓ Verified | Not enough data | 
| **Event / Webinar Marketing** | 8.2 (19 reviews) ✓ Verified | Not enough data | 
| **Calendaring** | 8.3 (19 reviews) ✓ Verified | Not enough data | 
| **Budgeting** | 8.5 (18 reviews) | Not enough data | 

#### Social

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Social Listening** | 8.0 (17 reviews) ✓ Verified | Not enough data | 
| **Social Sharing** | 8.4 (17 reviews) ✓ Verified | Not enough data | 
| **Social Campaigns** | 8.8 (17 reviews) ✓ Verified | Not enough data | 
| **Social Media Engagement** | 8.4 (17 reviews) ✓ Verified | Not enough data | 
| **Social Media Advertising** | 8.0 (17 reviews) ✓ Verified | Not enough data | 

#### Reporting &amp; Analytics

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Basic Reporting** | 8.6 (20 reviews) ✓ Verified | Not enough data | 
| **Web Analytics** | 8.9 (19 reviews) ✓ Verified | Not enough data | 
| **ROI Analytics** | 7.7 (18 reviews) ✓ Verified | Not enough data | 
| **Revenue Analytics** | 8.7 (19 reviews) ✓ Verified | Not enough data | 
| **SEO / Keyword Analytics** | 8.0 (18 reviews) ✓ Verified | Not enough data | 

#### Platform

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Customization ** | 8.0 (5 reviews) ✓ Verified | Not enough data | 
| **Workflow Capability** | 8.3 (5 reviews) ✓ Verified | Not enough data | 
| **User, Role, and Access Management** | 8.0 (5 reviews) ✓ Verified | Not enough data | 
| **Internationalization** | 7.7 (5 reviews) ✓ Verified | Not enough data | 
| **Sandbox / Test Environments** | 7.3 (5 reviews) ✓ Verified | Not enough data | 
| **Performance and Reliability** | 8.3 (5 reviews) ✓ Verified | Not enough data | 
| **Output Document Generation** | 7.7 (5 reviews) ✓ Verified | Not enough data | 

#### Agentic AI - Marketing Automation

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Integration

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Data Import &amp; Export Tools** | 7.7 (5 reviews) ✓ Verified | Not enough data | 
| **Integration APIs** | 8.3 (5 reviews) ✓ Verified | Not enough data | 
| **Breadth of Partner Applications** | 7.5 (6 reviews) ✓ Verified | Not enough data | 

### Help Desk

| Product | Score | Reviews |
|---|---|---|
| **Agile CRM** | 8.5/10 | 15 |
| **Insightly CRM** | N/A | N/A |

#### Ticket and Case Management

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Ticket creation user experience** | 9.1 (9 reviews) ✓ Verified | Not enough data | 
| **Ticket response user experience** | 9.3 (9 reviews) ✓ Verified | Not enough data | 
| **Workflow** | 9.1 (9 reviews) ✓ Verified | Not enough data | 
| **Response Automation** | 9.1 (9 reviews) ✓ Verified | Not enough data | 
| **SLA Management** | 8.5 (9 reviews) ✓ Verified | Not enough data | 
| **Attachments/Screencasts** | 8.7 (9 reviews) ✓ Verified | Not enough data | 
| **Ticket Collaboration** | 8.1 (9 reviews) ✓ Verified | Not enough data | 
| **Customer and Contacts Database** | 8.7 (9 reviews) ✓ Verified | Not enough data | 

#### Generative AI

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 

#### Agentic AI - Help Desk

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

#### Communication Channels

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Customer Portal** | 9.3 (9 reviews) ✓ Verified | Not enough data | 
| **Email to Case** | 8.3 (9 reviews) ✓ Verified | Not enough data | 
| **Chat/Live Support** | 8.0 (9 reviews) ✓ Verified | Not enough data | 
| **Social Integration** | 7.4 (9 reviews) ✓ Verified | Not enough data | 
| **Voice** | 7.8 (9 reviews) ✓ Verified | Not enough data | 

