# Capsule CRM vs Insightly CRM Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Capsule CRM excels in user experience, with many users highlighting its **intuitive interface** and ease of navigation. One user mentioned, "I find the UI of Capsule CRM quite intuitive, which makes it easy to navigate and keeps things efficient."
- **Users say** that Capsule CRM's setup process is notably straightforward, with recent feedback indicating that the initial setup is **logical and easy**. A user noted, "The initial setup was very easy and very logical, which made getting started with it a breeze."
- **Reviewers mention** that while Insightly CRM has a modern design, it sometimes lacks the same level of **customization flexibility** as Capsule CRM. Users appreciate that Capsule allows for easy modifications to tailor the setup to specific needs, which can be a challenge with Insightly.
- **According to verified reviews** , Capsule CRM outperforms Insightly in terms of **customer support quality**. Users have praised Capsule's support, stating, "I find Capsule CRM's support to be very responsive and helpful," while Insightly users have expressed some dissatisfaction with their support experience.
- **G2 reviewers highlight** that Capsule CRM is particularly well-suited for small businesses, with 93% of its reviews coming from this segment. This focus allows it to cater effectively to the specific needs of smaller teams, unlike Insightly, which has a broader user base but may not address small business needs as effectively.
- **Users report** that Capsule CRM's performance and reliability are top-notch, with many noting that it allows them to manage their tasks efficiently. One user stated, "Its ease of use and flexibility make it a great tool for keeping track of everything," which contrasts with some Insightly users who have mentioned occasional performance issues.



| | Capsule CRM | Insightly CRM | 
|---|---|---|
| **Star Rating** | 4.7 out of 5 | 4.2 out of 5 | 
| **Total Reviews** | 491 | 942 | 
| **Largest Market Segment** | Small-Business (93.3% of reviews) | Small-Business (73.2% of reviews) | 
| **Entry Level Price** | $0.00 2 Users Per Month | $29/ user, per month (billed annually) | 

---
## Top Pros & Cons

### Capsule CRM

Pros:
- Ease of Use (72 reviews)
- Customer Support (38 reviews)

Cons:
- Missing Features (14 reviews)
- Limited Customization (11 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 | Capsule CRM | Insightly CRM | 
|---|---|---|
  | **Meets Requirements** | 9.0 (408 reviews) | 8.3 (800 reviews) | 
  | **Ease of Use** | 9.4 (432 reviews) | 8.4 (805 reviews) | 
  | **Ease of Setup** | 9.3 (314 reviews) | 8.3 (361 reviews) | 
  | **Ease of Admin** | 9.4 (180 reviews) | 8.5 (337 reviews) | 
  | **Quality of Support** | 9.4 (358 reviews) | 8.0 (685 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.5 (174 reviews) | 8.5 (321 reviews) | 
  | **Product Direction (% positive)** | 9.3 (404 reviews) | 8.0 (773 reviews) | 

---
## Pricing

### Capsule CRM

#### Entry-Level Pricing

Plan: Free

Price: $0.00 2 Users Per Month

Description: Our free CRM to help you get started with basic features for up to 2 users.

Key Features:
- 250 Contacts
- 25 Custom Fields
- 10 AI Content Assists

[Browse all 5 editions](https://www.g2.com/products/capsule-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 |
|---|---|---|
| **Capsule CRM** | 8.0/10 | 387 |
| **Insightly CRM** | 7.8/10 | 732 |

#### Sales Force Automation

| Feature | Capsule CRM | Insightly CRM | 
|---|---|---|
| **Contact & Account Management** | 9.1 (345 reviews) ✓ Verified | 8.5 (628 reviews) ✓ Verified | 
| **Opportunity & Pipeline Mgmt.** | 8.9 (338 reviews) ✓ Verified | 8.3 (598 reviews) ✓ Verified | 
| **Task / Activity Management** | 9.1 (350 reviews) ✓ Verified | 8.1 (627 reviews) ✓ Verified | 
| **Territory & Quota Management** | 7.4 (269 reviews) | 7.5 (350 reviews) ✓ Verified | 
| **Desktop Integration** | 8.4 (304 reviews) ✓ Verified | 8.0 (453 reviews) ✓ Verified | 
| **Product & Price List Management** | 7.4 (266 reviews) | 7.5 (339 reviews) ✓ Verified | 
| **Quote & Order Management** | 7.4 (261 reviews) | 7.6 (349 reviews) ✓ Verified | 
| **Customer Contract Management** | 8.2 (290 reviews) ✓ Verified | 8.0 (423 reviews) ✓ Verified | 

