Cloze vs Insightly
Compare Cloze and Insightly on features, pricing, and buyer fit using the same researched criteria.
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
Cloze vs Insightly at a glance
Criterion-level leaders from verified research.
Scorecard preview
Criterion leaders based on verified research — open the Scorecard tab for evidence detail.
- Ease of useCloze
Cloze
Insightly
- Pipeline managementTie
Cloze
Insightly
- Sales automationInsightly
Cloze
Insightly
- Email capabilitiesCloze
Cloze
Insightly
- ReportingInsightly
Cloze
Insightly
Which CRM is better for you?
Quick picks based on fit — 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 biggest differences
Where the products diverge most clearly on verified criteria.
Pipeline management
TieCloze
Cloze and Insightly are close on pipeline management (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly
Cloze and Insightly are close on pipeline management (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Email capabilities
Cloze winsCloze
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 winsCloze
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 winsCloze
Trails Insightly on this criterion
Insightly
Stronger coverage across reporting, forecasting. editorial scores are close (6/10 vs 6/10).
Value for money
DependsCloze
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.
Which 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.
Related comparisons
Alternatives to consider
HubSpot
CRM platform with free core CRM plus Sales, Marketing, Service, and Content Hubs for growing teams.
Capsule
Small-business CRM for contact management and straightforward sales pipelines.
Wealthbox
Advisor CRM; Basic $59, Pro $75, Premier $99 per user/mo, Enterprise custom.
Nimble
Social/relationship CRM with Gmail and Outlook sync; Business plan from $24.90/user/mo annual.
How we compare
A short look at the comparison process. Full methodology
1
Collect
Collect official product information, pricing, and product evidence.
2
Normalize
Map evidence to the same category evaluation criteria for both products.
3
Compare
Evaluate both products against identical criteria — ties and depends are allowed.
4
Explain
Show why each product wins, loses, or ties, with evidence behind the outcome.
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- Independent criterion outcomes
- No invented scores or prices
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