# EngageBay vs Insightly CRM Comparison
---
## AI Generated Summary
- **G2 reviewers report** that EngageBay excels in automation features, with users highlighting how the automation workflows significantly save time by handling lead assignments and follow-up emails automatically. This allows teams to focus on more strategic tasks rather than remembering every step.
- **Users say** that Insightly CRM provides a comprehensive solution by integrating customer relationship management with project management and task coordination. Reviewers appreciate how it keeps customer information and ongoing activities organized in one place, making it particularly useful for professionals managing multiple responsibilities.
- **According to verified reviews** , EngageBay's user-friendly deals pipeline stands out, allowing users to easily drag and drop deals between stages. This intuitive interface helps users maintain clarity on their opportunities and follow-ups, enhancing overall productivity.
- **Reviewers mention** that while Insightly CRM is effective for small businesses, some users find it challenging to customize workflows to fit their specific needs. This can lead to configuration difficulties, which may hinder the overall user experience for those requiring tailored solutions.
- **G2 reviewers highlight** that EngageBay offers superior support quality, with users praising the responsiveness and helpfulness of the support team. This level of service contributes to a smoother experience, especially for new users navigating the platform.
- **Users report** that Insightly CRM's pricing model, while competitive, may not be as appealing as EngageBay's free entry-level option. This makes EngageBay a more attractive choice for startups and small businesses looking to minimize costs while still accessing robust CRM features.



| | EngageBay | Insightly CRM | 
|---|---|---|
| **Star Rating** | 4.6 out of 5 | 4.2 out of 5 | 
| **Total Reviews** | 708 | 945 | 
| **Largest Market Segment** | Small-Business (67.0% of reviews) | Small-Business (73.1% of reviews) | 
| **Entry Level Price** | $0.00 | $29/ user, per month (billed annually) | 

---
## Top Pros & Cons

### EngageBay

Pros:
- Ease of Use (244 reviews)
- Automation (170 reviews)

Cons:
- Missing Features (108 reviews)
- Limited Features (85 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 | EngageBay | Insightly CRM | 
|---|---|---|
  | **Meets Requirements** | 9.3 (603 reviews) | 8.2 (803 reviews) | 
  | **Ease of Use** | 9.2 (614 reviews) | 8.4 (808 reviews) | 
  | **Ease of Setup** | 9.2 (518 reviews) | 8.3 (364 reviews) | 
  | **Ease of Admin** | 9.2 (354 reviews) | 8.5 (338 reviews) | 
  | **Quality of Support** | 9.5 (598 reviews) | 8.0 (687 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.5 (329 reviews) | 8.5 (322 reviews) | 
  | **Product Direction (% positive)** | 9.7 (579 reviews) | 8.0 (776 reviews) | 

---
## Pricing

### EngageBay

#### Entry-Level Pricing

Plan: Free

Price: $0.00

Description: 250 Contacts
1,000 Branded Emails

Key Features:
- Lists
- Segmentation
- Embed Forms

[Browse all 4 editions](https://www.g2.com/products/engagebay/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 |
|---|---|---|
| **EngageBay** | 8.9/10 | 273 |
| **Insightly CRM** | 7.8/10 | 735 |

#### Sales Force Automation

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Contact & Account Management** | 9.3 (177 reviews) ✓ Verified | 8.5 (631 reviews) ✓ Verified | 
| **Partner Relationship Mgmt. (PRM)** | 8.7 (137 reviews) | Feature Not Available | 
| **Opportunity & Pipeline Mgmt.** | 8.9 (160 reviews) ✓ Verified | 8.3 (601 reviews) ✓ Verified | 
| **Task / Activity Management** | 9.0 (166 reviews) ✓ Verified | 8.1 (629 reviews) ✓ Verified | 
| **Territory & Quota Management** | 8.5 (128 reviews) ✓ Verified | 7.5 (350 reviews) ✓ Verified | 
| **Desktop Integration** | 8.7 (147 reviews) ✓ Verified | 8.0 (453 reviews) ✓ Verified | 
| **Product & Price List Management** | 8.7 (127 reviews) | 7.5 (339 reviews) ✓ Verified | 
| **Quote & Order Management** | 8.9 (122 reviews) ✓ Verified | 7.6 (349 reviews) ✓ Verified | 
| **Customer Contract Management** | 9.0 (136 reviews) | 8.0 (424 reviews) ✓ Verified | 

