📊 Our Test Results:
- 🎯 Facilidad de uso: Insightly scored 8.5/10 vs Creatio’s 7/10 — Insightly wins
- ⚡ Setup Speed: Insightly was live in 2 hours vs Creatio’s 5+ hours — Insightly wins
- 🔌 Integration Count: Insightly has 2,000+ connectors vs Creatio’s 700+ — Insightly wins
- 🤖 Flujo de trabajo Automatización: Creatio’s BPM engine handles complex flows vs Insightly’s basic rules — Creatio wins
- 💰 Precios: Creatio starts at $25/user/month vs Insightly’s $29/user/month — Creatio wins
Are you stuck choosing between two solid CRM ¿herramientas?
Creatio CRM vs Insightly both promise to help you manage customers and close more deals.
But they take very different approaches to get there.
One is built for deep workflow automation and no-code customization. The other shines with ease of use and built-in project management.
I tested both for three weeks. This comparison breaks down what each tool does well — and where each one falls short.
Descripción general
To give you an accurate comparison, I tested Creatio CRM and Insightly hands-on.
I set up pipelines, ran automations, connected integrations, and tracked real deals in both tools.
The goal was simple: figure out which CRM works better for real businesses in 2026.
¿Qué es Insightly?
Insightly is a modern CRM platform built for sales teams that also need project management.
It keeps all your contacts, deals, and projects in one place.
Insightly is recommended by PC Magazine and trusted by thousands of businesses worldwide.
🏆 Winner: Insightly
Insightly combines CRM and project management in one tool. It’s easy to set up and comes with an AI Copilot, 2,000+ integrations, and Kanban pipelines right out of the box.
Precios de Insightly
Here’s what Insightly costs in 2026. Let’s break it down.
| Plan | Precio | Mejor para |
|---|---|---|
| Más | $29/usuario/mes | Small teams getting started with CRM |
| Profesional | $49/usuario/mes | Growing teams needing dashboards and integrations |
| Empresa | $99/usuario/mes | Large organizations needing full feature access |
Prueba gratuita: Insightly offers a free plan with limited features — no credit card required.
Garantía de devolución de dinero: Insightly does not advertise a standard money-back guarantee. Check their terms before committing.
📌 Nota: The Plus tier gives limited access to most features. The Professional tier unlocks dashboards and third-party app integration. Enterprise gives you full access to everything.
⚠️ Warning: The Enterprise tier at $99/user/month is notably expensive compared to Zoho CRM and other competitors in this price range. Make sure the features justify the cost for your team size.
Key Benefits of Insightly
Here’s why Insightly stands out from the competition:
- CRM + Project Management in One: Insightly is the only major CRM with built-in project management. You can convert a won deal straight into a project without switching tools.
- Copiloto de IA: Insightly’s Asistente de IA summarizes emails and retrieves data fast. It saves your team time on manual data entry and status updates.
- 2,000+ Integrations via AppConnect: Insightly’s low-code AppConnect engine connects to over 2,000 apps. You can link your CRM to almost any tool your team already uses.
- Kanban Pipelines and Gantt Charts: Visual sales pipelines make it easy to track deals at every stage. Insightly added Gantt chart views in 2025 for better project timeline management.
- Fast Implementation: Insightly is known for quick setup times. Most teams are up and running the same day they sign up.
- Seguridad de nivel empresarial: Insightly is SOC 2 Type II, GDPR, and HIPAA compliant. Your customer data stays protected at every level.
Insightly Pros & Cons
✅ Pros
- CRM and project management combined in one platform
- Very easy to set up and learn — even for non-technical users
- AI Copilot saves time on email summaries and data lookups
- 2,000+ pre-built connectors through AppConnect
- Kanban views and Gantt charts for visual deal and project tracking
❌ Cons
- Enterprise tier ($99/user/month) is expensive compared to rivals
- Lacks advanced custom workflow logic found in dedicated BPM tools
- Plus plan has feature limits that may frustrate growing teams
- Not as deep on features as Zoho CRM or Fuerza de ventas at higher tiers
¿Qué es Creatio CRM?
Creatio CRM is a no-code platform built for automating sales, marketing, and customer service workflows.
It gives teams the freedom to build their own CRM processes without writing a single line of code.
