Compare Close and Insightly CRM 
At a Glance
Market Segments
Small-Business (79.3% of reviews)
Small-Business (73.0% of reviews)
Entry-Level Pricing
$9.00 1 Seat Per Month
$29/ user, per month (billed annually)
Close
Star Rating
(2,016)4.7 out of 5
Market Segments
Small-Business (79.3% of reviews)
Pros & Cons
Entry-Level Pricing
$9.00 1 Seat Per Month
Free Trial is available
Browse all 4 pricing plansInsightly CRM
Star Rating
(932)4.2 out of 5
Market Segments
Small-Business (73.0% of reviews)
Pros & Cons
Entry-Level Pricing
$29/ user, per month (billed annually)
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Close excels in user experience, with many users highlighting its ease of use and quick setup process. Reviewers appreciate how intuitive the platform is for pipeline management and customer response, making it a great choice for sales development representatives.
- Users say that Insightly CRM offers a unique combination of CRM and project management features, allowing for seamless tracking of customer interactions from lead to delivery. This integration is particularly praised for its relationship mapping capabilities, which visually represent contacts and their connections.
- According to verified reviews, Close has a significantly higher overall satisfaction score compared to Insightly CRM, indicating that users feel more positively about their experience with Close. Many users find it to be a quick-acting CRM that meets their needs effectively.
- Reviewers mention that while Insightly CRM is easy to use, it sometimes struggles to meet specific workflow requirements, leading to configuration challenges. However, users appreciate its clean workflows and strong email integration, which enhance the overall experience.
- G2 reviewers highlight that Close's forecasting feature is a standout, providing valuable insights for sales teams. Users find this feature essential for managing their sales pipeline effectively, which is a critical aspect of their daily operations.
- Users report that Insightly CRM's pricing is higher compared to Close, which offers a more budget-friendly entry-level price. This makes Close an attractive option for small businesses looking for a cost-effective CRM solution without sacrificing functionality.
Pricing
Entry-Level Pricing
Close
Solo
$9.00
1 Seat Per Month
Built for the individual who wants every lead, pipeline, and conversation in one place.
- 1 user included
Free Trial
Close
Free Trial is available
Insightly CRM
Free Trial is available
Ratings
Meets Requirements
9.1
1,742
8.2
790
Ease of Use
9.2
1,783
8.4
795
Ease of Setup
9.0
1,120
8.3
352
Ease of Admin
9.0
566
8.5
337
Quality of Support
9.3
1,557
8.0
677
Has the product been a good partner in doing business?
9.3
561
8.5
322
Product Direction (% positive)
9.5
1,754
8.0
765
Features by Category
Sales Force Automation
9.0
1354
|
Verified
8.5
621
|
Verified
Feature Not Available
Feature Not Available
9.0
1359
|
Verified
8.3
595
|
Verified
9.0
1387
|
Verified
8.1
623
|
Verified
8.3
1166
7.5
350
|
Verified
9.1
1307
|
Verified
8.0
452
|
Verified
8.4
1123
7.5
339
|
Verified
8.3
1131
7.6
349
|
Verified
8.4
1162
8.0
423
|
Verified
Marketing Automation
8.7
1262
7.6
406
|
Verified
8.5
1218
Feature Not Available
9.2
1340
8.1
523
|
Verified
8.2
1133
7.6
340
|
Verified
Customer Support
8.7
1216
|
Verified
7.8
395
8.7
1226
|
Verified
7.8
401
8.7
1260
|
Verified
7.9
461
8.7
1250
|
Verified
7.6
326
|
Verified
8.6
1198
|
