Best Insightly Alternatives: Top 10 Similar Competitors 2024
Insightly is one of the most popular CRM solutions, but that does not mean it checks every box for every business need.
Luckily, there are several Insightly competitors worth mentioning on the market. In this article, we’ll be breaking down a list of the 10 best Insightly alternatives to help you choose the best tool for your needs.
To do that, we’ll run down a list of the most important features and functionalities for each customer relationship management tool, compare pricing plans and give a suggestion based on your business needs.
Top 10 Insightly competitors with similar products
Here are our 10 picks of software like Insightly that we think are the best options. Although they are all fairly similar, some Insightly competitors will be better suited to your circumstances than others so read more about each option in the sections below.
And if you want to take an even deeper plunge into the world of CRM software, we did a review of the best CRM platforms available so you might want to take a look at that.
Product/service | Best for | Pricing* | Website |
Insightly | Our baseline CRM comparison tool | $35/user/month | |
HubSpot | Overall | $30/month | |
Zoho CRM | Free alternative | $20/user/month | |
Salesforce | Most similar | $25/user/month | |
Pipedrive | Remote sales teams | $14/user/month | |
Freshsales | Cheaper alternative | $9/user/month | |
Capsule | Simple CRM | $18/user/month | |
Microsoft Dynamics 365 | Business intelligence | $65/user/month | |
Apptivo | Workflow automation | $10/user/month | |
Keap | Marketing and sales automation | $149/month/2 users | |
Nutshell | QuickBooks integration | $19/user/month |
*pricing starts at
Here’s our full list of the best Insightly alternatives 2024:
Looking for a dependable CRM tool but not sure if Insightly is the one for you? In the next section, we'll explore the best Insightly alternatives. We'll take a deep dive into their unique features, capabilities, and pricing plans to help you make the right choice for your business needs.
As you explore Insightly substitutes, you might also want to read our detailed Insightly review which gives a great overview of the app’s features, pros, cons and pricing. This way, you’ll be able to compare Insightly with every alternative on our list.
Here are 10 good alternatives to Insightly:
1. HubSpot CRM (best Insightly alternative overall)
If you’re looking for an established tool that is not only a CRM software, but also offers a great number of integrations and advanced marketing tools, HubSpot CRM might be a great choice for you. HubSpot’s powerful platform offers CRM, marketing, sales, customer service, and content management features.
What makes this tool better in the Insightly vs Hubspot battle is its advanced marketing hub and superior 24/7 customer support. If you’re interested in a more in-depth comparison between the two, take a look at our Insightly vs Hubspot review.
HubSpot is best for:
Organizations of all sizes
Great for small and medium-sized businesses
Marketing teams
Good for inbound marketing
Customer service teams
Features
Contact management
Lead management
Sales pipeline management
Content management
Integrations
Meeting scheduler
Live chat
Website builder
Mobile app
Reporting and analytics
Knowledge base
SEO recommendations
Pricing
Free plan for unlimited users with limited basic features
Starter: unlimited users, $30 per month, billed monthly
Professional: unlimited users, $1,600 per month, billed annually
Enterprise: starts at $5,000 per month, billed annually
Visit HubSpot
2. Zoho CRM (best free Insightly alternative)
If you’re a small team looking for your first customer relationship management tool, it might be important for you to start small with a great free plan before investing further. What makes Zoho CRM one of the best free Insightly alternatives is the generous full set of features that are more than enough to power a small team.
Some of those features are lead and contact management, email marketing, analytics, automation and customization. See how the two tools measure against each other in our Insightly vs Zoho comparison.
Besides the superior free plan, Zoho CRM offers a great list of features that make it one of the most flexible tools. One of its advantages is definitely the level of customization of fields, layouts and workflows, which means that teams can tailor the software to meet their specific business needs.
It also helps businesses streamline processes and improve efficiency through rich automation features and integrations with other tools such as email marketing platforms such as Mailchimp, social media platforms or accounting software such as Quickbooks and Xero.
Zoho CRM is best for:
Startups
Small businesses
Sales teams
Service-based teams
Great if you need flexibility
Features
Sales process automation
Lead and contact management
Deal management
Account management
Lead generation
Email marketing
Customization
Mobile app
Analytics
Pricing
Free plan available
Standard: $20 per user/per month, billed monthly
Professional: $35 per user/per month, billed monthly
Enterprise plan is $50 per user/per month, billed monthly
Ultimate plan is $65 per user/per month, billed monthly
You can save up to 34% if you decide on the annual plan.
Visit Zoho CRM
3. Salesforce (most similar to Insightly)
Salesforce is another well-known player in the game. With its impressive set of features, incredible scalability and customization capabilities it has proven to be a great choice for large businesses and enterprises.
Salesforce is the most similar to Insightly in terms of the number of features and wide range of tools and functionalities. Both platforms are a comprehensive and feature-rich solution, great for larger teams.
With Salesforce, teams can manage their customer relationships, sales pipeline, and marketing campaigns with features such as contact management, lead generation, sales forecasting and marketing automation.
