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ActiveCampaign vs Insightly 2026 — Don’t Buy Until You Read This

por | Last updated Sep 8, 2026

Ganhador
Perspicazmente
4.1
  • SOC 2 Type II, GDPR & HIPAA
  • Mais de 2.000 conectores AppConnect
  • CRM + Projects in One Place
  • Gráficos de Gantt adicionados em 2025
  • Copilot AI Email Summaries
  • Kanban Sales Pipeline Views
  • Planos a partir de US$ 29/usuário/mês
Vice-campeão
Logotipo do ActiveCampaign
4.0
  • Mais de 950 integrações disponíveis
  • 900+ Automação Modelos
  • Embutido CRM em todos os planos
  • Teste grátis por 14 dias, sem necessidade de cartão.
  • Email, SMS & WhatsApp
  • Free Migration From Rivals
  • Planos a partir de US$ 15/mês

⚡ Veredito rápido:

  • Preços: ActiveCampaign starts at $15/month. Insightly starts at $29/user/month.
  • Ideal para: ActiveCampaign for email marketing automation. Insightly for CRM and project management in one system.
  • Principal diferença: ActiveCampaign bills per contact. Insightly bills per user, billed annually.
  • Nossa escolha: Insightly, at 4.1 versus 4.0, for teams that run projects alongside sales.

💡 How we picked: Our winner is the tool with the higher aggregate rating. The gap here is 0.1 points, which is thin. Read the scenario section before you decide.

ActiveCampaign vs Insightly Comparison

ActiveCampaign and Insightly both promise marketing and sales automation.

They are not really fighting over the same buyer.

ActiveCampaign is an email marketing engine with a built in CRM attached.

Insightly is customer relationship management software with project management attached.

Pick the wrong one and you pay for features your team never opens.

Visão geral

This ActiveCampaign vs Insightly comparison covers pricing, key features, ease of use, and support.

Nosso escritor spent hands-on time inside ActiveCampaign directly.

Notes on Insightly come from its documentation, pricing page, and G2 reviews.

We also flag where each platform stops being a good fit.

O que é o ActiveCampaign?

ActiveCampaign is a customer experience automation platform for email marketing and sales.

It sends automated emails, texto messages, and notifications to leads.

The automation construtor uses drag and drop, so no coding is needed.

Every plan includes a built in CRM for tracking deals and lead scoring.

It suits businesses that want more than a plain newsletter tool.

Introdução ao ActiveCampaign

Here is a walkthrough of how the platform works in practice.

ActiveCampaign

⭐ 4,0/5 | 💰 A partir de US$ 15/mês

Over 900 automation templates and 950 integrations. Free migration if you are switching from another email tool.

Preços do ActiveCampaign

Four tiers, and the cost climbs with your contact count.

PlanoPreçoIdeal para
InicianteUS$ 15/mêsSmall teams sending basic email campaigns
MaisUS$ 49/mêsAdvanced automation and sales pipeline tracking
PróUS$ 79/mêsPredictive sending and custom reports
EmpresaUS$ 145/mêsBig businesses needing custom objects and single sign-on

Pricing verified September 2026.

Preços do ActiveCampaign

Teste grátis: 14 days, no credit card required, with most Professional-tier features unlocked.

Garantia de reembolso: None advertised. Test the trial before you commit.

📌 Observação: Yearly billing cuts roughly 20% off. Transactional email, SMS add ons, and extra CRM add ons are priced separately, so budget for them.

⚠️ Pricing conflict: Some sources list the Starter plan at $19/month. Our CSV records $15/month, and that is the figure used everywhere in this article. Check the live pricing page before you buy.

