Ist Insightly ein SaaS-Unternehmen?

Yes. Insightly is a cloud-based SaaS provider. You access the CRM through a web browser or the mobile app on any device.

Wer ist der Gründer von Insightly?

Insightly was founded by Anthony Smith. We recommend checking the company website for current leadership details, since executive roles change over time.

Was ist Insightly CRM?

Insightly CRM keeps current and prospective customer data in one place. It pairs contact management with pipelines, task management and native project management.

Wer ist der CEO von Insightly CRM?

Leadership details change, so check the official Insightly website or its press page for the current chief executive rather than relying on older articles.

Small and mid-sized businesses use it, especially agencies and service companies that sell a project and then deliver it for clients.

Welches CRM-System verwendet das Rote Kreuz?

We have no verified information on that organisation's CRM. Large nonprofits typically run Salesforce Nonprofit Cloud or a similar enterprise system.

Wo befindet sich Insightly?

Insightly is headquartered in San Francisco, California, in the United States. Check the vendor website for current office locations.

Gibt es von Insightly eine mobile App?

Yes. The mobile app lets you add contacts on the go, create projects and assign tasks to team members from a mobile device.

Was ist CRM Insightly?

It is customer relationship management software that also handles projects. Sales teams track opportunities while delivery teams manage milestones inside the same system.

Was ist CRM auf einem Mac?

A CRM on a Mac is simply CRM software accessed through a browser or desktop app on macOS. Both tools here run in any browser.

Service businesses, consultancies and agencies are the core audience. It suits companies that need customer records and project delivery linked together.

Wofür steht CRM in der Pharmabranche?

In pharmaceutical settings CRM still means customer relationship management, usually tracking prescriber and healthcare provider relationships instead of standard sales contacts.

Was ist ein CRM-System in der Versicherungsbranche?

In insurance, a CRM system tracks policyholders, renewals and claims contacts. Compliance features such as HIPAA and SOC 2 matter more in that sector.

Was sind Insightly-Projekte?

Projects are records that hold milestones, tasks and files after a deal closes. You assign tasks to a team member and monitor progress.

Wo speichert Insightly die Daten?

Data is stored in Insightly's cloud infrastructure. The platform is compliant with SOC 2 Type II, GDPR and HIPAA standards.

Wozu ist Insightly gut?

It excels at customization, integrations and speed for businesses that need a tight link between project management and CRM in one place.

Welche Funktion hat Insightly?

It centralises customer data, automates repetitive tasks, tracks the sales pipeline and manages project delivery so productivity improves across the business.

Ist Insightly cloudbasiert?

Yes. It runs entirely in the cloud, so there is nothing to install. You reach it through the web or the mobile app.

Wer ist der CEO von Insightly?

Executive information changes over time. Check the official Insightly site for the current CEO rather than relying on cached search results.

Wie viele Nutzer hat Insightly?

The vendor does not publish a current verified user count. Treat any specific figure you find online with caution unless Insightly states it.

Wem gehört Insightly?

Insightly is a privately held software company. Ownership and investor details are best confirmed through the company's own announcements.

Wo befindet sich der Hauptsitz von Insightly?

The headquarters is in San Francisco, California. The company serves customers worldwide through its cloud platform.

Wer ist der CEO von Insightly AI?

Insightly AI is not a separate company. Insightly's AI features, including the Copilot assistant, are part of the main CRM product.

Was ist CRM im Inkassowesen?

In debt collection, CRM software tracks debtor contacts, call attempts and payment promises. Built in calling and compliance logging matter most there.

Close.com sells CRM software built for outbound sales teams. It offers calling, texting, email sequences and workflow automation in one product.

Wie schließe ich einen CRM-Fall?

Open the case or ticket record, mark the resolution, add closing notes, then set the status to closed so reporting stays accurate.

Was bedeutet CRM im Immobiliensektor?

In property and real estate, CRM means customer relationship management software that tracks buyers, sellers, listings and follow ups.

CRM stands for customer relationship management. It describes both the practice and the software used to manage customer relationships.

Wozu wird close.io verwendet?

Close.io is the former name of Close. Sales teams use it for calling, email sequences and pipeline management in one platform.

Was bewirkt Closer IO?

People usually mean Close, formerly Close.io. It provides CRM and sales engagement solutions for high-velocity outbound teams.

