⚡ Veredito rápido:
- Preços: Insightly starts at $29/user/month. Close CRM starts at $35/seat/month.
- Ideal para: Insightly suits teams that need customer relationship management plus project management. Close CRM suits outbound sales teams that live on phone calls.
- Principal diferença: Insightly manages projects, contacts and services after the sale. Close CRM has built in calling, texting and a power dialer.
- Nossa escolha: Insightly, rated 4.1 against 3.0 for Close CRM. It covers more of your negócios for less money per seat.
Most CRM buyers pick the wrong tool for a simple reason.
They compare feature lists instead of workflows.
Insightly and Close CRM are both customer relationship management platforms.
Mas eles foram construídos para duas funções diferentes.
One tracks the whole customer journey, including projects and delivery.
The other exists to help sales reps talk to more leads, faster.
Visão geral
This Insightly vs Close CRM comparison covers pricing, core features and ease of use.
Nosso escritor spent hands-on time inside Close CRM directly.
Notes on Insightly come from its documentation, pricing page and G2 reviews.
We also break down who each system works best for.
Ao final, você saberá qual software de CRM é o mais adequado para sua equipe.
O que é o Insightly?
Insightly is a customer relationship management platform for small and mid-sized companies.
It markets itself as the modern CRM teams love.
Insightly CRM keeps current and prospective customer dados em um só lugar.
The system pairs contact management with real project management.
Sales teams track sales opportunities while delivery teams run projects.
PC Magazine, Entrepreneur Magazine, G2 Crowd and TrustRadius all recommend it.
Here is a short walkthrough of the platform.
🏆 Vencedor: Insightly
One system for contacts, deals and projects. Insightly offers SOC 2 Type II, GDPR and HIPAA compliance. Setup is fast for small teams.
Preços Insightly
Insightly uses three tiers. Every plan is priced per user, per month.
| Plano | Preço | Ideal para |
|---|---|---|
| Mais | US$ 29 por usuário por mês | Small teams needing core CRM and projects |
| Profissional | US$ 49 por usuário por mês | Teams that want dashboards and app integration |
| Empresa | US$ 99 por usuário por mês | Full access to every feature and custom objects |
Pricing verified August 2026.
Teste grátis: Yes. Insightly offers a 14-day trial with no card required.
Garantia de reembolso: None advertised. Annual contracts are prepaid, so test the trial first.
📌 Observação: The Plus tier gives limited access to most features. Professional adds limited dashboards and third-party app integration. Enterprise unlocks everything.
⚠️ Aviso: Insightly Marketing and Insightly Service are sold separately. Those other Insightly products follow the same per-user pricing, so costs stack up fast.
Principais benefícios do Insightly
Eis o que torna o Insightly interessante:
- Visão do cliente em 360 graus: All customer records, emails and files sit on one page. That view supports personalized divulgação and automated tasks.
- Projects built in: You can create projects, set milestones and assign tasks to any team member. Gantt chart visualizations arrived in 2025 for timelines and dependencies.
- Pipelines and Kanban views: Customizable pipelines track each stage of your sales process. Multiple pipelines let you separate new negócios from renewals.
- Integrações do AppConnect: A low-code engine ships over 2,000 pre-built connectors. Google Workspace, Slack and contabilidade apps all connect without a developer.
- Copilot AI assistente: Copilot summarizes long email threads and retrieves records on request. It cuts manual data entry during busy weeks.
- Strong compliance: Insightly meets SOC 2 Type II, GDPR and HIPAA standards. Segurança matters if you handle health or EU customer data.
- Acesso móvel: The web app and mobile app both work on any mobile device. Business card scanning adds new contacts on the go.
O que nossa equipe observou
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.