Principais benefícios do ActiveCampaign

Here is where ActiveCampaign earns its keep:

  • Automation depth: Over 900 pre built templates for welcome series, follow up email chains, and cart abandonment. You can A/B test whole automation paths, not just subject lines.
  • Segmentação avançada: Group contacts by website visits, location, purchase history, or past interaction. Conditional content then shows or hides blocks per recipient.
  • Multi-channel reach: Run email campaigns, send SMS, and post ads from one dashboard. WhatsApp and social are included in the same flows.
  • Capacidade de entrega: ActiveCampaign’s deliverability scores well in independent caixa de entrada tests. That matters more than any feature list.
  • Integrações: Over 950 apps including Shopify, Salesforce, WordPress, and Zapier. Premium connectors cover ecommerce and CRM platform dados.
  • Assistência por IA: Predictive sending picks delivery times. The email builder can draft copy for you, and Active Intelligence agents suggest audience segments from live data.
  • Free migration: The team moves your lists and templates over from other email marketing services at no charge.
Principais benefícios do ActiveCampaign

O que nossa equipe observou

Our writer set up an account and built a few automations from scratch. Here is what stood out during that hands-on time:

Informações pessoais no ActiveCampaign

Prós e contras do ActiveCampaign

✅ Prós
  • Over 900 automation templates and a drag and drop builder
  • Built in CRM with lead scoring on every plan
  • Email, SMS, WhatsApp, and ads from one dashboard
  • Free migration from other email marketing platforms
  • GDPR compliant with data stored on US servers
❌ Contras
  • Sem plano gratuito, apenas um período de teste de 14 dias.
  • Starter caps automations at five actions each
  • Overkill if you only send simple newsletters
  • Costs rise as your contact list grows

O que é o Insightly?

Insightly is customer relationship management software with project management built in.

It keeps contacts, companies, leads, and sales opportunities in one record system.

Once a deal closes, the same record becomes a project with milestones.

Sales teams get customizable pipelines and Kanban views for every stage.

PC Magazine, Entrepreneur, G2 Crowd, and TrustRadius all recommend the platform.

Página inicial do Insightly

This video walks through the main screens and daily workflow.

Análise do Insightly CRM: Melhor do que eu esperava?

🏆 Vencedor: Insightly

⭐ 4,1/5 | 💰 A partir de US$ 29/usuário/mês

CRM, projects, and reportagem in one account. SOC 2 Type II, GDPR, and HIPAA support included.

Preços Insightly

Three tiers, priced per seat rather than per contact.

PlanoPreçoIdeal para
MaisUS$ 29 por usuário por mêsSmall teams tracking contacts and projects
ProfissionalUS$ 49 por usuário por mêsCustom reports and third-party app access
EmpresaUS$ 99 por usuário por mêsFull functionality and advanced features

Pricing verified September 2026.

Principais benefícios do Insightly

Teste grátis: Yes. Start it from the Insightly website and confirm the current length at signup.

Garantia de reembolso: None published. Seats are billed annually, so test before you commit.

📌 Observação: Insightly Service and Insightly Marketing are sold separately at the same tiers. Adding those other Insightly products multiplies your per-seat cost.

⚠️ Aviso: The Enterprise plan at $99/user/month runs close to double what some other CRMs charge for the same tier. Price a five-seat team before you sign.

Principais benefícios do Insightly

What you get for the higher entry price:

  • CRM and projects together: Won deals convert straight into projects with milestones. You assign tasks to any team member without leaving the record.
  • Gestão de tarefas: Reminders, to-do lists, and call logs sit beside each contact. Nothing lives in a separate app.
  • Relatório: Custom reports and dashboards, including an opportunities dashboard, show progress at a glance. Gantt charts arrived in 2025 for timelines and dependencies.
  • AppConnect: A low-code engine with over 2,000 pre-built connectors, covering Google Workspace and most negócios aplicativos.
  • Copilot AI: Summarises long email threads and pulls records on request, cutting the time spent digging for details.
  • Conformidade: SOC 2 Type II, GDPR, and HIPAA support out of the box. That matters for healthcare, finance, and non profits.
  • Aplicativo móvel: Add notes, log calls, scan a business card, or create a project from your phone.

O que nossa equipe observou

Note: we have not had extended hands-on time with Insightly yet. Everything above comes from published documentation, the pricing page, and third-party reviews on G2 and TrustRadius. We will update this section once our writers spend real time in the system.

Vantagens e Desvantagens do Insightly

✅ Prós
  • CRM and project management in one system
  • Short learning curve and fast setup
  • Em conformidade com SOC 2 Tipo II, GDPR e HIPAA.
  • Over 2,000 AppConnect connectors
  • Customizable pipelines and Kanban views
❌ Contras
  • Not as feature-deep as Zoho CRM
  • Enterprise tier costs nearly double rival CRMs
  • Custom workflow options trail bigger competitors
  • Email marketing needs a separate product

Comparação de recursos

Here are the ten areas where these two platforms actually diverge. The summary table gives you the shape of it. The sections below explain why each gap exists.

