Tired of juggling spreadsheets and sticky notes to manage your customer relationships?
Feeling like your CRM is holding you back instead of propelling you forward?
You’re not alone! Many businesses outgrow their current CRM or need a better fit.
That’s where exploring Insightly alternatives comes in.
In this article, we’ll dive into 9 Insightly that can help you streamline your sales process and improve customer engagement.
Let’s get started!
What are the Best Insightly Alternatives?
Choosing the right CRM can be a game-changer for your business.
But with so many options available, finding the perfect fit can feel overwhelming.
To help you navigate the landscape of Insightly alternatives, we’ve compiled a list of 9 top contenders, each offering unique features and benefits.
Whether you prioritize affordability, advanced customization, or specific integrations, you will find a solution that aligns with your needs.
1. Gohighlevel
GoHighLevel is an all-in-one platform built for agencies.
It helps manage leads, sales, and marketing efforts.
It bundles many essential business tools into one.
Unlock its potential with our GoHighLevel tutorial.
Also, explore our Insightly vs GoHighLevel comparison!
Our Take
This is great for agencies and businesses wanting to consolidate tools. The automation capabilities are very strong. However, its vast feature set means it can be overwhelming for new users, and there’s a definite learning curve.
Key Benefits
- All-in-one marketing platform.
- White-labeling available.
- Automated campaigns.
- Lead-nurturing tools.
- Comprehensive reporting.
Pricing
- Starter: $97/month.
- Unlimited: $297/month.
Pros
Cons
2. Pipedrive
Pipedrive is a sales management tool.
It focuses on helping you track your deals.
It gives you a clear visual of your sales pipeline.
Unlock its potential with our Pipedrive tutorial.
Also, explore our Insightly vs Pipedrive comparison!
Our Take
Pipedrive is a solid choice for sales-focused businesses. It’s user friendly, visually appealing, & packed with helpful features. The only reason it doesn’t get a perfect 10 is that the lower-priced plans have some limitations.
Key Benefits
- Laser focus on sales: Pipedrive is built to help you close more deals.
- Visual pipeline management: See exactly where each deal stands.
- Powerful automation: Automate tasks like sending emails and scheduling appointments.
- 24/7 support: Get help whenever you need it.
Pricing
- Essential: $14/user/month.
- Advanced: $24/user/month.
- Professional: $49/user/month.
- Power: $59/user/month.
- Enterprise: $79/user/month.
Pros
Cons
3. Keap
Keap is tailored for small businesses.
It brings together sales and marketing functionalities.
This platform helps you organize contacts and follow up with leads effectively.
Unlock its potential with our Keap tutorial.
Also, explore our Insightly vs Keap comparison!
Our Take
Keap is a fantastic option for small businesses to streamline their sales and marketing efforts. It’s user-friendly and packed with valuable features. However, it may not be best for larger companies with more complex needs.
Key Benefits
- Built-in email marketing: Send targeted emails to your audience.
- Easy-to-use automation: Automate tasks like sending follow-up messages and assigning leads.
- Sales pipeline management: Track your deals and identify opportunities.
- Ecommerce integrations: Connect Keap with your online store to manage orders and customers.
Pricing
Keap offers a free trial and a simple pricing structure to get you started.
- Simple plan: Starts at $249/month (Annually Billed) and offers two users and 1500 contacts.
Pros
Cons
4. Freshsales CRM
Freshsales CRM is designed to help with sales.
It lets you easily manage customer information.
You can also track communications like calls and emails.
Unlock its potential with our Freshsales CRM tutorial.
Also, explore our Insightly vs Freshsales CRM comparison!
Our Take
Freshsales CRM is a solid choice for businesses prioritizing ease of use and affordability. It’s a great way to use CRM without a steep learning curve.
Key Benefits
- User-friendly interface: Easy to navigate and learn.
- Built-in phone and email: Connect with customers directly from the platform.
- AI-powered insights: Get helpful suggestions and predictions.
- Affordable pricing: Offers a free plan and competitive paid plans.
