Comparison

Close vs Insightly

On the evidence we track, Close leads this comparison with a composite score of 71/100. Scores are only directly comparable because these tools share a category; the full breakdown and every source is below.

Machine formatsJSONMarkdownGraphQLor send Accept: application/json
Close71
Insightly65
Score
Vioscale score
Close71 / 100high · 75%
Insightly65 / 100medium · 74%
Pricing
Free tier
Close
Insightly
Model
Insightlycommercial
Price level
Closelow
Insightlymid
Transparent
Close
Insightly
Integrations
Count
Close100
Insightly2,000
Security
Gdpr
Close
Insightly
Hipaa
Close
Insightly
Soc2
Close
Insightly
Reliability
Sla pct
Close
Insightly99.95
Status page
Close
Insightly
Content
Faq
Close8 items
Insightly

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

Insightly is a customer relationship management platform that helps teams manage leads, opportunities, and customer support through integrated sales, marketing, and ticketing tools. The platform includes workflow automation, business dashboards, and extensive third-party integrations to streamline operations.

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/moSubscriptionFree tier30-day trial

From $9/user/mo (annual billing). Free 30-day trial. All plans include AI agent features and credits.

  • Solo$9/user/mo (annual) or $19/user/mo (monthly)
    • Limited to 1 user
    • Up to 10k leads
    • 500 AI credits per month
    • Chloe AI access
    • Workflows not included
  • Essentials$35/user/mo (annual) or $49/user/mo (monthly)
    • Unlimited contacts & leads
    • Team collaboration features
    • Built-in forms, email, calling & SMS
    • Centralized inbox & task list
    • 1,000 AI credits per month
    • +1 more
  • Growth$99/user/mo (annual) or $109/user/mo (monthly)
    • Automated workflows
    • Use Chloe in Workflows
    • Power dialer
    • Custom activities
    • Send bulk email
    • +1 more
  • ScaleContact sales
    • Role-based access & permissions
    • Lead visibility rules
    • Predictive dialer
    • Unlimited call recording retention
    • Live call coaching
    • +2 more
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
Deployment
Cloud / SaaS
Close
Insightly

Integrations

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

Close

Leader
3 total
  • Fivetran
  • Zapier
  • Zoom
Independently observed

Insightly

10 total
  • Google
  • Microsoft
  • MS 365
  • PandaDoc
  • QuickBooks
  • Xero
  • DocuSign
  • Shopify
  • WordPress
  • Netsuite
Independently observed

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