⚡ Quick Verdict:
- Preisgestaltung: Insightly starts at $29/user/month. Close CRM starts at $35/seat/month.
- Ideal für: Insightly suits teams that need customer relationship management plus project management. Close CRM suits outbound sales teams that live on phone calls.
- Hauptunterschied: Insightly manages projects, contacts and services after the sale. Close CRM has built in calling, texting and a power dialer.
- Our pick: Insightly, rated 4.1 against 3.0 for Close CRM. It covers more of your Geschäft for less money per seat.
Most CRM buyers pick the wrong tool for a simple reason.
They compare feature lists instead of workflows.
Insightly and Close CRM are both customer relationship management platforms.
But they were built for two different jobs.
One tracks the whole customer journey, including projects and delivery.
The other exists to help sales reps talk to more leads, faster.
Überblick
This Insightly vs Close CRM comparison covers pricing, core features and ease of use.
Unser Schriftsteller spent hands-on time inside Close CRM directly.
Notes on Insightly come from its documentation, pricing page and G2 reviews.
We also break down who each system works best for.
By the end, you will know which CRM software fits your team.
Was ist Insightly?
Insightly is a customer relationship management platform for small and mid-sized companies.
It markets itself as the modern CRM teams love.
Insightly CRM keeps current and prospective customer Daten an einem Ort.
The system pairs contact management with real project management.
Sales teams track sales opportunities while delivery teams run projects.
PC Magazine, Entrepreneur Magazine, G2 Crowd and TrustRadius all recommend it.
Here is a short walkthrough of the platform.
🏆 Gewinner: Insightly
One system for contacts, deals and projects. Insightly offers SOC 2 Type II, GDPR and HIPAA compliance. Setup is fast for small teams.
Aufschlussreiche Preisgestaltung
Insightly uses three tiers. Every plan is priced per user, per month.
| Planen | Preis | Am besten geeignet für |
|---|---|---|
| Plus | 29 $/Nutzer/Monat | Small teams needing core CRM and projects |
| Professional | 49 $/Nutzer/Monat | Teams that want dashboards and app integration |
| Unternehmen | 99 $/Nutzer/Monat | Full access to every feature and custom objects |
Pricing verified August 2026.
Kostenlose Testversion: Yes. Insightly offers a 14-day trial with no card required.
Geld-zurück-Garantie: None advertised. Annual contracts are prepaid, so test the trial first.
📌 Notiz: The Plus tier gives limited access to most features. Professional adds limited dashboards and third-party app integration. Enterprise unlocks everything.
⚠️ Warnung: Insightly Marketing and Insightly Service are sold separately. Those other Insightly products follow the same per-user pricing, so costs stack up fast.
Wichtigste Vorteile von Insightly
Here is what makes Insightly worth a look:
- 360-degree customer view: All customer records, emails and files sit on one page. That view supports personalized Öffentlichkeitsarbeit and automated tasks.
- Projects built in: You can create projects, set milestones and assign tasks to any team member. Gantt chart visualizations arrived in 2025 for timelines and dependencies.
- Pipelines and Kanban views: Customizable pipelines track each stage of your sales process. Multiple pipelines let you separate new Geschäft from renewals.
- AppConnect integrations: A low-code engine ships over 2,000 pre-built connectors. Google Workspace, Slack and Buchhaltung apps all connect without a developer.
- Copilot AI Assistent: Copilot summarizes long email threads and retrieves records on request. It cuts manual data entry during busy weeks.
- Strong compliance: Insightly meets SOC 2 Type II, GDPR and HIPAA standards. Sicherheit matters if you handle health or EU customer data.
- Mobiler Zugriff: The web app and mobile app both work on any mobile device. Business card scanning adds new contacts on the go.
What Our Team Noticed
Note: We have not had extended hands-on time inside Insightly yet. The points above come from published documentation, the Insightly pricing page and verified G2 reviews. G2 reviewers repeatedly highlight the fast rollout and the smooth data input and sharing process.
