# Insightly CRM vs Kylas Sales CRM Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Kylas Sales CRM excels in user experience, with many praising its clean interface and ease of managing data and workflows. Users highlight that it simplifies tracking leads and managing sales, making it a practical choice for teams looking to stay organized.
- **According to verified reviews** , Insightly CRM is appreciated for its comprehensive approach, combining customer relationship management with project management and task coordination. Users in diverse fields, such as project engineering and nutrition, find it effective for keeping customer information and follow-ups organized in one place.
- **Users say** that Kylas Sales CRM offers superior support and ease of setup, with many noting that the onboarding process is straightforward and intuitive. This has led to a smoother transition for teams, allowing them to focus on sales activities rather than getting bogged down in technicalities.
- **Reviewers mention** that while Insightly CRM provides a robust set of features, some users have encountered challenges with configuration to match their specific workflows. This can lead to a steeper learning curve for new users compared to Kylas, which is often described as more user-friendly.
- **According to recent feedback** , Kylas Sales CRM has been a game changer for many organizations, particularly in managing the complete sales journey. Users appreciate its ability to ensure that no follow-ups are missed, which is crucial for maintaining customer relationships.
- **G2 reviewers highlight** that while Insightly CRM has a strong focus on project management, Kylas Sales CRM&#39;s dedicated sales features, such as lead management and opportunity tracking, are more streamlined and effective for sales teams, making it a preferred choice for those primarily focused on sales operations.



| | Insightly CRM | Kylas Sales CRM | 
|---|---|---|
| **Star Rating** | 4.2 out of 5 | 4.7 out of 5 | 
| **Total Reviews** | 944 | 527 | 
| **Largest Market Segment** | Small-Business (73.2% of reviews) | Small-Business (52.8% of reviews) | 
| **Entry Level Price** | $29/ user, per month (billed annually) | Free Per Month | 

---
## Top Pros & Cons

### Insightly CRM

Pros:
- Ease of Use (28 reviews)
- Easy Customization (11 reviews)

Cons:
- Learning Curve (9 reviews)
- Limited Customization (7 reviews)

### Kylas Sales CRM

Pros:
- Ease of Use (37 reviews)
- User-Friendly (31 reviews)

Cons:
- Integration Issues (14 reviews)
- Missing Features (13 reviews)

---
## Ratings Comparison
| Rating | Insightly CRM | Kylas Sales CRM | 
|---|---|---|
  | **Meets Requirements** | 8.3 (802 reviews) | 9.2 (440 reviews) | 
  | **Ease of Use** | 8.4 (807 reviews) | 9.5 (447 reviews) | 
  | **Ease of Setup** | 8.3 (363 reviews) | 9.3 (287 reviews) | 
  | **Ease of Admin** | 8.5 (337 reviews) | 9.4 (213 reviews) | 
  | **Quality of Support** | 8.0 (686 reviews) | 9.5 (441 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.5 (321 reviews) | 9.3 (210 reviews) | 
  | **Product Direction (% positive)** | 8.0 (775 reviews) | 9.6 (440 reviews) | 

---
## Pricing

### 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

### Kylas Sales CRM

#### Entry-Level Pricing

Plan: Embark

Price: Free Per Month

Description: Forever Free Plan; 
Recommended for smaller sales teams who want to Explore Sales CRM

Key Features:
- Unlimited Users 
- 1000 records

[Browse all 2 editions](https://www.g2.com/products/kylas-sales-crm/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | 7.8/10 | 734 |
| **Kylas Sales CRM** | 9.2/10 | 415 |

#### Sales Force Automation

| Feature | Insightly CRM | Kylas Sales CRM | 
|---|---|---|
| **Contact &amp; Account Management** | 8.5 (630 reviews) ✓ Verified | 9.4 (352 reviews) | 
| **Partner Relationship Mgmt. (PRM)** | Feature Not Available | 9.4 (302 reviews) | 
| **Opportunity &amp; Pipeline Mgmt.** | 8.3 (600 reviews) ✓ Verified | 9.5 (357 reviews) | 
| **Task / Activity Management** | 8.1 (629 reviews) ✓ Verified | 9.4 (365 reviews) | 
| **Territory &amp; Quota Management** | 7.5 (350 reviews) ✓ Verified | 9.3 (302 reviews) | 
| **Desktop Integration** | 8.0 (453 reviews) ✓ Verified | 9.4 (327 reviews) | 
| **Product &amp; Price List Management** | 7.5 (339 reviews) ✓ Verified | 9.2 (322 reviews) | 
| **Quote &amp; Order Management** | 7.6 (349 reviews) ✓ Verified | 9.2 (310 reviews) | 
| **Customer Contract Management** | 8.0 (424 reviews) ✓ Verified | 9.4 (300 reviews) | 

