Cloze vs Insightly
Cloze fits relationship crm popular with real-estate and advisors, with pro through platinum annual per-user plans and a 14-day trial; Insightly fits insightly fits many small-business crm evaluations.
Cloze
Relationship/real-estate CRM; Pro $17 through Platinum $42/user/mo annual with 14-day trial.
Best for
- • Relationship CRM popular with real-estate and advisors, with Pro through Platinum annual per-user plans and a 14-day trial
- • Automatic relationship management CRM that keeps people, deals, and follow-ups organized — strong for real estate professionals
Starting from $17.00/user/mo
No free plan
VS
Our verdict
There is no universal winner between Cloze and Insightly. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.
Cloze is better for
- ✓ Ease of use
- ✓ Email capabilities
- ✓ Administration
Insightly is better for
- ✓ Sales automation
- ✓ Reporting
- ✓ Customization
- ✓ Integrations
Tie
- • Pipeline management
Choose Cloze if: Relationship CRM popular with real-estate and advisors, with Pro through Platinum annual per-user plans and a 14-day trial
Choose Insightly if: Insightly fits many small-business CRM evaluations
Insightly
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
Quick verdict
Start here — then dig into the evidence below.
Choose Cloze if…
- Relationship CRM popular with real-estate and advisors, with Pro through Platinum annual per-user plans and a 14-day trial
- Automatic relationship management CRM that keeps people, deals, and follow-ups organized — strong for real estate professionals
- You prioritize ease of use
- You prioritize email capabilities
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
- You prioritize sales automation
Overall recommendation
There is no universal winner between Cloze and Insightly. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.
Key trade-off
Cloze trades toward ease of use; Insightly trades toward sales automation.
Winner by category
Only dimensions with researched evidence for this pair.
| Dimension | Winner | Why |
|---|---|---|
| Ease of use | Cloze wins | Cloze leads on ease of use (8/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Sales | Tie | Cloze and Insightly are close on pipeline management (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Automation | Insightly wins | Insightly leads on sales automation (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Email capabilities | Cloze wins | Cloze leads on email capabilities (8/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Reporting | Insightly wins | Stronger coverage across reporting, forecasting. editorial scores are close (6/10 vs 6/10). |
| Customization | Insightly wins | Insightly leads on customization (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Integrations | Insightly wins | Insightly leads on integrations (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Administration | Cloze wins | Cloze leads on administration (8/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Enterprise suitability | Insightly wins | Insightly leads on scalability (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
Side-by-side feature matrix
Normalized availability from product research — empty rows are not shown.
Core CRM
| Feature | Cloze | Insightly |
|---|---|---|
| Contact management | Strong | Strong |
| Lead management | Strong | Strong |
| Pipeline management | Strong | Strong |
| Deal management | Strong | Strong |
Sales engagement
| Feature | Cloze | Insightly |
|---|---|---|
| Email sync | Strong | Strong |
| Email tracking | Strong | Not evidenced |
| Workflow automation | Moderate | Strong |
| Sales automation | Strong | Strong |
Reporting
| Feature | Cloze | Insightly |
|---|---|---|
| Reporting | Strong | Strong |
| Forecasting | Not evidenced | Moderate |
Platform
| Feature | Cloze | Insightly |
|---|---|---|
| Integrations | Strong | Strong |
| Custom fields | Strong | Strong |
| Custom pipelines | Strong | Strong |
| Mobile app | Strong | Strong |
| AI assistance | Moderate | Moderate |
Pricing comparison
Pricing evidence last checked Sep 8, 2026.
Cloze
From $17.00/user/mo
- Pro$17.00/user/mo
- Silver$21.00/user/mo
- Gold$29.00/user/mo
- Platinum$42.00/user/mo
Insightly
From $29.00/user/mo
- Plus$29.00/user/mo
- Professional$49.00/user/mo
- Enterprise$99.00/user/mo
Seat-count estimates
Labeled estimates from verified starting per-seat pricing — not invoices.
| Seats | Cloze | Insightly |
|---|---|---|
| 5 | ~$85.00/mo (Pro × 5) | ~$145.00/mo (Plus × 5) |
| 10 | ~$170.00/mo (Pro × 10) | ~$290.00/mo (Plus × 10) |
| 25 | ~$425.00/mo (Pro × 25) | ~$725.00/mo (Plus × 25) |
| 50 | ~$850.00/mo (Pro × 50) | ~$1,450.00/mo (Plus × 50) |
Estimate from verified starting per-seat pricing — actual total depends on plan, annual discounts, and add-ons.
Researched list starting prices: Cloze from $17/user/mo; Insightly from $29/user/mo. Confirm live vendor pricing before buying.
Best for
Scenario picks from researched strengths — not a universal ranking.
- → Cloze
Best for ease of use
Cloze leads on ease of use (8/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- → Cloze
Best for email capabilities
Cloze leads on email capabilities (8/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- → Cloze
Best for administration
Cloze leads on administration (8/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- → Insightly
Best for sales automation
Insightly leads on sales automation (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- → Insightly
Best for reporting
Stronger coverage across reporting, forecasting. editorial scores are close (6/10 vs 6/10).
- → Insightly
Best for customization
Insightly leads on customization (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
The differences that actually matter
Pair-specific analysis for Cloze vs Insightly — not generic category copy.
Pipeline management
TieCloze and Insightly are close on pipeline management. Cloze and Insightly are close on pipeline management (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. Feature evidence also diverges on Workflow automation (Cloze: Moderate; Insightly: Strong); AI assistance (Cloze: Moderate; Insightly: Moderate).
