# Freshsales vs Insightly CRM Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Freshsales excels in user experience, with many users praising its **user-friendly interface** and **automation capabilities**. Reviewers appreciate how it simplifies lead management and provides a clear view of the sales pipeline, which saves time and effort.
- **Users say** that Insightly CRM offers a unique advantage by combining CRM and project management in one platform. This integration allows users to track a customer from the first lead through delivery, making it a versatile tool for managing relationships and projects simultaneously.
- **According to verified reviews** , Freshsales stands out for its ability to create a structured sales funnel, allowing users to categorize leads effectively. This feature helps sales teams prioritize their efforts, which is particularly beneficial for managing different lead types like cold, warm, and hot leads.
- **Reviewers mention** that Insightly CRM is easy to implement and use, with a clean workflow that enhances productivity. Users have highlighted the platform's strong email and calendar integration, which streamlines communication and task management.
- **G2 reviewers indicate** that while both products have strong support features, Freshsales receives higher marks for its overall quality of support. Users appreciate the responsive assistance and resources available, which contribute to a smoother user experience.
- **Users report** that Freshsales offers greater customization options, allowing them to tailor the CRM to their specific workflows. This flexibility is a significant advantage for teams looking to optimize their processes and improve efficiency.



| | Freshsales | Insightly CRM | 
|---|---|---|
| **Star Rating** | 4.5 out of 5 | 4.2 out of 5 | 
| **Total Reviews** | 1,233 | 942 | 
| **Largest Market Segment** | Small-Business (67.8% of reviews) | Small-Business (73.2% of reviews) | 
| **Entry Level Price** | Starting at $9.00 1 User Per Month | $29/ user, per month (billed annually) | 

---
## Top Pros & Cons

### Freshsales

Pros:
- Ease of Use (103 reviews)
- Features (70 reviews)

Cons:
- Missing Features (47 reviews)
- Limited Features (32 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 | Freshsales | Insightly CRM | 
|---|---|---|
  | **Meets Requirements** | 8.7 (1046 reviews) | 8.3 (800 reviews) | 
  | **Ease of Use** | 9.0 (1060 reviews) | 8.4 (805 reviews) | 
  | **Ease of Setup** | 8.7 (566 reviews) | 8.3 (361 reviews) | 
  | **Ease of Admin** | 8.9 (535 reviews) | 8.5 (337 reviews) | 
  | **Quality of Support** | 8.8 (1015 reviews) | 8.0 (685 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.0 (529 reviews) | 8.5 (321 reviews) | 
  | **Product Direction (% positive)** | 9.3 (1039 reviews) | 8.0 (773 reviews) | 

---
## Pricing

### Freshsales

#### Entry-Level Pricing

Plan: Growth

Price: Starting at $9.00 1 User Per Month

Description: Tailored for startups and SMBs seeking efficient pipeline management and engagement across channels	

Key Features:
- Web Forms	
- SMS & WhatsApp	
- Basic Workflows

[Browse all 3 editions](https://www.g2.com/products/freshsales/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 |
|---|---|---|
| **Freshsales** | 8.4/10 | 828 |
| **Insightly CRM** | 7.8/10 | 732 |

#### Sales Force Automation

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Contact & Account Management** | 8.9 (718 reviews) ✓ Verified | 8.5 (628 reviews) ✓ Verified | 
| **Partner Relationship Mgmt. (PRM)** | 8.3 (416 reviews) | Feature Not Available | 
| **Opportunity & Pipeline Mgmt.** | 8.8 (709 reviews) ✓ Verified | 8.3 (598 reviews) ✓ Verified | 
| **Task / Activity Management** | 8.5 (706 reviews) ✓ Verified | 8.1 (627 reviews) ✓ Verified | 
| **Territory & Quota Management** | 8.3 (506 reviews) ✓ Verified | 7.5 (350 reviews) ✓ Verified | 
| **Desktop Integration** | 8.6 (336 reviews) ✓ Verified | 8.0 (453 reviews) ✓ Verified | 
| **Product & Price List Management** | 8.2 (481 reviews) ✓ Verified | 7.5 (339 reviews) ✓ Verified | 
| **Quote & Order Management** | 8.1 (467 reviews) | 7.6 (349 reviews) ✓ Verified | 
| **Customer Contract Management** | 8.4 (509 reviews) ✓ Verified | 8.0 (423 reviews) ✓ Verified | 