#### Marketing Automation

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Email Marketing** | 9.5 (180 reviews) ✓ Verified | 7.6 (407 reviews) ✓ Verified | 
| **Campaign Management** | 9.3 (164 reviews) | Feature Not Available | 
| **Lead Management** | 9.3 (164 reviews) ✓ Verified | 8.1 (524 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | 8.8 (143 reviews) ✓ Verified | 7.5 (339 reviews) ✓ Verified | 

#### Customer Support

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Case Management** | 8.7 (142 reviews) ✓ Verified | 7.8 (394 reviews) | 
| **Customer Support Portal** | 9.1 (138 reviews) ✓ Verified | 7.8 (400 reviews) | 
| **Knowledge Base** | 8.9 (140 reviews) ✓ Verified | 7.9 (460 reviews) | 
| **Call Center Features** | 8.7 (150 reviews) | 7.6 (325 reviews) ✓ Verified | 
| **Support Analytics** | 8.9 (134 reviews) ✓ Verified | 7.8 (361 reviews) | 

#### Reporting & Analytics

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Reporting** | 8.6 (163 reviews) ✓ Verified | 7.9 (532 reviews) ✓ Verified | 
| **Dashboards** | 8.9 (162 reviews) ✓ Verified | 7.9 (555 reviews) ✓ Verified | 
| **Forecasting** | 8.7 (130 reviews) | 7.6 (387 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Social Collaboration Features** | 8.6 (141 reviews) ✓ Verified | 7.8 (356 reviews) ✓ Verified | 
| **Social Network Integration** | 8.6 (153 reviews) ✓ Verified | 7.7 (352 reviews) ✓ Verified | 
| **Mobile User Support** | 8.6 (133 reviews) | 7.8 (417 reviews) ✓ Verified | 

#### Platform

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Customization** | 8.9 (159 reviews) ✓ Verified | 7.9 (317 reviews) ✓ Verified | 
| **Workflow Capability** | 8.9 (167 reviews) ✓ Verified | 8.1 (311 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 9.0 (163 reviews) ✓ Verified | 8.4 (323 reviews) ✓ Verified | 
| **Internationalization** | 8.7 (134 reviews) ✓ Verified | 8.0 (215 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | 8.1 (127 reviews) ✓ Verified | 7.2 (87 reviews) | 
| **Document & Content Mgmt.** | 8.7 (128 reviews) ✓ Verified | 7.6 (252 reviews) ✓ Verified | 
| **Performance and Reliability** | 9.1 (158 reviews) ✓ Verified | 8.3 (321 reviews) ✓ Verified | 
| **Output Document Generation** | 8.6 (135 reviews) ✓ Verified | 7.6 (214 reviews) ✓ Verified | 

#### Integration

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Data Import & Export Tools** | 9.1 (142 reviews) ✓ Verified | 8.0 (289 reviews) ✓ Verified | 
| **Integration APIs** | 8.8 (139 reviews) ✓ Verified | 7.6 (237 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 8.5 (128 reviews) ✓ Verified | 7.3 (223 reviews) ✓ Verified | 

#### Generative AI

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **AI Text Generation** | 8.7 (89 reviews) | 6.9 (27 reviews) | 

#### Agentic AI - CRM

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | 9.4 (9 reviews) | 7.6 (7 reviews) | 
| **Multi-step Planning** | 9.4 (9 reviews) | 8.3 (7 reviews) | 
| **Cross-system Integration** | 9.3 (9 reviews) | 8.1 (8 reviews) | 
| **Adaptive Learning** | 9.1 (9 reviews) | 8.3 (8 reviews) | 
| **Natural Language Interaction** | 9.4 (9 reviews) | 8.1 (7 reviews) | 
| **Proactive Assistance** | 9.4 (9 reviews) | 7.4 (7 reviews) | 
| **Decision Making** | 9.4 (9 reviews) | 7.6 (7 reviews) | 