One of the key strengths of this platform is its ability to scale the system as your business grows. It also offers a wide range of third-party integrations and add-ons, allowing businesses to connect with other tools and systems they may already be using and to streamline their processes.
It’s important to note that Salesforce does not offer a free plan, but rather just a free trial. That might make it out of reach for many smaller businesses with limited budgets.
Salesforce is best for:
Large businesses and enterprises
Variety of industries
Great for businesses looking for a robust solution
Scalability
Features
Contact management
Opportunity management
Lead management
Workflow automation
Mobile solutions
Sales forecast
Dashboards and reporting
Data management
Pricing
No free plan available
Starter: $25 per user, per month, billed annually
Professional: $75 per user, per month, billed annually
Enterprise: $150 per user, per month, billed annually
Unlimited: $300 per user, per month, billed annually
Visit Salesforce
4. Pipedrive (good Insightly alternative for remote sales teams)
Pipedrive is another good Insightly alternative with a mission to help your team increase sales and revenue. And how does it plan on doing that, you wonder? With its impressive set of features like sales pipeline management, powerful analytics that allow you to spot new opportunities, metrics for success, automated workflows and reminders, this platform is setting your team up for success.
It allows sales teams to get a visual representation of their sales pipeline, as well as to customize it to fit their unique business needs. Lead and contact management are made easy with segmentation, contact history and automated activity reminders so you never miss an opportunity.
Pipedrive is a good Insightly alternative especially for remote sales teams since it offers a superior mobile app for both iOS and Android users. With this app, salespeople can organize their daily to-do lists, manage calendars, as well as do standard contact management, activity management and deal management, all while on the go.
Pipedrive is best for:
Small and medium-sized businesses
Remote teams
Good for teams focused on sales pipeline management
Great for prioritization
Features
Visual sales pipeline
Customizable pipeline
Team collaboration
Automated activity reminders
Workflow automation
Lead segmentation
Contact history
Web forms
Email tracking
Reporting and dashboards
Revenue forecasting
Pipedrive mobile app
Google Slides and Sheets support
AI sales assistance
Pricing
No free plan available
Essential: $14/user/month, billed annually
Advanced: $34/user/month, billed annually
Professional: $49/user/month, billed annually
Power: $64/user/month, billed annually
Enterprise: $99/user/month, billed annually
Visit Pipedrive
5. Freshsales (cheaper alternative to Insightly if you’re on a budget)
Freshsales is a CRM software that is a part of Freshworks suite - a cloud-based all-in-one platform of business software solutions that includes CRM, customer support, and IT service management tools.
Freshsales measures up great with other competitors on the market with its extensive catalog of features including lead generation, sales pipeline management, workflow automation, numerous integration options and its own mobile app.
But Freshsales comes with a couple of features that make it stand out like the sales intelligence features that use AI to help users make better decisions and improve productivity. AI-powered platform helps you prioritize with Contact Scoring, suggest next best action for a client based on data and offers in-depth analytics with Reports and Dashboards.
With all of this being said, Freshsales is a great cheaper alternative to Insightly with a free plan available for up to three users and then starting at $15 per user, per month.
Freshsales is best for:
Startups
Small businesses
Sales teams
AI-powered decision making
Opportunity management
Features
Table and Kanban view
Multiple channels of engagement
Conversation auto-routing
Workflow automation
Multiple sales pipelines
Product catalog
Contact scoring
Deal insights
Sales forecasting and reports
Customization
Mobile app
Pricing
There is a free version of Freshsales
Growth: $9 per user per month, billed annually
Pro: $39 per user per month, billed annually
Enterprise: $59 per user per month, billed annually
Freshsales offers a discount if you choose annual billing. Monthly plans are slightly more expensive.
Visit Freshsales
6. Capsule (great Insightly substitute if you’re looking for a simple CRM)
Capsule is a simple, but very powerful cloud-based CRM software. It offers a wide range of features and functionalities such as contact management, sales pipeline management, task management, email integration, and reporting. The app is designed to be easy-to-use and flexible, making it a great Insightly substitute for small businesses and freelancers.
Besides an impressive list of features, Capsule stands out with its simple and straightforward design, with a focus on ease-of-use. The interface is clean and intuitive, with a minimalist UI that makes it easy to navigate and use.
Capsule is best for:
Startups
Small businesses
Freelancers
Non-profits
Great for teams that value ease of use and simplicity
Features
Contact management
Sales pipeline management
Sales analytics
Workflow automation
Task management
Integrations
Knowledge base
Pricing
Free plan for up to 2 users
Professional: $18 per user, per month
Teams: $36 per user, per month
Enterprise: $54 per user, per month
All plans offer a 14-day free trial.
Visit Capsule
7. Microsoft Dynamics 365 (great CRM for business intelligence)
Microsoft Dynamics 365 is an all-in-one platform with CRM software and ERP set of tools. It’s a pretty well known player, coming from Microsoft workshop.
It offers several features that give this software an advantage amongst competitors. It uses AI to give users insights to their customers and their behaviors in order to manage their contacts better.
The software also allows automation of routines and processes. Since it is a Microsoft tool, integration with Microsoft Office 365 is a given. It allows users to seamlessly integrate familiar tools such as Excel, Outlook and Word into their CRM processes. Marketing tools offer great support for lead generation.
