Insightly vs Capsule CRM: Which Is The Best in 2025?

You’re looking at Insightly vs Capsule CRM, and honestly, both seem pretty good.

How do you know which one fits your needs?

It’s like choosing between two cool video games, but you only have money for one.

Now, imagine you pick the wrong one. You spend hours setting it up, and it doesn’t do what you need. 

Don’t worry—we’re here to help. We’ll explain the key differences between Insightly and Capsule CRM. 

Overview

We’ve rolled up our sleeves and put Insightly and Capsule CRM through their paces. 

Our team spent weeks testing each platform, simulating real-world scenarios, and diving deep into their features.

This hands-on experience allows us to provide a clear, unbiased comparison.

What is Insightly?

Insightly? Yeah, it’s a CRM. But it does more. Think project management, too.

This tool is designed to grow businesses. It allows you to track deals and projects in one place, which sounds useful.

Also, explore our favorite Insightly alternatives…

Key Benefits

• • Boost Productivity: Improve project completion rates by 20%.
  • Increase Revenue: Track leads effectively and closes more deals.
  • Enhance Collaboration: Connect teams and improve communication.
  • Gain Valuable Insights: Get a deeper understanding of your customers.

Pricing

All the plans will be billed annually.

• Plus: $29/user/month.
• Professional: $49/user/month.
• Enterprise: $99/user/month.

What is Capsule CRM?

Capsule CRM? It’s all about keeping things simple.

Think easy contact tracking. Sales pipelines?

They’ve got that. It’s designed for small teams.

Want something straightforward? This could be it.

Also, explore our favorite Capsule alternatives…

Key Benefits

• User-friendly interface: Capsule CRM is known for its intuitive design and ease of use.
• Affordable pricing: It’s one of the most budget-friendly CRMs on the market.
• Great for small businesses: Its simplicity and focus on essential features make it perfect for small teams.
• Mobile app: Access your customer data and manage your sales pipeline on the go.
• Integrates with popular tools: Connects with G Suite, Mailchimp, Zapier, and more.

Pricing

All the plans will be billed annually.

• Starter: $18/user/month.
• Growth: $36/user/month.
• Advanced: $54/user/month.
• Ultimate: $72/user/month.

Feature Comparison

Let’s examine the core differences.

We’ll examine key features, show how each CRM handles crucial aspects of your business, and help you choose the right one.

1. Ease of Use

• Insightly offers a comprehensive CRM solution, but its feature-rich interface can have a steeper learning curve, especially for new users.
• Capsule CRM emphasizes simplicity. Its clean, intuitive design makes it easy to learn and use, ideal for small businesses that prioritize quick adoption.

2. Customization

• Insightly: Provides extensive customization options, tailoring fields, workflows, and reports to your business needs.
• Capsule CRM offers limited customization. While you can adjust some fields, it’s less flexible and focuses on a more standardized experience.

3. Integrations

• Insightly: Boasts various integrations, including popular tools like Mailchimp and a robust API for custom connections.
• Capsule CRM: Offers fewer integrations. Though it covers essential tools, its ecosystem is less extensive, potentially limiting its ability to integrate with niche applications.

4. Sales Process Management

• Insightly: Provides advanced tools for managing the sales process, including lead scoring, workflow automation, and detailed pipeline tracking, helping to maximize sales opportunities.
• Capsule CRM offers a straightforward sales pipeline for basic tracking and managing sales opportunities. However, it lacks Insightly’s advanced automation features.

5. Email Marketing

• Insightly offers built-in email marketing capabilities and strong integrations to support campaign management and lead nurturing.
• Capsule CRM: Relies primarily on integrations for email marketing, requiring connections to external services for campaign execution.

6. Customer Support

• Insightly: Offers comprehensive customer support, including online resources, email, and phone support for higher-tier plans.
• Capsule CRM: Provides reliable customer support through online resources and email, focusing on quick and efficient issue resolution.

7. Customer Relationships

• Insightly: Designed to foster deep customer relationships through detailed contact management, project tracking, and communication tools, helping to streamline your interactions.
• Capsule CRM focuses on foundational customer relationship management. It provides essential tools for tracking interactions and maintaining customer relationships, making it efficient for a more minor sales team.

What to Look For When Choosing CRM Software?

• Consider your team’s technical skills for ease of use.
• Evaluate if the API enables necessary custom integrations.
• Match CRM features to your specific sales process needs.
• Ensure customer support aligns with your required response times.
• Factor in long-term scaling when reviewing pricing tiers.
• Confirm the CRM supports your existing email marketing tools.
• Determine if the CRM’s reporting aligns with your business’s KPIs.
• Check if the CRM is designed for your business size (e.g., small businesses).
• Verify mobile app functionality for on-the-go access.
• Assess data security and compliance measures.
• Explore available training and onboarding resources.
• Review user reviews and testimonials for real-world insights.
• Check for data migration tools to ensure a smooth transition.
• Determine if the CRM offers project management, if needed.
• Evaluate how well the CRM helps you build strong customer relationships.

