{"id":85027,"date":"2025-04-07T17:23:48","date_gmt":"2025-04-07T17:23:48","guid":{"rendered":"https:\/\/fahimai.com\/?p=85027"},"modified":"2026-08-07T12:26:33","modified_gmt":"2026-08-07T09:26:33","slug":"insightly-vs-close-crm","status":"publish","type":"post","link":"https:\/\/www.fahimai.com\/id\/insightly-vs-close-crm","title":{"rendered":"Insightly vs Close CRM: Which is The Best One in 2026?"},"content":{"rendered":"<style>.kb-row-layout-id85027_9f2141-47 > .kt-row-column-wrap{align-content:start;}:where(.kb-row-layout-id85027_9f2141-47 > .kt-row-column-wrap) > .wp-block-kadence-column{justify-content:start;}.kb-row-layout-id85027_9f2141-47 > .kt-row-column-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:80px;max-width:1080px;padding-top:var(--global-kb-spacing-lg, 3rem);padding-right:0rem;padding-bottom:var(--global-kb-spacing-sm, 1.5rem);padding-left:0rem;grid-template-columns:repeat(2, minmax(0, 1fr));}.kb-row-layout-id85027_9f2141-47 > .kt-row-layout-overlay{opacity:0.30;}@media all and (max-width: 1024px){.kb-row-layout-id85027_9f2141-47 > .kt-row-column-wrap{column-gap:var(--global-kb-gap-sm, 1rem);grid-template-columns:repeat(2, minmax(0, 1fr));}}@media all and (max-width: 767px){.kb-row-layout-id85027_9f2141-47 > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}<\/style><div class=\"kb-row-layout-wrap kb-row-layout-id85027_9f2141-47 alignfull wp-block-kadence-rowlayout\"><div class=\"kt-row-column-wrap kt-has-2-columns kt-row-layout-equal kt-tab-layout-inherit kt-mobile-layout-row kt-row-valign-top kt-inner-column-height-full kb-theme-content-width\">\n<style>.kadence-column85027_07d90a-49 > .kt-inside-inner-col{padding-top:var(--global-kb-spacing-sm, 1.5rem);padding-right:var(--global-kb-spacing-xxs, 0.5rem);padding-bottom:var(--global-kb-spacing-sm, 1.5rem);padding-left:var(--global-kb-spacing-xxs, 0.5rem);}.kadence-column85027_07d90a-49 > .kt-inside-inner-col{box-shadow:0px 14px 25px -10px rgba(0, 0, 0, 0.5);border-top:3px solid var(--global-palette3, #1A202C);border-right:3px solid var(--global-palette3, #1A202C);border-bottom:3px solid var(--global-palette3, #1A202C);border-left:3px solid var(--global-palette3, #1A202C);}.kadence-column85027_07d90a-49 > .kt-inside-inner-col,.kadence-column85027_07d90a-49 > .kt-inside-inner-col:before{border-top-left-radius:20px;border-top-right-radius:20px;border-bottom-right-radius:20px;border-bottom-left-radius:20px;}.kadence-column85027_07d90a-49 > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column85027_07d90a-49 > .kt-inside-inner-col{flex-direction:column;}.kadence-column85027_07d90a-49 > .kt-inside-inner-col > .aligncenter{width:100%;}.kadence-column85027_07d90a-49 > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column85027_07d90a-49{position:relative;}@media all and (max-width: 1024px){.kadence-column85027_07d90a-49 > .kt-inside-inner-col{border-top:3px solid var(--global-palette3, #1A202C);border-right:3px solid var(--global-palette3, #1A202C);border-bottom:3px solid var(--global-palette3, #1A202C);border-left:3px solid var(--global-palette3, #1A202C);flex-direction:column;justify-content:center;}}@media all and (max-width: 767px){.kadence-column85027_07d90a-49 > .kt-inside-inner-col{border-top:3px solid var(--global-palette3, #1A202C);border-right:3px solid var(--global-palette3, #1A202C);border-bottom:3px solid var(--global-palette3, #1A202C);border-left:3px solid var(--global-palette3, #1A202C);flex-direction:column;justify-content:center;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column85027_07d90a-49 inner-column-1\"><div class=\"kt-inside-inner-col\"><style>.wp-block-kadence-icon.kt-svg-icons85027_4f0835-e5{justify-content:center;}<\/style>\n<div class=\"wp-block-kadence-icon kt-svg-icons kt-svg-icons85027_4f0835-e5 alignnone\"><style>.kt-svg-item-85027_2a16a9-7e .kb-svg-icon-wrap, .kt-svg-style-stacked.kt-svg-item-85027_2a16a9-7e .kb-svg-icon-wrap{color:#ffffff;font-size:50px;margin-top:-75px;background:#ff6900;border-color:var(--global-palette3, #1A202C);border-width:3px;border-radius:50%;padding-top:20px;padding-right:20px;padding-bottom:20px;padding-left:20px;}<\/style>\n<div class=\"wp-block-kadence-single-icon kt-svg-style-stacked kt-svg-icon-wrap kt-svg-item-85027_2a16a9-7e\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_star\"><svg viewBox=\"0 0 576 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M259.3 17.8L194 150.2 47.9 171.5c-26.2 3.8-36.7 36.1-17.7 54.6l105.7 103-25 145.5c-4.5 26.3 23.2 46 46.4 33.7L288 439.6l130.7 68.7c23.2 12.2 50.9-7.4 46.4-33.7l-25-145.5 105.7-103c19-18.5 8.5-50.8-17.7-54.6L382 150.2 316.7 17.8c-11.7-23.6-45.6-23.9-57.4 0z\"\/><\/svg><\/span><\/div>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedheading.kt-adv-heading84621_7b2a34-ae, .wp-block-kadence-advancedheading.kt-adv-heading84621_7b2a34-ae[data-kb-block=\"kb-adv-heading84621_7b2a34-ae\"]{display:block;margin-top:var(--global-kb-spacing-xs, 1rem);margin-right:0rem;margin-bottom:0rem;margin-left:0rem;text-align:center;font-size:0.9em;line-height:1;font-weight:700;font-style:normal;color:var(--global-palette1, #3182CE);}.wp-block-kadence-advancedheading.kt-adv-heading84621_7b2a34-ae mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading84621_7b2a34-ae[data-kb-block=\"kb-adv-heading84621_7b2a34-ae\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading84621_7b2a34-ae img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading84621_7b2a34-ae[data-kb-block=\"kb-adv-heading84621_7b2a34-ae\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<span class=\"kt-adv-heading84621_7b2a34-ae wp-block-kadence-advancedheading has-theme-palette-1-color has-text-color\">Winner<\/span>\n\n\n<style>.kb-image28339_b8d910-80:not(.kb-image-is-ratio-size) .kb-img, .kb-image28339_b8d910-80.kb-image-is-ratio-size{padding-top:var(--global-kb-spacing-xxs, 0.5rem);}.kb-image28339_b8d910-80 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image28339_b8d910-80 size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"200\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/12\/Best-section-img-4.png\" alt=\"Insightly\" class=\"kb-img wp-image-28340\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/12\/Best-section-img-4.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/12\/Best-section-img-4-480x120.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure>\n\n\n<style>.kadence-column85027_133bc4-8c > .kt-inside-inner-col{display:flex;}.kadence-column85027_133bc4-8c > .kt-inside-inner-col{padding-top:0px;padding-bottom:var(--global-kb-spacing-xxs, 0.5rem);}.kadence-column85027_133bc4-8c > .kt-inside-inner-col,.kadence-column85027_133bc4-8c > .kt-inside-inner-col:before{border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;}.kadence-column85027_133bc4-8c > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column85027_133bc4-8c > .kt-inside-inner-col{flex-direction:row;flex-wrap:wrap;align-items:center;justify-content:center;}.kadence-column85027_133bc4-8c > .kt-inside-inner-col > *, .kadence-column85027_133bc4-8c > .kt-inside-inner-col > figure.wp-block-image, .kadence-column85027_133bc4-8c > .kt-inside-inner-col > figure.wp-block-kadence-image{margin-top:0px;margin-bottom:0px;}.kadence-column85027_133bc4-8c > .kt-inside-inner-col > .kb-image-is-ratio-size{flex-grow:1;}.kadence-column85027_133bc4-8c > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column85027_133bc4-8c{position:relative;}@media all and (max-width: 1024px){.kadence-column85027_133bc4-8c > .kt-inside-inner-col{flex-direction:row;flex-wrap:wrap;align-items:center;justify-content:center;}}@media all and (min-width: 768px) and (max-width: 1024px){.kadence-column85027_133bc4-8c > .kt-inside-inner-col > *, .kadence-column85027_133bc4-8c > .kt-inside-inner-col > figure.wp-block-image, .kadence-column85027_133bc4-8c > .kt-inside-inner-col > figure.wp-block-kadence-image{margin-top:0px;margin-bottom:0px;}.kadence-column85027_133bc4-8c > .kt-inside-inner-col > .kb-image-is-ratio-size{flex-grow:1;}}@media all and (max-width: 767px){.kadence-column85027_133bc4-8c > .kt-inside-inner-col{flex-direction:row;flex-wrap:wrap;justify-content:flex-start;justify-content:center;}.kadence-column85027_133bc4-8c > .kt-inside-inner-col > *, .kadence-column85027_133bc4-8c > .kt-inside-inner-col > figure.wp-block-image, .kadence-column85027_133bc4-8c > .kt-inside-inner-col > figure.wp-block-kadence-image{margin-top:0px;margin-bottom:0px;}.kadence-column85027_133bc4-8c > .kt-inside-inner-col > .kb-image-is-ratio-size{flex-grow:1;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column85027_133bc4-8c kb-section-dir-horizontal inner-column-1\"><div class=\"kt-inside-inner-col\"><style>.wp-block-kadence-icon.kt-svg-icons85027_755d5b-cc{justify-content:flex-start;}<\/style>\n<div class=\"wp-block-kadence-icon kt-svg-icons kt-svg-icons85027_755d5b-cc alignnone\"><style>.kt-svg-item-85027_1caca8-7e .kb-svg-icon-wrap, .kt-svg-style-stacked.kt-svg-item-85027_1caca8-7e .kb-svg-icon-wrap{color:#f6c60c;font-size:30px;}<\/style>\n<div class=\"wp-block-kadence-single-icon kt-svg-style-default kt-svg-icon-wrap kt-svg-item-85027_1caca8-7e\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_star\"><svg viewBox=\"0 0 576 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M259.3 17.8L194 150.2 47.9 171.5c-26.2 3.8-36.7 36.1-17.7 54.6l105.7 103-25 145.5c-4.5 26.3 23.2 46 46.4 33.7L288 439.6l130.7 68.7c23.2 12.2 50.9-7.4 46.4-33.7l-25-145.5 105.7-103c19-18.5 8.5-50.8-17.7-54.6L382 150.2 316.7 17.8c-11.7-23.6-45.6-23.9-57.4 0z\"\/><\/svg><\/span><\/div>\n\n\n<style>.kt-svg-item-85027_462d6d-ad .kb-svg-icon-wrap, .kt-svg-style-stacked.kt-svg-item-85027_462d6d-ad .kb-svg-icon-wrap{color:#f6c60c;font-size:30px;}<\/style>\n<div class=\"wp-block-kadence-single-icon kt-svg-style-default kt-svg-icon-wrap kt-svg-item-85027_462d6d-ad\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_star\"><svg viewBox=\"0 0 576 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M259.3 17.8L194 150.2 47.9 171.5c-26.2 3.8-36.7 36.1-17.7 54.6l105.7 103-25 145.5c-4.5 26.3 23.2 46 46.4 33.7L288 439.6l130.7 68.7c23.2 12.2 50.9-7.4 46.4-33.7l-25-145.5 105.7-103c19-18.5 8.5-50.8-17.7-54.6L382 150.2 316.7 17.8c-11.7-23.6-45.6-23.9-57.4 0z\"\/><\/svg><\/span><\/div>\n\n\n<style>.kt-svg-item-85027_820ae4-d2 .kb-svg-icon-wrap, .kt-svg-style-stacked.kt-svg-item-85027_820ae4-d2 .kb-svg-icon-wrap{color:#f6c60c;font-size:30px;}<\/style>\n<div class=\"wp-block-kadence-single-icon kt-svg-style-default kt-svg-icon-wrap kt-svg-item-85027_820ae4-d2\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_star\"><svg viewBox=\"0 0 576 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M259.3 17.8L194 150.2 47.9 171.5c-26.2 3.8-36.7 36.1-17.7 54.6l105.7 103-25 145.5c-4.5 26.3 23.2 46 46.4 33.7L288 439.6l130.7 68.7c23.2 12.2 50.9-7.4 46.4-33.7l-25-145.5 105.7-103c19-18.5 8.5-50.8-17.7-54.6L382 150.2 316.7 17.8c-11.7-23.6-45.6-23.9-57.4 0z\"\/><\/svg><\/span><\/div>\n\n\n<style>.kt-svg-item-85027_a495d3-8d .kb-svg-icon-wrap, .kt-svg-style-stacked.kt-svg-item-85027_a495d3-8d .kb-svg-icon-wrap{color:#f6c60c;font-size:30px;}<\/style>\n<div class=\"wp-block-kadence-single-icon kt-svg-style-default kt-svg-icon-wrap kt-svg-item-85027_a495d3-8d\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_star\"><svg viewBox=\"0 0 576 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M259.3 17.8L194 150.2 47.9 171.5c-26.2 3.8-36.7 36.1-17.7 54.6l105.7 103-25 145.5c-4.5 26.3 23.2 46 46.4 33.7L288 439.6l130.7 68.7c23.2 12.2 50.9-7.4 46.4-33.7l-25-145.5 105.7-103c19-18.5 8.5-50.8-17.7-54.6L382 150.2 316.7 17.8c-11.7-23.6-45.6-23.9-57.4 0z\"\/><\/svg><\/span><\/div>\n\n\n<style>.kt-svg-item-85027_4e28de-54 .kb-svg-icon-wrap, .kt-svg-style-stacked.kt-svg-item-85027_4e28de-54 .kb-svg-icon-wrap{color:#f6c60c;font-size:30px;}<\/style>\n<div class=\"wp-block-kadence-single-icon kt-svg-style-default kt-svg-icon-wrap kt-svg-item-85027_4e28de-54\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_star\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><polygon points=\"12 2 15.09 8.26 22 9.27 17 14.14 18.18 21.02 12 17.77 5.82 21.02 7 14.14 2 9.27 8.91 8.26 12 2\"\/><\/svg><\/span><\/div>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedheading.kt-adv-heading84621_6605d0-be, .wp-block-kadence-advancedheading.kt-adv-heading84621_6605d0-be[data-kb-block=\"kb-adv-heading84621_6605d0-be\"]{display:block;font-size:var(--global-kb-font-size-lg, 2rem);font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading84621_6605d0-be mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading84621_6605d0-be[data-kb-block=\"kb-adv-heading84621_6605d0-be\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading84621_6605d0-be img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading84621_6605d0-be[data-kb-block=\"kb-adv-heading84621_6605d0-be\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<span class=\"kt-adv-heading84621_6605d0-be wp-block-kadence-advancedheading has-black-color has-text-color\">4.1<\/span>\n<\/div><\/div>\n\n\n<style>.wp-block-kadence-iconlist.kt-svg-icon-list-items85027_385a9d-c3:not(.this-stops-third-party-issues){margin-top:0px;margin-bottom:0px;}.wp-block-kadence-iconlist.kt-svg-icon-list-items85027_385a9d-c3 ul.kt-svg-icon-list:not(.this-prevents-issues):not(.this-stops-third-party-issues):not(.tijsloc){margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-iconlist.kt-svg-icon-list-items85027_385a9d-c3 ul.kt-svg-icon-list{grid-row-gap:5px;}.wp-block-kadence-iconlist.kt-svg-icon-list-items85027_385a9d-c3 ul.kt-svg-icon-list .kt-svg-icon-list-item-wrap .kt-svg-icon-list-single{margin-right:10px;}.kt-svg-icon-list-items85027_385a9d-c3 ul.kt-svg-icon-list .kt-svg-icon-list-level-0 .kt-svg-icon-list-single svg{font-size:20px;}<\/style>\n<div class=\"wp-block-kadence-iconlist kt-svg-icon-list-items kt-svg-icon-list-items85027_385a9d-c3 kt-svg-icon-list-columns-1 alignnone\"><ul class=\"kt-svg-icon-list\"><style>.kt-svg-icon-list-item-85027_d76b7c-58 .kt-svg-icon-list-single{color:#00d084 !important;}.kt-svg-icon-list-item-85027_d76b7c-58 .kt-svg-icon-list-text mark.kt-highlight{background-color:unset;font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-85027_d76b7c-58\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_shield-alt kt-svg-icon-list-single\"><svg viewBox=\"0 0 512 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M496 128c0 221.282-135.934 344.645-221.539 380.308a48 48 0 0 1-36.923 0C130.495 463.713 16 326.487 16 128a48 48 0 0 1 29.539-44.308l192-80a48 48 0 0 1 36.923 0l192 80A48 48 0 0 1 496 128zM256 446.313l.066.034c93.735-46.689 172.497-156.308 175.817-307.729L256 65.333v380.98z\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">SOC 2, GDPR &amp; HIPAA Compliant<\/span><\/li>\n\n\n<style>.kt-svg-icon-list-item-85027_116c40-63 .kt-svg-icon-list-single{color:#0ea5e9 !important;}.kt-svg-icon-list-item-85027_116c40-63 .kt-svg-icon-list-text mark.kt-highlight{background-color:unset;font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-85027_116c40-63\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_puzzle-piece kt-svg-icon-list-single\"><svg viewBox=\"0 0 576 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M519.442 288.651c-41.519 0-59.5 31.593-82.058 31.593C377.409 320.244 432 144 432 144s-196.288 80-196.288-3.297c0-35.827 36.288-46.25 36.288-85.985C272 19.216 243.885 0 210.539 0c-34.654 0-66.366 18.891-66.366 56.346 0 41.364 31.711 59.277 31.711 81.75C175.885 207.719 0 166.758 0 166.758v333.237s178.635 41.047 178.635-28.662c0-22.473-40-40.107-40-81.471 0-37.456 29.25-56.346 63.577-56.346 33.673 0 61.788 19.216 61.788 54.717 0 39.735-36.288 50.158-36.288 85.985 0 60.803 129.675 25.73 181.23 25.73 0 0-34.725-120.101 25.827-120.101 35.962 0 46.423 36.152 86.308 36.152C556.712 416 576 387.99 576 354.443c0-34.199-18.962-65.792-56.558-65.792z\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\"><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-software-for-hotels\" title=\"CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"146781\" target=\"_blank\" rel=\"noopener\">CRM<\/a> + Project Management in One<\/span><\/li>\n\n\n<style>.kt-svg-icon-list-item-85027_356f43-92 .kt-svg-icon-list-single{color:#6366f1 !important;}.kt-svg-icon-list-item-85027_356f43-92 .kt-svg-icon-list-text mark.kt-highlight{background-color:unset;font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-85027_356f43-92\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_database kt-svg-icon-list-single\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M448 73.143v45.714C448 159.143 347.667 192 224 192S0 159.143 0 118.857V73.143C0 32.857 100.333 0 224 0s224 32.857 224 73.143zM448 176v102.857C448 319.143 347.667 352 224 352S0 319.143 0 278.857V176c48.125 33.143 136.208 48.572 224 48.572S399.874 209.143 448 176zm0 160v102.857C448 479.143 347.667 512 224 512S0 479.143 0 438.857V336c48.125 33.143 136.208 48.572 224 48.572S399.874 369.143 448 336z\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">2,000+ AppConnect Connectors<\/span><\/li>\n\n\n<style>.kt-svg-icon-list-item-85027_cf11ac-c7 .kt-svg-icon-list-single{color:#6366f1 !important;}.kt-svg-icon-list-item-85027_cf11ac-c7 .kt-svg-icon-list-text mark.kt-highlight{background-color:unset;font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-85027_cf11ac-c7\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_robot kt-svg-icon-list-single\"><svg viewBox=\"0 0 640 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M0 256v128c0 17.7 14.3 32 32 32h32V224H32c-17.7 0-32 14.3-32 32zM464 96H352V32c0-17.7-14.3-32-32-32s-32 14.3-32 32v64H176c-44.2 0-80 35.8-80 80v272c0 35.3 28.7 64 64 64h320c35.3 0 64-28.7 64-64V176c0-44.2-35.8-80-80-80zM256 416h-64v-32h64v32zm-32-120c-22.1 0-40-17.9-40-40s17.9-40 40-40 40 17.9 40 40-17.9 40-40 40zm128 120h-64v-32h64v32zm96 0h-64v-32h64v32zm-32-120c-22.1 0-40-17.9-40-40s17.9-40 40-40 40 17.9 40 40-17.9 40-40 40zm192-72h-32v192h32c17.7 0 32-14.3 32-32V256c0-17.7-14.3-32-32-32z\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">AI Copilot Summarizes Emails<\/span><\/li>\n\n\n<style>.kt-svg-icon-list-item-85027_e45d5b-55 .kt-svg-icon-list-single{color:#f59e0b !important;}.kt-svg-icon-list-item-85027_e45d5b-55 .kt-svg-icon-list-text mark.kt-highlight{background-color:unset;font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-85027_e45d5b-55\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_magic kt-svg-icon-list-single\"><svg viewBox=\"0 0 512 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M224 96l16-32 32-16-32-16-16-32-16 32-32 16 32 16 16 32zM80 160l26.66-53.33L160 80l-53.34-26.67L80 0 53.34 53.33 0 80l53.34 26.67L80 160zm352 128l-26.66 53.33L352 368l53.34 26.67L432 448l26.66-53.33L512 368l-53.34-26.67L432 288zm70.62-193.77L417.77 9.38C411.53 3.12 403.34 0 395.15 0c-8.19 0-16.38 3.12-22.63 9.38L9.38 372.52c-12.5 12.5-12.5 32.76 0 45.25l84.85 84.85c6.25 6.25 14.44 9.37 22.62 9.37 8.19 0 16.38-3.12 22.63-9.37l363.14-363.15c12.5-12.48 12.5-32.75 0-45.24zM359.45 203.46l-50.91-50.91 86.6-86.6 50.91 50.91-86.6 86.6z\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">Gantt Charts Added in 2025<\/span><\/li>\n\n\n<style>.kt-svg-icon-list-item-85027_3b46eb-ed .kt-svg-icon-list-single{color:#ff6900 !important;}.kt-svg-icon-list-item-85027_3b46eb-ed .kt-svg-icon-list-text mark.kt-highlight{background-color:unset;font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-85027_3b46eb-ed\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_bullseye kt-svg-icon-list-single\"><svg viewBox=\"0 0 512 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M256 72c101.689 0 184 82.295 184 184 0 101.689-82.295 184-184 184-101.689 0-184-82.295-184-184 0-101.689 82.295-184 184-184m0-64C119.033 8 8 119.033 8 256s111.033 248 248 248 248-111.033 248-248S392.967 8 256 8zm0 184c35.29 0 64 28.71 64 64s-28.71 64-64 64-64-28.71-64-64 28.71-64 64-64m0-64c-70.692 0-128 57.308-128 128s57.308 128 128 128 128-57.308 128-128-57.308-128-128-128z\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">Custom Pipelines &amp; Kanban Views<\/span><\/li>\n\n\n<style>.kt-svg-icon-list-item-85027_a9b07a-a1 .kt-svg-icon-list-single{color:#00d084 !important;}.kt-svg-icon-list-item-85027_a9b07a-a1 .kt-svg-icon-list-text mark.kt-highlight{background-color:unset;font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-85027_a9b07a-a1\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_dollar-sign kt-svg-icon-list-single\"><svg viewBox=\"0 0 288 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M209.2 233.4l-108-31.6C88.7 198.2 80 186.5 80 173.5c0-16.3 13.2-29.5 29.5-29.5h66.3c12.2 0 24.2 3.7 34.2 10.5 6.1 4.1 14.3 3.1 19.5-2l34.8-34c7.1-6.9 6.1-18.4-1.8-24.5C238 74.8 207.4 64.1 176 64V16c0-8.8-7.2-16-16-16h-32c-8.8 0-16 7.2-16 16v48h-2.5C45.8 64-5.4 118.7.5 183.6c4.2 46.1 39.4 83.6 83.8 96.6l102.5 30c12.5 3.7 21.2 15.3 21.2 28.3 0 16.3-13.2 29.5-29.5 29.5h-66.3C100 368 88 364.3 78 357.5c-6.1-4.1-14.3-3.1-19.5 2l-34.8 34c-7.1 6.9-6.1 18.4 1.8 24.5 24.5 19.2 55.1 29.9 86.5 30v48c0 8.8 7.2 16 16 16h32c8.8 0 16-7.2 16-16v-48.2c46.6-.9 90.3-28.6 105.7-72.7 21.5-61.6-14.6-124.8-72.5-141.7z\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\"><strong>Plans from $29\/user\/month<\/strong><\/span><\/li>\n<\/ul><\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns84621_winner_btn{gap:var(--global-kb-gap-none, 0rem );flex-direction:column;align-items:center;justify-content:center;}.kt-btns84621_winner_btn .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns84621_winner_btn\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn84621_winner_btn_inner.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn84621_winner_btn_inner.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;padding-top:var(--global-kb-spacing-xxs, 0.5rem);padding-right:var(--global-kb-spacing-xxs, 0.5rem);padding-bottom:var(--global-kb-spacing-xxs, 0.5rem);padding-left:var(--global-kb-spacing-xxs, 0.5rem);margin-top:var(--global-kb-spacing-xs, 1rem);box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn84621_winner_btn_inner.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn84621_winner_btn_inner.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn84621_winner_btn_inner.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn84621_winner_btn_inner.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn84621_winner_btn_inner.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn84621_winner_btn_inner.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn84621_winner_btn_inner.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn84621_winner_btn_inner.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn84621_winner_btn_inner kt-btn-size-standard kt-btn-width-type-full kb-btn-global-outline kt-btn-has-text-true kt-btn-has-svg-true wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/insightly\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY NOW<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n<\/div><\/div>\n\n\n<style>.kadence-column85027_8724ef-63 > .kt-inside-inner-col{padding-top:var(--global-kb-spacing-sm, 1.5rem);padding-right:var(--global-kb-spacing-xxs, 0.5rem);padding-bottom:var(--global-kb-spacing-sm, 1.5rem);padding-left:var(--global-kb-spacing-xxs, 0.5rem);}.kadence-column85027_8724ef-63 > .kt-inside-inner-col{box-shadow:0px 14px 25px -10px rgba(0, 0, 0, 0.5);border-top:3px solid var(--global-palette3, #1A202C);border-right:3px solid var(--global-palette3, #1A202C);border-bottom:3px solid var(--global-palette3, #1A202C);border-left:3px solid var(--global-palette3, #1A202C);}.kadence-column85027_8724ef-63 > .kt-inside-inner-col,.kadence-column85027_8724ef-63 > .kt-inside-inner-col:before{border-top-left-radius:20px;border-top-right-radius:20px;border-bottom-right-radius:20px;border-bottom-left-radius:20px;}.kadence-column85027_8724ef-63 > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column85027_8724ef-63 > .kt-inside-inner-col{flex-direction:column;}.kadence-column85027_8724ef-63 > .kt-inside-inner-col > .aligncenter{width:100%;}.kadence-column85027_8724ef-63 > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column85027_8724ef-63{position:relative;}@media all and (max-width: 1024px){.kadence-column85027_8724ef-63 > .kt-inside-inner-col{border-top:3px solid var(--global-palette3, #1A202C);border-right:3px solid var(--global-palette3, #1A202C);border-bottom:3px solid var(--global-palette3, #1A202C);border-left:3px solid var(--global-palette3, #1A202C);flex-direction:column;justify-content:center;}}@media all and (max-width: 767px){.kadence-column85027_8724ef-63 > .kt-inside-inner-col{border-top:3px solid var(--global-palette3, #1A202C);border-right:3px solid var(--global-palette3, #1A202C);border-bottom:3px solid var(--global-palette3, #1A202C);border-left:3px solid var(--global-palette3, #1A202C);flex-direction:column;justify-content:center;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column85027_8724ef-63 inner-column-1\"><div class=\"kt-inside-inner-col\"><style>.wp-block-kadence-icon.kt-svg-icons85027_0135a7-67{justify-content:center;}<\/style>\n<div class=\"wp-block-kadence-icon kt-svg-icons kt-svg-icons85027_0135a7-67 alignnone\"><style>.kt-svg-item-85027_2b7556-ef .kb-svg-icon-wrap, .kt-svg-style-stacked.kt-svg-item-85027_2b7556-ef .kb-svg-icon-wrap{color:#ffffff;font-size:50px;margin-top:-75px;background:#00d084;border-color:var(--global-palette3, #1A202C);border-width:3px;border-radius:50%;padding-top:20px;padding-right:20px;padding-bottom:20px;padding-left:20px;}<\/style>\n<div class=\"wp-block-kadence-single-icon kt-svg-style-stacked kt-svg-icon-wrap kt-svg-item-85027_2b7556-ef\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_activity\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><polyline points=\"22 12 18 12 15 21 9 3 6 12 2 12\"\/><\/svg><\/span><\/div>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedheading.kt-adv-heading84621_48d1b6-a7, .wp-block-kadence-advancedheading.kt-adv-heading84621_48d1b6-a7[data-kb-block=\"kb-adv-heading84621_48d1b6-a7\"]{display:block;margin-top:var(--global-kb-spacing-xs, 1rem);margin-right:0rem;margin-bottom:0rem;margin-left:0rem;text-align:center;font-size:0.9em;line-height:1;font-weight:700;font-style:normal;color:var(--global-palette1, #3182CE);}.wp-block-kadence-advancedheading.kt-adv-heading84621_48d1b6-a7 mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading84621_48d1b6-a7[data-kb-block=\"kb-adv-heading84621_48d1b6-a7\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading84621_48d1b6-a7 img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading84621_48d1b6-a7[data-kb-block=\"kb-adv-heading84621_48d1b6-a7\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<span class=\"kt-adv-heading84621_48d1b6-a7 wp-block-kadence-advancedheading has-theme-palette-1-color has-text-color\">Runner Up<\/span>\n\n\n<style>.kb-image29858_574334-6d:not(.kb-image-is-ratio-size) .kb-img, .kb-image29858_574334-6d.kb-image-is-ratio-size{padding-top:var(--global-kb-spacing-xxs, 0.5rem);}.kb-image29858_574334-6d .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image29858_574334-6d size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"200\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/12\/Best-section-img-7.png\" alt=\"Close CRM\" class=\"kb-img wp-image-29069\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/12\/Best-section-img-7.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/12\/Best-section-img-7-480x120.