Microsoft Dynamics 365 is best for:
Large businesses and enterprises
Great for lead management
Contact management
Good for business intelligence
Features
AI-powered insights
Lead generation
Marketing and process automation
Contact management
Integrations
Project management
Sales management
Customer self-service portal
Pricing
No free plan available
Sales Professional: $65 per user, per month ($20 subsequent pricing)
Sales Enterprise: $95 per user, per month ($20 subsequent pricing)
Sales Premium: $135 per user, per month
Microsoft Relationship Sales: $162 per user, per month
Microsoft Viva Sales: $40 per user, per month
Visit Microsoft Dynamics 365
8. Apptivo (best Insightly CRM replacement for workflow automation)
Apptivo CRM is a part of a greater SaaS solution. This CRM software offers automation features which help sales teams achieve greater efficiency. It analyzes your sales pipeline and spots opportunities for optimization. It helps you visualize your sales pipeline and displays useful analytics by stages.
This Insightly substitute is also simple and easy to use, as it offers a user-friendly Kanban view, as well as numerous customization features based on a simple drag-and-drop principle. Apptivo has email integration with tools like Google’s Gmail. You can use predefined email templates for marketing campaigns or for keeping in touch with regular customers.
Apptivo is best for:
Startups
Freelancers
Small businesses
Great for workflow automation
Good for sales pipeline analytics
Features
Opportunity management
Integrations
Sales pipeline management
Customization
User-friendly drag-and-drop principle
Workflow automation
Lead conversion
Sales planning
Activity tracking
Territory management
Pricing
No free plan available
Lite: $10 per user, per month, billed monthly
Premium: $15 per user, per month, billed monthly
Ultimate: $25 per user, per month, billed monthly
Enterprise: no publicly disclosed quotas
Apptivo offers a 20% discount for annual billing.
Visit Apptivo
9. Keap (great for marketing and sales automation)
Keap (formerly Infusionsoft) is a popular CRM software that is designed for small businesses and known for its advanced marketing automation features.
The platform offers a comprehensive set of tools and features that can help businesses automate their sales and marketing processes with automated follow ups, email marketing, lead scoring, campaign management, and customer segmentation. It allows you to manage contacts and track interactions.
There are tools for sales process automation such as lead capture, follow-up, and appointment scheduling. Keap offers integrations with a range of third-party tools, including payment gateways, accounting software, and marketing tools.
These features make it a popular choice for small businesses looking for an all-in-one CRM solution.
Keap is best for:
Startups
Small businesses
Good for marketing automation
Sales process automation
Email marketing
E-commerce
Features
Contact management
Interaction tracking
Marketing automation
Email marketing
Lead scoring
Campaign management
Sales process automation
Lead capture
Follow-up scheduling
E-commerce functionalities
Integrations
Mobile app
Pricing
No free plan available
Pro: $149 per month for 2 users (additional users are $29 each)
Max: $199 per month for 3 users (additional users are $29 each)
Even though there is no free plan available, you can get a free 14-day trial. There’s also a 20% discount on annual plans available.
Visit Keap
10. Nutshell (top Insightly CRM alternative for QuickBooks integration)
Nutshell is a user-friendly and affordable CRM software that offers a range of features to help businesses manage their sales, marketing, and customer service operations with a collaborative approach.
Nutshell CRM really shines when it comes to integrations with accounting software such as QuickBooks, Xero, and FreshBooks. This allows businesses to easily sync customer data, invoices, and payment information between Nutshell and their accounting software, which can save time and reduce errors in data entry.
Additionally, this tool also offers integrations with other financial tools such as Stripe and PayPal, which can further streamline financial operations.
Nutshell is best for:
Small and medium-sized businesses
Accounting software integrations
Good for collaboration
Pipeline management
Flexibility
Features
Contact management
Pipeline management
Lead prioritization
Automatic lead assignment
Task reminders
Customizable reports
Data insights
Lead generation
Integrations
Email marketing
Mobile app
Pricing
No free plan available but free 14-day trial available
Foundation: $19 per user, per month
Pro: $49 per user, per month
Save up to 15% with an annual plan.
Visit Nutshell
Which of the alternatives to Insightly is a good choice for you?
Insightly has found itself on many top CRM software lists as one of the best solutions of its kind because of the feature-rich, powerful and customizable platform. But when it comes to choosing your CRM, that is not a one-size-fits-all situation.
Understanding true CRM meaning, purpose, and benefits is crucial when evaluating such tools for their capacity to manage customer interactions and data effectively. You should always consider several factors and take a look at other alternatives on the market.
If budget is a key factor for you, check out Freshsales, Apptivo or Zoho CRM. If you want a collaborative tool for your team, maybe Nutshell would be a better alternative or Pipedrive for remote teams. If you want your CRM to come with powerful marketing automation features, then Keep and HubSpot are worth exploring further.
You will not go wrong with choosing any of the Insightly CRM alternatives mentioned in this comparative summary, but the end decision will always depend on your unique business needs and preferences.
