# Attio vs Insightly CRM Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Attio excels in user-friendliness, with many users highlighting its intuitive interface and easy learning curve. One user mentioned that the platform is "very user-friendly and easy to learn," making it accessible for teams looking to onboard quickly.
- **Users say** that Insightly CRM offers a straightforward navigation experience, with a modern design that helps keep teams organized. Reviewers appreciate that "the platform is easy to use and helps keep our company organized," which is crucial for daily operations.
- **According to verified reviews** , Attio's integration capabilities stand out, particularly its connection with tools like Zapier. Users find this feature beneficial for streamlining workflows, as one reviewer noted the ease of integrating it into existing systems.
- **Reviewers mention** that Insightly CRM provides reliable access to essential files, which helps users stay on top of their tasks. One user emphasized that "the information is reliable," indicating that the platform supports effective task management.
- **G2 reviewers highlight** that Attio's setup process is notably simple, with users praising the onboarding tool that facilitates quick implementation. This ease of setup is a significant advantage for teams looking to get started without extensive training.
- **Users report** that while both platforms have strong support features, Attio receives higher marks for quality of support. Reviewers appreciate the responsiveness and helpfulness of Attio's support team, which enhances the overall user experience.



| | Attio | Insightly CRM | 
|---|---|---|
| **Star Rating** | 4.3 out of 5 | 4.2 out of 5 | 
| **Total Reviews** | 439 | 941 | 
| **Largest Market Segment** | Small-Business (84.5% of reviews) | Small-Business (73.3% of reviews) | 
| **Entry Level Price** | Free 3 Seats Per Month | $29/ user, per month (billed annually) | 

---
## Top Pros & Cons

### Attio

Pros:
- Ease of Use (75 reviews)
- Easy Setup (43 reviews)

Cons:
- Integration Issues (25 reviews)
- Missing Features (23 reviews)

### Insightly CRM

Pros:
- Ease of Use (28 reviews)
- Easy Customization (11 reviews)

Cons:
- Learning Curve (9 reviews)
- Limited Customization (7 reviews)

---
## Ratings Comparison
| Rating | Attio | Insightly CRM | 
|---|---|---|
  | **Meets Requirements** | 8.1 (150 reviews) | 8.2 (799 reviews) | 
  | **Ease of Use** | 8.4 (152 reviews) | 8.4 (804 reviews) | 
  | **Ease of Setup** | 8.0 (138 reviews) | 8.3 (360 reviews) | 
  | **Ease of Admin** | 8.5 (50 reviews) | 8.5 (337 reviews) | 
  | **Quality of Support** | 8.6 (131 reviews) | 8.0 (684 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.8 (48 reviews) | 8.5 (321 reviews) | 
  | **Product Direction (% positive)** | 9.2 (142 reviews) | 8.0 (772 reviews) | 

---
## Pricing

### Attio

#### Entry-Level Pricing

Plan: Free

Price: Free 3 Seats Per Month

Description: For individuals getting started

Key Features:
- Real-time contact syncing
- Automatic data enrichment
- Up to 3 seats

[Browse all 4 editions](https://www.g2.com/products/attio/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 |
|---|---|---|
| **Attio** | 8.1/10 | 142 |
| **Insightly CRM** | 7.8/10 | 731 |

#### Sales Force Automation

| Feature | Attio | Insightly CRM | 
|---|---|---|
| **Contact & Account Management** | 9.5 (79 reviews) | 8.5 (627 reviews) ✓ Verified | 
| **Opportunity & Pipeline Mgmt.** | 9.3 (94 reviews) | 8.3 (598 reviews) ✓ Verified | 
| **Task / Activity Management** | 8.5 (65 reviews) | 8.1 (626 reviews) ✓ Verified | 
| **Territory & Quota Management** | Feature Not Available | 7.5 (349 reviews) ✓ Verified | 
| **Desktop Integration** | 8.8 (48 reviews) | 8.0 (452 reviews) ✓ Verified | 
| **Product & Price List Management** | Feature Not Available | 7.5 (338 reviews) ✓ Verified | 
| **Quote & Order Management** | Feature Not Available | 7.6 (348 reviews) ✓ Verified | 
| **Customer Contract Management** | Feature Not Available | 8.0 (422 reviews) ✓ Verified | 

#### Marketing Automation

| Feature | Attio | Insightly CRM | 
|---|---|---|
| **Email Marketing** | 7.3 (32 reviews) | 7.6 (406 reviews) ✓ Verified | 
| **Lead Management** | 9.1 (58 reviews) | 8.1 (523 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | Feature Not Available | 7.5 (339 reviews) ✓ Verified | 

#### Customer Support

| Feature | Attio | Insightly CRM | 
|---|---|---|
| **Case Management** | Feature Not Available | 7.8 (394 reviews) | 
| **Customer Support Portal** | Feature Not Available | 7.8 (400 reviews) | 
| **Knowledge Base** | Feature Not Available | 7.9 (460 reviews) | 
| **Call Center Features** | Feature Not Available | 7.6 (325 reviews) ✓ Verified | 
| **Support Analytics** | Feature Not Available | 7.8 (361 reviews) | 