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure>\n\n\n<style>.kadence-column85027_713696-d2 > .kt-inside-inner-col{display:flex;}.kadence-column85027_713696-d2 > .kt-inside-inner-col{padding-top:0px;padding-bottom:var(--global-kb-spacing-xxs, 0.5rem);}.kadence-column85027_713696-d2 > .kt-inside-inner-col,.kadence-column85027_713696-d2 > .kt-inside-inner-col:before{border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;}.kadence-column85027_713696-d2 > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column85027_713696-d2 > .kt-inside-inner-col{flex-direction:row;flex-wrap:wrap;align-items:center;justify-content:center;}.kadence-column85027_713696-d2 > .kt-inside-inner-col > *, .kadence-column85027_713696-d2 > .kt-inside-inner-col > figure.wp-block-image, .kadence-column85027_713696-d2 > .kt-inside-inner-col > figure.wp-block-kadence-image{margin-top:0px;margin-bottom:0px;}.kadence-column85027_713696-d2 > .kt-inside-inner-col > .kb-image-is-ratio-size{flex-grow:1;}.kadence-column85027_713696-d2 > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column85027_713696-d2{position:relative;}@media all and (max-width: 1024px){.kadence-column85027_713696-d2 > .kt-inside-inner-col{flex-direction:row;flex-wrap:wrap;align-items:center;justify-content:center;}}@media all and (min-width: 768px) and (max-width: 1024px){.kadence-column85027_713696-d2 > .kt-inside-inner-col > *, .kadence-column85027_713696-d2 > .kt-inside-inner-col > figure.wp-block-image, .kadence-column85027_713696-d2 > .kt-inside-inner-col > figure.wp-block-kadence-image{margin-top:0px;margin-bottom:0px;}.kadence-column85027_713696-d2 > .kt-inside-inner-col > .kb-image-is-ratio-size{flex-grow:1;}}@media all and (max-width: 767px){.kadence-column85027_713696-d2 > .kt-inside-inner-col{flex-direction:row;flex-wrap:wrap;justify-content:flex-start;justify-content:center;}.kadence-column85027_713696-d2 > .kt-inside-inner-col > *, .kadence-column85027_713696-d2 > .kt-inside-inner-col > figure.wp-block-image, .kadence-column85027_713696-d2 > .kt-inside-inner-col > figure.wp-block-kadence-image{margin-top:0px;margin-bottom:0px;}.kadence-column85027_713696-d2 > .kt-inside-inner-col > .kb-image-is-ratio-size{flex-grow:1;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column85027_713696-d2 kb-section-dir-horizontal inner-column-1\"><div class=\"kt-inside-inner-col\"><style>.wp-block-kadence-icon.kt-svg-icons85027_28fe76-f1{justify-content:flex-start;}<\/style>\n<div class=\"wp-block-kadence-icon kt-svg-icons kt-svg-icons85027_28fe76-f1 alignnone\"><style>.kt-svg-item-85027_a6f9e0-bb .kb-svg-icon-wrap, .kt-svg-style-stacked.kt-svg-item-85027_a6f9e0-bb .kb-svg-icon-wrap{color:#f6c60c;font-size:30px;}<\/style>\n<div class=\"wp-block-kadence-single-icon kt-svg-style-default kt-svg-icon-wrap kt-svg-item-85027_a6f9e0-bb\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_star\"><svg viewBox=\"0 0 576 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M259.3 17.8L194 150.2 47.9 171.5c-26.2 3.8-36.7 36.1-17.7 54.6l105.7 103-25 145.5c-4.5 26.3 23.2 46 46.4 33.7L288 439.6l130.7 68.7c23.2 12.2 50.9-7.4 46.4-33.7l-25-145.5 105.7-103c19-18.5 8.5-50.8-17.7-54.6L382 150.2 316.7 17.8c-11.7-23.6-45.6-23.9-57.4 0z\"\/><\/svg><\/span><\/div>\n\n\n<style>.kt-svg-item-85027_650207-bb .kb-svg-icon-wrap, .kt-svg-style-stacked.kt-svg-item-85027_650207-bb .kb-svg-icon-wrap{color:#f6c60c;font-size:30px;}<\/style>\n<div class=\"wp-block-kadence-single-icon kt-svg-style-default kt-svg-icon-wrap kt-svg-item-85027_650207-bb\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_star\"><svg viewBox=\"0 0 576 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M259.3 17.8L194 150.2 47.9 171.5c-26.2 3.8-36.7 36.1-17.7 54.6l105.7 103-25 145.5c-4.5 26.3 23.2 46 46.4 33.7L288 439.6l130.7 68.7c23.2 12.2 50.9-7.4 46.4-33.7l-25-145.5 105.7-103c19-18.5 8.5-50.8-17.7-54.6L382 150.2 316.7 17.8c-11.7-23.6-45.6-23.9-57.4 0z\"\/><\/svg><\/span><\/div>\n\n\n<style>.kt-svg-item-85027_773641-18 .kb-svg-icon-wrap, .kt-svg-style-stacked.kt-svg-item-85027_773641-18 .kb-svg-icon-wrap{color:#f6c60c;font-size:30px;}<\/style>\n<div class=\"wp-block-kadence-single-icon kt-svg-style-default kt-svg-icon-wrap kt-svg-item-85027_773641-18\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_star\"><svg viewBox=\"0 0 576 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M259.3 17.8L194 150.2 47.9 171.5c-26.2 3.8-36.7 36.1-17.7 54.6l105.7 103-25 145.5c-4.5 26.3 23.2 46 46.4 33.7L288 439.6l130.7 68.7c23.2 12.2 50.9-7.4 46.4-33.7l-25-145.5 105.7-103c19-18.5 8.5-50.8-17.7-54.6L382 150.2 316.7 17.8c-11.7-23.6-45.6-23.9-57.4 0z\"\/><\/svg><\/span><\/div>\n\n\n<style>.kt-svg-item-85027_440b77-c4 .kb-svg-icon-wrap, .kt-svg-style-stacked.kt-svg-item-85027_440b77-c4 .kb-svg-icon-wrap{color:#f6c60c;font-size:30px;}<\/style>\n<div class=\"wp-block-kadence-single-icon kt-svg-style-default kt-svg-icon-wrap kt-svg-item-85027_440b77-c4\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_star\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><polygon points=\"12 2 15.09 8.26 22 9.27 17 14.14 18.18 21.02 12 17.77 5.82 21.02 7 14.14 2 9.27 8.91 8.26 12 2\"\/><\/svg><\/span><\/div>\n\n\n<style>.kt-svg-item-85027_ced2d2-16 .kb-svg-icon-wrap, .kt-svg-style-stacked.kt-svg-item-85027_ced2d2-16 .kb-svg-icon-wrap{color:#f6c60c;font-size:30px;}<\/style>\n<div class=\"wp-block-kadence-single-icon kt-svg-style-default kt-svg-icon-wrap kt-svg-item-85027_ced2d2-16\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_star\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><polygon points=\"12 2 15.09 8.26 22 9.27 17 14.14 18.18 21.02 12 17.77 5.82 21.02 7 14.14 2 9.27 8.91 8.26 12 2\"\/><\/svg><\/span><\/div>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedheading.kt-adv-heading84621_1cf79b-14, .wp-block-kadence-advancedheading.kt-adv-heading84621_1cf79b-14[data-kb-block=\"kb-adv-heading84621_1cf79b-14\"]{display:block;font-size:var(--global-kb-font-size-lg, 2rem);font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading84621_1cf79b-14 mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading84621_1cf79b-14[data-kb-block=\"kb-adv-heading84621_1cf79b-14\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading84621_1cf79b-14 img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading84621_1cf79b-14[data-kb-block=\"kb-adv-heading84621_1cf79b-14\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<span class=\"kt-adv-heading84621_1cf79b-14 wp-block-kadence-advancedheading has-black-color has-text-color\">3.0<\/span>\n<\/div><\/div>\n\n\n<style>.wp-block-kadence-iconlist.kt-svg-icon-list-items85027_bcab68-ab:not(.this-stops-third-party-issues){margin-top:0px;margin-bottom:0px;}.wp-block-kadence-iconlist.kt-svg-icon-list-items85027_bcab68-ab ul.kt-svg-icon-list:not(.this-prevents-issues):not(.this-stops-third-party-issues):not(.tijsloc){margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-iconlist.kt-svg-icon-list-items85027_bcab68-ab ul.kt-svg-icon-list{grid-row-gap:5px;}.wp-block-kadence-iconlist.kt-svg-icon-list-items85027_bcab68-ab ul.kt-svg-icon-list .kt-svg-icon-list-item-wrap .kt-svg-icon-list-single{margin-right:10px;}.kt-svg-icon-list-items85027_bcab68-ab ul.kt-svg-icon-list .kt-svg-icon-list-level-0 .kt-svg-icon-list-single svg{font-size:20px;}<\/style>\n<div class=\"wp-block-kadence-iconlist kt-svg-icon-list-items kt-svg-icon-list-items85027_bcab68-ab kt-svg-icon-list-columns-1 alignnone\"><ul class=\"kt-svg-icon-list\"><style>.kt-svg-icon-list-item-85027_9e7df5-5c .kt-svg-icon-list-single{color:#ff6900 !important;}.kt-svg-icon-list-item-85027_9e7df5-5c .kt-svg-icon-list-text mark.kt-highlight{background-color:unset;font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-85027_9e7df5-5c\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_bolt kt-svg-icon-list-single\"><svg viewBox=\"0 0 320 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M295.973 160H180.572L215.19 30.184C219.25 14.956 207.756 0 192 0H56C43.971 0 33.8 8.905 32.211 20.828l-31.996 240C-1.704 275.217 9.504 288 24.004 288h118.701L96.646 482.466C93.05 497.649 104.659 512 119.992 512c8.35 0 16.376-4.374 20.778-11.978l175.973-303.997c9.244-15.967-2.288-36.025-20.77-36.025z\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">Calling, Email &amp; SMS in One <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/inbox-placement-tool\" title=\"Inbox\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"146770\" target=\"_blank\" rel=\"noopener\">Inbox<\/a><\/span><\/li>\n\n\n<style>.kt-svg-icon-list-item-85027_91fa50-0d .kt-svg-icon-list-single{color:#6366f1 !important;}.kt-svg-icon-list-item-85027_91fa50-0d .kt-svg-icon-list-text mark.kt-highlight{background-color:unset;font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-85027_91fa50-0d\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_bullseye kt-svg-icon-list-single\"><svg viewBox=\"0 0 512 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M256 72c101.689 0 184 82.295 184 184 0 101.689-82.295 184-184 184-101.689 0-184-82.295-184-184 0-101.689 82.295-184 184-184m0-64C119.033 8 8 119.033 8 256s111.033 248 248 248 248-111.033 248-248S392.967 8 256 8zm0 184c35.29 0 64 28.71 64 64s-28.71 64-64 64-64-28.71-64-64 28.71-64 64-64m0-64c-70.692 0-128 57.308-128 128s57.308 128 128 128 128-57.308 128-128-57.308-128-128-128z\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">Power &amp; Predictive Dialer<\/span><\/li>\n\n\n<style>.kt-svg-icon-list-item-85027_61339c-2c .kt-svg-icon-list-single{color:#f59e0b !important;}.kt-svg-icon-list-item-85027_61339c-2c .kt-svg-icon-list-text mark.kt-highlight{background-color:unset;font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-85027_61339c-2c\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_magic kt-svg-icon-list-single\"><svg viewBox=\"0 0 512 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M224 96l16-32 32-16-32-16-16-32-16 32-32 16 32 16 16 32zM80 160l26.66-53.33L160 80l-53.34-26.67L80 0 53.34 53.33 0 80l53.34 26.67L80 160zm352 128l-26.66 53.33L352 368l53.34 26.67L432 448l26.66-53.33L512 368l-53.34-26.67L432 288zm70.62-193.77L417.77 9.38C411.53 3.12 403.34 0 395.15 0c-8.19 0-16.38 3.12-22.63 9.38L9.38 372.52c-12.5 12.5-12.5 32.76 0 45.25l84.85 84.85c6.25 6.25 14.44 9.37 22.62 9.37 8.19 0 16.38-3.12 22.63-9.37l363.14-363.15c12.5-12.48 12.5-32.75 0-45.24zM359.45 203.46l-50.91-50.91 86.6-86.6 50.91 50.91-86.6 86.6z\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">Smart Views Filter Your Leads<\/span><\/li>\n\n\n<style>.kt-svg-icon-list-item-85027_673fab-c2 .kt-svg-icon-list-single{color:#00d084 !important;}.kt-svg-icon-list-item-85027_673fab-c2 .kt-svg-icon-list-text mark.kt-highlight{background-color:unset;font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-85027_673fab-c2\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_shield-alt kt-svg-icon-list-single\"><svg viewBox=\"0 0 512 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M496 128c0 221.282-135.934 344.645-221.539 380.308a48 48 0 0 1-36.923 0C130.495 463.713 16 326.487 16 128a48 48 0 0 1 29.539-44.308l192-80a48 48 0 0 1 36.923 0l192 80A48 48 0 0 1 496 128zM256 446.313l.066.034c93.735-46.689 172.497-156.308 175.817-307.729L256 65.333v380.98z\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">Live Call Coaching for Managers<\/span><\/li>\n\n\n<style>.kt-svg-icon-list-item-85027_4e4381-3e .kt-svg-icon-list-single{color:#0ea5e9 !important;}.kt-svg-icon-list-item-85027_4e4381-3e .kt-svg-icon-list-text mark.kt-highlight{background-color:unset;font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-85027_4e4381-3e\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_puzzle-piece kt-svg-icon-list-single\"><svg viewBox=\"0 0 576 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M519.442 288.651c-41.519 0-59.5 31.593-82.058 31.593C377.409 320.244 432 144 432 144s-196.288 80-196.288-3.297c0-35.827 36.288-46.25 36.288-85.985C272 19.216 243.885 0 210.539 0c-34.654 0-66.366 18.891-66.366 56.346 0 41.364 31.711 59.277 31.711 81.75C175.885 207.719 0 166.758 0 166.758v333.237s178.635 41.047 178.635-28.662c0-22.473-40-40.107-40-81.471 0-37.456 29.25-56.346 63.577-56.346 33.673 0 61.788 19.216 61.788 54.717 0 39.735-36.288 50.158-36.288 85.985 0 60.803 129.675 25.73 181.23 25.73 0 0-34.725-120.101 25.827-120.101 35.962 0 46.423 36.152 86.308 36.152C556.712 416 576 387.99 576 354.443c0-34.199-18.962-65.792-56.558-65.792z\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">Integrates With 80+ Other Tools<\/span><\/li>\n\n\n<style>.kt-svg-icon-list-item-85027_a385f2-5d .kt-svg-icon-list-single{color:#10b981 !important;}.kt-svg-icon-list-item-85027_a385f2-5d .kt-svg-icon-list-text mark.kt-highlight{background-color:unset;font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-85027_a385f2-5d\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_gift kt-svg-icon-list-single\"><svg viewBox=\"0 0 512 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M32 448c0 17.7 14.3 32 32 32h160V320H32v128zm448-288h-42.1c6.2-12.1 10.1-25.5 10.1-40 0-48.5-39.5-88-88-88-41.6 0-68.5 21.3-103 68.3-34.5-47-61.4-68.3-103-68.3-48.5 0-88 39.5-88 88 0 14.5 3.8 27.9 10.1 40H32c-17.7 0-32 14.3-32 32v80c0 8.8 7.2 16 16 16h480c8.8 0 16-7.2 16-16v-80c0-17.7-14.3-32-32-32zm-326.1 0c-22.1 0-40-17.9-40-40s17.9-40 40-40c19.9 0 34.6 3.3 86.1 80h-86.1zm206.1 0h-86.1c51.4-76.5 65.7-80 86.1-80 22.1 0 40 17.9 40 40s-17.9 40-40 40zm-72 320h160c17.7 0 32-14.3 32-32V320H288v160z\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">14-Day Free Trial<\/span><\/li>\n\n\n<style>.kt-svg-icon-list-item-85027_e50c31-fc .kt-svg-icon-list-single{color:#00d084 !important;}.kt-svg-icon-list-item-85027_e50c31-fc .kt-svg-icon-list-text mark.kt-highlight{background-color:unset;font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-85027_e50c31-fc\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_dollar-sign kt-svg-icon-list-single\"><svg viewBox=\"0 0 288 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M209.2 233.4l-108-31.6C88.7 198.2 80 186.5 80 173.5c0-16.3 13.2-29.5 29.5-29.5h66.3c12.2 0 24.2 3.7 34.2 10.5 6.1 4.1 14.3 3.1 19.5-2l34.8-34c7.1-6.9 6.1-18.4-1.8-24.5C238 74.8 207.4 64.1 176 64V16c0-8.8-7.2-16-16-16h-32c-8.8 0-16 7.2-16 16v48h-2.5C45.8 64-5.4 118.7.5 183.6c4.2 46.1 39.4 83.6 83.8 96.6l102.5 30c12.5 3.7 21.2 15.3 21.2 28.3 0 16.3-13.2 29.5-29.5 29.5h-66.3C100 368 88 364.3 78 357.5c-6.1-4.1-14.3-3.1-19.5 2l-34.8 34c-7.1 6.9-6.1 18.4 1.8 24.5 24.5 19.2 55.1 29.9 86.5 30v48c0 8.8 7.2 16 16 16h32c8.8 0 16-7.2 16-16v-48.2c46.6-.9 90.3-28.6 105.7-72.7 21.5-61.6-14.6-124.8-72.5-141.7z\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\"><strong>Plans from $35\/seat\/month<\/strong><\/span><\/li>\n<\/ul><\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns84621_runner_btn{gap:var(--global-kb-gap-none, 0rem );flex-direction:column;align-items:center;justify-content:center;}.kt-btns84621_runner_btn .