# Close vs Insightly CRM Comparison
---
## AI Generated Summary
- **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.



| | Close | Insightly CRM | 
|---|---|---|
| **Star Rating** | 4.7 out of 5 | 4.2 out of 5 | 
| **Total Reviews** | 2,044 | 944 | 
| **Largest Market Segment** | Small-Business (79.2% of reviews) | Small-Business (73.1% of reviews) | 
| **Entry Level Price** | $9.00 1 Seat Per Month | $29/ user, per month (billed annually) | 

---
## Top Pros & Cons

### Close

Pros:
- Ease of Use (753 reviews)
- Helpful (441 reviews)

Cons:
- Missing Features (244 reviews)
- Call Issues (181 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 | Close | Insightly CRM | 
|---|---|---|
  | **Meets Requirements** | 9.1 (1758 reviews) | 8.3 (801 reviews) | 
  | **Ease of Use** | 9.2 (1803 reviews) | 8.4 (806 reviews) | 
  | **Ease of Setup** | 9.0 (1140 reviews) | 8.3 (362 reviews) | 
  | **Ease of Admin** | 9.0 (568 reviews) | 8.5 (337 reviews) | 
  | **Quality of Support** | 9.3 (1573 reviews) | 8.0 (686 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.3 (563 reviews) | 8.5 (321 reviews) | 
  | **Product Direction (% positive)** | 9.5 (1772 reviews) | 8.0 (774 reviews) | 

---
## Pricing

### Close

#### Entry-Level Pricing

Plan: Solo

Price: $9.00 1 Seat Per Month

Description: Built for the individual who wants every lead, pipeline, and conversation in one place.

Key Features:
- 1 user included

[Browse all 4 editions](https://www.g2.com/products/close/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 |
|---|---|---|
| **Close** | 8.6/10 | 1528 |
| **Insightly CRM** | 7.8/10 | 733 |

#### Sales Force Automation

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Contact & Account Management** | 9.0 (1367 reviews) ✓ Verified | 8.5 (629 reviews) ✓ Verified | 
| **Opportunity & Pipeline Mgmt.** | 9.0 (1366 reviews) ✓ Verified | 8.3 (599 reviews) ✓ Verified | 
| **Task / Activity Management** | 9.0 (1395 reviews) ✓ Verified | 8.1 (628 reviews) ✓ Verified | 
| **Territory & Quota Management** | 8.3 (1167 reviews) | 7.5 (350 reviews) ✓ Verified | 
| **Desktop Integration** | 9.1 (1312 reviews) ✓ Verified | 8.0 (453 reviews) ✓ Verified | 
| **Product & Price List Management** | 8.4 (1125 reviews) | 7.5 (339 reviews) ✓ Verified | 
| **Quote & Order Management** | 8.3 (1132 reviews) | 7.6 (349 reviews) ✓ Verified | 
| **Customer Contract Management** | 8.4 (1163 reviews) | 8.0 (424 reviews) ✓ Verified | 

#### Marketing Automation

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Email Marketing** | 8.7 (1264 reviews) | 7.6 (407 reviews) ✓ Verified | 
| **Campaign Management** | 8.5 (1219 reviews) | Feature Not Available | 
| **Lead Management** | 9.2 (1345 reviews) | 8.1 (524 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | 8.2 (1134 reviews) | 7.5 (339 reviews) ✓ Verified | 

#### Customer Support

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Case Management** | 8.7 (1217 reviews) ✓ Verified | 7.8 (394 reviews) | 
| **Customer Support Portal** | 8.7 (1227 reviews) ✓ Verified | 7.8 (400 reviews) | 
| **Knowledge Base** | 8.7 (1261 reviews) ✓ Verified | 7.9 (460 reviews) | 
| **Call Center Features** | 8.7 (1255 reviews) ✓ Verified | 7.6 (325 reviews) ✓ Verified | 
| **Support Analytics** | 8.6 (1201 reviews) ✓ Verified | 7.8 (361 reviews) | 

#### Reporting & Analytics

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Reporting** | 8.7 (1264 reviews) ✓ Verified | 7.9 (531 reviews) ✓ Verified | 
| **Dashboards** | 8.8 (1284 reviews) ✓ Verified | 7.9 (555 reviews) ✓ Verified | 
| **Forecasting** | 8.2 (1143 reviews) | 7.6 (387 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Social Collaboration Features** | 8.2 (1076 reviews) | 7.8 (356 reviews) ✓ Verified | 
| **Social Network Integration** | 7.9 (1099 reviews) | 7.7 (352 reviews) ✓ Verified | 
| **Mobile User Support** | 8.2 (1090 reviews) | 7.8 (417 reviews) ✓ Verified | 

