Insightly vs Close CRM: Which is The Best One in 2025?

Picking the right CRM is tough, right? 

Imagine your sales falling behind because your CRM is clunky.

You’re losing track of leads, and your team is frustrated. 

Don’t worry; we’re going to break down Insightly vs Close CRM in simple terms.

Let’s find the right tool to boost your sales.

Overview

To give you a clear picture, we’ve put both Insightly and Close CRM through their paces.

Our team tested each platform, exploring its core features and usability.

This hands-on experience allows us to provide a balanced and practical comparison.

What is Insightly?

Insightly? Think of it as a super-organized digital assistant.

It helps you keep track of customers.

And it manages your projects, too. It’s like two tools in one.

You can see everything in one place.

Also, explore our favorite Insightly alternatives…

Key Benefits

• • Boost Productivity: Improve project completion rates by 20%.
  • Increase Revenue: Track leads effectively and close 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 Close CRM?

Close CRM? It’s all about closing deals.

It’s built for sales teams. You can make calls right in the app.

It helps you stay on top of leads.

It’s focused on sales communication.

Also, explore our favorite Close CRM alternatives…

Key Benefits

• Built-in calling: Make and receive calls directly within Close.
• Powerful email sequences: Automate your outreach and follow-up.
• Advanced reporting: Track your progress and identify areas for improvement.
• Sales automation: Streamline repetitive tasks and save time.
• Dedicated support: Get help from their expert team when you need it.

Pricing

All the plans will be billed annually.

• Essentials: $35/seat/month.
• Growth: $99/seat/month.
• Scale: $139/seat/month.

Feature Comparison

Let’s dive into the core features.

We’ll compare these two platforms side by side. 

This helps you see which one better fits your specific business needs.

1. Core CRM Functionality

• Insightly: Offers robust CRM software with strong project management, making it versatile. It’s designed to manage both sales and project workflows, and its customization allows for a tailored user experience.
• Close CRM focuses heavily on sales activities, particularly direct communication. Its core functionality centers around calling, emailing, and pipeline management, and it aims to improve sales processes.

2. Integration and Connectivity

• Insightly: Boasts extensive integrations with over 250 apps, including marketing tools and other business applications. It aims to connect various aspects of your operations.
• Close CRM: This offers integrations, but they are more sales-focused. It integrates well with calling and email marketing tools, prioritizing direct sales communication.

3. Automation and Workflow

• Insightly: Provides strong marketing automation and workflow capabilities, allowing you to automate various tasks and processes. This helps streamline operations and improve efficiency.
• Close CRM: Focuses on sales automation, such as automated follow-up emails and task reminders. Its automation is geared towards improving sales team productivity.

4. Reporting and Forecasting

• Insightly: Offers detailed reporting and forecast capabilities, providing insights into sales and project performance. It aims to give a comprehensive view of your business data.
• Close CRM: Provides sales-specific reporting and pipeline visibility. Its forecast features are focused on predicting sales outcomes and tracking performance.

5. Customer Support and Service

• Insightly: Offers various customer support options, including online resources and direct support. It aims to provide comprehensive assistance to its users.
• Close CRM: Provides direct support, focusing on helping sales teams with their specific needs. Their customer service is geared towards sales efficiency.

6. Customization and Personalization

• Insightly: Allows for extensive customization, letting you tailor the platform to your specific business needs. You can customize dashboards, fields, and workflows. It aims to cater to diverse business processes.
• Close CRM: This offers some customization, but it’s more focused on sales-specific settings. You can personalize email templates and call settings.

7. Ease of Use and User Interface

• Insightly: While powerful, its comprehensive features can make it slightly complex. Ease of use can vary depending on the user’s familiarity with project management.
• Close CRM is designed for simplicity, especially for sales teams. Its user interface is straightforward, promoting ease of use for sales activities. When you compare this to Insightly CRM, you can see the difference. It is simpler compared to Salesforce or even Hubspot. When reading a review of Insightly CRM, you will see the added complexity.

What to Look for When Choosing a CRM Platform?

• Consider your team’s technical comfort; avoid overly complex systems.
• Evaluate scalability; ensure the CRM can grow with your business.
• Mobile accessibility is crucial for on-the-go teams.
• Look for strong API access for future integrations.
• Assess the level of training and onboarding support.
• Factor in long-term costs beyond the initial subscription.
• Check for industry-specific features if applicable.

Final Verdict 

So, which one wins in the CRM vs battle?

For many, Insightly is the better choice. It handles both sales and projects.

This makes it super flexible.

If you need a CRM that does more than just sales, Insightly is it.

Close CRM is great for sales teams focused on calls.

But if you need to run complex campaigns and manage projects, Insightly gives you more.

We’ve tested both, and Insightly’s broad features often give more value.

Listen to this advice, and you’ll pick the right CRM for your business.

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 Capsule CRM: Insightly is a more feature-rich CRM with project management, while Capsule CRM is a simpler, straightforward contact and sales opportunity tracker.
• 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 Close CRM

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

• Close CRM vs Gohighlevel: Close CRM focuses on sales teams with built-in calling and email for efficiency, while GoHighLevel is an all-in-one platform integrating sales, marketing automation, and lead generation.
• Close CRM vs Pipedrive: Close CRM emphasizes robust communication tools and automation for inside sales. At the same time, Pipedrive is known for its intuitive visual sales pipeline management for small to medium businesses.
• Close CRM vs Keap: Close CRM is a sales-focused CRM with built-in calling and email sequences, whereas Keap offers more comprehensive marketing automation and e-commerce integrations.
• Close CRM vs ActiveCampaign: Close CRM excels in streamlined sales processes and communication tools, while ActiveCampaign provides more extensive marketing automation, advanced segmentation, and detailed customer journey tracking.
• Close CRM vs HubSpot: Close CRM is designed for sales teams and prioritizes built-in calling and rapid deal closing, while HubSpot offers a broader suite that encompasses marketing, sales, and customer service.
• Close CRM vs Clickfunnels: Close CRM is a sales-oriented CRM for managing leads and deals; ClickFunnels is a specialized tool for building sales funnels and optimizing conversions.
• Close CRM vs Folk: Close CRM is a sales-focused CRM with robust sales automation and built-in communication, while Folk offers flexible, collaborative contact management with a focus on organization and simple outreach.
• Close CRM vs Instantly: Close CRM provides a comprehensive sales CRM with integrated calling and broader sales automation, while Instantly specializes in high-volume cold email outreach and deliverability.
• Close CRM vs Clickup: Close CRM is a dedicated sales CRM for pipeline management and communication, whereas ClickUp is a versatile work operating system with project management, task organization, and customizable CRM capabilities.
• Close CRM vs Monday CRM: Close CRM is a specialized sales CRM with advanced automation for closing deals. Monday CRM is a visual work OS offering customizable workflows for various business functions, including sales.
• Close CRM vs Capsule CRM: Close CRM offers robust sales automation and built-in communication for dedicated sales teams. Capsule CRM is a simpler, more affordable contact manager primarily for basic relationship tracking.
• Close CRM vs Freshsales CRM: Close CRM emphasizes sales efficiency with built-in communication and automation. Freshsales CRM provides a comprehensive solution with advanced sales automation and in-depth reporting.
• Close CRM vs Salesforce: Close CRM is a sales engagement platform for SMBs with integrated calling and email, while Salesforce is an extensive, highly customizable enterprise-level CRM with broad sales, marketing, and service capabilities.
• Close CRM vs Zendesk: Close CRM is specifically built for sales teams and has robust calling and email features. At the same time, Zendesk is primarily a customer service platform focused on ticketing and support management.

Frequently Asked Questions