Verified
7.8
362
Reporting & Analytics
8.7
1259
|
Verified
7.9
527
|
Verified
8.8
1281
|
Verified
7.9
551
|
Verified
8.2
1141
7.6
388
|
Verified
Mobile & Social
8.2
1074
7.8
357
|
Verified
7.9
1097
7.7
353
|
Verified
8.2
1087
7.8
416
|
Verified
Platform
8.7
1196
|
Verified
7.9
315
|
Verified
8.8
1215
|
Verified
8.1
310
|
Verified
8.9
1198
8.4
321
|
Verified
8.5
1124
8.0
215
|
Verified
8.0
1070
|
Verified
7.3
88
8.4
1098
7.6
250
|
Verified
9.1
1213
|
Verified
8.3
320
|
Verified
8.4
1115
7.6
215
|
Verified
Integration
8.8
1124
|
Verified
8.0
288
|
Verified
8.7
1126
|
Verified
7.6
237
|
Verified
8.5
1060
|
Verified
7.3
224
|
Verified
Generative AI
Feature Not Available
6.8
28
Agentic AI - CRM
8.5
82
7.5
8
8.5
80
8.5
8
8.6
80
7.9
8
8.5
81
8.1
8
8.7
81
7.6
7
8.8
80
7.7
8
8.7
80
7.9
8
Lead Facilitation
7.9
133
Not enough data
8.6
133
Not enough data
9.0
140
Not enough data
8.6
134
Not enough data
Organization
9.2
136
Not enough data
8.9
133
Not enough data
8.9
133
Not enough data
Performance Analysis
8.2
127
Not enough data
8.9
134
Not enough data
Sales Analysis
8.3
134
Not enough data
8.6
134
Not enough data
Generative AI
8.4
82
Not enough data
8.7
82
Not enough data
Agentic AI - AI Sales Assistant
9.8
9
Not enough data
9.6
9
Not enough data
9.4
9
Not enough data
9.4
9
Not enough data
9.8
8
Not enough data
8.9
9
Not enough data
9.8
8
Not enough data
Integrated Workflows
9.1
220
Not enough data
9.1
223
Not enough data
9.0
215
Not enough data
8.7
212
Not enough data
9.0
217
Not enough data
9.0
221
Not enough data
8.9
220
Not enough data
Repeatability and Reportability
8.6
215
Not enough data
8.9
215
Not enough data
8.9
205
Not enough data
8.3
203
Not enough data
7.8
201
Not enough data
AI and Automation
8.2
194
Not enough data
8.1
197
Not enough data
8.2
190
Not enough data
7.9
198
Not enough data
7.8
196
Not enough data
Generative AI
8.0
197
Not enough data
Agentic AI - Sales Engagement
8.5
32
Not enough data
8.5
32
Not enough data
8.6
32
Not enough data
8.3
31
Not enough data
8.8
31
Not enough data
8.8
32
Not enough data
8.9
32
Not enough data
Dialing Options
9.1
150
Not enough data
9.2
151
Not enough data
9.4
17
Not enough data
Agent Tools
8.6
146
Not enough data
8.8
142
Not enough data
9.4
147
Not enough data
Automation
8.9
141
Not enough data
8.5
142
Not enough data
8.6
142
Not enough data
Agentic AI - Auto Dialer
8.8
21
Not enough data
8.8
21
Not enough data
AI Capabilities - Auto Dialer
9.4
17
Not enough data
9.3
17
Not enough data
9.5
17
Not enough data
Text Messaging
8.8
265
|
Verified
Not enough data
9.3
287
|
Verified
Not enough data
9.3
282
|
Verified
Not enough data
8.7
267
|
Verified
Not enough data
8.4
252
Not enough data
8.7
257
Not enough data
8.9
256
Not enough data
Feature Not Available
Not enough data
SMS Platform
9.0
280
|
Verified
Not enough data
9.1
276
|
Verified
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
9.0
263
|
Verified
Not enough data
Agentic AI - SMS Marketing
8.6
15
Not enough data
8.4
15
Not enough data
9.0
15
Not enough data
8.7
15
Not enough data
8.9
15
Not enough data
8.6
15
Not enough data
Channels
8.6
105
Not enough data
8.6
107
Not enough data
8.0
107
Not enough data
Design
8.5
109
Not enough data
7.9
106
Not enough data
8.9
107
Not enough data
8.9
106
Not enough data
9.0
103
Not enough data
Generative AI
8.3
103
Not enough data
8.8
102
Not enough data
Platform
8.6
37
Not enough data
9.1
38
Not enough data
9.2
38
Not enough data
9.3
38
Not enough data
9.1