Final Verdict

So, Capsule CRM vs Insightly, which one wins? For most growing businesses, Insightly takes the lead.

Yes, it might cost a bit more. But it gives you way more.

You can customize almost everything. Plus, the project management? Super helpful.

If you need a powerful CRM that grows with you, Insightly is it.

We’ve spent hours testing both. We know what works.

We think Insightly gives you the tools you need to succeed. Don’t just take our word for it; try it. 

You’ll see how it can help you better manage your sales and projects.

If you need simple contact tracking, Capsule CRM is fine. However, for a complete CRM solution, Insightly offers the most value.

More of Insightly

Here’s a brief comparison of Insightly with these software solutions:

• Insightly vs Gohighlevel: Insightly combines CRM with project management, while GoHighLevel is a comprehensive platform for sales, marketing, and agency automation, offering broader tools for lead generation.
• Insightly vs Pipedrive: Insightly focuses on CRM with integrated project management; Pipedrive specializes in visual sales pipeline management, often preferred by sales-centric teams.
• Insightly vs Keap: Insightly offers a robust CRM with project tracking; Keap provides powerful marketing automation, email campaigns, and comprehensive sales features.
• Insightly vs ActiveCampaign: Insightly merges CRM with project management capabilities; ActiveCampaign excels in advanced marketing automation, email sequencing, and lead scoring.
• Insightly vs HubSpot: Insightly offers a strong CRM with project management, while HubSpot provides a vast all-in-one platform for marketing, sales, and customer service.
• Insightly vs Clickfunnels: Insightly is a CRM with project management; ClickFunnels is primarily a sales funnel builder for creating landing pages and automating sales processes.
• Insightly vs Folk: Insightly is a comprehensive CRM with project management capabilities; Folk is a more streamlined, collaborative contact management tool.
• Insightly vs Instantly: Insightly offers a robust CRM and project management solution; Instantly focuses on automated cold email outreach and lead generation.
• Insightly vs Clickup: Insightly integrates CRM and project management; ClickUp is a versatile work management platform that can be configured for CRM tasks.
• Insightly vs Monday: Insightly combines CRM with project management; Monday CRM is a highly customizable work operating system, adaptable for various CRM needs.
• Insightly vs Freshsales: Insightly offers a robust CRM with project management; Freshsales CRM provides advanced sales automation, AI insights, and multichannel communication.
• Insightly vs Salesforce: Insightly is a comprehensive CRM with integrated project management; Salesforce is an enterprise-grade, highly customizable, and expansive CRM solution.
• Insightly vs Zendesk: Insightly is a CRM with project management features; Zendesk primarily focuses on customer support and service ticketing.

More of Capsule CRM

Here’s a brief comparison of Capsule CRM with these software solutions:

• Capsule CRM vs Gohighlevel: Capsule CRM excels in straightforward contact management and sales pipelines, while GoHighLevel provides a comprehensive platform for sales, marketing automation, and lead generation.
• Capsule CRM vs Pipedrive: Capsule CRM offers a simple solution for managing contacts and sales, whereas Pipedrive is a visually driven sales pipeline management tool.
• Capsule CRM vs Keap: Capsule CRM focuses on simplicity and affordability for contact and sales tracking; Keap offers extensive marketing and sales automation features, often at a higher cost.
• Capsule CRM vs ActiveCampaign: Capsule CRM offers solid contact and pipeline management, while ActiveCampaign delivers powerful marketing automation, email campaigns, and advanced segmentation.
• Capsule CRM vs Hubspot: Capsule CRM is a user-friendly, affordable CRM for managing customer interactions; HubSpot provides a vast suite of marketing, sales, and service tools, with free and scalable paid options.
• Capsule CRM vs Clickfunnels: Capsule CRM is a tool for managing customer relationships; ClickFunnels specializes in building sales funnels and optimizing conversion processes.
• Capsule CRM vs Folk: Capsule CRM is a simple contact management solution, whereas Folk emphasizes collaborative contact organization and enrichment with modern features.
• Capsule CRM vs Instantly: Capsule CRM focuses on general contact and sales management; Instantly is tailored for automated cold email outreach and sales engagement.
• Capsule CRM vs Clickup: Capsule CRM is a dedicated CRM solution, while ClickUp is a versatile work management platform that includes CRM functionalities alongside project and task management.
• Capsule CRM vs Monday CRM: Capsule CRM offers simple contact and sales pipeline management; Monday CRM provides highly customizable visual workflows and extensive team collaboration features.
• Capsule CRM vs Freshsales CRM: Capsule CRM prioritizes simplicity in sales and contact management, while Freshsales CRM offers a more robust sales platform with AI-powered insights and advanced analytics.
• Capsule CRM vs Salesforce: Capsule CRM is ideal for small to medium businesses seeking a simple, affordable CRM; Salesforce is an enterprise-grade CRM with extensive customization and scalability for large organizations.
• Capsule CRM vs Zendesk: Capsule CRM focuses on sales and customer relationship management, while Zendesk is primarily a customer service platform that excels in ticketing and support solutions.

Frequently Asked Questions