Aufschlussreiche Vor- und Nachteile
✅ Vorteile
- CRM and project management link tightly in one system
- Easier to pick up than Zoho CRM, with a short learning curve
- Over 2,000 AppConnect connectors reach almost any tool
- SOC 2 Type II, GDPR and HIPAA compliance included
- Rollout is fast, so teams start tracking deals sooner
❌ Nachteile
- Not as feature-deep as Zoho CRM on advanced features
- Custom workflows lag behind rival CRM tools
- The Enterprise tier costs almost double Zoho CRM
- No built-in dialer, so phone calls need another tool
Was ist Close CRM?
Close CRM is a sales platform built for small to medium-sized businesses.
Its whole focus is turning leads into revenue.
Email, calling and SMS sit inside a single inbox.
Sales reps dial prospects straight from the browser or desktop app.
Smart Views filter leads by criteria so nobody wastes a search.
Close is often grouped with sales engagement tools rather than traditional CRM options.
The video below walks through the interface in more detail.
Runner Up: Close CRM
The pick for high-volume outbound calling. Close offers a power dialer, SMS and a shared inbox. Migration from other CRMs is free and takes one click.
Preisgestaltung für CRM-Systeme
Close CRM also uses three tiers. Pricing is per seat, per month.
| Planen | Preis | Am besten geeignet für |
|---|---|---|
| Grundlagen | 35 $/Sitzplatz/Monat | Startup features for a first sales team |
| Wachstum | 99 $/Sitzplatz/Monat | Professional features like Automatisierung and sequences |
| Skala | 139 $/Sitzplatz/Monat | Call coaching, custom objects and Berichterstattung Tiefe |
Pricing verified August 2026.
💡 Preishinweis: Our research notes list an older Startup, Professional and Enterprise structure at $59, $109 and $149 per seat when billed monthly. The table above reflects our verified plan data. Check the vendor page before you buy.
Kostenlose Testversion: Yes. Close offers a 14-day free trial, and a motivated team can go live inside it.
Geld-zurück-Garantie: None published. Annual plans are billed annually at a discount to monthly.
📌 Notiz: Every plan includes calling, texting and email. Higher tiers add advanced automation, collaboration tools, deeper customization and call coaching.
⚠️ Warnung: Entry-level pricing is expensive next to other CRMs. Smaller teams with tight budgets should map seat counts before committing.
Wichtigste Vorteile von Close CRM
Here is where Close CRM earns its keep:
- Built-in dialers: A power dialer and a predictive dialer automate outbound calls. Reps dial multiple numbers without touching a keypad.
- One inbox for everything: Email, phone calls and SMS land in the same place. That cuts app switching for busy sales reps.
- Live call coaching: Managers listen in and help reps mid-call. New hires ramp faster and close more deals.
- Intelligente Ansichten: Saved filters surface the right leads first. Prioritization stops guesswork at the top of the day.
- Fast onboarding: A CSV import tool and a free one-click migration tool move data from other tools. Setup takes hours, not weeks.
- Activity timelines: Every call, email and note appears on the lead profile. Nothing about your outreach gets lost.
- Support and knowledge base: A help center, API documentation and product updates back the platform. Onboarding support is proactive and free.
What Our Team Noticed
Our writer signed up for Close CRM and ran real outreach through it for several days. Here is what stood out from that hands-on time:
Vor- und Nachteile von Close CRM
✅ Vorteile
- Best-in-class calling, dialed straight from the browser
- Simple enough to earn full team engagement quickly
- Free one-click migration and proactive onboarding help
- Holds a 4.7/5 rating on G2 from user reviews
❌ Nachteile
- Reporting functionality is weak for sales analysis
- Less customizable than rival platforms
- No project management, so delivery work lives elsewhere
- 80+ integrations still miss some key connections
Funktionsvergleich
Ready for a closer look at Insightly vs Close CRM? We compare ten areas that decide most CRM buying calls.