#### Marketing Automation

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Email Marketing** | 8.5 (548 reviews) | 7.6 (407 reviews) ✓ Verified | 
| **Campaign Management** | 8.5 (521 reviews) | Feature Not Available | 
| **Lead Management** | 8.9 (630 reviews) | 8.1 (523 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | 7.9 (114 reviews) | 7.5 (339 reviews) ✓ Verified | 

#### Customer Support

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Case Management** | 8.5 (533 reviews) | 7.8 (394 reviews) | 
| **Customer Support Portal** | 8.6 (541 reviews) | 7.8 (400 reviews) | 
| **Knowledge Base** | 8.6 (547 reviews) | 7.9 (460 reviews) | 
| **Call Center Features** | 8.2 (457 reviews) | 7.6 (325 reviews) ✓ Verified | 
| **Support Analytics** | 8.5 (477 reviews) | 7.8 (361 reviews) | 

#### Reporting & Analytics

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Reporting** | 8.4 (630 reviews) ✓ Verified | 7.9 (531 reviews) ✓ Verified | 
| **Dashboards** | 8.6 (664 reviews) ✓ Verified | 7.9 (554 reviews) ✓ Verified | 
| **Forecasting** | 8.3 (507 reviews) ✓ Verified | 7.6 (387 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Social Collaboration Features** | Feature Not Available | 7.8 (356 reviews) ✓ Verified | 
| **Social Network Integration** | 8.2 (207 reviews) ✓ Verified | 7.7 (352 reviews) ✓ Verified | 
| **Mobile User Support** | 8.3 (330 reviews) ✓ Verified | 7.8 (417 reviews) ✓ Verified | 

#### Platform

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Customization** | 8.4 (404 reviews) ✓ Verified | 7.9 (317 reviews) ✓ Verified | 
| **Workflow Capability** | 8.5 (396 reviews) ✓ Verified | 8.1 (310 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 8.7 (414 reviews) ✓ Verified | 8.4 (322 reviews) ✓ Verified | 
| **Internationalization** | 8.3 (314 reviews) ✓ Verified | 8.0 (215 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | 7.7 (258 reviews) | 7.2 (87 reviews) | 
| **Document & Content Mgmt.** | 8.0 (301 reviews) ✓ Verified | 7.6 (252 reviews) ✓ Verified | 
| **Performance and Reliability** | 8.8 (412 reviews) ✓ Verified | 8.3 (319 reviews) ✓ Verified | 
| **Output Document Generation** | 8.0 (285 reviews) ✓ Verified | 7.6 (214 reviews) ✓ Verified | 

#### Integration

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Data Import & Export Tools** | 8.4 (375 reviews) ✓ Verified | 8.0 (288 reviews) ✓ Verified | 
| **Integration APIs** | 8.3 (333 reviews) ✓ Verified | 7.6 (237 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 7.9 (297 reviews) ✓ Verified | 7.3 (223 reviews) ✓ Verified | 

#### Generative AI

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **AI Text Generation** | 7.6 (85 reviews) | 6.9 (27 reviews) | 

#### Agentic AI - CRM

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.6 (7 reviews) | 
| **Multi-step Planning** | Not enough data | 8.3 (7 reviews) | 
| **Cross-system Integration** | Not enough data | 8.1 (8 reviews) | 
| **Adaptive Learning** | Not enough data | 8.3 (8 reviews) | 
| **Natural Language Interaction** | Not enough data | 8.1 (7 reviews) | 
| **Proactive Assistance** | Not enough data | 7.4 (7 reviews) | 
| **Decision Making** | Not enough data | 7.6 (7 reviews) | 

### Marketing Automation

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

#### Email Marketing

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Building and Personalizing Emails** | 9.3 (12 reviews) | Not enough data | 
| **Sending Outbound Emails** | 9.2 (11 reviews) | Not enough data | 
| **Manage Email Deliverability** | 8.1 (9 reviews) | Not enough data | 
| **Automated Email Responses** | 8.8 (11 reviews) | Not enough data | 