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns84621_runner_btn\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn84621_runner_btn_inner.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn84621_runner_btn_inner.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;padding-top:var(--global-kb-spacing-xxs, 0.5rem);padding-right:var(--global-kb-spacing-xxs, 0.5rem);padding-bottom:var(--global-kb-spacing-xxs, 0.5rem);padding-left:var(--global-kb-spacing-xxs, 0.5rem);margin-top:var(--global-kb-spacing-xs, 1rem);box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn84621_runner_btn_inner.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn84621_runner_btn_inner.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn84621_runner_btn_inner.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn84621_runner_btn_inner.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn84621_runner_btn_inner.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn84621_runner_btn_inner.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn84621_runner_btn_inner.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn84621_runner_btn_inner.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn84621_runner_btn_inner kt-btn-size-standard kt-btn-width-type-full kb-btn-global-outline kt-btn-has-text-true kt-btn-has-svg-true wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/closecrm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY NOW<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n<\/div><\/div>\n\n<\/div><\/div>\n\n\n<div class=\"wp-block-group blue-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u26a1 Quick Verdict:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Pricing:<\/strong> Insightly starts at $29\/user\/month. Close CRM starts at $35\/seat\/month.<\/li>\n\n\n\n<li><strong>Best for:<\/strong> Insightly suits teams that need customer relationship management plus project management. Close CRM suits outbound sales teams that live on phone calls.<\/li>\n\n\n\n<li><strong>Key difference:<\/strong> Insightly manages projects, contacts and services after the sale. Close CRM has built in calling, texting and a power dialer.<\/li>\n\n\n\n<li><strong>Our pick:<\/strong> Insightly, rated 4.1 against 3.0 for Close CRM. It covers more of your <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/best-ai-tools-for-business\" title=\"business\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"146773\">business<\/a> for less money per seat.<\/li>\n<\/ul>\n<\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/Insightly-vs-ClickUp-1.png\" alt=\"Insightly vs Close CRM Comparison\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Most CRM buyers pick the wrong tool for a simple reason.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">They compare feature lists instead of workflows.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Insightly and Close CRM are both customer relationship management platforms.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But they were built for two different jobs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">One tracks the whole customer journey, including projects and delivery.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The other exists to help sales reps talk to more leads, faster.<\/p>\n\n\n\n<h2 id='overview'  id=\"boomdevs_1\" class=\"wp-block-heading\">Overview<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This Insightly vs Close CRM comparison covers pricing, core features and ease of use.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Our <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-essay-writer\" title=\"writer\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"146777\" target=\"_blank\" rel=\"noopener\">writer<\/a> spent hands-on time inside Close CRM directly.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Notes on Insightly come from its documentation, pricing page and G2 reviews.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We also break down who each system works best for.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">By the end, you will know which CRM software fits your team.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns132580_50caae-cf .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns132580_50caae-cf\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn132580_c9439a-ba kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/insightly-ai\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try insightly FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='what-is-insightly'  id=\"boomdevs_2\" class=\"wp-block-heading\">What is Insightly?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Insightly is a customer relationship management platform for small and mid-sized companies.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It markets itself as the modern CRM teams love.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Insightly CRM keeps current and prospective customer <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/alaya-ai\" title=\"data\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"146776\" target=\"_blank\" rel=\"noopener\">data<\/a> in one place.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The system pairs contact management with real project management.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sales teams track sales opportunities while delivery teams run projects.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">PC Magazine, Entrepreneur Magazine, G2 Crowd and TrustRadius all recommend it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is a short walkthrough of the platform.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Insightly CRM Review: Better Than I Expected?\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/sNx4KOToLNA?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<div class=\"wp-block-group cta-box-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns cta-box-inner is-layout-flex wp-container-core-columns-is-layout-c446116b wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column cta-box-left is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group cta-box-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image28339_7ebcf8-f5.kb-image-is-ratio-size, .kb-image28339_7ebcf8-f5 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image28339_7ebcf8-f5.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image28339_7ebcf8-f5 .kb-image-is-ratio-size{align-self:unset;}.kb-image28339_7ebcf8-f5 figure{max-width:350px;}.kb-image28339_7ebcf8-f5 .image-is-svg, .kb-image28339_7ebcf8-f5 .image-is-svg img{width:100%;}.kb-image28339_7ebcf8-f5 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image28339_7ebcf8-f5\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-44.png\" alt=\"Insightly\" class=\"kb-img wp-image-10450\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-44.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-44-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column cta-box-right is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"cta-box-title wp-block-paragraph\">\ud83c\udfc6 Winner: Insightly<\/p>\n\n\n\n<p class=\"cta-box-rating wp-block-paragraph\">\u2b50 4.1\/5 | \ud83d\udcb0 From $29\/user\/month<\/p>\n\n\n\n<p class=\"cta-box-description wp-block-paragraph\">One system for contacts, deals and projects. Insightly offers SOC 2 Type II, GDPR and HIPAA compliance. Setup is fast for small teams.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-buttons is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-primary\" href=\"https:\/\/fahimai.com\/get\/insightly\" target=\"_blank\" rel=\"noopener\">TRY INSIGHTLY NOW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/insightly\">READ FULL REVIEW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/how-to-use-insightly\">INSIGHTLY TUTORIAL \u2192<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h4 id='insightly-pricing'  id=\"boomdevs_3\" class=\"wp-block-heading\">Insightly Pricing<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Insightly uses three tiers. Every plan is priced per user, per month.<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Plan<\/th><th>Price<\/th><th>Best For<\/th><\/tr><\/thead><tbody><tr><td>Plus<\/td><td>$29\/user\/month<\/td><td>Small teams needing core CRM and projects<\/td><\/tr><tr><td>Professional<\/td><td>$49\/user\/month<\/td><td>Teams that want dashboards and app integration<\/td><\/tr><tr><td>Enterprise<\/td><td>$99\/user\/month<\/td><td>Full access to every feature and custom objects<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Pricing verified August 2026.<\/em><\/p>\n\n\n<style>.kb-image078740_d35bb2 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image078740_d35bb2 size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Insightly-Pricing.png\" alt=\"Insightly Top Benefits\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Free trial:<\/strong> Yes. Insightly offers a 14-day trial with no card required.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Money-back guarantee:<\/strong> None advertised. Annual contracts are prepaid, so test the trial first.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udccc <strong>Note:<\/strong> The Plus tier gives limited access to most features. Professional adds limited dashboards and third-party app integration. Enterprise unlocks everything.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\u26a0\ufe0f <strong>Warning:<\/strong> Insightly Marketing and Insightly Service are sold separately. Those other Insightly products follow the same per-user pricing, so costs stack up fast.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns132580_50caae-cf .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns132580_50caae-cf\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn132580_c9439a-ba kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/insightly-ai\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try insightly FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h4 id='key-benefits-of-insightly'  id=\"boomdevs_4\" class=\"wp-block-heading\">Key Benefits of Insightly<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what makes Insightly worth a look:<\/p>\n\n\n\n<div class=\"wp-block-group blue-box is-layout-flow wp-block-group-is-layout-flow\">\n<ul class=\"wp-block-list\">\n<li><strong>360-degree customer view:<\/strong> All customer records, emails and files sit on one page. That view supports personalized <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/linkedin-automation-tools\" title=\"outreach\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"146772\">outreach<\/a> and automated tasks.<\/li>\n\n\n\n<li><strong>Projects built in:<\/strong> You can create projects, set milestones and assign tasks to any team member. Gantt chart visualizations arrived in 2025 for timelines and dependencies.<\/li>\n\n\n\n<li><strong>Pipelines and Kanban views:<\/strong> Customizable pipelines track each stage of your sales process. Multiple pipelines let you separate new <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-for-small-construction-business\" title=\"business\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"146786\" target=\"_blank\" rel=\"noopener\">business<\/a> from renewals.<\/li>\n\n\n\n<li><strong>AppConnect integrations:<\/strong> A low-code engine ships over 2,000 pre-built connectors. Google Workspace, Slack and <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-real-estate-agents\" title=\"accounting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"146771\" target=\"_blank\" rel=\"noopener\">accounting<\/a> apps all connect without a developer.<\/li>\n\n\n\n<li><strong>Copilot AI <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/ai-chatbots\" title=\"assistant\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"146768\">assistant<\/a>:<\/strong> Copilot summarizes long email threads and retrieves records on request. It cuts manual data entry during busy weeks.<\/li>\n\n\n\n<li><strong>Strong compliance:<\/strong> Insightly meets SOC 2 Type II, GDPR and HIPAA standards. <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-password-manager\" title=\"Security\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"146783\" target=\"_blank\" rel=\"noopener\">Security<\/a> matters if you handle health or EU customer data.<\/li>\n\n\n\n<li><strong>Mobile access:<\/strong> The web app and mobile app both work on any mobile device. Business card scanning adds new contacts on the go.<\/li>\n<\/ul>\n<\/div>\n\n\n<style>.kb-imagea630cf_a0c3bf .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagea630cf_a0c3bf size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Insightly-Introduction.png\" alt=\"Insightly Homepage\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns132580_50caae-cf .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns132580_50caae-cf\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn132580_c9439a-ba kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/insightly-ai\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try insightly FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h4 id='what-our-team-noticed'  id=\"boomdevs_5\" class=\"wp-block-heading\">What Our Team Noticed<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><em>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.