#### Marketing Automation

| Feature | Insightly CRM | Kylas Sales CRM | 
|---|---|---|
| **Email Marketing** | 7.6 (407 reviews) ✓ Verified | 9.2 (313 reviews) | 
| **Campaign Management** | Feature Not Available | 9.2 (309 reviews) | 
| **Lead Management** | 8.1 (524 reviews) ✓ Verified | 9.4 (352 reviews) | 
| **Marketing ROI Analytics** | 7.5 (339 reviews) ✓ Verified | 9.2 (307 reviews) | 

#### Customer Support

| Feature | Insightly CRM | Kylas Sales CRM | 
|---|---|---|
| **Case Management** | 7.8 (394 reviews) | 9.4 (331 reviews) | 
| **Customer Support Portal** | 7.8 (400 reviews) | 9.4 (334 reviews) | 
| **Knowledge Base** | 7.9 (460 reviews) | 9.4 (339 reviews) | 
| **Call Center Features** | 7.6 (325 reviews) ✓ Verified | 9.2 (330 reviews) | 
| **Support Analytics** | 7.8 (361 reviews) | 9.4 (333 reviews) | 

#### Reporting &amp; Analytics

| Feature | Insightly CRM | Kylas Sales CRM | 
|---|---|---|
| **Reporting** | 7.9 (532 reviews) ✓ Verified | 9.3 (352 reviews) | 
| **Dashboards** | 7.9 (555 reviews) ✓ Verified | 9.4 (355 reviews) | 
| **Forecasting** | 7.6 (387 reviews) ✓ Verified | 9.3 (328 reviews) | 

#### Mobile &amp; Social

| Feature | Insightly CRM | Kylas Sales CRM | 
|---|---|---|
| **Social Collaboration Features** | 7.8 (356 reviews) ✓ Verified | 9.1 (300 reviews) | 
| **Social Network Integration** | 7.7 (352 reviews) ✓ Verified | 9.3 (312 reviews) | 
| **Mobile User Support** | 7.8 (417 reviews) ✓ Verified | 9.2 (323 reviews) | 

#### Platform

| Feature | Insightly CRM | Kylas Sales CRM | 
|---|---|---|
| **Customization** | 7.9 (317 reviews) ✓ Verified | 9.3 (304 reviews) | 
| **Workflow Capability** | 8.1 (311 reviews) ✓ Verified | 9.4 (306 reviews) | 
| **User, Role, and Access Management** | 8.4 (322 reviews) ✓ Verified | 9.5 (304 reviews) | 
| **Internationalization** | 8.0 (215 reviews) ✓ Verified | 9.3 (265 reviews) | 
| **Sandbox / Test Environments** | 7.2 (87 reviews) | Feature Not Available | 
| **Document &amp; Content Mgmt.** | 7.6 (252 reviews) ✓ Verified | 9.3 (278 reviews) | 
| **Performance and Reliability** | 8.3 (320 reviews) ✓ Verified | 9.4 (297 reviews) | 
| **Output Document Generation** | 7.6 (214 reviews) ✓ Verified | 9.4 (276 reviews) | 

#### Integration

| Feature | Insightly CRM | Kylas Sales CRM | 
|---|---|---|
| **Data Import &amp; Export Tools** | 8.0 (288 reviews) ✓ Verified | 9.4 (297 reviews) | 
| **Integration APIs** | 7.6 (237 reviews) ✓ Verified | 9.4 (289 reviews) | 
| **Breadth of Partner Applications** | 7.3 (223 reviews) ✓ Verified | 9.2 (266 reviews) | 

#### Generative AI

| Feature | Insightly CRM | Kylas Sales CRM | 
|---|---|---|
| **AI Text Generation** | 6.9 (27 reviews) | 9.2 (175 reviews) | 