Vantagens e Desvantagens do Insightly
✅ Prós
- CRM and project management link tightly in one system
- Easier to pick up than Zoho CRM, with a short learning curve
- Over 2,000 AppConnect connectors reach almost any tool
- SOC 2 Type II, GDPR and HIPAA compliance included
- Rollout is fast, so teams start tracking deals sooner
❌ Contras
- Not as feature-deep as Zoho CRM on advanced features
- Custom workflows lag behind rival CRM tools
- The Enterprise tier costs almost double Zoho CRM
- No built-in dialer, so phone calls need another tool
O que é o Close CRM?
O Close CRM é uma plataforma de vendas criada para pequenas e médias empresas.
Its whole focus is turning leads into revenue.
Email, calling and SMS sit inside a single inbox.
Sales reps dial prospects straight from the browser or desktop app.
Smart Views filter leads by criteria so nobody wastes a search.
Close is often grouped with sales engagement tools rather than traditional CRM options.
The video below walks through the interface in more detail.
Runner Up: Close CRM
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.
Fechar Preços do CRM
Close CRM also uses three tiers. Pricing is per seat, per month.
| Plano | Preço | Ideal para |
|---|---|---|
| Essenciais | US$ 35 por assento por mês | Startup features for a first sales team |
| Crescimento | US$ 99 por assento por mês | Professional features like automação and sequences |
| Escala | US$ 139 por assento por mês | Call coaching, custom objects and reportagem profundidade |
Pricing verified August 2026.
💡 Observação sobre preços: 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.
Teste grátis: Yes. Close offers a 14-day free trial, and a motivated team can go live inside it.
Garantia de reembolso: None published. Annual plans are billed annually at a discount to monthly.
📌 Observação: Every plan includes calling, texting and email. Higher tiers add advanced automation, collaboration tools, deeper customization and call coaching.
⚠️ Aviso: Entry-level pricing is expensive next to other CRMs. Smaller teams with tight budgets should map seat counts before committing.
Principais benefícios do Close CRM
Here is where Close CRM earns its keep:
- Built-in dialers: A power dialer and a predictive dialer automate outbound calls. Reps dial multiple numbers without touching a keypad.
- One inbox for everything: Email, phone calls and SMS land in the same place. That cuts app switching for busy sales reps.
- Sessões de coaching ao vivo por chamada: Managers listen in and help reps mid-call. New hires ramp faster and close more deals.
- Visualizações inteligentes: Saved filters surface the right leads first. Prioritization stops guesswork at the top of the day.
- Fast onboarding: A CSV import tool and a free one-click migration tool move data from other tools. Setup takes hours, not weeks.
- Activity timelines: Every call, email and note appears on the lead profile. Nothing about your outreach gets lost.
- Support and knowledge base: A help center, API documentation and product updates back the platform. Onboarding support is proactive and free.
O que nossa equipe observou
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:
Vantagens e Desvantagens do Close CRM
✅ Prós
- Best-in-class calling, dialed straight from the browser
- Simple enough to earn full team engagement quickly
- Free one-click migration and proactive onboarding help
- Holds a 4.7/5 rating on G2 from user reviews
❌ Contras
- Reporting functionality is weak for sales analysis
- Less customizable than rival platforms
- No project management, so delivery work lives elsewhere
- 80+ integrations still miss some key connections
Comparação de recursos
Ready for a closer look at Insightly vs Close CRM? We compare ten areas that decide most CRM buying calls.
| Recurso | Perspicazmente | Fechar CRM |
|---|---|---|
| Preço inicial | US$ 29 por usuário por mês | US$ 35 por assento por mês |
| Plano Gratuito | ❌ | ❌ |
| Gerenciamento de projetos | ✅ | ❌ |
| Chamadas integradas | ❌ | ✅ |
| Power / Predictive Dialer | ❌ | ✅ |
| Automação de fluxo de trabalho | ✅ | ✅ |
| Reporting & Dashboards | ✅ | ⚠️ Quantidade limitada |
| Integrações | ✅ Mais de 2.000 | ✅ Mais de 80 anos |
| Conformidade com a HIPAA | ✅ | ❌ |
| Ideal para | CRM plus project delivery | Vendas externas de alto volume |
1. Contact Management & Customer Records
Perspicaz: 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.