### Marketing Automation

| Product | Score | Reviews |
|---|---|---|
| **EngageBay** | 8.7/10 | 359 |
| **Insightly CRM** | N/A | N/A |

#### Email Marketing

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Building and Personalizing Emails** | 9.0 (184 reviews) ✓ Verified | Not enough data | 
| **Sending Outbound Emails** | 9.3 (175 reviews) ✓ Verified | Not enough data | 
| **Manage Email Deliverability** | 9.1 (132 reviews) ✓ Verified | Not enough data | 
| **Automated Email Responses** | 9.3 (192 reviews) ✓ Verified | Not enough data | 

#### Online Marketing

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Landing Pages and Forms** | 8.9 (153 reviews) ✓ Verified | Not enough data | 
| **Dynamic Content** | 8.5 (125 reviews) ✓ Verified | Not enough data | 
| **A/B Testing** | 8.8 (114 reviews) ✓ Verified | Not enough data | 
| **Mobile Optimized** | 8.5 (141 reviews) ✓ Verified | Not enough data | 
| **Search Tracking and Optimization** | 8.5 (113 reviews) | Not enough data | 

#### Lead Management

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Marketing Lead Database** | 9.3 (208 reviews) ✓ Verified | Not enough data | 
| **Data Quality Management** | 8.8 (117 reviews) ✓ Verified | Not enough data | 
| **Segmentation** | 9.0 (154 reviews) ✓ Verified | Not enough data | 
| **Lead Scoring and Grading** | 8.8 (121 reviews) ✓ Verified | Not enough data | 
| **Lead Nurturing** | 9.0 (146 reviews) ✓ Verified | Not enough data | 
| **Online Behavior Tracking** | 8.4 (129 reviews) | Not enough data | 
| **Automated Alerts and Tasks** | 9.0 (148 reviews) ✓ Verified | Not enough data | 
| **CRM Lead Integration** | 8.9 (130 reviews) ✓ Verified | Not enough data | 

#### Campaign Management

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Program Management** | 8.5 (112 reviews) ✓ Verified | Not enough data | 
| **Event / Webinar Marketing** | 8.5 (115 reviews) | Not enough data | 
| **Calendaring** | 8.6 (124 reviews) ✓ Verified | Not enough data | 
| **Budgeting** | 8.1 (97 reviews) | Not enough data | 

#### Social

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Social Listening** | 8.3 (101 reviews) ✓ Verified | Not enough data | 
| **Social Sharing** | 8.1 (106 reviews) ✓ Verified | Not enough data | 
| **Social Campaigns** | 8.2 (107 reviews) ✓ Verified | Not enough data | 
| **Social Media Engagement** | 8.1 (106 reviews) ✓ Verified | Not enough data | 
| **Social Media Advertising** | 8.2 (111 reviews) ✓ Verified | Not enough data | 

#### Reporting & Analytics

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Basic Reporting** | 8.1 (180 reviews) ✓ Verified | Not enough data | 
| **Web Analytics** | 8.2 (133 reviews) ✓ Verified | Not enough data | 
| **ROI Analytics** | 8.0 (110 reviews) | Not enough data | 
| **Revenue Analytics** | 8.0 (106 reviews) ✓ Verified | Not enough data | 
| **SEO / Keyword Analytics** | 8.4 (91 reviews) | Not enough data | 

#### Platform

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Customization ** | 8.2 (119 reviews) ✓ Verified | Not enough data | 
| **Workflow Capability** | 8.9 (149 reviews) ✓ Verified | Not enough data | 
| **User, Role, and Access Management** | 8.9 (100 reviews) ✓ Verified | Not enough data | 
| **Internationalization** | 8.5 (72 reviews) ✓ Verified | Not enough data | 
| **Sandbox / Test Environments** | 8.0 (70 reviews) | Not enough data | 
| **Performance and Reliability** | 8.4 (146 reviews) ✓ Verified | Not enough data | 
| **Output Document Generation** | 8.6 (68 reviews) | Not enough data | 