Email capabilities
Cloze aheadOn email capabilities, Cloze is ahead. Cloze: Cloze leads on email capabilities (8/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.. Insightly: Trails Cloze on this criterion.
Sales automation
Insightly aheadOn sales automation, Insightly is ahead. Cloze: Trails Insightly on this criterion. Insightly: Insightly leads on sales automation (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing..
Reporting
Insightly aheadOn reporting, Insightly is ahead. Cloze: Trails Insightly on this criterion. Insightly: Stronger coverage across reporting, forecasting. editorial scores are close (6/10 vs 6/10)..
Value for money
DependsValue for money: Cloze — Cloze researched starting price $17/user/mo vs Insightly $29/user/mo. Better value depends on which features you need on that plan.. Insightly — Cloze researched starting price $17/user/mo vs Insightly $29/user/mo. Better value depends on which features you need on that plan..
Pros and cons
Product-specific for this pair — derived from researched outcomes and editorial notes.
Cloze
Pros
- Stronger on ease of use
- Stronger on email capabilities
- Stronger on administration
Cons
- Trails on sales automation
- Trails on reporting
- Trails on customization
Insightly
Pros
- Stronger on sales automation
- Stronger on reporting
- Stronger on customization
- Stronger on integrations
Cons
- Trails on ease of use
- Trails on email capabilities
- Trails on administration
Implementation & learning curve
Based on researched setup / ease criteria for this pair.
Cloze
- Stronger on ease of use: Cloze leads on ease of use (8/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- Stronger on administration: Cloze leads on administration (8/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly
- Trails on ease of use relative to Cloze
- Trails on administration relative to Cloze
Integrations
Overlaps and exclusives from product integration data when available.
Cloze: Strong. Insightly: Strong.
Who should not choose each product
Decision quality improves when we say who should walk away.
Don't choose Cloze if…
- You need Insightly's stronger sales automation more than Cloze's strengths
- You need Insightly's stronger reporting more than Cloze's strengths
- You need Insightly's stronger customization more than Cloze's strengths
- Your primary fit looks closer to: Insightly fits many small-business CRM evaluations
Don't choose Insightly if…
- You need Cloze's stronger ease of use more than Insightly's strengths
- You need Cloze's stronger email capabilities more than Insightly's strengths
- You need Cloze's stronger administration more than Insightly's strengths
- Your primary fit looks closer to: Relationship CRM popular with real-estate and advisors, with Pro through Platinum annual per-user plans and a 14-day trial
Alternatives worth considering
When neither product is the right fit.
AI-powered customer platform with free forever CRM, plus paid Smart CRM seats and Sales/Marketing/Service hubs for growing teams.
Simple small-business CRM for contacts, sales pipelines, tasks, and lightweight automation without enterprise complexity.
Advisor CRM; Basic $59, Pro $75, Premier $99 per user/mo, Enterprise custom.
Social and relationship CRM with Gmail/Outlook sync, contact enrichment, and a single Business plan for teams.
Final verdict
Scenario-level close — not a repeat of the intro.
Cloze wins when…
Relationship CRM popular with real-estate and advisors, with Pro through Platinum annual per-user plans and a 14-day trial
Insightly wins when…
Insightly fits many small-business CRM evaluations
- Best for ease of useCloze
- Best for email capabilitiesCloze
- Best for administrationCloze
- Best for sales automationInsightly
Which one should you choose?
Choose Cloze if:
- Relationship CRM popular with real-estate and advisors, with Pro through Platinum annual per-user plans and a 14-day trial
- Automatic relationship management CRM that keeps people, deals, and follow-ups organized — strong for real estate professionals
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
Product screenshots
Real product UI from our media library — no placeholders.
Insightly
FAQ
- Is Cloze better than Insightly?
- There is no universal winner between Cloze and Insightly. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.
- Which is easier to use?
- Cloze leads on ease of use (8/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- Which CRM fits which team?
- Cloze: Relationship CRM popular with real-estate and advisors, with Pro through Platinum annual per-user plans and a 14-day trial Insightly: Insightly fits many small-business CRM evaluations
- Which is stronger for sales automation?
- Insightly leads on sales automation (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- Does Cloze or Insightly have a free plan?
- Cloze: No free plan. Insightly: No free plan.
- How does Cloze vs Insightly pricing compare?
- Cloze starts from $17.00/user/mo. Insightly starts from $29.00/user/mo. Confirm live vendor pricing before purchasing.
- How did SoftwareGlimpse compare these products?
- We map both products to the same category criteria, then evaluate trade-offs using verified product, pricing and feature evidence. Affiliate relationships never change outcomes.
- reviewCloze review
- reviewInsightly review
- pricingCloze pricing
- pricingInsightly pricing
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- categoryCRM hub
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Related comparisons
Alternatives to consider
HubSpot
AI-powered customer platform with free forever CRM, plus paid Smart CRM seats and Sales/Marketing/Service hubs for growing teams.
Capsule
Simple small-business CRM for contacts, sales pipelines, tasks, and lightweight automation without enterprise complexity.
Wealthbox
Advisor CRM; Basic $59, Pro $75, Premier $99 per user/mo, Enterprise custom.
Nimble
Social and relationship CRM with Gmail/Outlook sync, contact enrichment, and a single Business plan for teams.
Still deciding between Cloze and Insightly?
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