#### Platform

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Customization** | 8.7 (1198 reviews) ✓ Verified | 7.9 (317 reviews) ✓ Verified | 
| **Workflow Capability** | 8.8 (1218 reviews) ✓ Verified | 8.1 (310 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 8.9 (1198 reviews) | 8.4 (322 reviews) ✓ Verified | 
| **Internationalization** | 8.5 (1125 reviews) | 8.0 (215 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | 8.0 (1071 reviews) ✓ Verified | 7.2 (87 reviews) | 
| **Document & Content Mgmt.** | 8.4 (1098 reviews) | 7.6 (252 reviews) ✓ Verified | 
| **Performance and Reliability** | 9.1 (1218 reviews) ✓ Verified | 8.3 (319 reviews) ✓ Verified | 
| **Output Document Generation** | 8.5 (1117 reviews) | 7.6 (214 reviews) ✓ Verified | 

#### Integration

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Data Import & Export Tools** | 8.8 (1124 reviews) ✓ Verified | 8.0 (288 reviews) ✓ Verified | 
| **Integration APIs** | 8.7 (1126 reviews) ✓ Verified | 7.6 (237 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 8.5 (1061 reviews) ✓ Verified | 7.3 (223 reviews) ✓ Verified | 

#### Generative AI

| Feature | Close | Insightly CRM | 
|---|---|---|
| **AI Text Generation** | Feature Not Available | 6.9 (27 reviews) | 

#### Agentic AI - CRM

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | 8.6 (83 reviews) | 7.6 (7 reviews) | 
| **Multi-step Planning** | 8.5 (81 reviews) | 8.3 (7 reviews) | 
| **Cross-system Integration** | 8.6 (82 reviews) | 8.1 (8 reviews) | 
| **Adaptive Learning** | 8.6 (82 reviews) | 8.3 (8 reviews) | 
| **Natural Language Interaction** | 8.7 (82 reviews) | 8.1 (7 reviews) | 
| **Proactive Assistance** | 8.8 (81 reviews) | 7.4 (7 reviews) | 
| **Decision Making** | 8.7 (81 reviews) | 7.6 (7 reviews) | 

### AI Sales Assistant

| Product | Score | Reviews |
|---|---|---|
| **Close** | 8.9/10 | 147 |
| **Insightly CRM** | N/A | N/A |

#### Lead Facilitation

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Customer-facing Chatbot** | 7.9 (134 reviews) | Not enough data | 
| **Lead Qualification** | 8.6 (134 reviews) | Not enough data | 
| **Lead Follow-up** | 9.0 (141 reviews) | Not enough data | 
| **Meeting Scheduling ** | 8.6 (135 reviews) | Not enough data | 

#### Organization

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Opportunity and Pipeline Management ** | 9.2 (137 reviews) | Not enough data | 
| **Data Entry** | 8.9 (134 reviews) | Not enough data | 
| **Integrations / APIs** | 8.9 (134 reviews) | Not enough data | 

#### Performance Analysis

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Coaching ** | 8.2 (128 reviews) | Not enough data | 
| **Peformance Tracking** | 8.9 (135 reviews) | Not enough data | 

#### Sales Analysis

| Feature | Close | Insightly CRM | 
|---|---|---|
| **ROI Forecasting ** | 8.3 (135 reviews) | Not enough data | 
| **Sales Forecasting ** | 8.6 (135 reviews) | Not enough data | 

#### Generative AI

| Feature | Close | Insightly CRM | 
|---|---|---|
| **AI Text Generation** | 8.4 (83 reviews) | Not enough data | 
| **AI Text Summarization** | 8.7 (83 reviews) | Not enough data | 

#### Agentic AI - AI Sales Assistant

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | 9.8 (10 reviews) | Not enough data | 
| **Multi-step Planning** | 9.7 (10 reviews) | Not enough data | 
| **Cross-system Integration** | 9.5 (10 reviews) | Not enough data | 
| **Adaptive Learning** | 9.5 (10 reviews) | Not enough data | 
| **Natural Language Interaction** | 9.8 (9 reviews) | Not enough data | 
| **Proactive Assistance** | 9.0 (10 reviews) | Not enough data | 
| **Decision Making** | 9.8 (9 reviews) | Not enough data | 

