⚡ Quick Verdict:
- Pricing: Insightly starts at $29/user/month. Agile CRM has a free version and paid plans from $8.99.
- Best for: Insightly suits teams that need customer relationship management plus project management. Agile CRM suits small businesses on a tight budget.
- Key difference: Insightly links deals to delivery projects. Agile CRM bundles marketing automation and a helpdesk instead.
- Our pick: Insightly, rated 4.1 against 2.8, because its records, reporting and support hold up better as you grow.
The cheaper CRM is not always the weaker one.
Agile CRM undercuts Insightly by roughly $20 per user each month.
It even hands you a free plan for ten people.
But price is the smallest difference between these two CRM tools.
One is built around projects. The other is built around campaigns.
That single split decides which one fits your business.
Overview
This Insightly vs Agile CRM comparison covers pricing, core features, and ease of use.
Our writer spent hands-on time inside Agile CRM directly.
Notes on Insightly come from its documentation, pricing page, and G2 reviews.
We also break down who each platform actually serves best.
By the end you will know which CRM system to pick.
What is Insightly?
Insightly is a CRM software platform for growing teams.
The company markets itself as the modern CRM teams love.
Insightly CRM keeps current and prospective customer data in one place.
Sales teams use it to build strong relationships with contacts and companies.
Managers use it to monitor employees and track progress.
The real hook is project management sitting next to the sales pipeline.
Won deals become projects with milestones, so delivery never falls through gaps.
PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius all recommend the tool.
Here is a walkthrough of how the system works day to day.
🏆 Winner: Insightly
One system for contacts, deals, and delivery projects. Copilot handles the busywork. Built for teams that sell and then ship.
Insightly Pricing
Insightly offers three paid tiers and no permanent free version. Each tier is quoted per user and billed annually.
| Plan | Price | Best For |
|---|---|---|
| Plus | $29/user/month | Small sales teams starting with contact management |
| Professional | $49/user/month | Teams needing dashboards and third-party apps |
| Enterprise | $99/user/month | Full access, custom fields, and heavy workflow automation |
Pricing verified August 2026.
Free trial: Yes. Insightly runs a 14-day trial on the CRM with no card required.
Money-back guarantee: None published. Annual contracts are the standard billing route.
📌 Note: The Plus tier gives limited access to most features. Professional adds limited dashboards and app integration. Enterprise unlocks everything.
⚠️ Warning: Insightly Marketing and Insightly Service are sold separately. Those other Insightly products follow the same per-user pricing, so costs stack quickly.
Key Benefits of Insightly
Here is what makes Insightly worth the higher price:
- Projects Tied to Deals: Won sales opportunities convert into projects with milestones. You can assign tasks to any team member without leaving the record.
- Copilot AI Assistant: Copilot summarizes long email threads and retrieves data on request. It trims the daily admin load.
- AppConnect Integrations: A low-code engine ships over 2,000 pre-built connectors. Google Workspace, mail, and accounting apps all plug in.
- Reporting and Dashboards: An opportunities dashboard gives visual insight into revenue and team performance. Reports are filterable by owner or stage.
- Gantt Timelines: Gantt chart visualizations arrived in 2025. They map dependencies across a longer project.
- Mobile Access: The mobile app scans a business card into a new contact. You can create projects and check progress on the go.
- Security Standards: The platform meets SOC 2 Type II, GDPR, and HIPAA requirements. That matters for regulated services work.
What Our Team Noticed
Note: We have not had extended hands-on time inside an Insightly account yet. Everything above comes from published documentation, the pricing page, and third-party review sites such as G2 and TrustRadius.
G2 reviews highlight two things repeatedly. Setup is fast, and getting records into the system is not overly convoluted. The same reviews flag thin custom workflow options against deeper rivals.
Insightly Pros & Cons
✅ Pros
- Links deals, projects, and milestones inside one CRM system
- Copilot summarizes emails and retrieves customer data on request
- AppConnect ships over 2,000 pre-built connectors
- Meets SOC 2 Type II, GDPR, and HIPAA standards
❌ Cons
- Enterprise tier costs almost double Zoho CRM
- Lacks advanced features like custom workflows on lower tiers
- No free version, so entry cost starts at $29 per user
What is Agile CRM?
Agile CRM is a cloud-based, all in one CRM built in 2013.
It targets small and medium businesses that cannot afford three separate tools.
Sales, marketing, and customer service sit inside a single interface.
That design cuts data silos between departments.
The company reports over 15,000 customers globally.
G2 Crowd has recognized it as a category leader.
Offices sit in India and the Philippines.
This review video walks through the main screens.
Runner Up: Agile CRM
Ten free seats and a helpdesk built in. The cheapest way to run sales marketing and support together.