Wer ist der CEO von close io?

Close was co-founded by Steli Efti. Leadership can change, so confirm current executives on the official Close website.

Ist Close.io ein CRM-System?

Yes. It is a CRM with sales engagement tools layered on top, which is not typical for most CRM software.

Closeio is an older spelling of Close, the sales CRM known for its power dialer, unified inbox and quick onboarding.

Verfügt Systeme IO über ein CRM-System?

Systeme.io is a separate marketing platform and includes basic contact tools. It is not related to Close CRM despite the similar name.

Wer ist der CEO von close com?

Check the Close website for current leadership. Co-founder Steli Efti has been closely associated with the company since launch.

Was bedeutet CRM für Immobilienmakler?

For realtors, a CRM stores leads, tracks showings and automates follow ups so no enquiry from a potential buyer is missed.

Teams use it to dial prospects, send email sequences, text leads and move deals through a visual pipeline without switching apps.

Wie erstelle ich eine intelligente Ansicht in Close CRM?

Run a search with your filters, then save that search as a Smart View. It updates automatically as leads match the criteria.

Steht CRM für Kundenbeziehungsmanagement? Wahr Falsch?

True. CRM stands for customer relationship management, covering both the business practice and the software category.

Gibt es eine App für Close.com?

Yes. Close offers a mobile app plus a desktop app, so reps can talk to prospects away from their main computer.

Wo befindet sich close io?

Close operates as a remote-first company with United States roots. Check the vendor site for current registered office details.

Was kostet ein CRM-System in der Regel?

Entry CRM plans usually run $25 to $60 per user monthly. Insightly starts at $29 and Close CRM at $35 per seat.

Price depends on tier and seat count. Insightly costs $29 to $99 per user. Close CRM costs $35 to $139 per seat.

Wie sieht die Preisgestaltung von G2 aus?

G2 is a software review site, not a CRM. Its vendor listing costs are quoted privately and are unrelated to CRM pricing.

Ist Insightly kostenlos?

No. There is no permanent free plan. Insightly offers a 14-day free trial so you can test the system before paying.

Insightly vs Close CRM: Which is The Best One in 2026?

Name: Insightly vs Close CRM: Insightly wins on breadth and price
Rating: 4.1
Author: Fahim Joharder

von Fahim Joharder | Last updated Aug 7, 2026

Gewinner

4.1

SOC 2-, DSGVO- und HIPAA-konform
CRM + Project Management in One
2,000+ AppConnect Connectors
AI Copilot Summarizes Emails
Gantt Charts Added in 2025
Custom Pipelines & Kanban Views
Tarife ab 29 $/Nutzer/Monat

JETZT AUSPROBIEREN

Zweiter

3.0

Calling, Email & SMS in One Posteingang
Leistungs- und Vorhersagewähler
Smart Views Filter Your Leads
Live-Call-Coaching für Führungskräfte
Integrates With 80+ Other Tools
14 Tage kostenlos testen
Tarife ab 35 $/Platz/Monat

JETZT AUSPROBIEREN

⚡ 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.

Testen Sie Insightly KOSTENLOS

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.

Insightly CRM-Testbericht: Besser als erwartet?

🏆 Gewinner: Insightly

⭐ 4,1/5 | 💰 Ab 29 $/Nutzer/Monat

One system for contacts, deals and projects. Insightly offers SOC 2 Type II, GDPR and HIPAA compliance. Setup is fast for small teams.

JETZT INSIGHTLY TESTEN →

Zudem könnten Sie sich Sorgen um Ihre Privatsphäre machen.

EINBLICKSVOLLES TUTORIAL →

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.

Testen Sie Insightly KOSTENLOS

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.

Testen Sie Insightly KOSTENLOS

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

Testen Sie Insightly KOSTENLOS

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.

Close CRM im Test: Mit Close CRM-Meisterschaft zum Geschäftserfolg!

Runner Up: Close CRM

⭐ 3,0/5 | 💰 Ab 35 $/Platz/Monat

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.

CLOSE CRM JETZT TESTEN →

Zudem könnten Sie sich Sorgen um Ihre Privatsphäre machen.

CRM-TUTORIAL SCHLIESSEN →

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.

Testen Sie Close CRM KOSTENLOS

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.

Testen Sie Close CRM KOSTENLOS