#### Online Marketing

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Landing Pages and Forms** | 9.0 (8 reviews) | Not enough data | 
| **Dynamic Content** | 8.5 (8 reviews) | Not enough data | 
| **A/B Testing** | 8.1 (12 reviews) | Not enough data | 
| **Mobile Optimized** | 9.4 (9 reviews) | Not enough data | 
| **Search Tracking and Optimization** | Not enough data | Not enough data | 

#### Lead Management

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Marketing Lead Database** | 8.9 (9 reviews) | Not enough data | 
| **Data Quality Management** | 8.5 (8 reviews) | Not enough data | 
| **Segmentation** | 8.7 (10 reviews) | Not enough data | 
| **Lead Scoring and Grading** | 8.5 (9 reviews) | Not enough data | 
| **Lead Nurturing** | 8.9 (9 reviews) | Not enough data | 
| **Online Behavior Tracking** | 8.9 (11 reviews) | Not enough data | 
| **Automated Alerts and Tasks** | 9.2 (10 reviews) | Not enough data | 
| **CRM Lead Integration** | 8.7 (9 reviews) | Not enough data | 

#### Campaign Management

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Program Management** | 9.2 (6 reviews) | Not enough data | 
| **Event / Webinar Marketing** | 8.8 (7 reviews) | Not enough data | 
| **Calendaring** | Not enough data | Not enough data | 
| **Budgeting** | Not enough data | Not enough data | 

#### Social

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Social Listening** | Not enough data | Not enough data | 
| **Social Sharing** | Not enough data | Not enough data | 
| **Social Campaigns** | Not enough data | Not enough data | 
| **Social Media Engagement** | 9.3 (5 reviews) | Not enough data | 
| **Social Media Advertising** | Not enough data | Not enough data | 

#### Reporting & Analytics

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Basic Reporting** | 8.7 (10 reviews) | Not enough data | 
| **Web Analytics** | 8.5 (11 reviews) | Not enough data | 
| **ROI Analytics** | 8.6 (7 reviews) | Not enough data | 
| **Revenue Analytics** | Not enough data | Not enough data | 
| **SEO / Keyword Analytics** | Not enough data | Not enough data | 

#### Platform

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Customization ** | 9.0 (5 reviews) | Not enough data | 
| **Workflow Capability** | 8.6 (6 reviews) | Not enough data | 
| **User, Role, and Access Management** | 8.3 (6 reviews) | Not enough data | 
| **Internationalization** | 9.3 (5 reviews) | Not enough data | 
| **Sandbox / Test Environments** | Not enough data | Not enough data | 
| **Performance and Reliability** | 8.1 (6 reviews) | Not enough data | 
| **Output Document Generation** | Not enough data | Not enough data | 

#### Agentic AI - Marketing Automation

| Feature | Freshsales | 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 | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Integration

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Data Import & Export Tools** | 8.6 (7 reviews) | Not enough data | 
| **Integration APIs** | 8.3 (6 reviews) | Not enough data | 
| **Breadth of Partner Applications** | 9.0 (5 reviews) | Not enough data | 

### Lead Generation

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

#### Lead Generation

| Feature | Freshsales | 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 | 

### AI Sales Assistant

| Product | Score | Reviews |
|---|---|---|
| **Freshsales** | 8.3/10 | 25 |
| **Insightly CRM** | N/A | N/A |

#### Lead Facilitation

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Customer-facing Chatbot** | 8.1 (19 reviews) | Not enough data | 
| **Lead Qualification** | 8.3 (19 reviews) | Not enough data | 
| **Lead Follow-up** | 8.6 (20 reviews) | Not enough data | 
| **Meeting Scheduling ** | 8.7 (18 reviews) | Not enough data | 

#### Organization

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Opportunity and Pipeline Management ** | 8.6 (20 reviews) | Not enough data | 
| **Data Entry** | 8.9 (19 reviews) | Not enough data | 
| **Integrations / APIs** | 7.9 (19 reviews) | Not enough data | 

#### Performance Analysis

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Coaching ** | 7.9 (17 reviews) | Not enough data | 
| **Peformance Tracking** | 8.3 (23 reviews) | Not enough data | 

#### Sales Analysis

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **ROI Forecasting ** | 7.8 (20 reviews) | Not enough data | 
| **Sales Forecasting ** | 8.8 (21 reviews) | Not enough data | 

