# Agile CRM vs Insightly

**Leader by Vioscale score:** Agile CRM

| Attribute | Agile CRM | Insightly |
|---|---|---|
| **Vioscale score** | 86.2 (36% (low)) | 65 (74% (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}]` | - |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | Cloud-based CRM that unifies sales enablement, marketing automation, and customer service in a single platform. Includes contact management, deal tracking, telephony, email integration, and workflow automation without requiring separate software. | 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. |
| 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 | 50 | 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"},{"name":"Microsoft"},{"name":"MS 365"},{"name":"PandaDoc"},{"name":"QuickBooks"},{"name":"Xero"},{"name":"DocuSign"},{"name":"Shopify"},{"name":"WordPress"},{"name":"Netsuite"}]` |
| market.availability | `{"hqCountry":"US","primaryMarkets":["US","GB","CA","EU"],"availabilityScope":"global","availableCountries":["US","CA","GB","EU","AU","AS"],"notAvailableCountries":[]}` | `{"hqCountry":"US","primaryMarkets":["US","CA"],"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 | mid |
| pricing.transparent | yes | no |
| reliability.sla_pct | - | 99.95 |
| reliability.status_page | - | 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: Vioscale. Generated 2026-09-01T17:22:46.218Z. "-" = undocumented, not absent.*