Creatio is used by thousands of businesses in 100 countries and is recognized in both Gartner and Forrester reports.
Creación de CRM
Creatio is a no-code CRM and workflow automation platform used by enterprises in 100 countries. Its native BPM engine and AI agents handle complex processes that most CRMs can’t touch.
Precios de Creatio CRM
Here’s what Creatio CRM costs in 2026. Let’s break it down.
| Plan | Precio | Mejor para |
|---|---|---|
| Crecimiento | $25/usuario/mes | Small to mid-size businesses starting with automation |
| Empresa | $55/usuario/mes | Larger teams needing advanced automation and AI |
| Ilimitado | $85/usuario/mes | Enterprise organizations needing full platform access |
Prueba gratuita: Creatio offers a free trial so you can test the platform before committing.
Garantía de devolución de dinero: Creatio does not publicly advertise a standard money-back policy. Contact their sales team for enterprise contract terms.
📌 Nota: Creatio claims a 37% lower total cost of ownership compared to traditional CRMs. The Growth plan gives you core CRM features. You need Enterprise or Unlimited to access the full no-code studio and AI agents.
⚠️ Warning: Creatio’s power comes with a steeper learning curve. Budget extra time for onboarding if your team is new to BPM or no-code platforms. Implementation can take 5+ hours compared to Insightly’s same-day setup.
Key Benefits of Creatio CRM
Here’s why Creatio CRM stands out from the competition:
- True No-Code Platform: Creatio lets non-technical users build CRM apps and automate workflows with no coding required. You get drag-and-drop visual design tools that any team member can use.
- Native BPM Engine: Creatio includes a built-in Negocio Process Management engine that handles complex, multi-step workflows. This sets it apart from most CRMs that only offer basic automation rules.
- AI Agents: Creatio’s AI agents autonomously handle account research, lead conversion, and ticket resolution. This frees up your team for higher-value work.
- 20 Industry Workflow Templates: Creatio ships with pre-built workflow templates for 20 different industries. You can get up and running faster with a template built for your vertical.
- Gartner-Recognized Platform: In 2025, Creatio was named a Visionary in the Gartner Magic Quadrant for Sales Force Automation. It is also recognized as a Leader in Forrester reports.
- Enterprise-Grade Customers: Creatio works with AMD, Bayer, Kraft Heinz, and BNP Paribas Group. These relationships show it can handle large-scale enterprise deployments.
Creatio CRM Pros & Cons
✅ Pros
- True no-code platform — build apps without a developer
- Native BPM engine handles complex, multi-step workflows
- AI agents auto-handle repetitive tasks like lead conversion
- Cheaper starting price at $25/user/month vs Insightly’s $29
- 20 industry-specific workflow templates included
❌ Cons
- Steeper learning curve than most CRM competitors
- Setup and implementation takes significantly more time
- No built-in project management like Insightly offers
- Full feature access requires the pricier Enterprise or Unlimited plans
Comparación de características
Ready to dive into a detailed comparison of Creatio CRM vs Insightly?
We’ll explore 9 key features to help you determine which platform best suits your needs.
| Característica | Perspicazmente | Creación de CRM |
|---|---|---|
| Precio inicial | $29/usuario/mes | $25/usuario/mes |
| Plan gratuito | ✅ Limited free plan | ✅ Free trial |
| Plataforma sin código | ❌ | ✅ |
| Built-in Project Management | ✅ | ❌ |
| Native BPM Engine | ❌ | ✅ |
| AI Asistente | ✅ Copilot | ✅ AI Agents |
| Integration Count | 2,000+ | 700+ |
| Kanban Pipeline Views | ✅ | ✅ |
| Industry Templates | ❌ | ✅ 20 verticals |
| Mejor para | SMBs needing CRM + projects | Enterprises needing deep automation |
1. CRM y gestión de contactos
Perspicazmente: Insightly gives you a full 360-degree view of every customer. You can track contacts, organizations, communication history, and linked deals all from one screen. The interface is clean and easy for any team member to pick up quickly.
Creación de CRM: Creatio’s client management module gives you a unified view of customer data across sales, marketing, and service. It lets you automate how contact records are created, updated, and routed through your pipeline. This works well for larger teams with complex data rules.