Fechar CRM: 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.
2. Sales Pipeline & Sales Opportunities
Perspicaz: 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.
Fechar CRM: 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.
3. Project Management & Task Management
Perspicaz: 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.
Fechar CRM: 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.
⚠️ Aviso: If you sell and then deliver the work, this single difference usually decides the choice for you.
4. Automação de fluxo de trabalho
Perspicaz: 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.
Fechar CRM: 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.
5. Modelos e sequências de e-mail
Perspicaz: 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.
Fechar CRM: 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.
6. Built-In Calling & Power Dialer
Perspicaz: 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.
Fechar CRM: 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.
7. Reporting & Opportunities Dashboard
Perspicaz: 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.
Fechar CRM: 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.
8. Integrations & Other Tools
Perspicaz: 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.
Fechar CRM: 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.
9. Support, Onboarding & Free Trial
Perspicaz: 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.
Fechar CRM: 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.
10. Preços e Custos
Here are both pricing structures side by side.
| Nível | Perspicazmente | Fechar CRM |
|---|---|---|
| Entrada | Além disso — US$ 29/usuário/mês | Pacote Essencial — US$ 35 por assento por mês |
| Meio | Profissional — US$ 49/usuário/mês | Crescimento — US$ 99/assento/mês |
| Principal | Empresarial — US$ 99/usuário/mês | Escala — US$ 139/assento/mês |
Perspicaz: Pricing is competitive at the Plus and Professional tiers. The Enterprise tier is the weak spot, sitting close to double Zoho CRM. For most pequenas empresas, Professional at $49 is the sweet spot.
Fechar CRM: 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.
Diferentes cenários
| Se você precisar | Escolher | Por que |
|---|---|---|
| Custo de entrada mais baixo | Perspicazmente | $6 less per seat monthly |
| High-volume outbound calls | Fechar CRM | Discador preditivo e de potência |
| Projects after the sale | Perspicazmente | Milestones, Gantt charts, tasks |
| Reportagens aprofundadas | Perspicazmente | Custom graphs and dashboards |
| Fastest rep onboarding | Fechar CRM | Live inside the free trial |
| HIPAA or GDPR duty | Perspicazmente | SOC 2 Type II and HIPAA ready |
💰 Seu orçamento
Insightly starts cheaper and stays cheaper through the middle tier. Close CRM costs more per seat once you move past Essentials.
🔌 Seu conjunto de tecnologias
AppConnect reaches far more apps, which matters if your account systems are unusual. Close covers the common sales stack well and little beyond it.
📞 Seu Processo de Vendas
Phone-first teams that want more leads dialled per hour should choose Close. Consultative sales processes with long delivery phases fit Insightly better.
🎓 Seu nível de experiência
Both platforms are beginner-friendly on the web and on mobile. Insightly asks a little more setup work because it does more.
🆓 Testes e demonstrações grátis
Both run 14-day trials, so load ten real customers into each. For example, run one live deal end to end before you pay.
🛟 Opções de suporte
Close includes free migration help and hands-on onboarding. Insightly leans on documentation and its paid service tier for deeper help.
Guia de Troca
Already using one of these? Here is what changes if you move.
🔄 Switching from Insightly to Close CRM?
✅ O que você vai ganhar:
- A dialer inside the CRM, so reps stop switching apps
- Live call coaching for managers training new hires
- Email, SMS and calls stacked on one lead timeline
❌ O que você perderá:
- Project management, milestones and Gantt charts
- Deep reporting and the opportunities dashboard
- HIPAA coverage and the 2,000+ connector library
📋 Como mudar:
- Export contacts, companies and open deals from Insightly as CSV
- Start a Close trial and run the free one-click migration
- Rebuild pipelines and Smart Views, then connect your number
🔄 Switching from Close CRM to Insightly?