<\/em><\/p>\n\n\n\n<h4 id='insightly-pros-cons'  id=\"boomdevs_6\" class=\"wp-block-heading\">Insightly Pros &amp; Cons<\/h4>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<h5 id='\u2705-pros'  id=\"boomdevs_7\" class=\"wp-block-heading\">\u2705 Pros<\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>CRM and project management link tightly in one system<\/li>\n\n\n\n<li>Easier to pick up than Zoho CRM, with a short learning curve<\/li>\n\n\n\n<li>Over 2,000 AppConnect connectors reach almost any tool<\/li>\n\n\n\n<li>SOC 2 Type II, GDPR and HIPAA compliance included<\/li>\n\n\n\n<li>Rollout is fast, so teams start tracking deals sooner<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<h5 id='\u274c-cons'  id=\"boomdevs_8\" class=\"wp-block-heading\">\u274c Cons<\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Not as feature-deep as Zoho CRM on advanced features<\/li>\n\n\n\n<li>Custom workflows lag behind rival CRM tools<\/li>\n\n\n\n<li>The Enterprise tier costs almost double Zoho CRM<\/li>\n\n\n\n<li>No built-in dialer, so phone calls need another tool<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns132580_50caae-cf .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns132580_50caae-cf\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn132580_c9439a-ba kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/insightly-ai\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try insightly FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='what-is-close-crm'  id=\"boomdevs_9\" class=\"wp-block-heading\">What is Close CRM?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Close CRM is a sales platform built for small to medium-sized businesses.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Its whole focus is turning leads into revenue.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Email, calling and SMS sit inside a single inbox.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sales reps dial prospects straight from the browser or desktop app.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Smart Views filter leads by criteria so nobody wastes a search.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Close is often grouped with sales engagement tools rather than traditional CRM options.<\/p>\n\n\n<style>.kb-image199324_d19057-3b .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image199324_d19057-3b size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"577\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Close-CRM-6.png\" alt=\"Close CRM Homepage\" class=\"kb-img wp-image-8967\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Close-CRM-6.png 1024w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Close-CRM-6-980x552.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Close-CRM-6-480x270.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The video below walks through the interface in more detail.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Close CRM Review: Ignite Business Triumphs with Close CRM Mastery!\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/MWh_5meqqPM?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<div class=\"wp-block-group cta-box-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns cta-box-inner is-layout-flex wp-container-core-columns-is-layout-c446116b wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column cta-box-left is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group cta-box-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image140989_60a4f4-22.kb-image-is-ratio-size, .kb-image140989_60a4f4-22 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image140989_60a4f4-22.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image140989_60a4f4-22 .kb-image-is-ratio-size{align-self:unset;}.kb-image140989_60a4f4-22 figure{max-width:350px;}.kb-image140989_60a4f4-22 .image-is-svg, .kb-image140989_60a4f4-22 .image-is-svg img{width:100%;}.kb-image140989_60a4f4-22 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image140989_60a4f4-22\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-24.png\" alt=\"Close CRM Logo\" class=\"kb-img wp-image-8960\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-24.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-24-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column cta-box-right is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"cta-box-title wp-block-paragraph\">Runner Up: Close CRM<\/p>\n\n\n\n<p class=\"cta-box-rating wp-block-paragraph\">\u2b50 3.0\/5 | \ud83d\udcb0 From $35\/seat\/month<\/p>\n\n\n\n<p class=\"cta-box-description wp-block-paragraph\">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.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-buttons is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-primary\" href=\"https:\/\/fahimai.com\/get\/closecrm\" target=\"_blank\" rel=\"noopener\">TRY CLOSE CRM NOW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/close-crm\">READ FULL REVIEW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/nl\/how-to-use-close-crm\">CLOSE CRM TUTORIAL \u2192<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h4 id='close-crm-pricing'  id=\"boomdevs_10\" class=\"wp-block-heading\">Close CRM Pricing<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Close CRM also uses three tiers. Pricing is per seat, per month.<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Plan<\/th><th>Price<\/th><th>Best For<\/th><\/tr><\/thead><tbody><tr><td>Essentials<\/td><td>$35\/seat\/month<\/td><td>Startup features for a first sales team<\/td><\/tr><tr><td>Growth<\/td><td>$99\/seat\/month<\/td><td>Professional features like <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-automation-tools\" title=\"automation\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"146782\" target=\"_blank\" rel=\"noopener\">automation<\/a> and sequences<\/td><\/tr><tr><td>Scale<\/td><td>$139\/seat\/month<\/td><td>Call coaching, custom objects and <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/it-reporting-tools\" title=\"reporting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"146780\" target=\"_blank\" rel=\"noopener\">reporting<\/a> depth<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Pricing verified August 2026.<\/em><\/p>\n\n\n<style>.kb-imagefe4e76_d6f7de .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagefe4e76_d6f7de size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Close-CRM-Pricing-980x491.png\" alt=\"Close CRM Pricing\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pricing note:<\/strong> 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.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Free trial:<\/strong> Yes. Close offers a 14-day free trial, and a motivated team can go live inside it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Money-back guarantee:<\/strong> None published. Annual plans are billed annually at a discount to monthly.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udccc <strong>Note:<\/strong> Every plan includes calling, texting and email. Higher tiers add advanced automation, collaboration tools, deeper customization and call coaching.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\u26a0\ufe0f <strong>Warning:<\/strong> Entry-level pricing is expensive next to other CRMs. Smaller teams with tight budgets should map seat counts before committing.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns143244_a34f55-5f 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.kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn143244_2c70f5-90 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/closecrm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try close crm FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h4 id='key-benefits-of-close-crm'  id=\"boomdevs_11\" class=\"wp-block-heading\">Key Benefits of Close CRM<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Here is where Close CRM earns its keep:<\/p>\n\n\n\n<div class=\"wp-block-group blue-box is-layout-flow wp-block-group-is-layout-flow\">\n<ul class=\"wp-block-list\">\n<li><strong>Built-in dialers:<\/strong> A power dialer and a predictive dialer automate outbound calls. Reps dial multiple numbers without touching a keypad.<\/li>\n\n\n\n<li><strong>One inbox for everything:<\/strong> Email, phone calls and SMS land in the same place. That cuts app switching for busy sales reps.<\/li>\n\n\n\n<li><strong>Live call coaching:<\/strong> Managers listen in and help reps mid-call. New hires ramp faster and close more deals.<\/li>\n\n\n\n<li><strong>Smart Views:<\/strong> Saved filters surface the right leads first. Prioritization stops guesswork at the top of the day.<\/li>\n\n\n\n<li><strong>Fast onboarding:<\/strong> A CSV import tool and a free one-click migration tool move data from other tools. Setup takes hours, not weeks.<\/li>\n\n\n\n<li><strong>Activity timelines:<\/strong> Every call, email and note appears on the lead profile. Nothing about your outreach gets lost.<\/li>\n\n\n\n<li><strong>Support and knowledge base:<\/strong> A help center, API documentation and product updates back the platform. Onboarding support is proactive and free.<\/li>\n<\/ul>\n<\/div>\n\n\n<style>.kb-image1bf1e4_6bdab2 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image1bf1e4_6bdab2 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Close-CRM-7-980x272.png\" alt=\"Close CRM Top Benefits\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns143244_a34f55-5f .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns143244_a34f55-5f\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn143244_2c70f5-90 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/closecrm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try close crm FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h4 id='what-our-team-noticed-1'  id=\"boomdevs_12\" class=\"wp-block-heading\">What Our Team Noticed<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">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:<\/p>\n\n\n<style>.kb-imageb75963_147b51 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imageb75963_147b51 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Close-CRM-1-980x546.png\" alt=\"Close CRM Personal Experience\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<h4 id='close-crm-pros-cons'  id=\"boomdevs_13\" class=\"wp-block-heading\">Close CRM Pros &amp; Cons<\/h4>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<h5 id='\u2705-pros-1'  id=\"boomdevs_14\" class=\"wp-block-heading\">\u2705 Pros<\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Best-in-class calling, dialed straight from the browser<\/li>\n\n\n\n<li>Simple enough to earn full team engagement quickly<\/li>\n\n\n\n<li>Free one-click migration and proactive onboarding help<\/li>\n\n\n\n<li>Holds a 4.7\/5 rating on G2 from user reviews<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<h5 id='\u274c-cons-1'  id=\"boomdevs_15\" class=\"wp-block-heading\">\u274c Cons<\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Reporting functionality is weak for sales analysis<\/li>\n\n\n\n<li>Less customizable than rival platforms<\/li>\n\n\n\n<li>No project management, so delivery work lives elsewhere<\/li>\n\n\n\n<li>80+ integrations still miss some key connections<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns143244_a34f55-5f .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns143244_a34f55-5f\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn143244_2c70f5-90 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/closecrm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try close crm FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='feature-comparison'  id=\"boomdevs_16\" class=\"wp-block-heading\">Feature Comparison<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Ready for a closer look at Insightly vs Close CRM? We compare ten areas that decide most CRM buying calls.<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Feature<\/th><th>Insightly<\/th><th>Close CRM<\/th><\/tr><\/thead><tbody><tr><td>Starting Price<\/td><td>$29\/user\/month<\/td><td>$35\/seat\/month<\/td><\/tr><tr><td>Free Plan<\/td><td>\u274c<\/td><td>\u274c<\/td><\/tr><tr><td>Project Management<\/td><td>\u2705<\/td><td>\u274c<\/td><\/tr><tr><td>Built-In Calling<\/td><td>\u274c<\/td><td>\u2705<\/td><\/tr><tr><td>Power \/ Predictive Dialer<\/td><td>\u274c<\/td><td>\u2705<\/td><\/tr><tr><td>Workflow Automation<\/td><td>\u2705<\/td><td>\u2705<\/td><\/tr><tr><td>Reporting &amp; Dashboards<\/td><td>\u2705<\/td><td>\u26a0\ufe0f Limited<\/td><\/tr><tr><td>Integrations<\/td><td>\u2705 2,000+<\/td><td>\u2705 80+<\/td><\/tr><tr><td>HIPAA Compliance<\/td><td>\u2705<\/td><td>\u274c<\/td><\/tr><tr><td>Best For<\/td><td>CRM plus project delivery<\/td><td>High-volume outbound sales<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 id='1-contact-management-customer-records'  id=\"boomdevs_17\" class=\"wp-block-heading\">1. Contact Management &amp; Customer Records<\/h3>\n\n\n\n<div class=\"wp-block-group software-compare-card software-a is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Insightly:<\/strong> 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.<\/p>\n<\/div>\n\n\n<style>.kb-imagead17bd_8b0ef6 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagead17bd_8b0ef6 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Insightly-CRM.png\" alt=\"Insightly CRM\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<div class=\"wp-block-group software-compare-card software-b is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Close CRM:<\/strong> 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.<\/p>\n<\/div>\n\n\n<style>.kb-imageed9d5f_0898f5 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imageed9d5f_0898f5 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Close-CRM-2-980x206.png\" alt=\"Close CRM Lead Management\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<h3 id='2-sales-pipeline-sales-opportunities'  id=\"boomdevs_18\" class=\"wp-block-heading\">2. Sales Pipeline &amp; Sales Opportunities<\/h3>\n\n\n\n<div class=\"wp-block-group software-compare-card software-a is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Insightly:<\/strong> 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.<\/p>\n<\/div>\n\n\n<style>.kb-image411d93_a5fb8a .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image411d93_a5fb8a size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Insightly-Modern-CRM-980x419.png\" alt=\"Insightly Modern CRM\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<div class=\"wp-block-group software-compare-card software-b is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Close CRM:<\/strong> 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.