#### Platform

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Mobile User Support** | 6.3 (5 reviews) | Not enough data | 
| **Customization ** | 7.8 (6 reviews) ✓ Verified | Not enough data | 
| **User, Role, and Access Management** | 8.0 (5 reviews) ✓ Verified | Not enough data | 
| **Integration** | 8.0 (5 reviews) ✓ Verified | Not enough data | 
| **Reporting** | 7.2 (6 reviews) ✓ Verified | Not enough data | 
| **Dashboards** | 8.9 (6 reviews) ✓ Verified | Not enough data | 

### Pop-Up Builder

| Product | Score | Reviews |
|---|---|---|
| **Agile CRM** | N/A | N/A |
| **Insightly CRM** | N/A | N/A |

#### Design and Customization

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Pre-Designed Templates** | Not enough data | Not enough data | 
| **Pop-Up Types** | Not enough data | Not enough data | 
| **No-Code Customization** | Not enough data | Not enough data | 
| **Mobile Optimized** | Not enough data | Not enough data | 

#### Campaigns

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Targeting** | Not enough data | Not enough data | 
| **Triggered Campaigns** | Not enough data | Not enough data | 
| **A/B Testing** | Not enough data | Not enough data | 
| **Analytics** | Not enough data | Not enough data | 

#### Integrations

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **CRM/Email Integrations** | Not enough data | Not enough data | 
| **WCM Integrations** | Not enough data | Not enough data | 
| **E-Commerce Integrations** | Not enough data | Not enough data | 
| **Social Media Integrations** | Not enough data | Not enough data | 

#### Generative AI

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 

#### Agentic AI - Vulnerability Scanner

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Landing Page Builders

| Product | Score | Reviews |
|---|---|---|
| **Agile CRM** | N/A | N/A |
| **Insightly CRM** | N/A | N/A |

#### Page Customization

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Drag and Drop** | Not enough data | Not enough data | 
| **Templates** | Not enough data | Not enough data | 
| **Advanced Customization** | Not enough data | Not enough data | 
| **Content Library** | Not enough data | Not enough data | 

#### Page Optimization

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **A/B Testing** | Not enough data | Not enough data | 
| **Mobile Responsive** | Not enough data | Not enough data | 
| **Web Analytics** | Not enough data | Not enough data | 
| **SEO** | Not enough data | Not enough data | 

#### Integrations

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **E-Commerce Integration** | Not enough data | Not enough data | 
| **Email Marketing Integration** | Not enough data | Not enough data | 
| **Domain Integration** | Not enough data | Not enough data | 

#### Generative AI

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 

#### Agentic AI - Landing Page Builders

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Cross-system Integration** | Not enough data | Not enough data | 

### Online Form Builder

| Product | Score | Reviews |
|---|---|---|
| **Agile CRM** | N/A | N/A |
| **Insightly CRM** | N/A | N/A |

#### Customization

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Custom Fields** | Not enough data | Not enough data | 
| **Conditional Logic** | Not enough data | Not enough data | 
| **Multi-page Forms** | Not enough data | Not enough data | 
| **Design** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Embedded Forms** | Not enough data | Not enough data | 
| **Offline Capability** | Not enough data | Not enough data | 
| **Notifications** | Not enough data | Not enough data | 
| **Payments** | Not enough data | Not enough data | 
| **Mobile Forms** | Not enough data | Not enough data | 

### Live Chat

| Product | Score | Reviews |
|---|---|---|
| **Agile CRM** | 8.8/10 | 13 |
| **Insightly CRM** | N/A | N/A |

#### Generative AI

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 
| **AI Text-to-Speech** | Not enough data | Not enough data | 

#### Communication

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Pop-up Chat** | 9.3 (7 reviews) ✓ Verified | Not enough data | 
| **Notifications** | 9.0 (7 reviews) ✓ Verified | Not enough data | 
| **Targeted Emails** | 8.8 (7 reviews) ✓ Verified | Not enough data | 
| **In-App Messaging** | 8.3 (6 reviews) ✓ Verified | Not enough data | 
| **Co-Browsing** | 8.7 (5 reviews) | Not enough data | 