#### Generative AI

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **AI Text Generation** | 8.3 (12 reviews) | Not enough data | 
| **AI Text Summarization** | 7.9 (13 reviews) | Not enough data | 

#### Agentic AI - AI Sales Assistant

| Feature | Freshsales | 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 | 

### Sales Engagement

| Product | Score | Reviews |
|---|---|---|
| **Freshsales** | 8.5/10 | 276 |
| **Insightly CRM** | N/A | N/A |

#### Integrated Workflows

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Task Management** | 9.0 (236 reviews) ✓ Verified | Not enough data | 
| **Email Tracking/Automation** | 8.9 (244 reviews) ✓ Verified | Not enough data | 
| **Calls and Voice** | 8.4 (182 reviews) ✓ Verified | Not enough data | 
| **Other Outreach Options ** | 8.7 (182 reviews) ✓ Verified | Not enough data | 
| **CRM Integration** | 8.9 (219 reviews) ✓ Verified | Not enough data | 
| **Calendar** | 8.7 (69 reviews) | Not enough data | 
| **Shared Records** | 8.8 (64 reviews) | Not enough data | 

#### Repeatability and Reportability

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Content Management** | 8.9 (206 reviews) ✓ Verified | Not enough data | 
| **Workflow Management** | 8.9 (222 reviews) ✓ Verified | Not enough data | 
| **Workflow Performance** | 8.9 (220 reviews) ✓ Verified | Not enough data | 
| **Sales Coaching and Insights** | 8.7 (186 reviews) ✓ Verified | Not enough data | 
| **Gamification** | 7.6 (57 reviews) | Not enough data | 

#### AI and Automation

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Lead Prioritization** | 8.4 (66 reviews) | Not enough data | 
| **Lead Scoring** | 8.2 (69 reviews) | Not enough data | 
| **Best Time of Day Scheduling** | 8.3 (62 reviews) | Not enough data | 
| **Buyer Intelligence** | 7.9 (63 reviews) | Not enough data | 
| **Machine Learning** | 7.7 (59 reviews) | Not enough data | 

#### Generative AI

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **AI Text Generation** | 8.2 (28 reviews) | Not enough data | 

#### Agentic AI - Sales Engagement

| Feature | Freshsales | 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 | 

### Online Form Builder

| Product | Score | Reviews |
|---|---|---|
| **Freshsales** | 8.4/10 | 18 |
| **Insightly CRM** | N/A | N/A |

#### Customization

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Custom Fields** | 9.1 (17 reviews) | Not enough data | 
| **Conditional Logic** | 8.3 (16 reviews) | Not enough data | 
| **Multi-page Forms** | 8.2 (14 reviews) | Not enough data | 
| **Design** | 8.3 (15 reviews) | Not enough data | 

#### Additional Functionality

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Embedded Forms** | 8.4 (15 reviews) | Not enough data | 
| **Offline Capability** | 8.2 (12 reviews) | Not enough data | 
| **Notifications** | 8.4 (15 reviews) | Not enough data | 
| **Payments** | 8.5 (11 reviews) | Not enough data | 
| **Mobile Forms** | 8.3 (13 reviews) | Not enough data | 

### Visitor Identification

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

#### Agentic AI - Visitor Identification

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Cross-system Integration** | Not enough data | Not enough data | 

### Lead Scoring

| Product | Score | Reviews |
|---|---|---|
| **Freshsales** | 8.7/10 | 58 |
| **Insightly CRM** | N/A | N/A |

#### Agentic AI - Lead Scoring

| Feature | Freshsales | 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 | Freshsales | Insightly CRM | 
|---|---|---|
| **Lead Opportunity** | 8.8 (50 reviews) | Not enough data | 
| **Lead Assignment** | 9.0 (51 reviews) | Not enough data | 
| **Pipeline Acceleration** | 8.6 (50 reviews) | Not enough data | 

#### Discovery

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Lead Management** | 8.9 (51 reviews) | Not enough data | 
| **Scoring/Ranking** | 8.5 (53 reviews) | Not enough data | 
| **Lead Context** | 8.7 (50 reviews) | Not enough data | 

#### Management

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Conversion Viability** | 8.7 (49 reviews) | Not enough data | 
| **Workflow** | 9.0 (51 reviews) | Not enough data | 