Pricing
- Growth + 500 Marketing Contacts: $9/user/month.
- Pro + 500 Marketing Contacts: $39/user/month.
- Enterprise + 500 Marketing Contacts: $59/user/month.
Pros
Cons
5. ActiveCampaign
ActiveCampaign excels at email marketing.
It also provides strong automation features.
This helps you send targeted messages at just the right time.
Unlock its potential with our ActiveCampaign tutorial.
Also, explore our Insightly vs ActiveCampaign comparison!
Our Take
ActiveCampaign is an excellent choice for businesses that want to leverage the true power of email marketing and automation. However, it may not be the best fit for beginners due to its complexity.
Key Benefits
- Advanced automation: Create complex workflows to nurture leads and automate tasks.
- Email marketing powerhouse: Send beautiful and effective email campaigns.
- Built-in CRM: Manage contacts and track interactions.
- Segmentation and personalization: Target specific groups of contacts with personalized messages.
Pricing
- Starter: $15/month.
- Plus: $49/month.
- Pro: $79/month.
- Enterprise: $145/month.
Pros
Cons
6. HubSpot
HubSpot is a very popular platform.
It combines marketing, sales, and customer service tools.
This makes it a complete solution for many businesses.
Unlock its potential with our HubSpot tutorial.
Also, explore our Insightly vs HubSpot comparison!
Our Take
HubSpot is a powerful platform with many features, but you must consider your budget and needs before committing. It’s a good choice for businesses that want a comprehensive solution & are willing to invest in it.
Key Benefits
- Free CRM: Start with a free plan with basic CRM features.
- All-in-one platform: Access a marketing, sales, and service tools suite.
- Extensive community and resources: Benefit from a wealth of knowledge and support.
- Inbound marketing focus: Attract and engage leads with valuable content.
Pricing
- Free Tools: Free for up to two users.
- Marketing Hub Starter: $15/seat/month.
- Starter Customer Platform: $15/seat/month.
- Marketing Hub Professional + three seats: $800/month, additional seats at $45/month.
Pros
Cons
7. Monday CRM
Monday CRM is a part of the Monday.com work OS.
It helps teams collaborate and manage tasks.
You can keep track of customer interactions and sales progress visually.
Unlock its potential with our Monday CRM tutorial.
Also, explore our Insightly vs Monday CRM comparison!
Our Take
Monday CRM is a good choice for businesses that want a visually appealing and easy-to-use CRM. However, it may not be best for those with complex sales needs or large teams.
Key Benefits
- Visually appealing interface: Easy to navigate and understand.
- Flexible and customizable: Adapt the platform to your specific needs.
- Collaboration features: Work seamlessly with your team.
- Integrations with popular apps: Connect with your favorite business tools.
Pricing
- Basic: $12/seat/month.
- Standard: $17/seat/month.
- Pro: $28/seat/month.
- Enterprise: Custom Pricing based on your needs.
Pros
Cons
8. Capsule CRM
Capsule CRM offers a simple and user-friendly experience.
It focuses on managing your contacts and tracking sales opportunities.
It’s a great basic CRM for small businesses.
Unlock its potential with our Capsule tutorial.
Also, explore our Insightly vs Capsule comparison!
Our Take
It’s great for its simplicity and ease of use, especially for small businesses just starting with a CRM. It helps you manage contacts and sales effectively without being overwhelming. However, it might lack some of the more advanced features that larger or growing businesses might need, and its reporting options are not as robust as some competitors.
Key Benefits
- Simple contact management.
- Easy sales pipeline tracking.
- Integrates with many apps.
- Customizable fields available.
- Mobile app for on-the-go access.
Pricing
- Starter: $18/user/month.
- Growth: $36/user/month.
- Advanced: $54/user/month.
- Ultimate: $72/user/month.
Pros
Cons
9. ClickFunnels
ClickFunnels helps you build effective sales funnels.
These are designed to guide customers through the buying process.
It’s especially useful for selling products or services online.