#### Marketing Automation

| Feature | Capsule CRM | Insightly CRM | 
|---|---|---|
| **Email Marketing** | 7.8 (286 reviews) | 7.6 (407 reviews) ✓ Verified | 
| **Lead Management** | 8.8 (311 reviews) ✓ Verified | 8.1 (523 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | Feature Not Available | 7.5 (339 reviews) ✓ Verified | 

#### Customer Support

| Feature | Capsule CRM | Insightly CRM | 
|---|---|---|
| **Case Management** | 8.6 (298 reviews) ✓ Verified | 7.8 (394 reviews) | 
| **Customer Support Portal** | 8.3 (282 reviews) | 7.8 (400 reviews) | 
| **Knowledge Base** | 8.4 (286 reviews) | 7.9 (460 reviews) | 
| **Call Center Features** | 7.4 (257 reviews) | 7.6 (325 reviews) ✓ Verified | 
| **Support Analytics** | 7.9 (253 reviews) | 7.8 (361 reviews) | 

#### Reporting & Analytics

| Feature | Capsule CRM | Insightly CRM | 
|---|---|---|
| **Reporting** | 8.0 (295 reviews) ✓ Verified | 7.9 (531 reviews) ✓ Verified | 
| **Dashboards** | 8.6 (302 reviews) ✓ Verified | 7.9 (554 reviews) ✓ Verified | 
| **Forecasting** | 7.9 (272 reviews) ✓ Verified | 7.6 (387 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | Capsule CRM | Insightly CRM | 
|---|---|---|
| **Social Collaboration Features** | 7.4 (255 reviews) ✓ Verified | 7.8 (356 reviews) ✓ Verified | 
| **Social Network Integration** | Feature Not Available | 7.7 (352 reviews) ✓ Verified | 
| **Mobile User Support** | 8.3 (270 reviews) ✓ Verified | 7.8 (417 reviews) ✓ Verified | 

#### Platform

| Feature | Capsule CRM | Insightly CRM | 
|---|---|---|
| **Customization** | 8.3 (285 reviews) ✓ Verified | 7.9 (317 reviews) ✓ Verified | 
| **Workflow Capability** | 8.4 (280 reviews) ✓ Verified | 8.1 (310 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 8.6 (281 reviews) ✓ Verified | 8.4 (322 reviews) ✓ Verified | 
| **Internationalization** | 7.5 (243 reviews) ✓ Verified | 8.0 (215 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | 6.7 (228 reviews) ✓ Verified | 7.2 (87 reviews) | 
| **Document & Content Mgmt.** | 7.5 (255 reviews) ✓ Verified | 7.6 (252 reviews) ✓ Verified | 
| **Performance and Reliability** | 9.4 (284 reviews) ✓ Verified | 8.3 (319 reviews) ✓ Verified | 
| **Output Document Generation** | 7.4 (246 reviews) | 7.6 (214 reviews) ✓ Verified | 

#### Integration

| Feature | Capsule CRM | Insightly CRM | 
|---|---|---|
| **Data Import & Export Tools** | 8.2 (267 reviews) ✓ Verified | 8.0 (288 reviews) ✓ Verified | 
| **Integration APIs** | 7.8 (258 reviews) ✓ Verified | 7.6 (237 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 7.6 (241 reviews) ✓ Verified | 7.3 (223 reviews) ✓ Verified | 

#### Generative AI

| Feature | Capsule CRM | Insightly CRM | 
|---|---|---|
| **AI Text Generation** | 6.8 (220 reviews) | 6.9 (27 reviews) | 