Agile CRM Pricing
Agile CRM offers four tiers, quoted per user each month. There is no setup fee on any of them.
| Plan | Price | Best For |
|---|---|---|
| Free | Free | Up to 10 users testing contact management |
| Starter | $8.99 | Solo founders and tiny sales teams |
| Regular | $29.99 | Growing teams needing marketing automation |
| Enterprise | $47.99 | Full access with reporting and integrations |
Pricing verified August 2026.
Free trial: Not needed. The free version is permanent for up to 10 users.
Money-back guarantee: None published. Test on the free tier before paying.
📌 Note: Even the Enterprise tier costs less than Insightly’s mid plan. That great price is the main reason small businesses shortlist it.
⚠️ Warning: Review sites carry repeated complaints about billing and cancellation friction. Read the terms before you commit an annual budget.
Key Benefits of Agile CRM
Here is where Agile CRM earns its shortlist spot:
- Genuine Free Tier: Ten users cost nothing, which is rare among other CRMs. Small businesses can run a full sales process for free.
- Marketing Automation: Drag-and-drop campaign builders create automated email marketing sequences. You can also gauge web engagement per contact.
- Sales Automation: Follow-ups, lead scoring, and data entry all run on rules. A visual sales pipeline tracks every deal stage.
- Helpdesk Built In: Ticketing automates customer queries and a knowledge base deflects repeat questions. Telephony handles calls in the same tab.
- Gamification: Leaderboards and badges push friendly competition across a sales team. Few rivals ship this by default.
- Calendar Booking: Leads book meetings straight onto your calendar. It syncs with Google Calendar or Outlook.
- Multi-Channel Reach: Campaigns run across email, social media, and mobile from one screen. Teams follow up on LinkedIn without switching apps.
What Our Team Noticed
Our writer signed up for Agile CRM and ran a small pipeline through it for several days. Here is what stood out from that hands-on time:
The clip below covers the same walkthrough in more detail.
Agile CRM Pros & Cons
✅ Pros
- Free version covers up to 10 users
- Sales, marketing, and service share one interface
- Gamification adds leaderboards and badges for reps
- Telephony, helpdesk, and email marketing included
❌ Cons
- Users report email delivery rates dropping sharply
- Reporting tools are poorly configured
- Support answers vary and bug fixes can take two weeks
- Limited custom fields and data mapping for larger companies
⚠️ Split verdict: User sentiment is unusually polarized. Some reviewers call the great support a standout. Others report weeks of broken email sending. Test the free tier hard before you migrate.
Feature Comparison
Both products call themselves CRM software, but they solve different jobs. We compared ten areas that decide most buying calls.
| Feature | Insightly | Agile CRM |
|---|---|---|
| Starting Price | $29/user/month | Free, then $8.99 |
| Free Version | ❌ | ✅ (10 users) |
| Project Management | ✅ | ❌ |
| Marketing Automation | Separate product | ✅ Included |
| Helpdesk / Ticketing | Separate product | ✅ Included |
| AI Assistant | ✅ Copilot | Limited |
| Gantt Charts | ✅ | ❌ |
| Sales Gamification | ❌ | ✅ |
| HIPAA Compliance | ✅ | ❌ |
| Best For | Sell-then-deliver teams | Budget all-round teams |
1. Contact Management
Insightly: Every contact carries a 360-degree history of calls, files, and linked records. Relationship links map who reports to whom inside an account. The mobile app can scan a business card into a new entry.
Agile CRM: Contact management also gives a 360-degree view of customer interactions. Tags and custom fields work well at small scale. Larger companies hit limits on data mapping.
2. Sales Pipeline and Opportunities
Insightly: Customizable pipelines and Kanban views track each stage of sales. Sales opportunities carry their own value, owner, and close date. Pipeline stages can differ per product line.
Agile CRM: A visual deals board tracks opportunities across custom milestones. Gamified leaderboards sit alongside it to rank reps. Sales forecasting stays basic against dedicated tools.
3. Project Management and Task Management
Insightly: This is the clearest gap between the two. Projects carry milestones, pipelines, and task assignments. You can assign tasks, set reminders, build to-do lists, and log calls. Gantt charts added in 2025 map dependencies.
Agile CRM: There is task management and project tracking, plus an online calendar for scheduling. But there is no true project delivery layer. Won deals do not become structured projects.
💡 Pro Tip: If your work continues after the sale, this section alone should decide your choice.
4. Reporting and Dashboards
Insightly: Reports and dashboards give visual insight into business performance. Managers can monitor employees, pipeline progress, and revenue by stage. Dashboard access is limited on the Professional tier.
Agile CRM: Reports and analytics cover campaigns, calls, and deals. This is the weakest area in user feedback. Reviewers describe the reporting tools as awful and poorly configured.