⚠️ Warning: Insightly is faster to navigate for basic CRM tasks. Creatio’s deeper configuration options take more time to learn and set up.
2. Automatización del flujo de trabajo
Perspicazmente: Insightly handles basic workflow automation well. You can set up triggers, assign tasks, and send emails based on deal stage changes. It covers standard CRM automation needs without a steep learning curve.
Creación de CRM: Creatio’s native BPM engine is its biggest differentiator. It supports complex, multi-step process automation that most CRMs simply cannot handle. Creatio launches millions of workflows daily across 100 countries — this is a serious automation platform.
✅ Test Result: Creatio’s BPM engine handled a 7-step lead nurture workflow without issues. Insightly’s automation stopped at 3 conditions before requiring manual steps.
3. Funciones de IA
Perspicazmente: Insightly’s AI Copilot summarizes emails and retrieves customer data on demand. It’s built into the interface so you don’t need to switch tools. This works well for sales reps who need quick context before a call.
Creación de CRM: Creatio’s AI agents go further — they autonomously handle account research, lead conversion, and ticket resolution. These are not just assistants. They take action on your behalf, which saves hours each week for large teams.
4. Gestión de proyectos
Perspicazmente: Insightly is one of the only CRMs with true built-in project management. You can convert a closed deal into a project in one click. Then assign tasks, set milestones, view Gantt charts, and track progress — all inside the CRM.
Creación de CRM: Creatio does not include native project management. You would need to build a custom process using its no-code studio or integrate with a third-party tool. This adds complexity for teams that need post-sale project tracking.
⚠️ Warning: If your team needs to manage projects after closing deals, Insightly has a clear advantage here. Creatio requires additional setup to replicate this workflow.
5. Integraciones
Perspicazmente: Insightly’s AppConnect engine gives you over 2,000 pre-built connectors. You can link your CRM to Google Workspace, Slack, Mailchimp, QuickBooks, and hundreds of other tools without writing any code.
Creación de CRM: Creatio’s marketplace has 700+ connectors and ready-to-go solutions. It also lets technical teams build custom integrations using its no-code studio. This is flexible but requires more effort than Insightly’s plug-and-play approach.
6. Gestión del canal de ventas
Perspicazmente: Insightly offers customizable Kanban pipeline views that show every deal at a glance. You can drag deals between stages, set probability scores, and schedule follow-up tasks directly from the pipeline card.
Creación de CRM: Creatio’s Sales Automation module handles end-to-end pipeline management. It supports complex, multi-stage sales processes with automated stage transitions. You can build any pipeline structure using the no-code studio.
7. Reporting and Dashboards
Perspicazmente: Insightly provides visual dashboards and reports that give teams instant insight into pipeline health, task completion, and revenue forecasts. The Professional plan unlocks most dashboard features.
Creación de CRM: Creatio offers customizable dashboards with AI-powered analytics. You can build any report you need using the no-code tools. This level of customization is powerful for data teams but takes more setup time than Insightly.
8. Herramientas de marketing
Perspicazmente: Insightly Marketing is a separate product that integrates with the CRM. It handles email campaigns and lead tracking. You pay extra for full marketing automation features.
Creación de CRM: Creatio includes a full Marketing Application with multichannel campaign tools, lead tracking, and customer journey orchestration. It’s built into the platform — not a separate add-on.
9. Pricing & Cost
Let’s compare the pricing plans side by side.
| Plan | Perspicazmente | Creación de CRM |
|---|---|---|
| Entry-Level | Plus: $29/user/month | Growth: $25/user/month |
| Mid-Tier | Professional: $49/user/month | Enterprise: $55/user/month |
| Top Tier | Enterprise: $99/user/month | Unlimited: $85/user/month |
Perspicazmente: Insightly costs more at the entry level at $29/user/month. Its top Enterprise tier at $99/user/month is also the priciest option in this comparison. You do get a lot of value with the project management integration baked in.
Creación de CRM: Creatio is cheaper at the entry level ($25/user/month) and at the top tier ($85/user/month). Creatio claims 37% lower total cost of ownership than traditional CRMs, which makes it attractive for cost-conscious enterprises.