#### Agentic AI - Marketing Automation

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | 10.0 (8 reviews) | Not enough data | 
| **Multi-step Planning** | 10.0 (8 reviews) | Not enough data | 
| **Cross-system Integration** | 9.6 (8 reviews) | Not enough data | 
| **Adaptive Learning** | 10.0 (8 reviews) | Not enough data | 
| **Proactive Assistance** | 10.0 (8 reviews) | Not enough data | 
| **Decision Making** | 10.0 (8 reviews) | Not enough data | 

#### Integration

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Data Import & Export Tools** | 8.8 (92 reviews) ✓ Verified | Not enough data | 
| **Integration APIs** | 8.6 (84 reviews) ✓ Verified | Not enough data | 
| **Breadth of Partner Applications** | 8.1 (78 reviews) ✓ Verified | Not enough data | 

### Help Desk

| Product | Score | Reviews |
|---|---|---|
| **EngageBay** | 9.3/10 | 80 |
| **Insightly CRM** | N/A | N/A |

#### Ticket and Case Management

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Ticket creation user experience** | 9.5 (26 reviews) ✓ Verified | Not enough data | 
| **Ticket response user experience** | 9.6 (27 reviews) ✓ Verified | Not enough data | 
| **Workflow** | 9.2 (28 reviews) ✓ Verified | Not enough data | 
| **Response Automation** | 9.3 (28 reviews) ✓ Verified | Not enough data | 
| **SLA Management** | 9.3 (22 reviews) ✓ Verified | Not enough data | 
| **Attachments/Screencasts** | 9.3 (23 reviews) ✓ Verified | Not enough data | 
| **Ticket Collaboration** | 9.6 (23 reviews) ✓ Verified | Not enough data | 
| **Customer and Contacts Database** | 9.7 (30 reviews) ✓ Verified | Not enough data | 

#### Generative AI

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **AI Text Generation** | 8.6 (11 reviews) | Not enough data | 
| **AI Text Summarization** | 8.5 (11 reviews) | Not enough data | 

#### Agentic AI - Help Desk

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | 10.0 (6 reviews) | Not enough data | 
| **Natural Language Interaction** | 10.0 (6 reviews) | Not enough data | 
| **Proactive Assistance** | 10.0 (6 reviews) | Not enough data | 

#### Communication Channels

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Customer Portal** | 9.3 (26 reviews) | Not enough data | 
| **Email to Case** | 9.7 (26 reviews) ✓ Verified | Not enough data | 
| **Chat/Live Support** | 9.0 (27 reviews) ✓ Verified | Not enough data | 
| **Social Integration** | 8.9 (25 reviews) ✓ Verified | Not enough data | 
| **Voice** | 8.7 (22 reviews) | Not enough data | 

#### Platform

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Mobile User Support** | 8.8 (30 reviews) | Not enough data | 
| **Customization ** | 8.7 (34 reviews) ✓ Verified | Not enough data | 
| **User, Role, and Access Management** | 9.2 (35 reviews) ✓ Verified | Not enough data | 
| **Integration** | 9.2 (28 reviews) ✓ Verified | Not enough data | 
| **Reporting** | 8.9 (33 reviews) ✓ Verified | Not enough data | 
| **Dashboards** | 8.8 (38 reviews) ✓ Verified | Not enough data | 

### Lead Generation

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

#### Lead Generation

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Lead Builder** | Not enough data | Not enough data | 
| **CRM Integration** | Not enough data | Not enough data | 
| **Marketing Automation Integration** | Not enough data | Not enough data | 
| **Social Media Integration** | Not enough data | Not enough data | 
| **Data Import & Export Tools** | Not enough data | Not enough data | 

### Knowledge Base

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

#### Knowledge Pages

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Templates** | Not enough data | Not enough data | 
| **In-Content Feedback** | Not enough data | Not enough data | 
| **Versioning and Version History** | Not enough data | Not enough data | 
| **Decision Trees** | Not enough data | Not enough data | 
| **Duplicate Detection** | Not enough data | Not enough data | 
| **Content Editor** | Not enough data | Not enough data | 