####  Internal Use

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Customization ** | 7.8 (6 reviews) ✓ Verified | Not enough data | 
| **Conversation Archiving** | 8.8 (7 reviews) ✓ Verified | Not enough data | 
| **Lead Development** | 9.3 (7 reviews) | Not enough data | 
| **Knowledge Base** | 8.6 (7 reviews) ✓ Verified | Not enough data | 
| **Team Inbox ** | 9.0 (7 reviews) ✓ Verified | Not enough data | 
| **Customer Profiles** | 8.6 (6 reviews) ✓ Verified | Not enough data | 

### Email Tracking

| Product | Score | Reviews |
|---|---|---|
| **Agile CRM** | 7.2/10 | 20 |
| **Insightly CRM** | N/A | N/A |

#### Agentic AI - Email Tracking

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Analytics

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Open Rates** | 7.2 (18 reviews) | Not enough data | 
| **Link Activity** | 6.8 (18 reviews) | Not enough data | 
| **Attachment Activity** | 7.5 (17 reviews) | Not enough data | 

#### Customizations

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Email Platform Integration** | 6.8 (17 reviews) | Not enough data | 
| **Email Scheduling** | 7.4 (17 reviews) | Not enough data | 
| **Notifications** | 7.8 (17 reviews) | Not enough data | 
| **Email Categorization** | 7.1 (16 reviews) | Not enough data | 
| **Templates** | 6.9 (17 reviews) | Not enough data | 

#### Generative AI

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Agile CRM** | N/A | N/A |
| **Insightly CRM** | 8.3/10 | 47 |

#### Agentic AI - Sales Analytics

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

#### Data Sourcing

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Data Sourcing** | Not enough data | 8.2 (35 reviews) | 
| **Exporting &amp; Sharing Data** | Not enough data | 8.6 (43 reviews) | 
| **Multi-Device Data Visualization** | Not enough data | 8.3 (35 reviews) | 
| **Interactive Dashboards** | Not enough data | 8.7 (41 reviews) | 
| **Data Segmentation** | Not enough data | 8.0 (36 reviews) | 

#### Predictive Analytics

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Lead Scoring** | Not enough data | 7.9 (37 reviews) | 
| **Opportunity Scoring** | Not enough data | 7.9 (38 reviews) | 
| **Risk Analysis** | Not enough data | 7.8 (33 reviews) | 
| **Live Forecasting** | Not enough data | 7.8 (35 reviews) | 

#### Sales Management

| Feature | Agile CRM | Insightly CRM | 
|---|---|---|
| **Live Pipeline Management** | Not enough data | 8.5 (37 reviews) | 
| **Sales Gamification** | Not enough data | 8.1 (30 reviews) | 
| **Account-Based Analytics** | Not enough data | 8.7 (32 reviews) | 
| **Activity Tracking** | Not enough data | 8.8 (39 reviews) | 

---
## Categories
**Shared Categories (1):** [CRM Software](https://www.g2.com/categories/crm)

**Unique to Agile CRM (7):** [Marketing Automation Software](https://www.g2.com/categories/marketing-automation), [Landing Page Builders](https://www.g2.com/categories/landing-page-builders), [Pop-Up Builder Software](https://www.g2.com/categories/pop-up-builder), [Email Tracking Software](https://www.g2.com/categories/email-tracking), [Help Desk Software](https://www.g2.com/categories/help-desk), [Live Chat Software](https://www.g2.com/categories/live-chat), [Online Form Builder Software](https://www.g2.com/categories/online-form-builder)

**Unique to Insightly CRM (1):** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics)


---
## Reviewer Demographics

### By Company Size

| Segment | Agile CRM | Insightly CRM | 
|---|---|---|
| **Small-Business** | 76.6% | 73.2% | 
| **Mid-Market** | 15.6% | 20.2% | 
| **Enterprise** | 7.8% | 6.6% | 