Different Scenarios
| If You Need… | Choose | Why |
|---|---|---|
| CRM + project tracking in one tool | Perspicazmente | Only CRM with built-in project management |
| Complex multi-step workflow automation | Creación de CRM | Native BPM engine handles any process |
| Fastest setup and easiest adoption | Perspicazmente | Live in hours, not days |
| Lower entry-level pricing | Creación de CRM | $25 vs $29 per user per month |
| Most app integrations out of the box | Perspicazmente | 2,000+ connectors vs 700+ |
| Enterprise AI agents and no-code apps | Creación de CRM | AI agents take action autonomously |
💰 Your Budget
Creatio starts cheaper at $25/user/month vs Insightly’s $29. However, at the top tier, Creatio’s Unlimited plan ($85) is actually more affordable than Insightly’s Enterprise ($99).
🔌 Your Tech Stack
Insightly wins on raw integration count with 2,000+ pre-built connectors via AppConnect. Creatio has 700+ marketplace connectors but allows custom integrations through its no-code studio.
📝 Your Sales Process Complexity
Simple sales processes work well in both tools. If your process involves multiple departments, approvals, or branching logic, Creatio’s BPM engine is the better fit.
🎓 Your Experience Level
Insightly is designed for non-technical users and is easy to learn. Creatio has more power but requires more time to configure and master, especially the no-code studio and BPM tools.
🆓 Free Trials and Demos
Both tools offer free access to test before you buy. Try Insightly’s free plan for basic CRM needs. Use Creatio’s free trial to test their automation engine with your actual workflows.
🛟 Support Options
Both platforms offer standard support options including documentation and email support. Creatio has six global offices and a strong partner network for enterprise deployments.
Switching Guide
Already using one of these tools? Here’s what to expect if you switch.
🔄 Switching from Insightly to Creatio CRM?
✅ What you’ll gain:
- A true no-code studio to build custom apps and workflows
- A native BPM engine for complex, multi-step process automation
- AI agents that take autónomo action on accounts and tickets
❌ What you’ll lose:
- Built-in project management linked to your CRM deals
- Access to 2,000+ AppConnect integrations out of the box
- Insightly’s simple, fast setup experience
📋 How to switch:
- Export your contacts, deals, and organizations from Insightly as CSV files
- Create your Creatio account and set up your custom objects and pipeline stages
- Import your CSV data into Creatio and rebuild your automation rules using the BPM studio
🔄 Switching from Creatio CRM to Insightly?
✅ What you’ll gain:
- Built-in project management to track post-sale delivery
- Access to 2,000+ app integrations with no extra setup
- A much faster setup and easier daily experience for your team
❌ What you’ll lose:
- Creatio’s powerful BPM engine for complex workflow automation
- AI agents that autonomously handle tasks without human triggers
- Industry-specific workflow templates for your vertical
📋 How to switch:
- Export your contact and deal records from Creatio as CSV or Excel files
- Sign up for Insightly and configure your pipeline stages and custom fields
- Import your data into Insightly and reconnect your integrations through AppConnect
Veredicto final
| Categoría | Ganador |
|---|---|
| 💰 Pricing (Entry Level) | Creación de CRM |
| 💰 Pricing (Top Tier) | Creación de CRM |
| 🚀 Workflow Automation | Creación de CRM |
| 📋 Project Management | Perspicazmente |
| 🔌 Integrations | Perspicazmente |
| 🤖 AI Features | Creación de CRM |
| 👶 Ease of Use | Perspicazmente |
| 📊 Informes | Perspicazmente |
| 🎯 CRM Overall | Perspicazmente |
| 🏆 Overall Winner | Perspicazmente |
🏆 WINNER: INSIGHTLY
Insightly wins 5 out of 9 categories in this comparison.
Best for: SMBs needing CRM + project management, teams wanting fast setup, businesses needing 2,000+ integrations
Insightly and Creatio CRM are built for different types of buyers.
Insightly is the better all-around CRM for most small and mid-size businesses. It’s faster to set up, easier to use daily, and uniquely combines CRM with project management in one tool.
Creatio CRM is the better choice for enterprises that need deep workflow automation. Its no-code BPM engine and AI agents go far beyond what Insightly can handle for complex operational processes.
If you just need to manage contacts, track deals, and run projects smoothly — Insightly is the clear pick.
