Insightly vs Pega CRM
Compare Insightly and Pega CRM on features, pricing, and buyer fit using the same researched criteria.
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
VS
Our verdict
There is no universal winner between Insightly and Pega CRM. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.
Insightly is better for
- ✓ Ease of use
- ✓ Administration
- ✓ Value for money
Pega CRM is better for
- ✓ Sales automation
- ✓ Email capabilities
- ✓ Reporting
- ✓ Customization
Tie
- • Pipeline management
- • Integrations
Choose Insightly if: Insightly fits many small-business CRM evaluations
Choose Pega CRM if: Enterprise CRM and decisioning platform for complex customer engagement, case management, and AI-driven workflows.
Pega CRM
Pega enterprise CRM; custom quote only.
Best for
- • Enterprise CRM and decisioning platform for complex customer engagement, case management, and AI-driven workflows.
No free plan
Insightly vs Pega CRM 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 useInsightly
Insightly
Pega CRM
- Pipeline managementTie
Insightly
Pega CRM
- Sales automationPega CRM
Insightly
Pega CRM
- Email capabilitiesPega CRM
Insightly
Pega CRM
- ReportingPega CRM
Insightly
Pega CRM
Which CRM is better for you?
Quick picks based on fit — not a universal ranking.
- → Insightly
Best for ease of use
Insightly leads on ease of use (7/10 vs 5/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- → Insightly
Best for administration
Insightly leads on administration (7/10 vs 4/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- → Insightly
Best for value for money
Insightly leads on value for money (8/10 vs 5/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- → Pega CRM
Best for sales automation
Pega CRM leads on sales automation (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- → Pega CRM
Best for email capabilities
Stronger coverage across email sync, email tracking, email sequences, call functionality. editorial scores are close (6/10 vs 6/10).
- → Pega CRM
Best for reporting
Pega CRM leads on reporting (6/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
The biggest differences
Where the products diverge most clearly on verified criteria.
Pipeline management
TieInsightly
Insightly and Pega CRM are close on pipeline management (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Pega CRM
Insightly and Pega CRM are close on pipeline management (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Email capabilities
Pega CRM winsInsightly
Trails Pega CRM on this criterion
Pega CRM
Stronger coverage across email sync, email tracking, email sequences, call functionality. editorial scores are close (6/10 vs 6/10).
Sales automation
Pega CRM winsInsightly
Trails Pega CRM on this criterion
Pega CRM
Pega CRM leads on sales automation (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Reporting
Pega CRM winsInsightly
Trails Pega CRM on this criterion
Pega CRM
Pega CRM leads on reporting (6/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Value for money
Insightly winsInsightly
Insightly leads on value for money (8/10 vs 5/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Pega CRM
Trails Insightly on this criterion
Which should you choose?
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.
Choose Pega CRM if
- Enterprise CRM and decisioning platform for complex customer engagement, case management, and AI-driven workflows.
Related comparisons
Alternatives to consider
HubSpot
CRM platform with free core CRM plus Sales, Marketing, Service, and Content Hubs for growing teams.
Pipedrive
Pipeline-first sales CRM for visual deal management, activity-based selling, and growing sales teams.
Keap
Nutshell
Small-business CRM with pipelines, marketing add-ons, and AI assistance on a clear per-user ladder.
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.
Still deciding between Insightly and Pega CRM?
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.