### Sales Engagement

| Product | Score | Reviews |
|---|---|---|
| **Close** | 8.6/10 | 229 |
| **Insightly CRM** | N/A | N/A |

#### Integrated Workflows

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Task Management** | 9.1 (221 reviews) | Not enough data | 
| **Email Tracking/Automation** | 9.1 (224 reviews) | Not enough data | 
| **Calls and Voice** | 9.0 (216 reviews) | Not enough data | 
| **Other Outreach Options ** | 8.7 (213 reviews) | Not enough data | 
| **CRM Integration** | 9.0 (218 reviews) | Not enough data | 
| **Calendar** | 9.0 (222 reviews) | Not enough data | 
| **Shared Records** | 8.9 (221 reviews) | Not enough data | 

#### Repeatability and Reportability

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Content Management** | 8.6 (216 reviews) | Not enough data | 
| **Workflow Management** | 8.9 (216 reviews) | Not enough data | 
| **Workflow Performance** | 8.9 (207 reviews) | Not enough data | 
| **Sales Coaching and Insights** | 8.3 (205 reviews) | Not enough data | 
| **Gamification** | 7.8 (202 reviews) | Not enough data | 

#### AI and Automation

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Lead Prioritization** | 8.2 (195 reviews) | Not enough data | 
| **Lead Scoring** | 8.1 (198 reviews) | Not enough data | 
| **Best Time of Day Scheduling** | 8.2 (191 reviews) | Not enough data | 
| **Buyer Intelligence** | 7.9 (199 reviews) | Not enough data | 
| **Machine Learning** | 7.8 (197 reviews) | Not enough data | 

#### Generative AI

| Feature | Close | Insightly CRM | 
|---|---|---|
| **AI Text Generation** | 8.0 (198 reviews) | Not enough data | 

#### Agentic AI - Sales Engagement

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | 8.6 (33 reviews) | Not enough data | 
| **Multi-step Planning** | 8.6 (33 reviews) | Not enough data | 
| **Cross-system Integration** | 8.6 (33 reviews) | Not enough data | 
| **Adaptive Learning** | 8.4 (32 reviews) | Not enough data | 
| **Natural Language Interaction** | 8.8 (32 reviews) | Not enough data | 
| **Proactive Assistance** | 8.8 (33 reviews) | Not enough data | 
| **Decision Making** | 8.9 (33 reviews) | Not enough data | 

### Auto Dialer

| Product | Score | Reviews |
|---|---|---|
| **Close** | 9.1/10 | 156 |
| **Insightly CRM** | N/A | N/A |

#### Dialing Options

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Preview Dialing** | 9.1 (151 reviews) | Not enough data | 
| **Progressive Dialing** | 9.2 (152 reviews) | Not enough data | 
| **Predictive Dialing** | 9.4 (17 reviews) | Not enough data | 

#### Agent Tools

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Whisper Coaching ** | 8.6 (147 reviews) | Not enough data | 
| **Callback Scheduling ** | 8.8 (143 reviews) | Not enough data | 
| **Call Recording ** | 9.4 (148 reviews) | Not enough data | 

#### Automation

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Voice Activity Detection** | 8.9 (142 reviews) | Not enough data | 
| **Interactive Voice Response (IVR)** | 8.5 (143 reviews) | Not enough data | 
| **Call Scrubbing** | 8.6 (143 reviews) | Not enough data | 

#### Agentic AI - Auto Dialer

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | 8.9 (22 reviews) | Not enough data | 
| **Cross-system Integration** | 8.9 (22 reviews) | Not enough data | 

#### AI Capabilities - Auto Dialer

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Call Prioritization and List Optimization** | 9.4 (17 reviews) | Not enough data | 
| **Compliance Monitoring** | 9.3 (17 reviews) | Not enough data | 
| **Speech Analytics and Sentiment Analysis** | 9.5 (17 reviews) | Not enough data | 

### SMS Marketing

| Product | Score | Reviews |
|---|---|---|
| **Close** | 8.9/10 | 313 |
| **Insightly CRM** | N/A | N/A |

#### Text Messaging

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Bulk SMS** | 8.8 (266 reviews) ✓ Verified | Not enough data | 
| **Two-Way Text Messaging** | 9.3 (288 reviews) ✓ Verified | Not enough data | 
| **Text Scheduler** | 9.3 (283 reviews) ✓ Verified | Not enough data | 
| **Automatic Replies** | 8.7 (268 reviews) ✓ Verified | Not enough data | 
| **Automatic URL Shortening** | 8.4 (253 reviews) | Not enough data | 
| **MMS Marketing** | 8.7 (258 reviews) | Not enough data | 
| **Personalization** | 8.9 (257 reviews) | Not enough data | 
| **Transactional SMS** | Feature Not Available | Not enough data | 

