# Agile CRM vs Insightly

**Leader by vioscaleAI score:** Agile CRM

| Attribute | Agile CRM | Insightly |
|---|---|---|
| **vioscaleAI score** | 74.2 (55% (medium)) | 65 (56% (medium)) |
| content.faq | `[{"answer":"Agile CRM is an all-in-one customer relationship management platform that combines sales enablement, marketing automation, and customer service functionality. It is designed for growing businesses that need to manage sales pipelines, marketing campaigns, and customer support in a single system.","source":"https://www.agilecrm.com","question":"What is Agile CRM and what businesses is it designed for?","confidence":0.95},{"answer":"Yes, Agile CRM offers a free tier that doesn't require a credit card and accommodates up to 10 users. The free plan includes 1,000 contacts, unlimited deals and tasks, email campaigns, helpdesk functionality, contact management with custom fields, and basic workflow automation.","source":"https://www.agilecrm.com","question":"Does Agile CRM offer a free tier?","confidence":0.95},{"answer":"Agile CRM is a cloud-based platform accessed entirely through a web browser. This means there is no software to install or maintain, and you can access your data from any device with an internet connection.","source":"https://www.agilecrm.com","question":"Is Agile CRM cloud-based or self-hosted?","confidence":0.92},{"answer":"Agile CRM integrates with eight key platforms including Google, Shopify, Stripe, Twilio, RingCentral, and email services (SES, Mandrill, Sendgrid). The platform also provides API access, allowing custom integrations with other business systems.","source":"https://www.agilecrm.com","question":"What external tools and services does Agile CRM integrate with?","confidence":0.95},{"answer":"Core features include contact management with custom fields, sales pipeline and deal management, lead scoring, email integration and marketing automation, workflow automation, reporting dashboards, a mobile app, and API access. These capabilities support the full customer lifecycle from lead acquisition through retention.","source":"https://www.agilecrm.com","question":"What are the core features of Agile CRM?","confidence":0.95},{"answer":"Agile CRM serves over 15,000 customers globally. This established user base demonstrates the platform's reliability and adoption across different business sizes and industries.","source":"https://www.agilecrm.com","question":"How many businesses use Agile CRM?","confidence":0.98},{"answer":"Agile CRM uses a freemium subscription model with transparent pricing. A free tier provides essential functionality for small teams, with paid subscription plans available for businesses needing additional features or user capacity.","source":"https://www.agilecrm.com","question":"What is Agile CRM's pricing model?","confidence":0.92},{"answer":"Yes, Agile CRM includes a mobile app, allowing you to manage customer relationships, review pipelines, and access key features while away from your desk.","source":"https://www.agilecrm.com","question":"Can I access Agile CRM from my mobile device?","confidence":0.95}]` | `[{"answer":"A unified CRM system that centralizes customer data, automates marketing campaigns, manages sales pipelines, and integrates with third-party applications through built-in workflows. It is indexed under CRM Software.","source":"https://www.insightly.com/pricing-plans/","question":"What is Insightly?","confidence":0.6},{"answer":"Insightly is a paid product; published pricing starts at $29 per user per month. It is sold across 12 plans (CRM Plus, CRM Professional, CRM Enterprise and Marketing Plus). There is no free tier. Pricing changes often, so verify at source before relying on it.","source":"https://www.insightly.com/pricing-plans/","question":"How much does Insightly cost?","confidence":0.6},{"answer":"We have confirmed browser-based access to Insightly. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.","source":"https://www.insightly.com/pricing-plans/","question":"What platforms does Insightly support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for Insightly, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://www.insightly.com/pricing-plans/","question":"Can Insightly be self-hosted?","confidence":0.6},{"answer":"We have confirmed 10 integrations for Insightly, including Google, Microsoft, MS 365, PandaDoc, QuickBooks, Xero, DocuSign and Shopify, plus 2 more. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://www.insightly.com/pricing-plans/","question":"What does Insightly integrate with?","confidence":0.6},{"answer":"We have independently confirmed SOC 2, HIPAA and GDPR for Insightly. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as Insightly not holding them. Always confirm compliance directly before you rely on it.","source":"https://www.insightly.com/security-compliance/","question":"What security certifications does Insightly have?","confidence":0.7},{"answer":"Insightly is available worldwide. Its primary market is the United States.","source":"https://www.insightly.com/pricing-plans/","question":"Where is Insightly available?","confidence":0.5}]` |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | A comprehensive platform that unifies sales pipeline management, marketing automation, and customer support functions to handle customers throughout their entire lifecycle. | An accessible customer relationship management system that centralizes customer data and supports integration with email, calendar, project management, finance, and support tools to streamline team workflows. |
| features.capabilities | `{"api_access":true,"mobile_app":true,"forecasting":false,"lead_scoring":true,"custom_fields":true,"email_integration":true,"contact_management":true,"pipeline_management":true,"workflow_automation":true,"marketing_automation":true,"reporting_dashboards":true}` | `{"api_access":true,"mobile_app":true,"forecasting":true,"lead_scoring":true,"custom_fields":true,"email_integration":true,"contact_management":true,"pipeline_management":true,"workflow_automation":true,"marketing_automation":true,"reporting_dashboards":true}` |
| integrations.count | 6 | 2,000 |
| integrations.list | `[{"name":"Google Apps"},{"name":"Google Calendar"},{"name":"Google Drive"},{"name":"Gmail"},{"name":"Google Plus"},{"name":"Shopify"},{"name":"Stripe"},{"name":"Amazon SES"},{"name":"Mandrill"},{"name":"Sendgrid"},{"name":"Twitter"},{"name":"Facebook"},{"name":"TowerData"},{"name":"Twilio"},{"name":"RingCentral"},{"name":"SIP"},{"name":"Chrome Extension"},{"name":"Google","native":true,"direction":"bidirectional"}]` | `[{"name":"Google"},{"name":"Microsoft"},{"name":"MS 365"},{"name":"PandaDoc"},{"name":"QuickBooks"},{"name":"Xero"},{"name":"DocuSign"},{"name":"Shopify"},{"name":"WordPress"},{"name":"Netsuite"},{"name":"Unbounce","native":true,"category":"marketing","direction":"inbound"},{"name":"Outlook","native":true,"category":"email","direction":"bidirectional"},{"name":"Slack","native":true,"category":"chat","direction":"outbound"}]` |
| market.availability | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"web":true}` | `{"web":true}` |
| pricing | `{"type":"subscription","plans":[{"free":true,"name":"FREE","summary":"Free for 10 users","features":["1,000 Contacts & Companies","Custom Data Fields","Lead Scoring","Unlimited Deals, Tasks & Documents","Appointment Scheduling","Email Tracking","2-Way Email Integration","Call Recording","Email Campaigns","Web Engagement","Form Builder","Landing Page Builder","5,000 Emails","Helpdesk","Email Support"],"minSeats":10,"commitment":"monthly","components":[{"kind":"fixed","amount":0,"period":"month","currency":"USD"}],"description":"For 10 users","contactSales":false,"includedLimits":{"deals":"Unlimited","tasks":"Unlimited","plugins":"1","contacts":"1,000","campaign_nodes":"5","automation_rules":"1","api_calls_per_day":"500","email_campaign_workflows":"1"}},{"free":false,"name":"STARTER","summary":"$8.99/month","features":["10,000 Contacts & Companies","Custom Data Fields","Lead Scoring","Unlimited Deals, Tasks & Documents","Appointment Scheduling","Email Tracking","2-Way Email Integration","Call Recording","Email Campaigns","Web Engagement","Form Builder","Landing Page Builder","5,000 Emails","Helpdesk","Email & Phone Support","Dedicated Account Rep","Onboarding Coach","3 Plugins"],"commitment":"monthly","components":[{"kind":"fixed","amount":8.99,"period":"month","currency":"USD"}],"description":"For startups","contactSales":false,"includedLimits":{"deals":"Unlimited","tasks":"Unlimited","plugins":"3","contacts":"10,000","campaign_nodes":"25","automation_rules":"10","api_calls_per_day":"5000","email_campaign_workflows":"10"}},{"free":false,"name":"REGULAR","summary":"$29.99/month","features":["50,000 Contacts & Companies","Custom Data Fields","Lead Scoring","Unlimited Deals, Tasks & Documents","Appointment Scheduling","Email Tracking","2-Way Email Integration","Call Recording","Email Campaigns","Web Engagement","Form Builder","Landing Page Builder","5,000 Emails","Helpdesk","Email & Phone Support","Dedicated Account Rep","Onboarding Coach","50+ Plugins/Integrations"],"commitment":"monthly","components":[{"kind":"fixed","amount":29.99,"period":"month","currency":"USD"}],"description":"Growing businesses","contactSales":false,"includedLimits":{"deals":"Unlimited","tasks":"Unlimited","plugins":"50+","contacts":"50,000","campaign_nodes":"25","automation_rules":"10","api_calls_per_day":"10000","email_campaign_workflows":"10"}},{"free":false,"name":"ENTERPRISE","summary":"$47.99/month","features":["Unlimited Contacts & Companies","Custom Data Fields","Lead Scoring","Unlimited Deals, Tasks & Documents","Appointment Scheduling","Email Tracking","2-Way Email Integration","Call Recording","Email Campaigns","Web Engagement","Form Builder","Landing Page Builder","5,000 Emails","Helpdesk","Email & Phone Support","Dedicated Account Rep","Onboarding Coach","50+ Plugins/Integrations"],"commitment":"monthly","components":[{"kind":"fixed","amount":47.99,"period":"month","currency":"USD"}],"description":"Serious businesses","contactSales":false,"includedLimits":{"deals":"Unlimited","tasks":"Unlimited","plugins":"50+","contacts":"Unlimited","campaign_nodes":"50","automation_rules":"Unlimited","api_calls_per_day":"25000","email_campaign_workflows":"Unlimited"}}],"summary":"From free (limited) to $47.99/month. Free tier for up to 10 users.","currency":"USD","freeTier":true,"sourceUrl":"https://www.agilecrm.com/plans-comparison","retrievedAt":"2026-08-14T11:11:19.112Z","startingPrice":{"amount":8.99,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` | `{"type":"hybrid","plans":[{"free":false,"name":"CRM Plus","summary":"$29/user/month billed annually. 14-day free trial.","features":["Lead and contact management","Project management","Advanced reports","Pre-built business dashboards"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":29,"period":"month","currency":"USD"}],"description":"Entry-level CRM with lead and contact management","contactSales":false,"includedLimits":{"records":"100,000","file_storage":"10 GB","custom_fields":"50"}},{"free":false,"name":"CRM Professional","summary":"$49/user/month billed annually. 14-day free trial.","features":["All Plus features","Lead assignment and routing","Workflow automation","AI Copilot","Email summaries and replies"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":49,"period":"month","currency":"USD"}],"description":"CRM with workflow automation and AI Copilot","contactSales":false,"includedLimits":{"records":"250,000","file_storage":"100 GB","custom_fields":"100"}},{"free":false,"name":"CRM Enterprise","summary":"$99/user/month billed annually.","features":["All Professional features","Sandboxes","Products, pricebooks, and quotes","Comprehensive audit logging","Custom validation rules","SAML/SCIM SSO"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":99,"period":"month","currency":"USD"}],"description":"Enterprise CRM with advanced customization and audit logging","contactSales":true,"includedLimits":{"records":"500,000","file_storage":"250 GB","custom_fields":"200"}},{"free":false,"name":"Marketing Plus","summary":"$99/account/month.","features":["Email marketing automation","Prospect scoring","A/B testing","Built-in dashboards"],"commitment":"annual","components":[{"kind":"fixed","amount":99,"period":"month","currency":"USD"}],"description":"Email marketing automation for 2,000 prospects","contactSales":true,"includedLimits":{"prospects":"2,000","monthly_email_volume":"10,000"}},{"free":false,"name":"Marketing Professional","summary":"$499/account/month.","features":["All Plus features","Custom scoring models","Advanced prospect tracking","Unlimited role-based permissions"],"commitment":"annual","components":[{"kind":"fixed","amount":499,"period":"month","currency":"USD"}],"description":"Marketing automation for 10,000 prospects with custom scoring","contactSales":true,"includedLimits":{"prospects":"10,000","monthly_email_volume":"50,000"}},{"free":false,"name":"Marketing Enterprise","summary":"$999/account/month.","features":["All Professional features","Comprehensive audit logging","Calculated