SoftwareGlimpse

Close vs Insightly

Compare Close and Insightly on features, pricing, and buyer fit using the same researched criteria.

Independently recommendedLast updated Aug 20, 20267 evidence sources23 screenshotsHow we compare
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Close logo

Close

7.4/10

Sales-focused CRM for pipeline management and sales engagement workflows.

Best for

  • Outbound sales teams that need a communication-centric CRM
  • Teams that need dialing power and advanced outreach workflows
  • Teams that rely on calling, email, and SMS from the CRM

Starting from $9.00/user/mo

No free plan

VS

Our verdict

Our verdict

No universal winner

There is no universal winner between Close and Insightly. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.

Close is better for

  • Ease of use
  • Pipeline management
  • Sales automation
  • Email capabilities

Insightly is better for

  • Customization
  • Administration

Tie

  • Integrations

Choose Close if: Outbound sales teams that need a communication-centric CRM

Choose Insightly if: Insightly fits many small-business CRM evaluations

See detailed comparison ↓
Insightly logo

Insightly

6.9/10

CRM plus project management for service-oriented SMBs, with automation and AI on higher plans.

Best for

  • Insightly fits many small-business CRM evaluations
  • Insightly is evaluated here as a CRM/sales tool
  • Insightly combines CRM and project management for service-oriented SMB teams.

Starting from $29.00/user/mo

No free plan

Close vs Insightly at a glance

Criterion-level leaders from verified research.

Full scorecard →

Scorecard preview

Criterion leaders based on verified research — open the Scorecard tab for evidence detail.

  • Ease of useClose

    Close

    Insightly

  • Pipeline managementClose

    Close

    Insightly

  • Sales automationClose

    Close

    Insightly

  • Email capabilitiesClose

    Close

    Insightly

  • ReportingClose

    Close

    Insightly

Which CRM is better for you?

Quick picks based on fit — not a universal ranking.

  • Close

    Best for ease of use

    Close leads on ease of use (8/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

  • Close

    Best for pipeline management

    Close leads on pipeline management (8/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

  • Close

    Best for sales automation

    Close leads on sales automation (8/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

  • Insightly

    Best for customization

    Stronger coverage across custom fields, custom pipelines. editorial scores are close (7/10 vs 7/10).

  • Insightly

    Best for administration

    Stronger coverage across sso, custom fields, custom objects, custom pipelines. editorial scores are close (7/10 vs 7/10).

The biggest differences

Where the products diverge most clearly on verified criteria.

  • Pipeline management

    Close wins

    Close

    Close leads on pipeline management (8/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

    Insightly

    Trails Close on this criterion

  • Email capabilities

    Close wins

    Close

    Close leads on email capabilities (8/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

    Insightly

    Trails Close on this criterion

  • Sales automation

    Close wins

    Close

    Close leads on sales automation (8/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

    Insightly

    Trails Close on this criterion

  • Reporting

    Close wins

    Close

    Close leads on reporting (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

    Insightly

    Trails Close on this criterion

  • Value for money

    Depends

    Close

    Close researched starting price $9/user/mo vs Insightly $29/user/mo. Better value depends on which features you need on that plan.

    Insightly

    Close researched starting price $9/user/mo vs Insightly $29/user/mo. Better value depends on which features you need on that plan.

Which should you choose?

Choose Close if

  • Outbound sales teams that need a communication-centric CRM
  • Teams that need dialing power and advanced outreach workflows
  • Teams that rely on calling, email, and SMS from the CRM

Choose Insightly if

  • Insightly fits many small-business CRM evaluations
  • Insightly is evaluated here as a CRM/sales tool
  • Insightly combines CRM and project management for service-oriented SMB teams.

How we compare

A short look at the comparison process. Full methodology

  1. 1

    Collect

    Collect official product information, pricing, and product evidence.

  2. 2

    Normalize

    Map evidence to the same category evaluation criteria for both products.

  3. 3

    Compare

    Evaluate both products against identical criteria — ties and depends are allowed.

  4. 4

    Explain

    Show why each product wins, loses, or ties, with evidence behind the outcome.

Still deciding between Close and Insightly?

Use Find My CRM for a shortlist matched to your priorities, or build another side-by-side comparison.

  • Independent criterion outcomes
  • No invented scores or prices
  • Affiliate links never change winners

Some visit links may be affiliate links — we may earn a commission at no extra cost to you. Comparison outcomes are never based on commission.

Affiliate disclosure: some links may be affiliate links. We may earn a commission at no extra cost to you. Rankings and scores are never based on commission. Full disclosure

Methodology disclosure: scores and recommendations follow SoftwareGlimpse evaluation criteria (version 1.0.0). Affiliate relationships do not determine rankings.

How we recommend: product claims are tied to recorded research where available.

AI-assisted disclosure: drafts may be AI-assisted from approved facts and assessments. Humans approve publishable editorial judgments. AI does not invent live prices or claim hands-on testing.