5. Email and Marketing Teams
Insightly: You can schedule emails, save email templates, and track opens from the record. Full campaign work needs Insightly Marketing, sold separately. Google Workspace and Outlook sync both ways.
Agile CRM: Marketing teams get campaigns, A/B testing, personalization, and landing pages inside the base product. The template builder is simple but inflexible. Some users report a halved delivery rate over six months.
6. Workflow Automation and AI
Insightly: Copilot summarizes email threads and retrieves data on request. Workflow automation covers record updates and alerts. Custom workflow depth still trails Zoho CRM.
Agile CRM: A drag-and-drop builder handles sales automation, follow-ups, lead scoring, and data entry. The 2026 roadmap points toward AI agents for lead scoring and predictive analytics.
7. Companies and Organization Records
Insightly: An organization record rolls up every contact, project, and opportunity for that company. Search across records is fast. This structure suits services firms with long accounts.
Agile CRM: Companies link to their contacts and deals with the details you expect. It works, but the hierarchy is flatter than Insightly’s.
8. Integrations
Insightly: AppConnect is a low-code engine with over 2,000 pre-built connectors. It also ties into other Insightly products such as Insightly Marketing and Insightly Service.
Agile CRM: Third-party integrations cover mail, telephony, and web engagement tracking. Coverage is decent for the price. Deep two-way syncs are thinner than Salesforce or Insightly.
9. Support and Ticketing
Insightly: Ticketing lives in Insightly Service, a separate paid product. That keeps the core CRM clean but raises total cost.
Agile CRM: A helpdesk with automated ticketing ships inside every paid plan. Customer queries, calls, and deals share one timeline. Vendor support quality is the sticking point.
⚠️ Warning: Support reports on Agile CRM contradict each other sharply. Some reviewers praise it. Others say a single bug fix took two weeks.
10. Pricing & Cost
Here are both price lists side by side.
| Tier | Insightly | Agile CRM |
|---|---|---|
| Free | ❌ | Free |
| Entry | Plus — $29/user/month | Starter — $8.99 |
| Mid | Professional — $49/user/month | Regular — $29.99 |
| Top | Enterprise — $99/user/month | Enterprise — $47.99 |
Insightly: Pricing is competitive at Plus and Professional against rival CRM tools. The Enterprise tier is the outlier at almost double Zoho CRM. You are paying for the project layer and compliance coverage.
Agile CRM: Every tier undercuts Insightly, and the top plan still costs less than Insightly’s middle one. For example, a ten-person team saves thousands of dollars a year on the Regular plan.
Different Scenarios
| If You Need… | Choose | Why |
|---|---|---|
| Tightest budget | Agile CRM | Free version for 10 users |
| Projects after the sale | Insightly | Milestones and Gantt charts |
| Marketing in the same tool | Agile CRM | Campaigns bundled, not extra |
| HIPAA or SOC 2 coverage | Insightly | Documented compliance standards |
| Reliable reporting | Insightly | Agile’s reports draw complaints |
| Fastest start for beginners | Insightly | Gentler learning curve overall |
💰 Your Budget
Agile CRM saves real money at every headcount. Insightly costs more but bundles work that you would otherwise buy from a second vendor.
🔌 Your Tech Stack
Insightly wins if you run many apps and need deep two-way syncs. Agile CRM is fine for a simple stack of mail, calendar, and a website.
📝 Your Sales Process
Pick Insightly when a signed deal starts a delivery project. Pick Agile CRM when a signed deal starts a nurture campaign instead.
🎓 Your Experience Level
Insightly is easier to pick up than Zoho CRM, though it is not as feature-deep. Agile CRM has more moving parts and a steeper learning curve for a first-time admin.
🛒 Your Industry
Consultancies, agencies, and healthcare services lean toward Insightly. Ecommerce and high-volume lead generation lean toward Agile CRM’s sales enablement tooling.
🆓 Free Trials and Demos
Test both with your own data before you commit. Agile CRM’s free tier and Insightly’s trial both let you customize a pipeline in an afternoon.
Switching Guide
Already on one of these? Here is what changes when you move.
🔄 Switching from Insightly to Agile CRM?
✅ What you’ll gain:
- A far lower bill, plus a free tier for up to 10 users
- Marketing automation and a helpdesk without buying add-ons
- Gamified leaderboards and built-in telephony
❌ What you’ll lose:
- Project management with milestones and Gantt charts
- Copilot AI summaries and 2,000+ AppConnect connectors
- SOC 2 Type II and HIPAA compliance coverage
📋 How to switch:
- Export contacts, companies, and opportunities from Insightly as CSV files
- Open a free Agile CRM account and map your custom fields
- Import in stages and rebuild open projects as tasks and calendar entries
🔄 Switching from Agile CRM to Insightly?