RecursoActiveCampaignPerspicazmente
Preço inicialUS$ 15/mêsUS$ 29 por usuário por mês
Plano gratuito
Campanhas de e-mail✅ Básico
Automação de marketing❌ Produto separado
Gerenciamento de projetos
Built in CRM
Páginas de destino
SMS and WhatsApp
Suporte HIPAA
Integrações950+2,000+ connectors
Ideal paraDigital marketing teamsSales teams running client projects

1. Email Marketing and Campaigns

ActiveCampaign: This is the core product. The email builder is drag and drop, with a library of email templates and AI copy generation inside the editor. You can schedule emails, run A/B tests, and send transactional emails through a paid add on.

Informações pessoais no ActiveCampaign

Perspicaz: Email here is transactional in spirit, not campaign-driven. You can send and schedule emails from a contact record and save reusable email templates. Full campaign work needs Insightly Marketing as a separate purchase.

E-mail do Insightly

2. Contact Management and CRM

ActiveCampaign: The ActiveCampaign CRM ships on every plan and handles deals, lead scoring, and custom fields. It is built to feed automations rather than to run a long sales cycle. Custom objects only unlock on the Enterprise plan.

ActiveCampaign CRM Avançado

Perspicaz: Contact management is the whole point. Every contact, company, and opportunity links to related records, and the sales pipeline is fully customizable. Insightly CRM keeps current and prospective customer data in a single place.

CRM Insightly

3. Automation and Workflow Automation

ActiveCampaign: Advanced automation is the reason most people buy it. Multi-step workflows with conditional logic go well past basic drip campaigns, and you build automations visually. Users save an average of 20 hours a month, according to ActiveCampaign.

Marketing Autônomo do ActiveCampaign

Perspicaz: Workflow automation covers record updates, task creation, and alerts. It is dependable for internal process work. G2 reviews note that custom workflow options trail deeper CRM tools.

Automações de IA da Insightly

⚠️ Aviso: The ActiveCampaign Starter plan allows only five actions per automation. Anything past a welcome series means upgrading to Plus.

4. Segmentation and Organization

ActiveCampaign: Segments update themselves from behaviour: pages viewed, location, purchase history, or email interaction. Tags get applied automatically as subscribers act. This is what intelligent marketing automation looks like day to day.

Nova segmentação do ActiveCampaign

Perspicaz: Organization records group contacts by company, so you see every person attached to an account. Filters and saved views handle the rest. It is structural sorting, not behavioural targeting.

Organizações Perspicazes

5. Landing Pages and Project Management

ActiveCampaign: You can build landing pages inside the platform and trigger an automation the moment a form is submitted. That closes the loop between a campaign and a new contact. There is no project tracking of any kind.

Páginas de destino no ActiveCampaign

Perspicaz: Projects carry milestones, pipelines, and task assignments. A closed deal becomes delivery work without re-entering data. Gantt charts added in 2025 show timelines and dependencies.

Gestão de Projetos Insightly

6. Dynamic Content and Record Views

ActiveCampaign: Dynamic content swaps blocks inside an email based on custom fields or recent behaviour. One send can look different to twelve segments. Conditional content rules are set visually in the editor.

conteúdo dinâmico do ActiveCampaign

Perspicaz: The 2025 interface refresh is what modern CRM teams love about it: clean record pages, Kanban boards, and quick filters. Data entry is not convoluted, which is half the battle with any CRM software.

CRM moderno e perspicaz

7. Content Creation and Support

ActiveCampaign: AI drafts subject lines and body copy inside the editor, and an onboarding checklist walks new accounts through setup. Support runs through a knowledge base and chat. Phone support and a dedicated account team come with higher tiers.

Criação de conteúdo para ActiveCampaign

Perspicaz: Support and ticketing is its own product, Insightly Service, sold at the same per-seat tiers. Inside the CRM you get help articles and email support. Managers can monitor ticket volume through the same dashboards.