fields","Custom validation rules"],"commitment":"annual","components":[{"kind":"fixed","amount":999,"period":"month","currency":"USD"}],"description":"Marketing automation for 20,000 prospects with advanced rules","contactSales":true,"includedLimits":{"prospects":"20,000"}},{"free":false,"name":"Support Plus","summary":"$29/user/month.","features":["Comprehensive ticket editor","SLA tracking","Configurable email macros","Customizable reports"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":29,"period":"month","currency":"USD"}],"description":"Support ticketing with SLA tracking","contactSales":true},{"free":false,"name":"Support Professional","summary":"$49/user/month.","features":["All Plus features","Customer satisfaction surveys","Custom ticket automations","Portal customization"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":49,"period":"month","currency":"USD"}],"description":"Support ticketing with customer surveys and portal customization","contactSales":true},{"free":false,"name":"Support Enterprise","summary":"$99/user/month.","features":["All Professional features","Comprehensive audit logging","Custom validation rules","Unlimited brands and portals"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":99,"period":"month","currency":"USD"}],"description":"Enterprise support with unlimited portals and audit logging","contactSales":true},{"free":false,"name":"AppConnect Standard","summary":"$249/month + $3,000 setup for 25,000 tasks/month.","features":["Drag-and-drop workflow builder","No-code integration","2000+ app integrations"],"commitment":"annual","components":[{"kind":"fixed","amount":249,"period":"month","currency":"USD"},{"kind":"one_time","amount":3000,"currency":"USD"}],"description":"Workflow automation with 25,000 monthly tasks","contactSales":true,"includedLimits":{"tasks_per_month":"25,000"}},{"free":false,"name":"AppConnect Professional","summary":"$799/month + $3,000 setup for 100,000 tasks/month.","features":["All Standard features","Custom AppConnect development","AWS Lambda support"],"commitment":"annual","components":[{"kind":"fixed","amount":799,"period":"month","currency":"USD"},{"kind":"one_time","amount":3000,"currency":"USD"}],"description":"Workflow automation with 100,000 monthly tasks","contactSales":true,"includedLimits":{"tasks_per_month":"100,000"}},{"free":false,"name":"AppConnect Enterprise","summary":"$1,899/month + $3,000 setup for 250,000 tasks/month.","features":["All Professional features","Enterprise support","Priority development"],"commitment":"annual","components":[{"kind":"fixed","amount":1899,"period":"month","currency":"USD"},{"kind":"one_time","amount":3000,"currency":"USD"}],"description":"Workflow automation with 250,000 monthly tasks","contactSales":true,"includedLimits":{"tasks_per_month":"250,000"}}],"addOns":[{"name":"Additional AppConnect tasks","components":[{"per":{"qty":25000,"unit":"tasks"},"kind":"metered","amount":249,"currency":"USD"}]}],"summary":"From $29/user/month for CRM, $99/account/month for marketing automation, $29/user/month for support. 14-day free trial on CRM.","currency":"USD","freeTier":false,"sourceUrl":"https://www.insightly.com/pricing-plans/","retrievedAt":"2026-08-16T20:55:38.163Z","freeTrialDays":14,"startingPrice":{"amount":29,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` |
| pricing.free_tier | yes | no |
| pricing.model | freemium | commercial |
| pricing.price_level | low | unknown |
| pricing.starting_price | `{"amount":8.99,"currency":"USD"}` | - |
| pricing.transparent | yes | no |
| reliability.sla_pct | 99.5 | 99.95 |
| reliability.status_page | yes | yes |
| security.gdpr | yes | yes |
| security.hipaa | - | yes |
| security.soc2 | - | yes |

## Capabilities (CRM Software)

| Capability | Agile CRM | Insightly |
|---|:--:|:--:|
| **Core** |  |  |
| Contact & account management | ✓ | ✓ |
| Deal / pipeline management | ✓ | ✓ |
| Lead scoring | ✓ | ✓ |
| **Communication** |  |  |
| Email sync & tracking | ✓ | ✓ |
| **Automation** |  |  |
| Marketing automation | ✓ | ✓ |
| Workflow automation | ✓ | ✓ |
| **Insight** |  |  |
| Reporting & dashboards | ✓ | ✓ |
| Sales forecasting | ✗ | ✓ |
| **Access** |  |  |
| Native mobile app | ✓ | ✓ |
| **Extensibility** |  |  |
| Public API | ✓ | ✓ |
| Custom fields & objects | ✓ | ✓ |

*Source: vioscaleAI. Generated 2026-10-16T18:33:33.779Z. "-" = undocumented, not absent.*