<\/p>\n<\/div>\n\n\n<style>.kb-image6ec146_a7c5f5 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image6ec146_a7c5f5 size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Close-CRM-Advanced-CRM-980x454.png\" alt=\"Close CRM Advance CRM\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<h3 id='3-project-management-task-management'  id=\"boomdevs_19\" class=\"wp-block-heading\">3. Project Management &amp; Task Management<\/h3>\n\n\n\n<div class=\"wp-block-group software-compare-card software-a is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Insightly:<\/strong> 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.<\/p>\n<\/div>\n\n\n<style>.kb-image5eff2f_4ea812 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image5eff2f_4ea812 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Insightly-Projects.png\" alt=\"Insightly Project Management\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<div class=\"wp-block-group software-compare-card software-b is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Close CRM:<\/strong> 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.<\/p>\n<\/div>\n\n\n<style>.kb-imagefad4b2_2c05b3 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagefad4b2_2c05b3 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Close-CRM-980x310.png\" alt=\"Close CRM Inbox Management\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\u26a0\ufe0f <strong>Warning:<\/strong> If you sell and then deliver the work, this single difference usually decides the choice for you.<\/p>\n<\/div>\n\n\n\n<h3 id='4-workflow-automation'  id=\"boomdevs_20\" class=\"wp-block-heading\">4. Workflow Automation<\/h3>\n\n\n\n<div class=\"wp-block-group software-compare-card software-a is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Insightly:<\/strong> 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.<\/p>\n<\/div>\n\n\n<style>.kb-image001bc2_cbf4d9 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image001bc2_cbf4d9 size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Insightly-AI-Automations-980x416.png\" alt=\"Insightly AI Automations\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<div class=\"wp-block-group software-compare-card software-b is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Close CRM:<\/strong> 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.<\/p>\n<\/div>\n\n\n<style>.kb-image53336f_4ddc56 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image53336f_4ddc56 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Close-CRM-3-980x449.png\" alt=\"Close CRM Workflow Automation\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<h3 id='5-email-templates-sequences'  id=\"boomdevs_21\" class=\"wp-block-heading\">5. Email Templates &amp; Sequences<\/h3>\n\n\n\n<div class=\"wp-block-group software-compare-card software-a is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Insightly:<\/strong> 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.<\/p>\n<\/div>\n\n\n<style>.kb-imagef58ec9_555cdb .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagef58ec9_555cdb size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Recive-Your-Emails-Here.png\" alt=\"Insightly Email\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<div class=\"wp-block-group software-compare-card software-b is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Close CRM:<\/strong> 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.<\/p>\n<\/div>\n\n\n<style>.kb-image7d7d38_53f108 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image7d7d38_53f108 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Calls-will-appear-here.png\" alt=\"Close CRM Conversations\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<h3 id='6-built-in-calling-power-dialer'  id=\"boomdevs_22\" class=\"wp-block-heading\">6. Built-In Calling &amp; Power Dialer<\/h3>\n\n\n\n<div class=\"wp-block-group software-compare-card software-a is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Insightly:<\/strong> 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.<\/p>\n<\/div>\n\n\n<style>.kb-imagebd65c6_0f66c4 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagebd65c6_0f66c4 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Insightly-AI-Organization.png\" alt=\"Insightly Organizations\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<div class=\"wp-block-group software-compare-card software-b is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Close CRM:<\/strong> 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.<\/p>\n<\/div>\n\n\n<style>.kb-imagec9d943_859c1f .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagec9d943_859c1f size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Close-CRM-Sales-AI-980x478.png\" alt=\"Close CRM Sales AI\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<h3 id='7-reporting-opportunities-dashboard'  id=\"boomdevs_23\" class=\"wp-block-heading\">7. Reporting &amp; Opportunities Dashboard<\/h3>\n\n\n\n<div class=\"wp-block-group software-compare-card software-a is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Insightly:<\/strong> 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.<\/p>\n<\/div>\n\n\n<style>.kb-imagee920ab_aae511 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagee920ab_aae511 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Insightly-Reporting.png\" alt=\"Insightly Reporting\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<div class=\"wp-block-group software-compare-card software-b is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Close CRM:<\/strong> 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.<\/p>\n<\/div>\n\n\n<style>.kb-imagebf7448_8d68e5 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagebf7448_8d68e5 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Close-CRM-4-980x591.png\" alt=\"Close CRM Report &amp; Analytics\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<h3 id='8-integrations-other-tools'  id=\"boomdevs_24\" class=\"wp-block-heading\">8. Integrations &amp; Other Tools<\/h3>\n\n\n\n<div class=\"wp-block-group software-compare-card software-a is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Insightly:<\/strong> 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.<\/p>\n<\/div>\n\n\n<style>.kb-image559eb1_045d84 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image559eb1_045d84 size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Insightly-Seamless-Integrations-980x604.png\" alt=\"Insightly Seamless Integrations\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<div class=\"wp-block-group software-compare-card software-b is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Close CRM:<\/strong> 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.<\/p>\n<\/div>\n\n\n<style>.kb-image8c7369_74559b .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8c7369_74559b size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Close-CRM-Popular-Integration-980x540.png\" alt=\"Close CRM Popular Integrations\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<h3 id='9-support-onboarding-free-trial'  id=\"boomdevs_25\" class=\"wp-block-heading\">9. Support, Onboarding &amp; Free Trial<\/h3>\n\n\n\n<div class=\"wp-block-group software-compare-card software-a is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Insightly:<\/strong> 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.<\/p>\n<\/div>\n\n\n<style>.kb-imageb8001e_ebebac .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imageb8001e_ebebac size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Insightly-Support-Ticketing-980x418.png\" alt=\"Insightly Support &amp; Ticketing\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<div class=\"wp-block-group software-compare-card software-b is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Close CRM:<\/strong> 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.<\/p>\n<\/div>\n\n\n<style>.kb-imaged8c95f_7b2a68 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imaged8c95f_7b2a68 size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Close-CRM-ROI-Calculator.png\" alt=\"Close CRM ROI Calculator\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<h3 id='10-pricing-cost'  id=\"boomdevs_26\" class=\"wp-block-heading\">10. Pricing &amp; Cost<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Here are both pricing structures side by side.<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Tier<\/th><th>Insightly<\/th><th>Close CRM<\/th><\/tr><\/thead><tbody><tr><td>Entry<\/td><td>Plus \u2014 $29\/user\/month<\/td><td>Essentials \u2014 $35\/seat\/month<\/td><\/tr><tr><td>Mid<\/td><td>Professional \u2014 $49\/user\/month<\/td><td>Growth \u2014 $99\/seat\/month<\/td><\/tr><tr><td>Top<\/td><td>Enterprise \u2014 $99\/user\/month<\/td><td>Scale \u2014 $139\/seat\/month<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<div class=\"wp-block-group software-compare-card software-a is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Insightly:<\/strong> Pricing is competitive at the Plus and Professional tiers. The Enterprise tier is the weak spot, sitting close to double Zoho CRM. For most <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/bookkeeping-software-for-small-businesses\" title=\"small businesses\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"146787\" target=\"_blank\" rel=\"noopener\">small businesses<\/a>, Professional at $49 is the sweet spot.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group software-compare-card software-b is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Close CRM:<\/strong> 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.<\/p>\n<\/div>\n\n\n\n<h2 id='different-scenarios'  id=\"boomdevs_27\" class=\"wp-block-heading\">Different Scenarios<\/h2>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>If You Need&#8230;<\/th><th>Choose<\/th><th>Why<\/th><\/tr><\/thead><tbody><tr><td>Lowest entry cost<\/td><td>Insightly<\/td><td>$6 less per seat monthly<\/td><\/tr><tr><td>High-volume outbound calls<\/td><td>Close CRM<\/td><td>Power and predictive dialer<\/td><\/tr><tr><td>Projects after the sale<\/td><td>Insightly<\/td><td>Milestones, Gantt charts, tasks<\/td><\/tr><tr><td>Deep reporting<\/td><td>Insightly<\/td><td>Custom graphs and dashboards<\/td><\/tr><tr><td>Fastest rep onboarding<\/td><td>Close CRM<\/td><td>Live inside the free trial<\/td><\/tr><tr><td>HIPAA or GDPR duty<\/td><td>Insightly<\/td><td>SOC 2 Type II and HIPAA ready<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<div class=\"wp-block-group scenario-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\ud83d\udcb0 Your Budget<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Insightly starts cheaper and stays cheaper through the middle tier. Close CRM costs more per seat once you move past Essentials.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group scenario-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\ud83d\udd0c Your Tech Stack<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AppConnect reaches far more apps, which matters if your account systems are unusual. Close covers the common sales stack well and little beyond it.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group scenario-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\ud83d\udcde Your Sales Process<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Phone-first teams that want more leads dialled per hour should choose Close. Consultative sales processes with long delivery phases fit Insightly better.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group scenario-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\ud83c\udf93 Your Experience Level<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Both platforms are beginner-friendly on the web and on mobile. Insightly asks a little more setup work because it does more.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group scenario-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\ud83c\udd93 Free Trials and Demos<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Both run 14-day trials, so load ten real customers into each. For example, run one live deal end to end before you pay.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group scenario-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\ud83d\udedf Support Options<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Close includes free migration help and hands-on onboarding. Insightly leans on documentation and its paid service tier for deeper help.<\/p>\n<\/div>\n\n\n\n<h2 id='switching-guide'  id=\"boomdevs_28\" class=\"wp-block-heading\">Switching Guide<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Already using one of these? Here is what changes if you move.<\/p>\n\n\n\n<div class=\"wp-block-group migration-card from-a is-layout-flow wp-block-group-is-layout-flow\">\n<h5 id='\ud83d\udd04-switching-from-insightly-to-close-crm'  id=\"boomdevs_29\" class=\"wp-block-heading\">\ud83d\udd04 Switching from Insightly to Close CRM?<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u2705 What you&#8217;ll gain:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A dialer inside the CRM, so reps stop switching apps<\/li>\n\n\n\n<li>Live call coaching for managers training new hires<\/li>\n\n\n\n<li>Email, SMS and calls stacked on one lead timeline<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u274c What you&#8217;ll lose:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Project management, milestones and Gantt charts<\/li>\n\n\n\n<li>Deep reporting and the opportunities dashboard<\/li>\n\n\n\n<li>HIPAA coverage and the 2,000+ connector library<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud83d\udccb How to switch:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Export contacts, companies and open deals from Insightly as CSV<\/li>\n\n\n\n<li>Start a Close trial and run the free one-click migration<\/li>\n\n\n\n<li>Rebuild pipelines and Smart Views, then connect your number<\/li>\n<\/ol>\n<\/div>\n\n\n\n<div class=\"wp-block-group migration-card from-b is-layout-flow wp-block-group-is-layout-flow\">\n<h5 id='\ud83d\udd04-switching-from-close-crm-to-insightly'  id=\"boomdevs_30\" class=\"wp-block-heading\">\ud83d\udd04 Switching from Close CRM to Insightly?