### By Industry

#### Agile CRM

- **Marketing and Advertising:** 15.1%
- **Information Technology and Services:** 13.4%
- **Computer Software:** 7.0%
- **Financial Services:** 4.5%
- **Internet:** 4.2%
- **Management Consulting:** 3.9%
- **Professional Training &amp; Coaching:** 2.8%
- **Health, Wellness and Fitness:** 2.5%
- **Real Estate:** 2.5%
- **Retail:** 2.2%
- **Other:** 41.9%

#### Insightly CRM

- **Marketing and Advertising:** 10.0%
- **Information Technology and Services:** 6.2%
- **Construction:** 4.8%
- **Computer Software:** 4.0%
- **Financial Services:** 3.9%
- **Real Estate:** 3.5%
- **Management Consulting:** 3.2%
- **Non-Profit Organization Management:** 2.7%
- **Accounting:** 2.5%
- **Education Management:** 2.5%
- **Other:** 56.8%

---
## Alternatives

### Alternatives to Agile CRM

- [EngageBay](https://www.g2.com/products/engagebay/reviews) — 4.6/5 stars (703 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14702 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1235 reviews)
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- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3082 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1433 reviews)
- [Nimble CRM](https://www.g2.com/products/nimble/reviews) — 4.5/5 stars (1115 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1158 reviews)
- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25842 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13858 reviews)

### Alternatives to Insightly CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25842 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13858 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3082 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2937 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1620 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1433 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1235 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1158 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (953 reviews)
- [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.3/5 stars (574 reviews)

---
## Top Discussions

### Agile CRM

- Title: [What is Agile CRM used for?](https://www.g2.com/discussions/what-is-agile-crm-used-for) — 1 comment
  > **Top comment:** "Agile CRM is a type of customer relationship management software that aims to improve and simplify different areas of managing and interacting with..."
- Title: [Why are you tear down their state-of-the-art product?](https://www.g2.com/discussions/why-are-you-tear-down-their-state-of-the-art-product) — 1 comment, 2 upvotes
  > **Top comment:** "They keep pushing their new product, and AgileCRM is not being maintained.  Campaigns are not working and no one is fixing it.  We are looking to switch."
- Title: [Any power users who are making Agile deliver ?](https://www.g2.com/discussions/13657-any-power-users-who-are-making-agile-deliver) — 1 comment, 1 upvote
  > **Top comment:** "I used to find it great, but we are moving away to One Page CRM for managing prospects and leads, and Woodpecker for cold email.

Could you use tags to..."

### Insightly CRM

- Title: [What is Insightly CRM used for?](https://www.g2.com/discussions/insightly-crm-what-is-insightly-crm-used-for) — 2 comments
  > **Top comment:** "The management and optimization of customer and prospective client interactions is achieved through the use of Insightly CRM (Customer Relationship..."
- Title: [What is the best of linking email to insightly?](https://www.g2.com/discussions/15124-what-is-the-best-of-linking-email-to-insightly) — 2 comments, 1 upvote
  > **Top comment:** "We connect our exchange account but gmail work too - pretty simple. Alternative is to bcc Insightly on outgoing mail and capture them that way. "
- Title: [What sales anayltics options come with the platform?](https://www.g2.com/discussions/what-sales-anayltics-options-come-with-the-platform) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Insightly offers customizable dashboards and reports that help your team quickly visualize performance and make data-driven decisions. You can find on-demand..."
- Title: [Does Insightly have any email or marketing automation features?](https://www.g2.com/discussions/does-insightly-have-any-email-or-marketing-automation-features) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hello! Yes--Insightly&#39;s CRM lets you send sales emails back and forth with your leads. You&#39;ll also see a record of those synced conversations in the CRM in..."
- Title: [Do I need custom code for Insightly&#39;s integrations?](https://www.g2.com/discussions/do-i-need-custom-code-for-insightly-s-integrations) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hey! Custom code knowledge is not required. Insightly offers AppConnect, a low-code, no-code integration automation tool to streamline the process. There are..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/agile-crm-vs-insightly-crm)