#### Agentic AI - CRM

| Feature | Insightly CRM | Kylas Sales CRM | 
|---|---|---|
| **Autonomous Task Execution** | 7.6 (7 reviews) | 8.4 (24 reviews) | 
| **Multi-step Planning** | 8.3 (7 reviews) | 8.7 (24 reviews) | 
| **Cross-system Integration** | 8.1 (8 reviews) | 8.5 (25 reviews) | 
| **Adaptive Learning** | 8.3 (8 reviews) | 8.9 (25 reviews) | 
| **Natural Language Interaction** | 8.1 (7 reviews) | 8.7 (25 reviews) | 
| **Proactive Assistance** | 7.4 (7 reviews) | 8.7 (25 reviews) | 
| **Decision Making** | 7.6 (7 reviews) | 9.0 (28 reviews) | 

### Sales Analytics

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

#### Agentic AI - Sales Analytics

| Feature | Insightly CRM | Kylas Sales 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 | Insightly CRM | Kylas Sales CRM | 
|---|---|---|
| **Data Sourcing** | 8.2 (35 reviews) | Not enough data | 
| **Exporting &amp; Sharing Data** | 8.6 (43 reviews) | Not enough data | 
| **Multi-Device Data Visualization** | 8.3 (35 reviews) | Not enough data | 
| **Interactive Dashboards** | 8.7 (41 reviews) | Not enough data | 
| **Data Segmentation** | 8.0 (36 reviews) | Not enough data | 

#### Predictive Analytics

| Feature | Insightly CRM | Kylas Sales CRM | 
|---|---|---|
| **Lead Scoring** | 7.9 (37 reviews) | Not enough data | 
| **Opportunity Scoring** | 7.9 (38 reviews) | Not enough data | 
| **Risk Analysis** | 7.8 (33 reviews) | Not enough data | 
| **Live Forecasting** | 7.8 (35 reviews) | Not enough data | 

#### Sales Management

| Feature | Insightly CRM | Kylas Sales CRM | 
|---|---|---|
| **Live Pipeline Management** | 8.5 (37 reviews) | Not enough data | 
| **Sales Gamification** | 8.1 (30 reviews) | Not enough data | 
| **Account-Based Analytics** | 8.7 (32 reviews) | Not enough data | 
| **Activity Tracking** | 8.8 (39 reviews) | Not enough data | 

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

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



---
## Reviewer Demographics

### By Company Size

| Segment | Insightly CRM | Kylas Sales CRM | 
|---|---|---|
| **Small-Business** | 73.2% | 52.8% | 
| **Mid-Market** | 20.2% | 45.6% | 
| **Enterprise** | 6.6% | 1.6% | 

### By Industry

#### 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:** 3.2%
- **Non-Profit Organization Management:** 2.7%
- **Accounting:** 2.5%
- **Education Management:** 2.5%
- **Other:** 56.8%

#### Kylas Sales CRM

- **Education Management:** 11.1%
- **Financial Services:** 7.9%
- **Information Technology and Services:** 5.5%
- **Health, Wellness and Fitness:** 4.7%
- **Marketing and Advertising:** 4.5%
- **Real Estate:** 4.5%
- **Apparel &amp; Fashion:** 4.3%
- **E-Learning:** 3.4%
- **Leisure, Travel &amp; Tourism:** 3.4%
- **Food &amp; Beverages:** 3.0%
- **Other:** 47.6%

---
## Alternatives

### 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 (25854 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13873 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3092 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2939 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 (1236 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1158 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (953 reviews)
- [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.3/5 stars (574 reviews)

### Alternatives to Kylas Sales CRM

- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13873 reviews)
- [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — 4.9/5 stars (665 reviews)
- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25854 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2939 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3092 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1236 reviews)
- [Close](https://www.g2.com/products/close/reviews) — 4.7/5 stars (2046 reviews)
- [LeadSquared Sales CRM](https://www.g2.com/products/leadsquared-sales-crm/reviews) — 4.5/5 stars (302 reviews)
- [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — 4.6/5 stars (850 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1622 reviews)

---
## Top Discussions

### 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&#39;s CRM lets you send sales emails back and forth with your leads. You&#39;ll also see a record of those synced conversations in the CRM in..."
- Title: [Do I need custom code for Insightly&#39;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..."

### Kylas Sales CRM

No discussions available for this product.

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/insightly-crm-vs-kylas-sales-crm)