<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u2705 What you&#8217;ll gain:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Projects, milestones and task assignment after the sale<\/li>\n\n\n\n<li>Reporting depth that Close reviewers say is missing<\/li>\n\n\n\n<li>Cheaper seats and links to other Insightly products<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u274c What you&#8217;ll lose:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The power dialer and one-click browser calling<\/li>\n\n\n\n<li>Native SMS and the unified sales inbox<\/li>\n\n\n\n<li>Live coaching during customer phone calls<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud83d\udccb How to switch:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Export leads, activity history and custom fields from Close<\/li>\n\n\n\n<li>Create an Insightly account and import the files<\/li>\n\n\n\n<li>Set up pipelines, then add a calling app for outbound work<\/li>\n<\/ol>\n<\/div>\n\n\n\n<h2 id='what-our-review-didn-t-cover'  id=\"boomdevs_31\" class=\"wp-block-heading\">What Our Review Didn&#8217;t Cover<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<h2 id='final-verdict'  id=\"boomdevs_32\" class=\"wp-block-heading\">Final Verdict<\/h2>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Category<\/th><th>Winner<\/th><\/tr><\/thead><tbody><tr><td>\ud83d\udcb0 Pricing<\/td><td>Insightly<\/td><\/tr><tr><td>\ud83d\ude80 Core CRM Features<\/td><td>Insightly<\/td><\/tr><tr><td>\ud83d\udcde Calling &amp; Outreach<\/td><td>Close CRM<\/td><\/tr><tr><td>\ud83d\udcc1 Project Management<\/td><td>Insightly<\/td><\/tr><tr><td>\ud83d\udcca Reporting<\/td><td>Insightly<\/td><\/tr><tr><td>\ud83d\udc76 Ease of Use<\/td><td>Close CRM<\/td><\/tr><tr><td>\ud83d\udd0c Integrations<\/td><td>Insightly<\/td><\/tr><tr><td><strong>\ud83c\udfc6 Overall Winner<\/strong><\/td><td><strong>Insightly<\/strong><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<div class=\"wp-block-group winner-box is-layout-flow wp-block-group-is-layout-flow\">\n<h4 id='\ud83c\udfc6-winner-insightly'  id=\"boomdevs_33\" class=\"wp-block-heading\">\ud83c\udfc6 WINNER: INSIGHTLY<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Insightly wins 5 of 7 categories.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Best for:<\/strong> service businesses, agencies serving clients, and teams that need CRM and project delivery in one system<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Close CRM is a specialist. If your team lives on the phone and wants more deals per rep, it earns its higher seat price.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns132580_50caae-cf .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns132580_50caae-cf\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn132580_c9439a-ba kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/insightly-ai\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try insightly FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='more-of-insightly-compared'  id=\"boomdevs_34\" class=\"wp-block-heading\">More of Insightly Compared<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how Insightly measures up against other CRM tools:<\/p>\n\n\n\n<div class=\"wp-block-group competitor-card is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/insightly-vs-zoho-crm\" title=\"Insightly vs Zoho CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"146774\" target=\"_blank\" rel=\"noopener\">Insightly vs Zoho CRM<\/a><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Insightly wins on:<\/em> shorter learning curve, native project management, faster rollout<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Zoho CRM wins on:<\/em> feature depth, custom workflow flexibility, far cheaper top tier<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group competitor-card is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/hubspot-vs-insightly\" title=\"Insightly vs HubSpot\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"146784\" target=\"_blank\" rel=\"noopener\">Insightly vs HubSpot<\/a><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Insightly wins on:<\/em> project milestones, predictable per-user costs, HIPAA readiness<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>HubSpot wins on:<\/em> free starting tier, marketing automation depth, content and knowledge tools<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group competitor-card is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Insightly vs <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/pipedrive\" title=\"Pipedrive\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"146778\">Pipedrive<\/a><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Insightly wins on:<\/em> post-sale delivery tracking, 2,000+ connectors, compliance coverage<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Pipedrive wins on:<\/em> simpler pipeline view, lower entry price, quicker rep adoption<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group competitor-card is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Insightly vs <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/salesforce\" title=\"Salesforce\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"146779\">Salesforce<\/a><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Insightly wins on:<\/em> setup speed, no admin headcount required, lower total cost<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Salesforce wins on:<\/em> unlimited customization, developer platform depth, enterprise reporting<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 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#ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn132580_c9439a-ba kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/insightly-ai\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try insightly FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='more-of-close-crm-compared'  id=\"boomdevs_35\" class=\"wp-block-heading\">More of Close CRM Compared<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Close CRM is measured against a different set of rivals. This video covers the main ones.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"The Best CRM Tools for Your Needs\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/qAwlJrX-4ww?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<div class=\"wp-block-group competitor-card software-b-card is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/hubspot-vs-close-crm\" title=\"Close CRM vs HubSpot\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"146785\" target=\"_blank\" rel=\"noopener\">Close CRM vs HubSpot<\/a><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Close CRM wins on:<\/em> browser dialing, cheaper for pure sales seats, faster rep onboarding<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>HubSpot wins on:<\/em> reporting dashboards, service and marketing modules, larger app marketplace<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group competitor-card software-b-card is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Close CRM vs <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/keap-crm\" title=\"Keap\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"146769\" target=\"_blank\" rel=\"noopener\">Keap<\/a><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Close CRM wins on:<\/em> predictive dialing, cleaner interface, sales-only focus<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Keap wins on:<\/em> email marketing depth, invoicing and payments, appointment booking<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group competitor-card software-b-card is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/monday-crm-vs-close-crm\" title=\"Close CRM vs Monday CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"146789\" target=\"_blank\" rel=\"noopener\">Close CRM vs Monday CRM<\/a><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Close CRM wins on:<\/em> native calling, outbound sequences, activity tracking accuracy<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Monday CRM wins on:<\/em> board customization, cross-team project views, cheaper small plans<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group competitor-card software-b-card is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/freshsales-vs-close-crm\" title=\"Close CRM vs Freshsales CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"146788\" target=\"_blank\" rel=\"noopener\">Close CRM vs Freshsales CRM<\/a><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Close CRM wins on:<\/em> dialer quality, simpler setup, migration support<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Freshsales CRM wins on:<\/em> free entry plan, built-in chat, stronger analytics<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns143244_a34f55-5f .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns143244_a34f55-5f\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn143244_2c70f5-90 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/closecrm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try close crm FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='frequently-asked-questions'  id=\"boomdevs_36\" class=\"wp-block-heading\">Frequently Asked Questions<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What is Insightly used for?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It manages customer interactions, leads, sales opportunities and projects in one place. Teams use it to track deals and then deliver the work.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Is Insightly easy to use?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. The interface is easy to pick up and importing data is not convoluted. It is simpler than Zoho CRM, though less feature-deep.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What is a close CRM?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Close is a sales platform for small and medium businesses. It combines calling, email and SMS with pipeline tracking in a single inbox.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>How much is close per month?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Plans run $35, $99 and $139 per seat each month for Essentials, Growth and Scale. A 14-day trial is available first.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>How is close different from other CRMs?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most CRMs record activity. Close performs it, blending CRM with sales engagement so reps can dial, <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-text-generator\" title=\"text\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"146775\" target=\"_blank\" rel=\"noopener\">text<\/a> and email without leaving the platform.<\/p>\n\n\n\n<script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@graph\": [\n    {\n      \"@type\": \"WebPage\",\n      \"name\": \"Insightly vs Close CRM: One Clear Winner (My Honest Take)\",\n      \"description\": \"Insightly vs Close CRM compared on price, calling and projects. 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It pairs contact management with pipelines, task management and native project management.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Who is the CEO of Insightly CRM?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Leadership details change, so check the official Insightly website or its press page for the current chief executive rather than relying on older articles.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Who uses Insightly?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Small and mid-sized businesses use it, especially agencies and service companies that sell a project and then deliver it for clients.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What CRM does Red Cross use?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"We have no verified information on that organisation's CRM. Large nonprofits typically run Salesforce Nonprofit Cloud or a similar enterprise system.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Where is Insightly located?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Insightly is headquartered in San Francisco, California, in the United States. Check the vendor website for current office locations.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Does Insightly have a mobile app?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Yes. The mobile app lets you add contacts on the go, create projects and assign tasks to team members from a mobile device.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What is CRM insightly?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"It is customer relationship management software that also handles projects. Sales teams track opportunities while delivery teams manage milestones inside the same system.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What is CRM on a Mac?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"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.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Who uses insightly?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Service businesses, consultancies and agencies are the core audience. It suits companies that need customer records and project delivery linked together.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What does CRM stand for Pharma?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"In pharmaceutical settings CRM still means customer relationship management, usually tracking prescriber and healthcare provider relationships instead of standard sales contacts.