#### SMS Platform

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Reporting** | 9.0 (281 reviews) ✓ Verified | Not enough data | 
| **Automation** | 9.1 (277 reviews) ✓ Verified | Not enough data | 
| **White Label** | Feature Not Available | Not enough data | 
| **Text-to-Landline** | Feature Not Available | Not enough data | 
| **Short Codes** | Feature Not Available | Not enough data | 
| **API Integration** | 9.1 (264 reviews) ✓ Verified | Not enough data | 

#### Agentic AI - SMS Marketing

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | 8.6 (16 reviews) | Not enough data | 
| **Multi-step Planning** | 8.5 (16 reviews) | Not enough data | 
| **Cross-system Integration** | 9.1 (16 reviews) | Not enough data | 
| **Natural Language Interaction** | 8.8 (16 reviews) | Not enough data | 
| **Proactive Assistance** | 9.0 (16 reviews) | Not enough data | 
| **Decision Making** | 8.6 (16 reviews) | Not enough data | 

### Customer Communications Management

| Product | Score | Reviews |
|---|---|---|
| **Close** | 8.6/10 | 117 |
| **Insightly CRM** | N/A | N/A |

#### Channels

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Multi-Channel Coverage** | 8.6 (107 reviews) | Not enough data | 
| **Open Listening** | 8.6 (108 reviews) | Not enough data | 
| **Physical Media** | 8.0 (108 reviews) | Not enough data | 

#### Design

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Communications Strategy Development** | 8.5 (110 reviews) | Not enough data | 
| **Create Content** | 7.9 (107 reviews) | Not enough data | 
| **Personalization** | 8.9 (108 reviews) | Not enough data | 
| **Inbound Identification** | 8.9 (107 reviews) | Not enough data | 
| **Regulatory Compliance** | 9.0 (104 reviews) | Not enough data | 

#### Generative AI

| Feature | Close | Insightly CRM | 
|---|---|---|
| **AI Text Generation** | 8.3 (104 reviews) | Not enough data | 
| **AI Text Summarization** | 8.8 (103 reviews) | Not enough data | 

### Call Center Infrastructure (CCI)

| Product | Score | Reviews |
|---|---|---|
| **Close** | 9.3/10 | 42 |
| **Insightly CRM** | N/A | N/A |

#### Platform

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Omnichannel** | 8.6 (38 reviews) | Not enough data | 
| **Mobile Access** | 9.1 (39 reviews) | Not enough data | 
| **Queue Management** | 9.2 (39 reviews) | Not enough data | 
| **Call Routing** | 9.3 (39 reviews) | Not enough data | 
| **Call Back** | 9.2 (38 reviews) | Not enough data | 
| **IVR** | 8.6 (38 reviews) | Not enough data | 
| **Automatic Call Distribution** | 9.0 (38 reviews) | Not enough data | 

#### Generative AI

| Feature | Close | Insightly CRM | 
|---|---|---|
| **AI Text-to-Speech** | 9.1 (38 reviews) | Not enough data | 

#### Workforce Management

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Call Monitoring** | 9.3 (39 reviews) | Not enough data | 
| **Performance Evaluation** | 9.1 (38 reviews) | Not enough data | 

#### Call Center Infrastructure (CCI)

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | 9.8 (10 reviews) | Not enough data | 
| **Cross-system Integration** | 9.7 (10 reviews) | Not enough data | 
| **Natural Language Interaction** | 9.8 (11 reviews) | Not enough data | 
| **Proactive Assistance** | 9.8 (10 reviews) | Not enough data | 

#### Administrative

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Call Recording** | 9.7 (41 reviews) | Not enough data | 
| **Reporting & Dashboards** | 9.2 (40 reviews) | Not enough data | 

### AI SDRs

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

#### Automation

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Sales Follow-Up** | Not enough data | Not enough data | 
| **Feedback Collection** | Not enough data | Not enough data | 
| **Document Processing** | Not enough data | Not enough data | 
| **Lead Generation** | Not enough data | Not enough data | 
| **Customer Interaction Automation** | Not enough data | Not enough data | 

#### Autonomy

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Problem Solving** | Not enough data | Not enough data | 
| **Task Execution** | Not enough data | Not enough data | 
| **Adaptive Responses** | Not enough data | Not enough data | 
| **Independent Decision Making** | Not enough data | Not enough data | 