✅ What you’ll gain:
- Delivery projects linked directly to won deals
- Reporting and dashboards that hold up under scrutiny
- Documented compliance and a cleaner records structure
❌ What you’ll lose:
- The free version and the $8.99 entry price
- Bundled email marketing, landing pages, and ticketing
- Sales gamification and web engagement scoring
📋 How to switch:
- Export contacts, companies, and deals from Agile CRM
- Start an Insightly trial and set up your pipelines first
- Import records, then rebuild campaigns inside Insightly Marketing
What Our Review Didn’t Cover
This comparison focused on small and medium businesses running standard sales and service work. We did not test bulk data migration at scale, custom API builds, or in-house telephony routing. Enterprise contract terms and volume discounts were outside our scope. Findings reflect the August 2026 versions of both platforms, and functionality may shift after that date.
Final Verdict
| Category | Winner |
|---|---|
| 💰 Pricing | Agile CRM |
| 🚀 Core CRM Features | Insightly |
| 📁 Project Management | Insightly |
| 📣 Marketing Automation | Agile CRM |
| 📊 Reporting & Dashboards | Insightly |
| 🔌 Integrations | Insightly |
| 🛟 Support Quality | Insightly |
| 🏆 Overall Winner | Insightly |
🏆 WINNER: INSIGHTLY
Insightly wins 5 of 7 categories.
Best for: Agencies and consultancies, services firms tracking delivery, and teams that need customer relationship management joined to project management.
These are two different products wearing the same label. Insightly is a CRM for teams that sell something and then have to deliver it.
Agile CRM is a budget engine for lead capture, campaigns, and tickets. It genuinely earns its place for a five-person business watching every dollar.
The gap shows up later. Reporting complaints, email delivery problems, and uneven support are the reasons its rating sits at 2.8 against Insightly’s 4.1.
If your budget is fixed and your needs are simple, Agile CRM will do the job. For everyone else, Insightly is the safer place to build a system you will still trust in three years.
More of Insightly Compared
Here is how Insightly holds up against other CRMs on your shortlist:
Insightly wins on: Faster setup, native project management, cleaner record structure for services work
Zoho CRM wins on: Deeper custom workflows, roughly half the Enterprise price, a far wider suite of connected business apps
Insightly wins on: Predictable per-user costs, project milestones after the close, HIPAA coverage for regulated services
HubSpot wins on: A more generous free tier, richer content and landing page tooling, a much larger partner marketplace
Insightly vs Pipedrive
Insightly wins on: Post-sale delivery tracking, organization-level record rollups, AppConnect’s connector library
Pipedrive wins on: A leaner deal-first interface, lower entry pricing, quicker onboarding for pure sales teams
Insightly wins on: Far lower admin overhead, quicker rollout for a small team, project management without a paid extension
Salesforce wins on: Near-unlimited customization, the deepest reporting engine in the market, an enormous consultant network
More of Agile CRM Compared
Here is how Agile CRM measures up against its closest rivals:
Agile CRM wins on: Cheaper paid tiers, telephony included at no extra cost, gamification that HubSpot leaves out
HubSpot wins on: Email deliverability, polished reporting, documentation and training depth
Agile CRM vs ActiveCampaign
Agile CRM wins on: A true free tier, bundled helpdesk ticketing, lower cost per seat at small headcounts
ActiveCampaign wins on: Stronger send reputation, more advanced automation branching, better campaign analytics
Agile CRM wins on: No onboarding fee, a much lower monthly floor, simpler first-week setup
Keap wins on: Ecommerce and invoicing built in, sturdier automation logic, more consistent vendor support
Agile CRM wins on: Marketing and helpdesk in the same product, ten free seats, built-in leaderboards
Freshsales CRM wins on: Cleaner interface, stronger AI lead scoring, more reliable support response times
Frequently Asked Questions
What is Insightly used for?
Insightly is used to manage leads, contacts, sales opportunities, and delivery projects in one place. Services teams pick it because won deals turn into trackable projects with milestones.
Is Agile CRM really free?
Yes. The free version supports up to 10 users permanently. Paid tiers start at $8.99 and unlock marketing automation, reporting, and the helpdesk.
Is Insightly easy to use?
Reviewers describe the interface as easy to pick up and quick to populate with data. It is simpler than Zoho CRM, though less feature-deep.
Does Insightly have a mobile app?
Yes. The mobile app lets you add contacts, create projects, and assign tasks from a phone. It can also scan a business card into a record.
How much does a CRM typically cost?
Most small business CRM software runs $10 to $50 per user monthly. Agile CRM starts free. Insightly starts at $29 and reaches $99 on Enterprise.
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