Unlock its potential with our ClickFunnels tutorial.
Also, explore our Insightly vs ClickFunnels comparison!
Our Take
It’s great for building sales funnels quickly. It has many templates to get you started fast. However, its price can be high for new businesses. Also, its email marketing features are not as strong as other tools.
Key Benefits
- Streamlined funnel creation.
- Provides a 14-day trial period.
- Extensive third-party integrations.
- Access to a diverse template library.
- Built-in A/B testing capabilities.
Pricing
- Startup: $81/month, 3 Brand Workspace, 3 Team Members.
- Pro: $248/month, 10 Brand Workspace, 10 Team Members.
Pros
Cons
Buyers Guide
When searching for the best Insightly alternatives, we took a comprehensive approach to ensure we were recommending the top solutions on the market. Here’s how we conducted our research:
- Identified Key Features: We started by pinpointing the essential features that businesses need in a customer relationship management platform. This included sales automation, contact management, sales tracking, pipeline management, reporting and analytics, and integrations with other tools. We also considered project management features for those seeking a more comprehensive CRM platform.
- Explored Diverse Options: We cast a wide net to explore a diverse range of Insightly alternatives, considering factors like company size, industry, budget, and specific needs. This included well-known players like Zoho CRM and emerging solutions with unique strengths.
- Analyzed Pricing: We carefully evaluated the pricing structure of each CRM, comparing the value offered at different price points. We considered factors like the number of users, features included, and contract terms.
- Assessed User Experience: We delved into user reviews and testimonials to understand the real-world experience of using each platform. We paid close attention to feedback on ease of use, interface design, and customer support.
- Tested Key Features: Whenever possible, we tested the core features of each CRM ourselves to get a firsthand feel for its capabilities and limitations. This included exploring workflow automation, customization options, and reporting functionalities.
- Compared Strengths and Weaknesses: We created a detailed comparison of each CRM, highlighting its unique strengths and weaknesses. This allowed us to identify the best fit for different types of businesses and marketing and sales teams.
- Evaluated Support and Resources: We investigated the support options offered by each CRM provider, including knowledge bases, tutorials, and live support channels. We also considered the availability of training resources and community forums.
- Considered Integrations: We examined the integration capabilities of each CRM, focusing on its ability to connect with popular business tools like email marketing platforms, accounting software, and document management systems.
By following this rigorous research process, we’re confident that our list of Insightly alternatives provides valuable insights to help you make an informed decision.
Wrapping Up
That’s a wrap on our exploration of Insightly alternatives!
We’ve covered a lot of ground today. You now have a solid list of CRM options to consider.
Remember that the “best” choice really depends on your specific needs and preferences.
Think about your budget. What features are most important to you? Do you need a CRM that’s easy to use or one that’s packed with advanced features?
Take some time to explore the options we’ve discussed. Most of them offer free trials.
This lets you test them out before committing.
We’re confident that by considering these Insightly alternatives, you’ll find the perfect CRM to boost your sales in 2025 and beyond.
Happy selling!
Frequently Asked Questions
What is the best Insightly alternative for small businesses?
For small businesses, Zoho CRM and Freshsales are excellent options. They offer affordable plans with essential features like contact management, sales tracking, and basic automation.
What is the best Insightly alternative with project management features?
Monday.com stands out for its robust project management capabilities. It allows you to manage your sales pipeline and projects within a single platform, streamlining workflows and improving collaboration.
Is there a free Insightly alternative?
HubSpot CRM offers a generous free plan with basic features for contact management, deal tracking, and email marketing. It’s a great option for businesses on a tight budget.
What is the best Insightly alternative for sales teams?
Pipedrive is specifically designed for sales teams, with a focus on pipeline management and sales automation. It offers a user-friendly interface and powerful features to help close more deals.
What is the best Insightly alternative for enterprise businesses?
Salesforce Sales Cloud is a comprehensive CRM platform suitable for enterprise businesses. It offers advanced customization, robust integrations, and scalability to support growing businesses.