| Besonderheit | Aufschlussreich | CRM schließen |
|---|---|---|
| Startpreis | 29 $/Nutzer/Monat | 35 $/Sitzplatz/Monat |
| Kostenloser Plan | ❌ | ❌ |
| Projektmanagement | ✅ | ❌ |
| Integrierte Anruffunktion | ❌ | ✅ |
| Power / Predictive Dialer | ❌ | ✅ |
| Workflow-Automatisierung | ✅ | ✅ |
| Reporting & Dashboards | ✅ | ⚠️ Begrenzte Stückzahl |
| Integrationen | ✅ Über 2.000 | ✅ 80+ |
| HIPAA-Konformität | ✅ | ❌ |
| Am besten geeignet für | CRM plus project delivery | Hohes Umsatzvolumen im Außendienst |
1. Contact Management & Customer Records
Aufschlussreich: Contact management sits at the centre of the system. Every company, contact and file links to the same record, so customer relationships stay readable. Custom fields let you store the details your business actually tracks.
CRM schließen: Leads, not accounts, are the primary object. That suits outbound work but makes long-term account history thinner. Custom objects arrive only on the top tier.
2. Sales Pipeline & Sales Opportunities
Aufschlussreich: The sales pipeline uses customizable stages and Kanban views. Sales teams move sales opportunities forward while managers monitor progress. You can customize each pipeline per product line.
CRM schließen: A visual pipeline highlights bottlenecks in the sales process. It is fast to read but less flexible than Insightly. Deals move quickly because activity data updates itself.
3. Project Management & Task Management
Aufschlussreich: This is the clearest gap between the two products. You can create projects, set milestones and assign tasks to any team member. Task management also covers reminders, to-do lists and call logs.
CRM schließen: There is no project management module at all. You get inbox management and task reminders tied to leads instead. Delivery work has to live in a separate tool.
⚠️ Warnung: If you sell and then deliver the work, this single difference usually decides the choice for you.
4. Workflow-Automatisierung
Aufschlussreich: Workflow automation handles record updates, task creation and alerts. Copilot adds AI summaries on top. Custom workflows are thinner than some rival CRM software, which is a fair criticism.
CRM schließen: Workflows trigger automated follow ups that lift response rates without manual effort. Automation is aimed squarely at outreach, not operations. It removes a lot of manual data entry for reps.
5. E-Mail-Vorlagen & Sequenzen
Aufschlussreich: You can build email templates, schedule emails and send bulk email from inside a record. Google Workspace and Outlook sync keeps threads attached to contacts. Copilot summarizes long threads for you.
CRM schließen: Email sequences run alongside calls and SMS in one thread. Templates and merge fields are quick to set up. This is the stronger side for pure outbound cadences.
6. Built-In Calling & Power Dialer
Aufschlussreich: There is no native dialer. Calls are logged manually or through an integration. The organization view is what Insightly gives you instead, grouping contacts under each company.
CRM schließen: Calling is the headline feature. A power dialer and predictive dialer let reps dial multiple numbers back to back. Managers can join live for call coaching.
7. Reporting & Opportunities Dashboard
Aufschlussreich: Reporting is a real strength. The opportunities dashboard gives visual insight into revenue, and custom graphs cover most questions. Professional adds limited dashboards, while Enterprise unlocks the full set.
CRM schließen: Quick KPI reports work well for daily standups and training. Deeper analysis is harder, and reviewers call the reporting functionality weak. Growing teams often export data elsewhere.
8. Integrations & Other Tools
Aufschlussreich: AppConnect is a low-code engine with over 2,000 pre-built connectors. It also links to other Insightly products such as Insightly Marketing and Insightly Service. No developer is needed for common apps.
CRM schließen: Close connects to over 80 other tools, including Zoom meetings and Slack. Coverage is solid for sales stacks but thinner elsewhere. A few key connections found in other CRMs are missing.
9. Support, Onboarding & Free Trial
Aufschlussreich: Support and ticketing run through the help centre and paid service tiers. Rollout is fast, which is a key reason for its appeal. Getting data into the system is not overly convoluted.