37
Not enough data
8.6
37
Not enough data
9.0
37
Not enough data
Generative AI
9.1
37
Not enough data
Workforce Management
9.3
38
Not enough data
9.1
37
Not enough data
Call Center Infrastructure (CCI)
9.8
9
Not enough data
9.6
9
Not enough data
9.8
10
Not enough data
9.8
9
Not enough data
Administrative
9.7
40
Not enough data
9.2
39
Not enough data
Agentic AI - Email Tracking
8.7
22
Not enough data
8.3
22
Not enough data
8.1
20
Not enough data
8.3
21
Not enough data
8.2
21
Not enough data
8.1
20
Not enough data
8.2
21
Not enough data
Analytics
8.6
488
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Customizations
9.0
496
Not enough data
9.2
496
Not enough data
8.8
521
Not enough data
8.6
477
Not enough data
9.2
519
Not enough data
Generative AI
Feature Not Available
Not enough data
Agentic AI - Sales Analytics
9.0
17
Not enough data
8.9
17
Not enough data
8.8
16
Not enough data
9.0
17
Not enough data
8.4
17
Not enough data
Data Sourcing
8.5
163
8.2
35
8.7
163
8.6
43
8.5
163
8.3
35
8.8
166
8.7
40
8.6
160
8.0
36
Predictive Analytics
8.6
160
7.9
37
8.7
160
7.9
38
8.3
155
7.8
33
8.4
158
7.8
35
Sales Management
9.1
161
8.5
37
8.3
157
8.1
30
8.8
156
8.7
32
9.2
161
8.8
39
Agentic AI - Outbound Call Tracking
8.5
24
Not enough data
8.4
24
Not enough data
Calling
9.2
664
Not enough data
Feature Not Available
Not enough data
9.0
645
Not enough data
9.3
659
Not enough data
8.9
30
Not enough data
Contacts
8.8
655
Not enough data
8.7
618
Not enough data
9.0
653
Not enough data
Insights
9.3
676
Not enough data
9.0
630
Not enough data
8.7
592
Not enough data
9.0
652
Not enough data
8.8
631
Not enough data
9.0
28
Not enough data
Categories
Categories
Shared Categories
Close and Insightly CRM are categorized as Sales Analytics and CRM
Unique Categories
Close is categorized as Customer Communications Management, SMS Marketing, Sales Engagement, AI Sales Assistant, Outbound Call Tracking, Email Tracking, Call Center Infrastructure (CCI), and Auto Dialer
Insightly CRM has no unique categories
Reviews
Reviewers' Company Size
Close
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Insightly CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Marketing and Advertising
15.0%
Computer Software
8.8%
Real Estate
8.1%
Financial Services
6.6%
Information Technology and Services
5.5%
Other
56.0%
Marketing and Advertising
10.1%
Information Technology and Services
6.0%
Construction
4.8%
Computer Software
4.1%
Financial Services
3.9%
Other
71.1%
Alternatives
Discussions
How long does it take to generate a new integration?
2 Comments
PE
Hey Camila, we do not have an integration with Apollo at this time. However, you can request one in this form on our website...Read more
how do I integrate WhatsApp?
2 Comments
KS
You can use Zapier or use API's to link them manually.Read more
What is the best of linking email to insightly?
2 Comments
MK
We connect our exchange account but gmail work too - pretty simple. Alternative is to bcc Insightly on outgoing mail and capture them that way. Read more
What is Insightly CRM used for?
2 Comments
DB
Insightly includes project management capabilities that allow users to plan, execute, and monitor projects from within the CRM platformRead more
Will you’re software link with mailchimp
1 Comment
CL
Yes, Insightly integrates with MailChimp.
Learn more details here:
https://www.insightly.com/product/connect-to-apps/mailchimp-crm/Read more
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