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What is a CRM system in insurance?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"In insurance, a CRM system tracks policyholders, renewals and claims contacts. Compliance features such as HIPAA and SOC 2 matter more in that sector.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What is insightly used for?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Businesses use it for contact management, sales pipeline tracking, workflow automation, reporting and project management across one connected platform.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What are Insightly projects?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Projects are records that hold milestones, tasks and files after a deal closes. You assign tasks to a team member and monitor progress.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Where does Insightly store data?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Data is stored in Insightly's cloud infrastructure. The platform is compliant with SOC 2 Type II, GDPR and HIPAA standards.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What is Insightly good for?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"It excels at customization, integrations and speed for businesses that need a tight link between project management and CRM in one place.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What is the function of Insightly?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"It centralises customer data, automates repetitive tasks, tracks the sales pipeline and manages project delivery so productivity improves across the business.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Is Insightly cloud based?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Yes. It runs entirely in the cloud, so there is nothing to install. You reach it through the web or the mobile app.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Who is the CEO of Insightly?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Executive information changes over time. Check the official Insightly site for the current CEO rather than relying on cached search results.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"How many users does Insightly have?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"The vendor does not publish a current verified user count. Treat any specific figure you find online with caution unless Insightly states it.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Who is the owner of Insightly?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Insightly is a privately held software company. Ownership and investor details are best confirmed through the company's own announcements.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Where is Insightly headquarters?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"The headquarters is in San Francisco, California. The company serves customers worldwide through its cloud platform.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Who is the CEO of Insightly AI?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Insightly AI is not a separate company. Insightly's AI features, including the Copilot assistant, are part of the main CRM product.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What is a close CRM?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Close is a sales platform for small and medium businesses. It combines calling, email and SMS with pipeline tracking in a single inbox.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What is CRM in debt collection?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"In debt collection, CRM software tracks debtor contacts, call attempts and payment promises. Built in calling and compliance logging matter most there.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What does Close.com do?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Close.com sells CRM software built for outbound sales teams. It offers calling, texting, email sequences and workflow automation in one product.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"How do I close a CRM case?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Open the case or ticket record, mark the resolution, add closing notes, then set the status to closed so reporting stays accurate.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What does CRM mean in property?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"In property and real estate, CRM means customer relationship management software that tracks buyers, sellers, listings and follow ups.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What is CRM standing for?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"CRM stands for customer relationship management. It describes both the practice and the software used to manage customer relationships.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What is close.io used for?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Close.io is the former name of Close. Sales teams use it for calling, email sequences and pipeline management in one platform.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What does closer IO do?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"People usually mean Close, formerly Close.io. It provides CRM and sales engagement solutions for high-velocity outbound teams.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"How much is close per month?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Plans run $35, $99 and $139 per seat each month for Essentials, Growth and Scale. A 14-day trial is available first.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Who is the CEO of close io?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Close was co-founded by Steli Efti. Leadership can change, so confirm current executives on the official Close website.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Is Close.io a CRM?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Yes. It is a CRM with sales engagement tools layered on top, which is not typical for most CRM software.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What is closeio?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Closeio is an older spelling of Close, the sales CRM known for its power dialer, unified inbox and quick onboarding.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Does Systeme IO have a CRM?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Systeme.io is a separate marketing platform and includes basic contact tools. It is not related to Close CRM despite the similar name.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Who is the CEO of close com?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Check the Close website for current leadership. Co-founder Steli Efti has been closely associated with the company since launch.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What does CRM mean for realtors?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"For realtors, a CRM stores leads, tracks showings and automates follow ups so no enquiry from a potential buyer is missed.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What is close IO used for?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Teams use it to dial prospects, send email sequences, text leads and move deals through a visual pipeline without switching apps.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"How do I create a smart view in close CRM?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Run a search with your filters, then save that search as a Smart View. It updates automatically as leads match the criteria.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Is CRM stands for customer relationship management True False?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"True. CRM stands for customer relationship management, covering both the business practice and the software category.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Does close com have an app?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Yes. Close offers a mobile app plus a desktop app, so reps can talk to prospects away from their main computer.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Where is close io located?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Close operates as a remote-first company with United States roots. Check the vendor site for current registered office details.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"How is close different from other CRMs?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Most CRMs record activity. Close performs it, blending CRM with sales engagement so reps can dial, text and email without leaving the platform.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"How much does a CRM typically cost?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Entry CRM plans usually run $25 to $60 per user monthly. Insightly starts at $29 and Close CRM at $35 per seat.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What is CRM price?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Price depends on tier and seat count. Insightly costs $29 to $99 per user. Close CRM costs $35 to $139 per seat.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What is G2 pricing?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"G2 is a software review site, not a CRM. Its vendor listing costs are quoted privately and are unrelated to CRM pricing.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Is Insightly free?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"No. There is no permanent free plan. Insightly offers a 14-day free trial so you can test the system before paying.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Is Insightly a CRM?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Yes. Insightly is CRM software with project management built in, aimed at small and mid-sized companies.\"\n          }\n        }\n      ]\n    },\n    {\n      \"@type\": \"Review\",\n      \"name\": \"Insightly vs Close CRM: Insightly wins on breadth and price\",\n      \"author\": {\n        \"@type\": \"Person\",\n        \"name\": \"Fahim Joharder\"\n      },\n      \"datePublished\": \"2026-08-06\",\n      \"reviewBody\": \"Insightly wins five of seven categories thanks to cheaper seats, native project management and deeper reporting. Close CRM remains the better pick for high-volume outbound calling teams.\",\n      \"itemReviewed\": {\n        \"@id\": \"https:\/\/fahimai.com\/get\/insightly#software\"\n      },\n      \"reviewRating\": {\n        \"@type\": \"Rating\",\n        \"ratingValue\": \"4.1\",\n        \"bestRating\": \"5\",\n        \"worstRating\": \"1\"\n      },\n      \"positiveNotes\": {\n        \"@type\": \"ItemList\",\n        \"itemListElement\": [\n          {\n            \"@type\": \"ListItem\",\n            \"position\": 1,\n            \"name\": \"CRM and project management link tightly in one system\"\n          },\n          {\n            \"@type\": \"ListItem\",\n            \"position\": 2,\n            \"name\": \"Easier to pick up than Zoho CRM, with a short learning curve\"\n          },\n          {\n            \"@type\": \"ListItem\",\n            \"position\": 3,\n            \"name\": \"Over 2,000 AppConnect connectors reach almost any tool\"\n          },\n          {\n            \"@type\": \"ListItem\",\n            \"position\": 4,\n            \"name\": \"SOC 2 Type II, GDPR and HIPAA compliance included\"\n          },\n          {\n            \"@type\": \"ListItem\",\n            \"position\": 5,\n            \"name\": \"Rollout is fast, so teams start tracking deals sooner\"\n          }\n        ]\n      },\n      \"negativeNotes\": {\n        \"@type\": \"ItemList\",\n        \"itemListElement\": [\n          {\n            \"@type\": \"ListItem\",\n            \"position\": 1,\n            \"name\": \"Not as feature-deep as Zoho CRM on advanced features\"\n          },\n          {\n            \"@type\": \"ListItem\",\n            \"position\": 2,\n            \"name\": \"Custom workflows lag behind rival CRM tools\"\n          },\n          {\n            \"@type\": \"ListItem\",\n            \"position\": 3,\n            \"name\": \"The Enterprise tier costs almost double Zoho CRM\"\n          },\n          {\n            \"@type\": \"ListItem\",\n            \"position\": 4,\n            \"name\": \"No built-in dialer, so phone calls need another tool\"\n          }\n        ]\n      }\n    }\n  ]\n}\n<\/script>\n","protected":false},"excerpt":{"rendered":"<p>Winner 4.1 Runner Up 3.0 \u26a1 Quick Verdict: 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 [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":85121,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"off","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[347,319],"tags":[932,1180],"class_list":["post-85027","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-insightly","category-close-crm","tag-autolink","tag-vs"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.fahimai.com\/id\/wp-json\/wp\/v2\/posts\/85027","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fahimai.com\/id\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.fahimai.com\/id\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/id\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/id\/wp-json\/wp\/v2\/comments?post=85027"}],"version-history":[{"count":0,"href":"https:\/\/www.fahimai.com\/id\/wp-json\/wp\/v2\/posts\/85027\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/id\/wp-json\/wp\/v2\/media\/85121"}],"wp:attachment":[{"href":"https:\/\/www.fahimai.com\/id\/wp-json\/wp\/v2\/media?parent=85027"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.fahimai.com\/id\/wp-json\/wp\/v2\/categories?post=85027"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.fahimai.com\/id\/wp-json\/wp\/v2\/tags?post=85027"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}