#### Agentic AI - CRM

| Feature | Capsule CRM | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | 7.1 (23 reviews) | 7.6 (7 reviews) | 
| **Multi-step Planning** | 8.3 (19 reviews) | 8.3 (7 reviews) | 
| **Cross-system Integration** | 7.9 (19 reviews) | 8.1 (8 reviews) | 
| **Adaptive Learning** | 7.9 (19 reviews) | 8.3 (8 reviews) | 
| **Natural Language Interaction** | 7.3 (20 reviews) | 8.1 (7 reviews) | 
| **Proactive Assistance** | 8.1 (19 reviews) | 7.4 (7 reviews) | 
| **Decision Making** | 7.5 (19 reviews) | 7.6 (7 reviews) | 

### Sales Analytics

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

#### Agentic AI - Sales Analytics

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


---
## Reviewer Demographics

### By Company Size

| Segment | Capsule CRM | Insightly CRM | 
|---|---|---|
| **Small-Business** | 93.3% | 73.2% | 
| **Mid-Market** | 6.3% | 20.2% | 
| **Enterprise** | 0.4% | 6.6% | 

### By Industry

#### Capsule CRM

- **Consulting:** 9.3%
- **Information Technology and Services:** 8.1%
- **Marketing and Advertising:** 8.1%
- **Computer Software:** 5.1%
- **Financial Services:** 5.1%
- **Professional Training & Coaching:** 3.4%
- **Manufacturing:** 2.3%
- **Construction:** 2.1%
- **Education Management:** 2.1%
- **Events Services:** 2.1%
- **Other:** 52.2%

#### 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:** 3.3%
- **Non-Profit Organization Management:** 2.7%
- **Accounting:** 2.5%
- **Education Management:** 2.5%
- **Other:** 56.7%

---
## Alternatives

### Alternatives to Capsule CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25793 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13807 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3046 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2928 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1427 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews)
- [Nimble CRM](https://www.g2.com/products/nimble/reviews) — 4.5/5 stars (1114 reviews)
- [Agile CRM](https://www.g2.com/products/agile-crm/reviews) — 4.0/5 stars (365 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1233 reviews)
- [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.2/5 stars (573 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 (25793 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13807 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3046 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2928 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 (1427 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1233 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 (952 reviews)
- [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.2/5 stars (573 reviews)

---
## Top Discussions

### Capsule CRM

- Title: [What is Capsule CRM used for?](https://www.g2.com/discussions/what-is-capsule-crm-used-for) — 1 comment *(includes official response)*
  > **Top comment:** "Capsule  is used for managing and optimizing customer relationships. It serves as a powerful tool for salespeople, marketers, and business owners to..."
- Title: [What are the top 5 CRM systems?](https://www.g2.com/discussions/capsule-crm-what-are-the-top-5-crm-systems) — 1 comment *(includes official response)*
  > **Top comment:** "Choosing the right CRM for your business is crucial as there is no one-size-fits-all solution. Each of the CRM systems mentioned comes with its own strengths..."
- Title: [What is CRM database software?](https://www.g2.com/discussions/what-is-crm-database-software) — 1 comment *(includes official response)*
  > **Top comment:** "CRM (Customer Relationship Management) database software is a specialized application or system that is designed to store and manage customer-related data..."
- Title: [What is a case in Capsule CRM?](https://www.g2.com/discussions/what-is-a-case-in-capsule-crm) — 1 comment *(includes official response)*
  > **Top comment:** "In Capsule, a "case" has been renamed to a "project." A project in Capsule refers to a structured and organized way to manage and track specific work or..."
- Title: [What are the features of CRM software?](https://www.g2.com/discussions/capsule-crm-what-are-the-features-of-crm-software) — 1 comment *(includes official response)*
  > **Top comment:** "CRM (Customer Relationship Management) software comes with a wide range of features designed to help businesses manage and optimize their customer..."

### 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/capsule-crm-vs-insightly-crm)