CRM schließen: Onboarding support is proactive and includes free migration help and training. An ROI calculator, help centre and API documentation round out the resources. Most teams launch inside the free trial.
10. Preisgestaltung & Kosten
Here are both pricing structures side by side.
| Stufe | Aufschlussreich | CRM schließen |
|---|---|---|
| Eintrag | Plus — $29/user/month | Essentials — $35/seat/month |
| Mitte | Professional — $49/user/month | Growth — $99/seat/month |
| Spitze | Enterprise — $99/user/month | Scale — $139/seat/month |
Aufschlussreich: Pricing is competitive at the Plus and Professional tiers. The Enterprise tier is the weak spot, sitting close to double Zoho CRM. For most kleine Unternehmen, Professional at $49 is the sweet spot.
CRM schließen: Entry pricing is mid-tier, but the jump from Essentials to Growth is steep. You are paying for calling infrastructure, not breadth. A five-seat team pays $495 a month on Growth.
Verschiedene Szenarien
| Falls Sie Folgendes benötigen: | Wählen | Warum |
|---|---|---|
| Niedrigste Einstiegskosten | Aufschlussreich | $6 less per seat monthly |
| High-volume outbound calls | CRM schließen | Power and predictive dialer |
| Projects after the sale | Aufschlussreich | Milestones, Gantt charts, tasks |
| Tiefgründige Berichterstattung | Aufschlussreich | Custom graphs and dashboards |
| Fastest rep onboarding | CRM schließen | Live inside the free trial |
| HIPAA or GDPR duty | Aufschlussreich | SOC 2 Type II and HIPAA ready |
💰 Ihr Budget
Insightly starts cheaper and stays cheaper through the middle tier. Close CRM costs more per seat once you move past Essentials.
🔌 Dein Tech-Stack
AppConnect reaches far more apps, which matters if your account systems are unusual. Close covers the common sales stack well and little beyond it.
📞 Ihr Verkaufsprozess
Phone-first teams that want more leads dialled per hour should choose Close. Consultative sales processes with long delivery phases fit Insightly better.
🎓 Dein Erfahrungslevel
Both platforms are beginner-friendly on the web and on mobile. Insightly asks a little more setup work because it does more.
🆓 Kostenlose Testversionen und Demos
Both run 14-day trials, so load ten real customers into each. For example, run one live deal end to end before you pay.
🛟 Supportoptionen
Close includes free migration help and hands-on onboarding. Insightly leans on documentation and its paid service tier for deeper help.
Umstellungsleitfaden
Already using one of these? Here is what changes if you move.
🔄 Switching from Insightly to Close CRM?
✅ Was Sie davon haben:
- A dialer inside the CRM, so reps stop switching apps
- Live call coaching for managers training new hires
- Email, SMS and calls stacked on one lead timeline
❌ Was Sie verlieren werden:
- Project management, milestones and Gantt charts
- Deep reporting and the opportunities dashboard
- HIPAA coverage and the 2,000+ connector library
📋 So wechseln Sie:
- Export contacts, companies and open deals from Insightly as CSV
- Start a Close trial and run the free one-click migration
- Rebuild pipelines and Smart Views, then connect your number
🔄 Switching from Close CRM to Insightly?
✅ Was Sie davon haben:
- Projects, milestones and task assignment after the sale
- Reporting depth that Close reviewers say is missing
- Cheaper seats and links to other Insightly products
❌ Was Sie verlieren werden:
- The power dialer and one-click browser calling
- Native SMS and the unified sales inbox
- Live coaching during customer phone calls
📋 So wechseln Sie:
- Export leads, activity history and custom fields from Close
- Create an Insightly account and import the files
- Set up pipelines, then add a calling app for outbound work
What Our Review Didn’t Cover
This comparison focused on small businesses and mid-sized sales teams. We did not test enterprise rollouts, custom API builds or how either system handles thousands of records. Marketing teams evaluating Insightly Marketing should check that product separately, since it is priced apart from the CRM. Our notes reflect the August 2026 versions, and each new version may shift the details.