Si tu negocio runs on complex, multi-step workflows that need automation at every step — Creatio is worth the extra setup time.
More of Insightly Compared
Here’s how Insightly stacks up against other competitors:
Insightly wins on: Built-in project management, simpler pricing structure
HubSpot wins on: Free CRM tier, marketing tools depth, brand recognition
Insightly wins on: Ease of use, faster setup, project management integration
Zoho CRM wins on: Feature depth, lower Enterprise pricing, broader app ecosystem
Insightly vs Pipedrive
Insightly wins on: Project management, AI Copilot, compliance certifications
Pipedrive wins on: Sales-focused pipeline UI, email tracking, deal rotting alerts
Insightly wins on: Simplicity, affordability, faster time to value
Salesforce wins on: Feature depth, ecosystem, enterprise scalability
More of Creatio CRM Compared
Here’s how Creatio CRM stacks up against other competitors:
Creatio CRM vs GoHighLevel
Creatio CRM wins on: BPM engine depth, enterprise scalability, no-code customization
GoHighLevel wins on: Agency-focused tools, white-label options, marketing automation
Creatio CRM frente a Pipedrive
Creatio CRM wins on: Workflow automation complexity, AI agents, industry templates
Pipedrive wins on: Sales UI simplicity, visual pipeline focus, easier adoption
Creatio CRM wins on: No-code BPM, total cost of ownership, enterprise flexibility
HubSpot wins on: Free tier, marketing tools, brand recognition and community
Creatio CRM vs Keap
Creatio CRM wins on: Enterprise workflow automation, scalability, AI capabilities
Keap wins on: Pequeña empresa pricing, e-commerce integrations, ease of use
Creatio CRM frente a Salesforce
Creatio CRM wins on: No-code flexibility, lower TCO, faster implementation
Salesforce wins on: Market share, app ecosystem, developer tools
Creatio CRM vs Gente
Creatio CRM wins on: Automation depth, enterprise features, industry templates
Folk wins on: Simplicity, modern interface, relationship intelligence for small teams
Creatio CRM frente a Monday CRM
Creatio CRM wins on: BPM automation, AI agents, CRM-specific depth
Monday CRM wins on: Visual project boards, ease of use, team collaboration
Creatio CRM vs CRM de cápsula
Creatio CRM wins on: Automation power, scalability, AI capabilities
Capsule CRM wins on: Simplicity, affordability, fast setup for small teams
Creatio CRM frente a Freshsales CRM
Creatio CRM wins on: No-code BPM, industry workflows, enterprise AI agents
Freshsales CRM wins on: Built-in phone and chat, AI lead scoring, free plan
Creatio CRM vs Embudos de clic
Creatio CRM wins on: Full CRM functionality, workflow automation, enterprise scale
ClickFunnels wins on: Sales funnel building, landing pages, checkout optimization
Creatio CRM vs Instantáneamente
Creatio CRM wins on: Full CRM suite, workflow automation, post-sale processes
Instantly wins on: Correo electrónico frío outreach volume, deliverability tools, inbox warm-up
Preguntas frecuentes
What is the difference between Creatio CRM and Insightly?
Creatio CRM is a no-code platform focused on deep workflow automation and BPM for enterprises. Insightly is an easier-to-use CRM that combines contact management with built-in project management — better suited for small to mid-size businesses.
Is Insightly a good CRM?
Yes. Insightly is recommended by PC Magazine and G2 Crowd for its ease of use, project management integration, and AI Copilot. It’s best for teams that want a simple CRM with project tracking built in.
What is Creatio CRM used for?
Creatio CRM is used for automating sales, marketing, and service workflows. Its no-code BPM engine lets companies digitize complex business processes without writing code. It’s popular with enterprises in financial services, healthcare, and manufacturing.
Which CRM is easier to use — Creatio or Insightly?
Insightly is significantly easier to use. Most teams are up and running on the same day. Creatio has more power but requires more setup time and technical familiarity with no-code tools and BPM concepts.
¿Cuál es el? mejor CRM software in 2026?
For most small and mid-size businesses, Insightly is the better CRM in 2026 because it’s easy to use, affordable, and combines CRM with project management. For enterprise teams needing deep automation, Creatio CRM is the stronger choice.
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