#### Knowledge Dissemination

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Page Analytics** | Not enough data | Not enough data | 
| **Permissions** | Not enough data | Not enough data | 
| **Knowledge Sharing** | Not enough data | Not enough data | 
| **Notifications** | Not enough data | Not enough data | 
| **Advanced Search** | Not enough data | Not enough data | 
| **Browser Extension** | Not enough data | Not enough data | 
| **Organization** | Not enough data | Not enough data | 
| **Other Integrations** | Not enough data | Not enough data | 
| **Knowledge Integrations** | Not enough data | Not enough data | 

#### Agentic AI - Knowledge Base

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **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 | 

### Landing Page Builders

| Product | Score | Reviews |
|---|---|---|
| **EngageBay** | 8.6/10 | 70 |
| **Insightly CRM** | N/A | N/A |

#### Page Customization

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Drag and Drop** | 9.1 (44 reviews) ✓ Verified | Not enough data | 
| **Templates** | 8.1 (45 reviews) ✓ Verified | Not enough data | 
| **Advanced Customization** | 8.3 (41 reviews) ✓ Verified | Not enough data | 
| **Content Library** | 8.3 (41 reviews) ✓ Verified | Not enough data | 

#### Page Optimization

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **A/B Testing** | 8.2 (39 reviews) ✓ Verified | Not enough data | 
| **Mobile Responsive** | 8.0 (43 reviews) ✓ Verified | Not enough data | 
| **Web Analytics** | 8.2 (37 reviews) ✓ Verified | Not enough data | 
| **SEO** | 8.1 (36 reviews) | Not enough data | 

#### Integrations

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **E-Commerce Integration** | 8.4 (31 reviews) ✓ Verified | Not enough data | 
| **Email Marketing Integration** | 9.2 (37 reviews) ✓ Verified | Not enough data | 
| **Domain Integration** | 9.0 (40 reviews) ✓ Verified | Not enough data | 

#### Generative AI

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **AI Text Generation** | 8.6 (19 reviews) | Not enough data | 

#### Agentic AI - Landing Page Builders

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Cross-system Integration** | 10.0 (6 reviews) | Not enough data | 

### Online Form Builder

| Product | Score | Reviews |
|---|---|---|
| **EngageBay** | 8.4/10 | 69 |
| **Insightly CRM** | N/A | N/A |

#### Customization

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Custom Fields** | 8.9 (36 reviews) | Not enough data | 
| **Conditional Logic** | 8.4 (38 reviews) | Not enough data | 
| **Multi-page Forms** | 8.2 (33 reviews) | Not enough data | 
| **Design** | 8.6 (40 reviews) | Not enough data | 

#### Additional Functionality

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Embedded Forms** | 9.0 (40 reviews) | Not enough data | 
| **Offline Capability** | 7.4 (29 reviews) | Not enough data | 
| **Notifications** | 9.1 (37 reviews) | Not enough data | 
| **Payments** | 7.7 (30 reviews) | Not enough data | 
| **Mobile Forms** | 8.7 (41 reviews) | Not enough data | 

### A/B Testing

| Product | Score | Reviews |
|---|---|---|
| **EngageBay** | 9.0/10 | 44 |
| **Insightly CRM** | N/A | N/A |

#### Computing

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **WYSIWYG** | 9.1 (17 reviews) | Not enough data | 
| **AI/Machine Learning** | 7.8 (17 reviews) | Not enough data | 
| **Little to No Coding** | 9.3 (20 reviews) | Not enough data | 

#### Experimental Design

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Multivariate testing capacities** | 8.0 (18 reviews) | Not enough data | 
| **Concurrent Testing** | 8.2 (16 reviews) | Not enough data | 
| **Mobile Testing** | 8.5 (16 reviews) | Not enough data | 
| **AI Assisted Testing** | Not enough data | Not enough data | 
| **AI Generated Variations** | Not enough data | Not enough data | 

