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
Comparison scorecard
Criterion-by-criterion results for Insightly and Pega CRM. Numeric bars appear only when both products have approved scores.
- Insightly
Ease of use
How quickly teams become productive.
Insightly leads on ease of use (7/10 vs 5/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly7/10Pega CRM5/10 - Tie
Pipeline management
Deal stages, visibility, and pipeline hygiene.
Insightly and Pega CRM are close on pipeline management (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly7/10Pega CRM7/10 - Pega CRM
Sales automation
Automations that reduce repetitive sales work.
Pega CRM leads on sales automation (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly7/10Pega CRM8/10 - Pega CRM
Email capabilities
Native email workflows and tracking.
Stronger coverage across email sync, email tracking, email sequences, call functionality. editorial scores are close (6/10 vs 6/10).
Insightly6/10Pega CRM6/10 - Pega CRM
Reporting
Reporting and forecasting quality.
Pega CRM leads on reporting (6/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly6/10Pega CRM8/10 - Pega CRM
Customization
Fields, workflows, and configurability.
Pega CRM leads on customization (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly7/10Pega CRM8/10 - Tie
Integrations
Important third-party integrations.
Insightly and Pega CRM are close on integrations (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly7/10Pega CRM7/10 - Insightly
Administration
Admin overhead and ongoing maintenance.
Insightly leads on administration (7/10 vs 4/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
InsightlyStrongerPega CRMWeaker - Pega CRM
Scalability
Fit as team size and complexity grow.
Pega CRM leads on scalability (7/10 vs 9/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly7/10Pega CRM9/10 - Insightly
Value for money
Capability relative to total cost of ownership.
Insightly leads on value for money (8/10 vs 5/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly8/10Pega CRM5/10
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