#### Outbound Sales

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Follow-Up Scheduling** | Not enough data | Not enough data | 
| **Prospect Prioritization** | Not enough data | Not enough data | 
| **Multichannel Campaign Execution** | Not enough data | Not enough data | 
| **Personalized Outreach** | Not enough data | Not enough data | 
| **Outreach Performance Analytics** | Not enough data | Not enough data | 

#### Inbound Sales

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Data Enrichment** | Not enough data | Not enough data | 
| **Inquiry Routing** | Not enough data | Not enough data | 
| **Feedback Collection** | Not enough data | Not enough data | 
| **Real-Time Engagement** | Not enough data | Not enough data | 
| **Lead Qualification** | Not enough data | Not enough data | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Close** | 8.7/10 | 176 |
| **Insightly CRM** | 8.3/10 | 47 |

#### Agentic AI - Sales Analytics

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | 9.1 (18 reviews) | Not enough data | 
| **Cross-system Integration** | 9.0 (18 reviews) | Not enough data | 
| **Adaptive Learning** | 8.8 (17 reviews) | Not enough data | 
| **Natural Language Interaction** | 9.1 (18 reviews) | Not enough data | 
| **Proactive Assistance** | 8.5 (18 reviews) | Not enough data | 

#### Data Sourcing

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Data Sourcing** | 8.5 (164 reviews) | 8.2 (35 reviews) | 
| **Exporting & Sharing Data** | 8.7 (164 reviews) | 8.6 (43 reviews) | 
| **Multi-Device Data Visualization** | 8.5 (164 reviews) | 8.3 (35 reviews) | 
| **Interactive Dashboards** | 8.8 (168 reviews) | 8.7 (41 reviews) | 
| **Data Segmentation** | 8.6 (162 reviews) | 8.0 (36 reviews) | 

#### Predictive Analytics

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Lead Scoring** | 8.6 (161 reviews) | 7.9 (37 reviews) | 
| **Opportunity Scoring** | 8.7 (161 reviews) | 7.9 (38 reviews) | 
| **Risk Analysis** | 8.3 (157 reviews) | 7.8 (33 reviews) | 
| **Live Forecasting** | 8.4 (159 reviews) | 7.8 (35 reviews) | 

#### Sales Management

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Live Pipeline Management** | 9.1 (162 reviews) | 8.5 (37 reviews) | 
| **Sales Gamification** | 8.3 (158 reviews) | 8.1 (30 reviews) | 
| **Account-Based Analytics** | 8.8 (158 reviews) | 8.7 (32 reviews) | 
| **Activity Tracking** | 9.2 (162 reviews) | 8.8 (39 reviews) | 

### Outbound Call Tracking

| Product | Score | Reviews |
|---|---|---|
| **Close** | 8.9/10 | 714 |
| **Insightly CRM** | N/A | N/A |

#### Agentic AI - Outbound Call Tracking

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | 8.6 (25 reviews) | Not enough data | 
| **Natural Language Interaction** | 8.5 (25 reviews) | Not enough data | 

#### Calling

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Record Calls** | 9.2 (666 reviews) | Not enough data | 
| **Generate Location** | Feature Not Available | Not enough data | 
| **Call Types** | 9.0 (646 reviews) | Not enough data | 
| **Click-to-Call** | 9.3 (661 reviews) | Not enough data | 
| **Auto Dialer** | 8.8 (32 reviews) | Not enough data | 

#### Contacts

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Personalization** | 8.8 (657 reviews) | Not enough data | 
| **Information Locater** | 8.7 (619 reviews) | Not enough data | 
| **Record Prospect Data** | 9.0 (654 reviews) | Not enough data | 

#### Insights

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Notes** | 9.3 (677 reviews) | Not enough data | 
| **Daily Summary** | 9.0 (631 reviews) | Not enough data | 
| **Automated Voicemails** | 8.7 (593 reviews) | Not enough data | 
| **Automated Emails** | 9.0 (654 reviews) | Not enough data | 
| **Sorts Prospects** | 8.8 (632 reviews) | Not enough data | 
| **Automated Note Taking** | 9.0 (30 reviews) | Not enough data | 

### Conversational Interface Agents

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

#### Natural Language Interaction - Conversational Interface Agents 

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Natural Language Query Understanding** | Not enough data | Not enough data | 
| **Multi-Turn Conversation Management** | Not enough data | Not enough data | 
| **Voice & Text Interface Support** | Not enough data | Not enough data | 