✅ O que você vai ganhar:
- Projects, milestones and task assignment after the sale
- Reporting depth that Close reviewers say is missing
- Cheaper seats and links to other Insightly products
❌ O que você perderá:
- The power dialer and one-click browser calling
- Native SMS and the unified sales inbox
- Live coaching during customer phone calls
📋 Como mudar:
- Export leads, activity history and custom fields from Close
- Create an Insightly account and import the files
- Set up pipelines, then add a calling app for outbound work
O que nossa avaliação não abordou
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.
Veredicto final
| Categoria | Ganhador |
|---|---|
| 💰 Preços | Perspicazmente |
| 🚀 Principais funcionalidades do CRM | Perspicazmente |
| 📞 Calling & Outreach | Fechar CRM |
| 📁 Gestão de Projetos | Perspicazmente |
| 📊 Reportagem | Perspicazmente |
| 👶 Facilidade de uso | Fechar CRM |
| 🔌 Integrações | Perspicazmente |
| 🏆 Vencedor Geral | Perspicazmente |
🏆 VENCEDOR: INSIGHTLY
Insightly wins 5 of 7 categories.
Ideal para: service businesses, agencies serving clients, and teams that need CRM and project delivery in one system
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.
Close CRM is a specialist. If your team lives on the phone and wants more deals per rep, it earns its higher seat price.
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.
Mais comparações da Insightly
Here is how Insightly measures up against other CRM tools:
O Insightly vence em: shorter learning curve, native project management, faster rollout
O Zoho CRM se destaca em: feature depth, custom workflow flexibility, far cheaper top tier
O Insightly vence em: project milestones, predictable per-user costs, HIPAA readiness
A HubSpot vence em: free starting tier, marketing automation depth, content and knowledge tools
Insightly vs Pipedrive
O Insightly vence em: post-sale delivery tracking, 2,000+ connectors, compliance coverage
Pipedrive vence em: simpler pipeline view, lower entry price, quicker rep adoption
Insightly vs Salesforce
O Insightly vence em: setup speed, no admin headcount required, lower total cost
A Salesforce se destaca em: unlimited customization, developer platform depth, enterprise reporting
Mais comparações do Close CRM
Close CRM is measured against a different set of rivals. This video covers the main ones.
Conquistas de CRM próximas de: browser dialing, cheaper for pure sales seats, faster rep onboarding
A HubSpot vence em: reporting dashboards, service and marketing modules, larger app marketplace
Fechar CRM vs. Keap
Conquistas de CRM próximas de: predictive dialing, cleaner interface, sales-only focus
Keap vence com base em: email marketing depth, invoicing and payments, appointment booking
Fechar CRM vs. CRM de segunda-feira
Conquistas de CRM próximas de: native calling, outbound sequences, activity tracking accuracy
Vitórias do CRM na segunda-feira em: board customization, cross-team project views, cheaper small plans
Conquistas de CRM próximas de: dialer quality, simpler setup, migration support
O Freshsales CRM se destaca em: free entry plan, built-in chat, stronger analytics
Perguntas frequentes
Para que serve o Insightly?
It manages customer interactions, leads, sales opportunities and projects in one place. Teams use it to track deals and then deliver the work.
O Insightly é fácil de usar?
Yes. The interface is easy to pick up and importing data is not convoluted. It is simpler than Zoho CRM, though less feature-deep.
O que é um CRM próximo?
Close is a sales platform for small and medium businesses. It combines calling, email and SMS with pipeline tracking in a single inbox.
Qual o valor do fechamento por mês?
Plans run $35, $99 and $139 per seat each month for Essentials, Growth and Scale. A 14-day trial is available first.
Em que o Close se diferencia de outros CRMs?
Most CRMs record activity. Close performs it, blending CRM with sales engagement so reps can dial, texto and email without leaving the platform.
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