#### Analytics

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Reporting and Analytics** | 8.9 (20 reviews) | Not enough data | 
| **Heatmaps** | 8.1 (18 reviews) | Not enough data | 

#### Agentic AI - A/B Testing

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | 10.0 (6 reviews) | Not enough data | 
| **Cross-system Integration** | 10.0 (6 reviews) | Not enough data | 
| **Adaptive Learning** | 10.0 (6 reviews) | Not enough data | 
| **Proactive Assistance** | 10.0 (6 reviews) | Not enough data | 

### Live Chat

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

#### Generative AI

| Feature | EngageBay | 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 | EngageBay | Insightly CRM | 
|---|---|---|
| **Pop-up Chat** | Not enough data | Not enough data | 
| **Notifications** | Not enough data | Not enough data | 
| **Targeted Emails** | Not enough data | Not enough data | 
| **In-App Messaging** | Not enough data | Not enough data | 
| **Co-Browsing** | Not enough data | Not enough data | 

####  Internal Use

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Customization ** | 8.7 (34 reviews) ✓ Verified | Not enough data | 
| **Conversation Archiving** | Not enough data | Not enough data | 
| **Lead Development** | Not enough data | Not enough data | 
| **Knowledge Base** | Not enough data | Not enough data | 
| **Team Inbox ** | Not enough data | Not enough data | 
| **Customer Profiles** | Not enough data | Not enough data | 

### Lead Scoring

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

#### Agentic AI - Lead Scoring

| Feature | EngageBay | 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 | 
| **Decision Making** | Not enough data | Not enough data | 

#### Attribution

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Lead Opportunity** | Not enough data | Not enough data | 
| **Lead Assignment** | Not enough data | Not enough data | 
| **Pipeline Acceleration** | Not enough data | Not enough data | 

#### Discovery

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Lead Management** | Not enough data | Not enough data | 
| **Scoring/Ranking** | Not enough data | Not enough data | 
| **Lead Context** | Not enough data | Not enough data | 

#### Management

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Conversion Viability** | Not enough data | Not enough data | 
| **Workflow** | Not enough data | Not enough data | 

#### Platform

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Data Synchronization** | Not enough data | Not enough data | 
| **Analysis** | Not enough data | Not enough data | 

### Email Tracking

| Product | Score | Reviews |
|---|---|---|
| **EngageBay** | 9.4/10 | 146 |
| **Insightly CRM** | N/A | N/A |

#### Agentic AI - Email Tracking

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | 9.8 (8 reviews) | Not enough data | 
| **Multi-step Planning** | 10.0 (8 reviews) | Not enough data | 
| **Cross-system Integration** | 10.0 (8 reviews) | Not enough data | 
| **Adaptive Learning** | 10.0 (8 reviews) | Not enough data | 
| **Natural Language Interaction** | 10.0 (8 reviews) | Not enough data | 
| **Proactive Assistance** | 9.8 (8 reviews) | Not enough data | 
| **Decision Making** | 10.0 (8 reviews) | Not enough data | 

#### Analytics

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Open Rates** | 9.0 (104 reviews) | Not enough data | 
| **Link Activity** | 9.0 (99 reviews) | Not enough data | 
| **Attachment Activity** | 8.7 (83 reviews) | Not enough data | 

#### Customizations

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Email Platform Integration** | 9.0 (93 reviews) | Not enough data | 
| **Email Scheduling** | 9.2 (103 reviews) | Not enough data | 
| **Notifications** | 9.0 (100 reviews) | Not enough data | 
| **Email Categorization** | 9.2 (89 reviews) | Not enough data | 
| **Templates** | 8.8 (106 reviews) | Not enough data | 

#### Generative AI

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **AI Text Generation** | 8.3 (49 reviews) | Not enough data | 

### Sales Analytics

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

#### Agentic AI - Sales Analytics

| Feature | EngageBay | 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 | EngageBay | 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 | EngageBay | 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 | EngageBay | 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) | 

