# Freshsales vs Insightly

**Leader by Vioscale score:** Freshsales

| Attribute | Freshsales | Insightly |
|---|---|---|
| **Vioscale score** | 83.9 (73% (medium)) | 65 (74% (medium)) |
| content.faq | `[{"answer":"Freshsales is a cloud-based customer relationship management platform designed to streamline sales operations and team productivity. The software provides features for lead capture, pipeline management, customer engagement, and sales forecasting, enhanced with artificial intelligence (Freddy AI) to automate routine tasks like email composition and deal scoring.","source":"https://www.freshworks.com/crm/sales/","question":"What is Freshsales?","confidence":0.95},{"answer":"Freshsales is a commercial, proprietary SaaS (Software-as-a-Service) product developed and maintained by Freshworks, a cloud-based software company founded in 2010. It is not open-source and operates on a subscription-based business model with both free trial and paid plans.","source":"https://en.wikipedia.org/wiki/Freshworks","question":"Is Freshsales open-source or commercial software?","confidence":0.95},{"answer":"Freshsales offers a 21-day free trial that requires no credit card and has no usage restrictions during the trial period. The platform operates on a freemium model with both free and paid subscription tiers for ongoing use beyond the trial.","source":"https://www.freshworks.com/crm/sales/","question":"Does Freshsales offer a free trial or free plan?","confidence":0.9},{"answer":"Freshsales is designed for sales teams of various sizes and industries who want to optimize their sales processes and close deals more efficiently. The platform serves businesses ranging from startups to enterprises, with reported adoption by over 74,000 companies globally.","source":"https://www.freshworks.com/crm/sales/","question":"Who is Freshsales designed for?","confidence":0.92},{"answer":"Freddy AI is Freshsales' embedded artificial intelligence component that automates and enhances various sales tasks. It provides functionality such as intent scoring to identify high-value leads, automated email composition, deal recommendations based on customer data, and predictive insights to guide sales activities.","source":"https://www.freshworks.com/crm/sales/","question":"What is Freddy AI in Freshsales?","confidence":0.88},{"answer":"Freshsales is a cloud-based SaaS platform delivered entirely through the web browser. Users access the software remotely without needing to install or maintain on-premise infrastructure, which simplifies deployment and ensures automatic updates.","source":"https://en.wikipedia.org/wiki/Freshworks","question":"Is Freshsales cloud-based or does it support on-premise deployment?","confidence":0.9},{"answer":"Core features of Freshsales include lead management and qualification, visual pipeline management using Kanban-style boards, 360-degree customer views for multi-channel engagement, deal tracking and forecasting, contact and activity management, and AI-powered task automation. The platform emphasizes reducing manual work through intelligent automation while providing visibility into the entire sales pipeline.","source":"https://www.freshworks.com/crm/sales/","question":"What are the core features of Freshsales?","confidence":0.92},{"answer":"Freshsales is the CRM product within the Freshworks suite, launched in 2016 as the company's second product offering. Freshworks, founded in 2010, is a cloud software company that also offers Freshdesk (customer service), Freshservice (IT service management), and other business solutions, with Freshsales representing their primary sales-focused CRM product.","source":"https://en.wikipedia.org/wiki/Freshworks","question":"How does Freshsales relate to Freshworks?","confidence":0.95}]` | - |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | A cloud-based sales CRM that enables teams to organize contacts, manage deals through visual pipelines, and automate repetitive tasks. It integrates AI-powered insights and lead scoring to streamline the sales process. | 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":false,"forecasting":true,"lead_scoring":true,"custom_fields":true,"email_integration":true,"contact_management":true,"pipeline_management":true,"workflow_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 | 1,200 | 2,000 |
| integrations.list | `[{"name":"Email"},{"name":"Chat"}]` | `[{"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":[],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"hqCountry":"US","primaryMarkets":["US","CA"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"web":true}` | `{"web":true}` |
| pricing | `{"type":"subscription","plans":[{"free":false,"name":"Growth","summary":"$9/user/month, billed annually","features":["Kanban view","Contact lifecycle stages","Chat, Email, and phone","Email templates","Custom fields","Basic workflows"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":9,"period":"month","currency":"USD"}],"description":"For startups and SMBs","contactSales":false},{"free":false,"name":"Pro","summary":"$39/user/month, billed annually","features":["Everything in Growth, plus:","Contact scoring","Deal insights","Custom sales activities","Territory management","Sales sequences"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":39,"period":"month","currency":"USD"}],"description":"For growing and mid-sized businesses","contactSales":false},{"free":false,"name":"Enterprise","summary":"$59/user/month, billed annually","features":["Everything in Pro, plus:","Forecasting insights","Field-level permissions","Custom modules","Sandbox","Audit logs"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":59,"period":"month","currency":"USD"}],"description":"For mid to large-sized businesses","contactSales":false}],"addOns":[{"name":"Branded documents","components":[{"kind":"per_unit","unit":"seat","amount":19,"period":"month","currency":"USD"}]},{"name":"Freddy AI Agent","components":[{"per":{"qty":100,"unit":"sessions"},"kind":"per_unit","amount":49,"currency":"USD"}]}],"summary":"From $9/user/month, billed annually. Free 21-day trial.","currency":"USD","freeTier":false,"sourceUrl":"https://www.freshworks.com/crm/pricing/?utm_medium=home&utm_campaign=hellobar&utm_source=organic","retrievedAt":"2026-08-14T15:28:05.444Z","freeTrialDays":21,"startingPrice":{"amount":9,"period":"month","currency":"USD"},"billingPeriods":["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 | no | no |
| pricing.model | commercial | commercial |
| pricing.price_level | low | mid |
| pricing.transparent | yes | no |
| release.cadence_days | 30 | - |
| reliability.sla_pct | 99.9 | 99.95 |
| reliability.status_page | yes | yes |
| security.disclosure_policy | yes | - |
| security.gdpr | yes | yes |
| security.hipaa | - | yes |
| security.iso27001 | yes | - |
| security.soc2 | yes | yes |

## Capabilities (CRM Software)

| Capability | Freshsales | 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 2026-09-01T15:55:29.003Z. "-" = undocumented, not absent.*