#### Platform

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Data Synchronization** | 8.5 (49 reviews) | Not enough data | 
| **Analysis** | 8.7 (51 reviews) | Not enough data | 

### Sales Performance Management

| Product | Score | Reviews |
|---|---|---|
| **Freshsales** | 8.5/10 | 38 |
| **Insightly CRM** | N/A | N/A |

#### Agentic AI - Sales Performance Management

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

#### Incentives

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Badges** | 8.5 (28 reviews) | Not enough data | 
| **Triggers** | 8.6 (29 reviews) | Not enough data | 
| **Commission Calculator** | 7.9 (28 reviews) | Not enough data | 
| **Leaderboards** | 8.3 (30 reviews) | Not enough data | 

#### Personalization

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Profiles** | 8.8 (32 reviews) | Not enough data | 
| **Custom Reports** | 8.6 (33 reviews) | Not enough data | 
| **Dashboards** | 8.6 (34 reviews) | Not enough data | 
| **Goal Setting** | 8.4 (31 reviews) | Not enough data | 

#### Administrative

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Integration** | 8.5 (32 reviews) | Not enough data | 
| **Employee Structure** | 8.4 (29 reviews) | Not enough data | 
| **Behavior Monitoring** | 8.4 (28 reviews) | Not enough data | 

### Email Tracking

| Product | Score | Reviews |
|---|---|---|
| **Freshsales** | 8.7/10 | 290 |
| **Insightly CRM** | N/A | N/A |

#### Agentic AI - Email Tracking

| Feature | Freshsales | 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 | 

#### Analytics

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Open Rates** | 8.9 (223 reviews) | Not enough data | 
| **Link Activity** | 8.8 (216 reviews) | Not enough data | 
| **Attachment Activity** | 8.2 (50 reviews) | Not enough data | 

#### Customizations

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Email Platform Integration** | 9.0 (233 reviews) | Not enough data | 
| **Email Scheduling** | 9.2 (238 reviews) | Not enough data | 
| **Notifications** | 8.9 (245 reviews) | Not enough data | 
| **Email Categorization** | 8.6 (219 reviews) | Not enough data | 
| **Templates** | 8.9 (240 reviews) | Not enough data | 

#### Generative AI

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **AI Text Generation** | 7.7 (32 reviews) | Not enough data | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Freshsales** | 8.2/10 | 103 |
| **Insightly CRM** | 8.3/10 | 47 |

#### Agentic AI - Sales Analytics

| Feature | Freshsales | 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 | Freshsales | Insightly CRM | 
|---|---|---|
| **Data Sourcing** | 8.1 (84 reviews) | 8.2 (35 reviews) | 
| **Exporting & Sharing Data** | 8.4 (84 reviews) | 8.6 (43 reviews) | 
| **Multi-Device Data Visualization** | 8.2 (78 reviews) | 8.3 (35 reviews) | 
| **Interactive Dashboards** | 8.4 (89 reviews) | 8.7 (41 reviews) | 
| **Data Segmentation** | 8.3 (84 reviews) | 8.0 (36 reviews) | 

#### Predictive Analytics

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Lead Scoring** | 8.1 (85 reviews) | 7.9 (37 reviews) | 
| **Opportunity Scoring** | 8.2 (83 reviews) | 7.9 (38 reviews) | 
| **Risk Analysis** | 8.0 (78 reviews) | 7.8 (33 reviews) | 
| **Live Forecasting** | 7.6 (80 reviews) | 7.8 (35 reviews) | 

#### Sales Management

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Live Pipeline Management** | 8.4 (89 reviews) | 8.5 (37 reviews) | 
| **Sales Gamification** | 7.8 (79 reviews) | 8.1 (30 reviews) | 
| **Account-Based Analytics** | 8.3 (84 reviews) | 8.7 (32 reviews) | 
| **Activity Tracking** | 8.7 (89 reviews) | 8.8 (39 reviews) | 

### Outbound Call Tracking

| Product | Score | Reviews |
|---|---|---|
| **Freshsales** | 9.0/10 | 191 |
| **Insightly CRM** | N/A | N/A |

