Comparison

Close vs Insightly

On the evidence we track, Close leads this comparison with a composite score of 72/100. Scores are only directly comparable because these tools share a category; the full breakdown and every source is below.

Machine formatsMarkdownJSONGraphQLMarkdown is open. JSON and GraphQL need a free key.
★Close72
Insightly65
Score
vioscaleAI score
Close72 / 100high · 76%
Insightly65 / 100medium · 56%
Pricing
Free tier
Close✓
Insightly✗
Model
Insightlycommercial
Price level
Closelow
Insightlyunknown
Starting price
Close$9
Insightly–
Transparent
Close✓
Insightly✗
Integrations
Count
Close100
Insightly2,000
Security
Certifications
Insightly–
Gdpr
Close✓
Insightly✓
Hipaa
Close–
Insightly✓
Soc2
Close✓
Insightly✓
Trust center
Reliability
Sla pct
Close–
Insightly99.95
Status page
Close✓
Insightly✓
Content
Faq
Close8 items
Insightly7 items

Capabilities

Feature-by-feature on the axes that matter for crm software. “-” means undocumented, not absent.

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

What each one is

The product in its own terms, so the numbers below have context.

Close

Leader

A cloud-based sales CRM combining built-in calling, email, and SMS with workflow automation and an embedded AI sales agent that proactively calls leads, qualifies prospects, and automates follow-ups.

Independently observed

Insightly

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.

Independently observed

Pricing

List pricing as published by each vendor, with the date we read it. Always verify at the source before you buy.

Close

Leader
from $9/seat/moSubscriptionFree tier14-day trial

From $9/user/month (annual billing). 14-day free trial. Usage-based pricing for calling, SMS, and call recording.

  • Starter$9/user/mo (billed annually)
    • Unlimited contacts & leads
    • Built-in forms, email, calling & SMS
  • Growth$35/user/mo (billed annually)
    • All Starter features
    • Automated workflows
    • Chloe AI workflows
    • Contact enrichment
  • Scale$99/user/mo (billed annually)
    • All Growth features
    • Role-based access & permissions
  • EnterpriseContact sales
    • All Scale features
as of verify ↗

Insightly

from $29/moHybrid14-day trial

From $29/user/month for CRM, $99/account/month for marketing automation, $29/user/month for support. 14-day free trial on CRM.

  • CRM Plus$29/user/month billed annually. 14-day free trial.
    • Lead and contact management
    • Project management
    • Advanced reports
    • Pre-built business dashboards
  • CRM Professional$49/user/month billed annually. 14-day free trial.
    • All Plus features
    • Lead assignment and routing
    • Workflow automation
    • AI Copilot
    • Email summaries and replies
  • CRM EnterpriseContact sales
    • All Professional features
    • Sandboxes
    • Products, pricebooks, and quotes
    • Comprehensive audit logging
    • Custom validation rules
    • +1 more
  • Marketing PlusContact sales
    • Email marketing automation
    • Prospect scoring
    • A/B testing
    • Built-in dashboards
  • Marketing ProfessionalContact sales
    • All Plus features
    • Custom scoring models
    • Advanced prospect tracking
    • Unlimited role-based permissions
  • Marketing EnterpriseContact sales
    • All Professional features
    • Comprehensive audit logging
    • Calculated fields
    • Custom validation rules
  • Support PlusContact sales
    • Comprehensive ticket editor
    • SLA tracking
    • Configurable email macros
    • Customizable reports
  • Support ProfessionalContact sales
    • All Plus features
    • Customer satisfaction surveys
    • Custom ticket automations
    • Portal customization
  • Support EnterpriseContact sales
    • All Professional features
    • Comprehensive audit logging
    • Custom validation rules
    • Unlimited brands and portals
  • AppConnect StandardContact sales
    • Drag-and-drop workflow builder
    • No-code integration
    • 2000+ app integrations
  • AppConnect ProfessionalContact sales
    • All Standard features
    • Custom AppConnect development
    • AWS Lambda support
  • AppConnect EnterpriseContact sales
    • All Professional features
    • Enterprise support
    • Priority development
as of verify ↗

Platform & deployment

Where each product runs and how it can be hosted. A dash means undocumented, not unsupported.

Platforms
Web
Close✓
Insightly✓
iOS
Close✓
Insightly✗
Android
Close✓
Insightly✗
macOS
Close✓
Insightly✗
Windows
Close✓
Insightly✗
CLI
Close✓
Insightly✗
Deployment
Cloud / SaaS
Close✓
Insightly✓

Integrations

What each product connects to. Counts come from the vendor's own integration directory where one exists.

In common (2)
  • Shopify
  • Unbounce

Close

Leader
35 total - 33 not shared
  • Fivetran
  • Zapier
  • Zoom
  • Calendly
  • LinkedIn
  • ChatGPT
  • Gmail
  • HubSpot
  • monday.com
  • Ringover
  • Customer.io
  • Segment
  • Help Scout
  • Helpwise
  • KlickTipp
  • Dialer.io
  • Driftrock
  • Drip
  • LeadFuze
  • Convertmax
  • Aura
  • Avina
  • Magic Sales Bot
  • LeadCRM
  • +9 more
Independently observed

Insightly

13 total - 11 not shared
  • Google
  • Microsoft
  • MS 365
  • PandaDoc
  • QuickBooks
  • Xero
  • DocuSign
  • WordPress
  • Netsuite
  • Outlook
  • Slack
Independently observed
Still deciding?

Close or Insightly: which one depends on you

A composite score cannot know your constraints. Describe them and both get re-weighted against what you actually need, with the evidence behind every position.

Free to run, no account needed to start. How the evaluation works

Comparison generated from independently-sourced facts. Every value links to its source and retrieval date. See the method.