#### Reporting & Analytics

| Feature | Attio | Insightly CRM | 
|---|---|---|
| **Reporting** | 7.9 (52 reviews) | 7.9 (530 reviews) ✓ Verified | 
| **Dashboards** | 8.5 (49 reviews) | 7.9 (553 reviews) ✓ Verified | 
| **Forecasting** | Feature Not Available | 7.6 (387 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | Attio | Insightly CRM | 
|---|---|---|
| **Social Collaboration Features** | 6.8 (21 reviews) | 7.8 (356 reviews) ✓ Verified | 
| **Social Network Integration** | Feature Not Available | 7.7 (352 reviews) ✓ Verified | 
| **Mobile User Support** | 6.7 (26 reviews) | 7.8 (416 reviews) ✓ Verified | 

#### Platform

| Feature | Attio | Insightly CRM | 
|---|---|---|
| **Customization** | 9.1 (35 reviews) | 7.9 (317 reviews) ✓ Verified | 
| **Workflow Capability** | 8.5 (30 reviews) | 8.1 (310 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 9.2 (24 reviews) | 8.4 (322 reviews) ✓ Verified | 
| **Internationalization** | Feature Not Available | 8.0 (215 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | Feature Not Available | 7.2 (87 reviews) | 
| **Document & Content Mgmt.** | 7.2 (17 reviews) | 7.6 (252 reviews) ✓ Verified | 
| **Performance and Reliability** | 9.2 (24 reviews) | 8.3 (319 reviews) ✓ Verified | 
| **Output Document Generation** | 7.5 (16 reviews) | 7.6 (214 reviews) ✓ Verified | 

#### Integration

| Feature | Attio | Insightly CRM | 
|---|---|---|
| **Data Import & Export Tools** | 8.7 (22 reviews) | 8.0 (288 reviews) ✓ Verified | 
| **Integration APIs** | 8.5 (26 reviews) | 7.6 (237 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 7.2 (23 reviews) | 7.3 (223 reviews) ✓ Verified | 

#### Generative AI

| Feature | Attio | Insightly CRM | 
|---|---|---|
| **AI Text Generation** | 8.3 (28 reviews) | 6.9 (27 reviews) | 

#### Agentic AI - CRM

| Feature | Attio | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | 7.9 (16 reviews) | 7.6 (7 reviews) | 
| **Multi-step Planning** | 6.7 (6 reviews) | 8.3 (7 reviews) | 
| **Cross-system Integration** | 8.4 (18 reviews) | 7.9 (7 reviews) | 
| **Adaptive Learning** | 5.7 (5 reviews) | 8.1 (7 reviews) | 
| **Natural Language Interaction** | 8.2 (13 reviews) | 7.8 (6 reviews) | 
| **Proactive Assistance** | Feature Not Available | 7.4 (7 reviews) | 
| **Decision Making** | 7.6 (13 reviews) | 7.6 (7 reviews) | 

### Sales Analytics

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

#### Agentic AI - Sales Analytics

| Feature | Attio | 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 | Attio | Insightly CRM | 
|---|---|---|
| **Data Sourcing** | Not enough data | 8.2 (35 reviews) | 
| **Exporting & 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 | Attio | 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 | Attio | 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 Insightly CRM (1):** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics)


---
## Reviewer Demographics

### By Company Size

| Segment | Attio | Insightly CRM | 
|---|---|---|
| **Small-Business** | 84.5% | 73.3% | 
| **Mid-Market** | 15.0% | 20.1% | 
| **Enterprise** | 0.5% | 6.6% | 

### By Industry

#### Attio

- **Computer Software:** 23.2%
- **Information Technology and Services:** 16.6%
- **Venture Capital & Private Equity:** 9.3%
- **Consulting:** 6.0%
- **Financial Services:** 4.0%
- **Construction:** 3.3%
- **Health, Wellness and Fitness:** 3.3%
- **Marketing and Advertising:** 3.3%
- **Accounting:** 2.0%
- **Design:** 2.0%
- **Other:** 27.2%

#### Insightly CRM

- **Marketing and Advertising:** 10.0%
- **Information Technology and Services:** 6.1%
- **Construction:** 4.8%
- **Computer Software:** 4.0%
- **Financial Services:** 3.9%
- **Real Estate:** 3.5%
- **Management Consulting:** 3.3%
- **Non-Profit Organization Management:** 2.7%
- **Accounting:** 2.5%
- **Education Management:** 2.5%
- **Other:** 56.8%

---
## Alternatives

### Alternatives to Attio

- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13797 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3043 reviews)
- [folk](https://www.g2.com/products/folk-folk/reviews) — 4.5/5 stars (327 reviews)
- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25784 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2927 reviews)
- [monday CRM](https://www.g2.com/products/monday-crm/reviews) — 4.6/5 stars (1161 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews)
- [HighLevel](https://www.g2.com/products/highlevel/reviews) — 4.6/5 stars (638 reviews)
- [Close](https://www.g2.com/products/close/reviews) — 4.7/5 stars (2037 reviews)
- [Creatio](https://www.g2.com/products/creatio/reviews) — 4.6/5 stars (313 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 (25784 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13797 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3043 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2927 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1618 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1426 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1232 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (951 reviews)
- [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.2/5 stars (573 reviews)

---
## Top Discussions

### Attio

No discussions available for this product.

### 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's CRM lets you send sales emails back and forth with your leads. You'll also see a record of those synced conversations in the CRM in..."
- Title: [Do I need custom code for Insightly'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/attio-vs-insightly-crm)