Insightly est-elle une entreprise SaaS ?

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

Qui est le fondateur d'Insightly ?

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

Qu'est-ce qu'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.

Qui est le PDG d'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.

Qui utilise Insightly ?

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

Quel CRM utilise la Croix-Rouge ?

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

Où se situe Insightly ?

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

Insightly propose-t-il une application mobile ?

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

Qu'est-ce que le CRM avec perspicacité ?

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

Qu'est-ce qu'un CRM sur 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.

Qui utilise Insightly ?

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

Que signifie CRM dans le secteur pharmaceutique ?

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

Qu'est-ce qu'un système CRM dans le secteur des assurances ?

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

Que sont les projets Insightly ?

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

Où Insightly stocke-t-il ses données ?

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

Quelle est la fonction d'Insightly ?

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

Insightly est-il basé sur le cloud ?

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

Qui est le PDG d'Insightly ?

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

Combien d'utilisateurs compte Insightly ?

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

Qui est le propriétaire d'Insightly ?

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

Où se trouve le siège social d'Insightly ?

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

Qui est le PDG d'Insightly AI ?

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

Qu'est-ce que le CRM dans le recouvrement de créances ?

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.

Comment clôturer un dossier CRM ?

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

Que signifie CRM dans l'immobilier ?

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.

À quoi sert close.io ?

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

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

Qui est le PDG de close io ?

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

Close.io est-il un CRM ?

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

Qu'est-ce que Closeio ?

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

Systeme IO possède-t-il un CRM ?

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

Qui est le PDG de Close Com ?

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

Que signifie le CRM pour les agents immobiliers ?

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

À quoi sert l'interface close IO ?

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

Comment créer une vue intelligente dans Close CRM ?

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

CRM signifie-t-il gestion de la relation client ? Vrai ou faux ?

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

Close.com propose-t-il une application ?

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

Où se trouve Close IO ?

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

Combien coûte généralement un logiciel CRM ?

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

Quel est le prix d'un CRM ?

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

Quels sont les tarifs G2 ?

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

Insightly est-il gratuit ?

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

par Fahim Joharder | Last updated Aug 7, 2026

Gagnant

4.1

Conforme aux normes SOC 2, RGPD et HIPAA
CRM + Project Management in One
Plus de 2 000 connecteurs AppConnect
AI Copilot Summarizes Emails
Diagrammes de Gantt ajoutés en 2025
Custom Pipelines & Kanban Views
Abonnements à partir de 29 $/utilisateur/mois

ESSAYEZ MAINTENANT

Finaliste

3.0

Calling, Email & SMS in One Boîte de réception
Composeur prédictif et puissant
Smart Views Filter Your Leads
Coaching téléphonique en direct pour les managers
Integrates With 80+ Other Tools
Essai gratuit de 14 jours
Abonnements à partir de 35 $/personne/mois

ESSAYEZ MAINTENANT

⚡ Verdict rapide :

Tarification : Insightly starts at $29/user/month. Close CRM starts at $35/seat/month.
Idéal pour : Insightly suits teams that need customer relationship management plus project management. Close CRM suits outbound sales teams that live on phone calls.
Différence principale : Insightly manages projects, contacts and services after the sale. Close CRM has built in calling, texting and a power dialer.
Notre choix : Insightly, rated 4.1 against 3.0 for Close CRM. It covers more of your entreprise 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.

Mais ils ont été conçus pour deux usages différents.

One tracks the whole customer journey, including projects and delivery.

The other exists to help sales reps talk to more leads, faster.

Aperçu

This Insightly vs Close CRM comparison covers pricing, core features and ease of use.

Notre écrivain 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.

À la fin de cet article, vous saurez quel logiciel CRM convient le mieux à votre équipe.

Essayez Insightly GRATUITEMENT

Qu'est-ce qu'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 données en un seul endroit.

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.

Avis sur Insightly CRM : Mieux que prévu ?

🏆 Gagnant : Insightly

⭐ 4,1/5 | 💰 À partir de 29 $/utilisateur/mois

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

ESSAYEZ INSIGHTLY MAINTENANT →

LIRE L'ARTICLE COMPLET →

TUTORIEL PERTINENT →

Tarification éclairée

Insightly uses three tiers. Every plan is priced per user, per month.

Plan	Prix	Idéal pour
Plus	29 $/utilisateur/mois	Small teams needing core CRM and projects
Professionnel	49 $/utilisateur/mois	Teams that want dashboards and app integration
Entreprise	99 $/utilisateur/mois	Full access to every feature and custom objects

Pricing verified August 2026.

Essai gratuit : Yes. Insightly offers a 14-day trial with no card required.

Garantie de remboursement : None advertised. Annual contracts are prepaid, so test the trial first.

📌 Note: The Plus tier gives limited access to most features. Professional adds limited dashboards and third-party app integration. Enterprise unlocks everything.

⚠️ Avertissement: Insightly Marketing and Insightly Service are sold separately. Those other Insightly products follow the same per-user pricing, so costs stack up fast.

Essayez Insightly GRATUITEMENT

Principaux avantages d'Insightly

Voici ce qui rend Insightly digne d'intérêt :

Vue client à 360 degrés : All customer records, emails and files sit on one page. That view supports personalized sensibilisation 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 entreprise from renewals.
Intégrations AppConnect : A low-code engine ships over 2,000 pre-built connectors. Google Workspace, Slack and comptabilité apps all connect without a developer.
Copilot AI assistant: 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. Sécurité matters if you handle health or EU customer data.
Accès mobile : The web app and mobile app both work on any mobile device. Business card scanning adds new contacts on the go.

Essayez Insightly GRATUITEMENT

Ce que notre équipe a remarqué

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.

Points forts et points faibles d'Insightly

✅ Avantages

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

❌ Inconvénients

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

Essayez Insightly GRATUITEMENT

Qu'est-ce que Close CRM ?

Close CRM est une plateforme de vente conçue pour les petites et moyennes entreprises.

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.

Avis sur Close CRM : Déclenchez des succès commerciaux grâce à la maîtrise de Close CRM !

Runner Up: Close CRM

⭐ 3/5 | 💰 À partir de 35 $/place/mois

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.

ESSAYEZ CLOSE CRM MAINTENANT →

LIRE L'ARTICLE COMPLET →

TUTORIEL CRM FERMÉ →

Tarification CRM fermée

Close CRM also uses three tiers. Pricing is per seat, per month.

Plan	Prix	Idéal pour
Essentiel	35 $/siège/mois	Startup features for a first sales team
Croissance	99 $/siège/mois	Professional features like automation and sequences
Échelle	139 $/siège/mois	Call coaching, custom objects and reportage profondeur

Pricing verified August 2026.

💡 Note sur les prix : 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.

Essai gratuit : Yes. Close offers a 14-day free trial, and a motivated team can go live inside it.

Garantie de remboursement : None published. Annual plans are billed annually at a discount to monthly.

📌 Note: Every plan includes calling, texting and email. Higher tiers add advanced automation, collaboration tools, deeper customization and call coaching.

⚠️ Avertissement: Entry-level pricing is expensive next to other CRMs. Smaller teams with tight budgets should map seat counts before committing.

Essayez Close CRM GRATUITEMENT

Principaux avantages de 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.
Coaching téléphonique en direct : Managers listen in and help reps mid-call. New hires ramp faster and close more deals.
Vues intelligentes : 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.

Essayez Close CRM GRATUITEMENT