Endgültiges Urteil
| Kategorie | Gewinner |
|---|---|
| 💰 Preisgestaltung | Aufschlussreich |
| 🚀 Kernfunktionen des CRM | Aufschlussreich |
| 📞 Calling & Outreach | CRM schließen |
| 📁 Projektmanagement | Aufschlussreich |
| 📊 Meldung | Aufschlussreich |
| 👶 Benutzerfreundlichkeit | CRM schließen |
| 🔌 Integrationen | Aufschlussreich |
| 🏆 Gesamtsieger | Aufschlussreich |
🏆 GEWINNER: INSIGHTLY
Insightly wins 5 of 7 categories.
Ideal für: service businesses, agencies serving clients, and teams that need CRM and project delivery in one system
Insightly and Close CRM solve different halves of the same job. Insightly covers the customer from first contact through delivery, which protects team productivity across departments.
Close CRM is a specialist. If your team lives on the phone and wants more deals per rep, it earns its higher seat price.
For most buyers weighing Insightly vs Close CRM, Insightly is the safer choice. It costs less at entry, does more, and still handles day-to-day sales work well.
Mehr von Insightly im Vergleich
Here is how Insightly measures up against other CRM tools:
Insightly punktet in folgenden Bereichen: shorter learning curve, native project management, faster rollout
Zoho CRM punktet in folgenden Bereichen: feature depth, custom workflow flexibility, far cheaper top tier
Insightly punktet in folgenden Bereichen: project milestones, predictable per-user costs, HIPAA readiness
HubSpot punktet in folgenden Bereichen: free starting tier, marketing automation depth, content and knowledge tools
Insightly vs Pipedrive
Insightly punktet in folgenden Bereichen: post-sale delivery tracking, 2,000+ connectors, compliance coverage
Pipedrive gewinnt in: simpler pipeline view, lower entry price, quicker rep adoption
Insightly vs Salesforce
Insightly punktet in folgenden Bereichen: setup speed, no admin headcount required, lower total cost
Salesforce punktet bei: unlimited customization, developer platform depth, enterprise reporting
Mehr von Close CRM im Vergleich
Close CRM is measured against a different set of rivals. This video covers the main ones.
Close CRM punktet mit: browser dialing, cheaper for pure sales seats, faster rep onboarding
HubSpot punktet in folgenden Bereichen: reporting dashboards, service and marketing modules, larger app marketplace
CRM schließen vs. Keap
Close CRM punktet mit: predictive dialing, cleaner interface, sales-only focus
Keap gewinnt durch: email marketing depth, invoicing and payments, appointment booking
CRM schließen vs. CRM am Montag
Close CRM punktet mit: native calling, outbound sequences, activity tracking accuracy
Montags-CRM-Erfolge bei: board customization, cross-team project views, cheaper small plans
Close CRM punktet mit: dialer quality, simpler setup, migration support
Freshsales CRM punktet mit: free entry plan, built-in chat, stronger analytics
Häufig gestellte Fragen
Wozu wird Insightly verwendet?
It manages customer interactions, leads, sales opportunities and projects in one place. Teams use it to track deals and then deliver the work.
Ist Insightly einfach zu bedienen?
Yes. The interface is easy to pick up and importing data is not convoluted. It is simpler than Zoho CRM, though less feature-deep.
Was ist ein enges CRM?
Close is a sales platform for small and medium businesses. It combines calling, email and SMS with pipeline tracking in a single inbox.
Wie hoch ist der monatliche Schließbetrag?
Plans run $35, $99 and $139 per seat each month for Essentials, Growth and Scale. A 14-day trial is available first.
Worin unterscheidet sich Close von anderen CRM-Systemen?
Most CRMs record activity. Close performs it, blending CRM with sales engagement so reps can dial, Text and email without leaving the platform.
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