### Knowledge Management

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

#### Knowledge Base

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Q & A** | Not enough data | Not enough data | 
| **Link Sharing** | Not enough data | Not enough data | 
| **Searchable** | Not enough data | Not enough data | 

#### Security

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Verification** | Not enough data | Not enough data | 
| **Role-Based Permission** | Not enough data | Not enough data | 
| **Public vs Private** | Not enough data | Not enough data | 

#### Content

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Trackable Analytics** | Not enough data | Not enough data | 
| **Import** | Not enough data | Not enough data | 
| **File Viewing** | Not enough data | Not enough data | 
| **Update Notifications** | Not enough data | Not enough data | 

#### Communication

| Feature | EngageBay | Insightly CRM | 
|---|---|---|
| **Social Features** | Not enough data | Not enough data | 
| **Tagging ** | Not enough data | Not enough data | 
| **Upload ** | Not enough data | Not enough data | 
| **Comments** | Not enough data | Not enough data | 

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

**Unique to EngageBay (9):** [Online Form Builder Software](https://www.g2.com/categories/online-form-builder), [Landing Page Builders](https://www.g2.com/categories/landing-page-builders), [A/B Testing Tools](https://www.g2.com/categories/a-b-testing-tools), [Email Tracking Software](https://www.g2.com/categories/email-tracking), [Help Desk Software](https://www.g2.com/categories/help-desk), [Marketing Automation Software](https://www.g2.com/categories/marketing-automation), [Knowledge Base Software](https://www.g2.com/categories/knowledge-base-software), [Lead Scoring Software](https://www.g2.com/categories/lead-scoring), [Live Chat Software](https://www.g2.com/categories/live-chat)

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


---
## Reviewer Demographics

### By Company Size

| Segment | EngageBay | Insightly CRM | 
|---|---|---|
| **Small-Business** | 67.0% | 73.1% | 
| **Mid-Market** | 31.1% | 20.3% | 
| **Enterprise** | 1.9% | 6.6% | 

### By Industry

#### EngageBay

- **Information Technology and Services:** 19.6%
- **Staffing and Recruiting:** 10.9%
- **Marketing and Advertising:** 8.5%
- **Education Management:** 5.8%
- **Computer Software:** 5.5%
- **Consulting:** 3.9%
- **Professional Training & Coaching:** 3.7%
- **Management Consulting:** 2.4%
- **Consumer Services:** 2.4%
- **Information Services:** 1.8%
- **Other:** 35.6%

#### Insightly CRM

- **Marketing and Advertising:** 9.9%
- **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:** 56.9%

---
## Alternatives

### Alternatives to EngageBay

- [Agile CRM](https://www.g2.com/products/agile-crm/reviews) — 4.0/5 stars (368 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14736 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1235 reviews)
- [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) — 4.4/5 stars (14881 reviews)
- [Brevo Marketing Platform](https://www.g2.com/products/brevo-marketing-platform/reviews) — 4.5/5 stars (2614 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2941 reviews)
- [Constant Contact Advanced Automation](https://www.g2.com/products/constant-contact-advanced-automation/reviews) — 4.4/5 stars (960 reviews)
- [HighLevel](https://www.g2.com/products/highlevel/reviews) — 4.6/5 stars (648 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3099 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13881 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 (25862 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13881 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3099 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2941 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1622 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1443 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 (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) — 4.3/5 stars (574 reviews)

---
## Top Discussions

### EngageBay

- Title: [Do you consider the integration with SendGrid and Apollo?](https://www.g2.com/discussions/do-you-consider-the-integration-with-sendgrid-and-apollo) — 2 comments, 1 upvote
  > **Top comment:** "I invested a massive chunk of my capital and savings into the care of this unregulated broker who vividly convinced me into investing more over time. I was..."
- Title: [Simple and powerful All-in-One CRM](https://www.g2.com/discussions/simple-and-powerful-all-in-one-crm) — 1 comment, 1 upvote
  > **Top comment:** "I invested a massive chunk of my capital and savings into the care of this unregulated broker who vividly convinced me into investing more over time. I was..."

### 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/engagebay-vs-insightly-crm)