Suporte e emissão de bilhetes Insightly

8. Relatórios e Relatórios Personalizados

ActiveCampaign: Reporting is campaign-shaped: opens, clicks, revenue attribution, and automation performance. Custom reports arrive on the Pro tier. There is no view of project profitability, because there are no projects.

Análise e Relatórios do ActiveCampaign

Perspicaz: Dashboards cover pipeline value, activity, and delivery progress in one place. Third-party app reporting opens up on Professional. Enterprise unlocks the full set.

Relatórios perspicazes

9. Integrations and AI Assistants

ActiveCampaign: Over 950 integrations, including Shopify, Salesforce, WordPress, and Zapier. Premium connectors cover ecommerce and CRM data sync. Active Intelligence agents build campaigns and suggest high-value segments from live data.

ActiveCampaign integrado com IA

Perspicaz: AppConnect is a low-code engine with over 2,000 pre-built connectors, so you wire up apps without a developer. Google Workspace sync is native. Copilot handles email summaries and record lookups.

Integrações perfeitas e perspicazes

10. Preços e Custos

The two pricing models are not directly comparable, which is exactly why buyers get this wrong.

NívelActiveCampaignPerspicazmente
EntradaPlano inicial: US$ 15/mêsAlém disso: US$ 29 por usuário por mês.
MeioAlém disso: US$ 49/mêsProfissional: US$ 49/usuário/mês
SuperiorPro: US$ 79/mêsEmpresarial: US$ 99/usuário/mês
PrincipalEmpresarial: US$ 145/mês

ActiveCampaign: One price covers the whole team, so seat count never bites. The bill grows with your contact list instead. Yearly billing trims about 20%.

Perspicaz: Insightly starts at $29 per user, billed annually, so a five-person team pays $145 a month at the entry tier. Contact volume does not change the price. Adding Marketing or Service repeats the per-seat cost.

Diferentes cenários

Se você precisarEscolherPor que
Automação de marketing por e-mailActiveCampaignMais de 900 modelos, lógica de várias etapas
Project delivery after the salePerspicazmenteMarcos e diagramas de Gantt
A big list, a small teamActiveCampaignSem cobrança por assento
A big team, few contactsPerspicazmenteContact volume is free
HIPAA or SOC 2 coveragePerspicazmenteCertified out of the box
SMS and WhatsApp reachActiveCampaignBuilt into the same flows

💰 Seu orçamento

Count seats first, then contacts. Five users on Insightly Plus costs the same as ActiveCampaign Enterprise.

🔌 Seu conjunto de tecnologias

Shopify and WordPress shops lean ActiveCampaign. Google Workspace teams and anyone migrating off Microsoft Dynamics will find Insightly’s connectors easier to wire up.

📝 Seu estilo de trabalho

If your revenue comes from nurture sequences, pick the marketing tool. If it comes from named accounts and delivery work, pick the CRM.

🎓 Seu nível de experiência

Insightly has the shorter learning curve and a user friendly layout. ActiveCampaign rewards a more advanced user who will actually use the branching logic.

🆓 Testes e demonstrações grátis

ActiveCampaign offers 14 days with no card. Insightly offers a trial through its website. Load real contacts into both.

🛟 Opções de suporte

Both run a knowledge base plus email help. Phone support and a dedicated account team sit on the top ActiveCampaign tier.

Guia de Troca

Already running one of them? Here is what changes.

🔄 Está pensando em migrar do ActiveCampaign para o Insightly?

✅ O que você vai ganhar:

  • Projects, milestones, and task management beside every deal
  • HIPAA and SOC 2 Type II coverage
  • Flat cost as your contact database grows

❌ O que você perderá:

  • Behaviour-triggered email campaigns and landing pages
  • SMS, WhatsApp, and ad channels in one flow
  • Deliverability tuning built for high-volume sending

📋 Como mudar:

  1. Export contacts, deals, and custom fields to CSV
  2. Create your Insightly account and map fields during import
  3. Rebuild pipelines, then keep an email tool for campaigns
🔄 Está pensando em migrar do Insightly para o ActiveCampaign?