#### Agentic AI - Outbound Call Tracking

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 

#### Calling

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Record Calls** | 8.8 (137 reviews) | Not enough data | 
| **Generate Location** | 8.8 (120 reviews) | Not enough data | 
| **Call Types** | 8.7 (130 reviews) | Not enough data | 
| **Click-to-Call** | 9.1 (146 reviews) | Not enough data | 
| **Auto Dialer** | Not enough data | Not enough data | 

#### Contacts

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Personalization** | 9.0 (151 reviews) | Not enough data | 
| **Information Locater** | 9.0 (137 reviews) | Not enough data | 
| **Record Prospect Data** | 9.0 (143 reviews) | Not enough data | 

#### Insights

| Feature | Freshsales | Insightly CRM | 
|---|---|---|
| **Notes** | 9.1 (165 reviews) | Not enough data | 
| **Daily Summary** | 9.1 (142 reviews) | Not enough data | 
| **Automated Voicemails** | 8.9 (123 reviews) | Not enough data | 
| **Automated Emails** | 9.0 (145 reviews) | Not enough data | 
| **Sorts Prospects** | 9.0 (141 reviews) | Not enough data | 
| **Automated Note Taking** | Not enough data | Not enough data | 

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

**Unique to Freshsales (9):** [Sales Engagement Software](https://www.g2.com/categories/sales-engagement), [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant), [Online Form Builder Software](https://www.g2.com/categories/online-form-builder), [Outbound Call Tracking Software](https://www.g2.com/categories/outbound-call-tracking), [Lead Scoring Software](https://www.g2.com/categories/lead-scoring), [Email Tracking Software](https://www.g2.com/categories/email-tracking), [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management), [Visitor Identification Software](https://www.g2.com/categories/visitor-identification), [Marketing Automation Software](https://www.g2.com/categories/marketing-automation)



---
## Reviewer Demographics

### By Company Size

| Segment | Freshsales | Insightly CRM | 
|---|---|---|
| **Small-Business** | 67.8% | 73.2% | 
| **Mid-Market** | 26.8% | 20.2% | 
| **Enterprise** | 5.4% | 6.6% | 

### By Industry

#### Freshsales

- **Information Technology and Services:** 16.6%
- **Computer Software:** 13.8%
- **Marketing and Advertising:** 7.8%
- **Financial Services:** 4.2%
- **Internet:** 3.6%
- **Education Management:** 3.2%
- **Retail:** 2.8%
- **Real Estate:** 2.4%
- **Construction:** 1.9%
- **Telecommunications:** 1.9%
- **Other:** 41.7%

#### 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 Freshsales

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25795 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13812 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2928 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14691 reviews)
- [Close](https://www.g2.com/products/close/reviews) — 4.7/5 stars (2040 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1428 reviews)
- [Outreach](https://www.g2.com/products/outreach/reviews) — 4.3/5 stars (3569 reviews)
- [Salesflare](https://www.g2.com/products/salesflare/reviews) — 4.8/5 stars (299 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3048 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 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 (25795 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13812 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3048 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 (1428 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)
- [Coevera](https://www.g2.com/products/coevera/reviews) — 4.6/5 stars (478 reviews)

---
## Top Discussions

### Freshsales

- Title: [What is Freshsales used for?](https://www.g2.com/discussions/what-is-freshsales-used-for) — 2 comments, 1 upvote
  > **Top comment:** "It's used for a number of things from lead generation to managing client accounts. It's a great tool to keep everything under 1 umbrella that is accessible..."
- Title: [What are the three benefits of CRM?](https://www.g2.com/discussions/freshsales-what-are-the-three-benefits-of-crm) — 2 comments
  > **Top comment:** "1. Creating sequences/pipelines to contact leads quicker and stay in communication with them easier
2. Allowing the sales team to easily access the..."
- Title: [What is Freshsales CRM?](https://www.g2.com/discussions/what-is-freshsales-crm) — 1 comment
  > **Top comment:** "It's a CRM software."
- Title: [What are the features of CRM software?](https://www.g2.com/discussions/freshsales-what-are-the-features-of-crm-software) — 1 comment
  > **Top comment:** "Very nice software "
- Title: [How to improve more on fresh sales](https://www.g2.com/discussions/how-to-improve-more-on-fresh-sales) — 1 comment, 1 upvote
  > **Top comment:** "Auto WhatsApp feature "

### 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/freshsales-vs-insightly-crm)