#### Intent & Action Handling - Conversational Interface Agents 

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Data Retrieval from Connected Systems** | Not enough data | Not enough data | 
| **Intent Recognition & Mapping** | Not enough data | Not enough data | 
| **Action & Workflow Triggering** | Not enough data | Not enough data | 

#### Context & Personalization - Conversational Interface Agents 

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Conversation Context Persistence** | Not enough data | Not enough data | 
| **User Identity & Permission Awareness** | Not enough data | Not enough data | 

#### Enterprise Integration & Deployment - Conversational Interface Agents 

| Feature | Close | Insightly CRM | 
|---|---|---|
| **Enterprise Application Integrations** | Not enough data | Not enough data | 
| **Security & Access Controls** | Not enough data | Not enough data | 

### AI Agents

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

#### Agentic AI - AI Agents

| Feature | Close | 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 | 

---
## Categories
**Shared Categories (2):** [CRM Software](https://www.g2.com/categories/crm), [Sales Analytics Software](https://www.g2.com/categories/sales-analytics)

**Unique to Close (9):** [Auto Dialer Software](https://www.g2.com/categories/auto-dialer), [Outbound Call Tracking Software](https://www.g2.com/categories/outbound-call-tracking), [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant), [Sales Engagement Software](https://www.g2.com/categories/sales-engagement), [Customer Communications Management Software](https://www.g2.com/categories/customer-communications-management), [SMS Marketing Software](https://www.g2.com/categories/sms-marketing), [Call Center Infrastructure (CCI) Software](https://www.g2.com/categories/call-center-infrastructure-cci), [AI SDRs Software](https://www.g2.com/categories/ai-sdrs), [Conversational Interface Agents Software](https://www.g2.com/categories/conversational-interface-agents)



---
## Reviewer Demographics

### By Company Size

| Segment | Close | Insightly CRM | 
|---|---|---|
| **Small-Business** | 79.2% | 73.1% | 
| **Mid-Market** | 20.2% | 20.3% | 
| **Enterprise** | 0.7% | 6.6% | 

### By Industry

#### Close

- **Marketing and Advertising:** 14.9%
- **Computer Software:** 8.7%
- **Real Estate:** 8.1%
- **Financial Services:** 6.7%
- **Information Technology and Services:** 5.6%
- **Consulting:** 5.4%
- **Professional Training & Coaching:** 4.2%
- **Insurance:** 2.9%
- **Health, Wellness and Fitness:** 2.8%
- **Consumer Services:** 2.5%
- **Other:** 38.3%

#### 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:** 56.8%

---
## Alternatives

### Alternatives to Close

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25824 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13840 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1234 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2931 reviews)
- [Apollo.io](https://www.g2.com/products/apollo-io/reviews) — 4.7/5 stars (9665 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14701 reviews)
- [Outreach](https://www.g2.com/products/outreach/reviews) — 4.3/5 stars (3571 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3064 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1156 reviews)
- [HighLevel](https://www.g2.com/products/highlevel/reviews) — 4.6/5 stars (640 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 (25824 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13840 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3064 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2931 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 (1234 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1156 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

### Close

- Title: [What is Close used for?](https://www.g2.com/discussions/close-what-is-close-used-for) — 2 comments
  > **Top comment:** "CRM"
- Title: [How long does it take to generate a new integration?](https://www.g2.com/discussions/how-long-does-it-take-to-generate-a-new-integration) — 2 comments, 1 upvote
  > **Top comment:** "Hey Camila, we do not have an integration with Apollo at this time. However, you can request one in this form on our website..."
- Title: [how do I integrate WhatsApp?](https://www.g2.com/discussions/how-do-i-integrate-whatsapp) — 2 comments, 1 upvote
  > **Top comment:** "You can use Zapier or use API's to link them manually."
- Title: [What is Close used for?](https://www.g2.com/discussions/what-is-close-used-for) — 1 comment *(includes official response)*
  > **Top comment:** "Close is a conversation-first CRM (customer relationship management) solution built for founders and small, scaling sales teams to manage every conversation..."
- Title: [How fast does close read the feedback provided?](https://www.g2.com/discussions/50910-how-fast-does-close-read-the-feedback-provided) — 1 comment, 1 upvote
  > **Top comment:** "Hi Kamaldeep, thank you for providing feedback for the Close team! We're always working to improve our CRM and take customer feedback seriously. We see all..."

### 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/close-vs-insightly-crm)