✅ O que você vai ganhar:

  • Advanced automation with conditional branching
  • Landing pages, forms, and dynamic content
  • Unlimited seats on a single subscription

❌ O que você perderá:

  • Project tracking, milestones, and Gantt views
  • HIPAA support and the AppConnect connector library
  • Copilot summaries across long email threads

📋 Como mudar:

  1. Export contacts, organizations, and open opportunities
  2. Ask ActiveCampaign for a free migration during signup
  3. Rebuild your pipeline stages as deal stages, then tag by source

O que nossa avaliação não abordou

We focused on small businesses and mid-sized teams buying directly. We did not test bulk seat licensing, agency reseller terms, or custom Enterprise contracts. Our writers spent hands-on time with ActiveCampaign only, so the Insightly notes lean on documentation and third-party reviews. Anyone running 100+ seats or regulated healthcare data should book a demo and ask about new features on the roadmap.

Veredicto final

CategoriaGanhador
💰 Preços de entradaActiveCampaign
📧 Marketing por e-mailActiveCampaign
⚙️ Profundidade de AutomaçãoActiveCampaign
📁 Gestão de ProjetosPerspicazmente
🔌 IntegraçõesPerspicazmente
📊 ReportagemPerspicazmente
🔒 ConformidadePerspicazmente
👶 Facilidade de usoPerspicazmente
🏆 Vencedor GeralPerspicazmente

🏆 VENCEDOR: INSIGHTLY

Insightly wins 5 of 8 categories and rates 4.1 against 4.0.

Ideal para: Consultancies, agencies, and sales teams that deliver projects after the deal closes.

The margin is narrow and the two products barely overlap. Insightly takes it because it does two jobs well, with compliance coverage most rivals charge extra for.

We would still recommend ActiveCampaign if email is how you make money. Nothing in Insightly comes close to its automation builder or deliverability record.

Plenty of teams end up running both: ActiveCampaign for the funnel, Insightly for everything after the handshake.

Mais do ActiveCampaign em comparação

If you are still shortlisting Alternativas ao ActiveCampaign, these three come up most often:

ActiveCampaign vs HubSpot

ActiveCampaign vence em: cheaper entry tier, deeper branching logic, no forced bundle of unused hubs

A HubSpot vence em: free starter tier, tighter sales engagement tooling, better reporting for large marketing teams

ActiveCampaign vs Keap

ActiveCampaign vence em: lower monthly floor, wider integration count, stronger inbox placement record

Keap vence com base em: built-in invoicing and payments, appointment booking, hands-on onboarding for solo operators

ActiveCampaign vs GoHighLevel

ActiveCampaign vence em: email deliverability, cleaner interface, mature template library

GoHighLevel vence em: unlimited sub-accounts, white-label resale for agencies, call tracking included

Mais comparações da Insightly

Insightly gets shortlisted against these CRM tools:

Insightly vs Zoho CRM

O Insightly vence em: easier to pick up, native project management, cheaper Plus and Professional tiers

O Zoho CRM se destaca em: deeper feature set, far cheaper enterprise seats, wider first-party app family

Insightly vs Pipedrive

O Insightly vence em: post-sale delivery tracking, HIPAA and SOC 2 coverage, AppConnect connector library

Pipedrive vence em: lower entry price, faster pipeline data entry, simpler setup for pure sales work

Insightly vs. Salesforce

O Insightly vence em: shorter setup time, no admin headcount required, predictable per-seat cost

A Salesforce se destaca em: customization ceiling, partner app marketplace, forecasting for large sales organisations

Perguntas frequentes

Para que serve o ActiveCampaign?

It runs email campaigns, SMS, and automated follow-ups from one account. The built in CRM tracks deals and scores leads alongside those campaigns.

O ActiveCampaign é um CRM?

Yes, a CRM ships on every plan. It handles deals, pipelines, and lead scoring, though it is lighter than a dedicated CRM platform like Insightly.

O ActiveCampaign é gratuito?

No. There is a 14-day free trial with no credit card, then paid tiers start at $15 per month and rise with your contact count.

Para que serve o Insightly?

Managing customer relationships and the projects that follow. Teams track leads, sales opportunities, tasks, and delivery milestones in one system, then report on all of it.

O Insightly é fácil de usar?

Reviewers consistently call the interface quick to learn and the data import process simple. It trades some depth for that speed compared with heavier CRM software.

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