Capsule CRM vs Insightly: CRM Platform Comparison
Compare Capsule CRM and Insightly side by side. See pricing, features, and integrations to choose the right CRM platform for your needs.
Capsule CRM and Insightly are both CRM platforms for organizing contacts, tracking deals, and forecasting revenue, but they differ in pricing and structure. Capsule CRM starts free at $0/mo with five pricing tiers and pairs contact management with kanban project boards and AI pipeline tools. Insightly starts at $29/mo with three tiers and focuses on lead scoring, automation, and follow-ups.
Key takeaways
- Capsule CRM's entry plan is free while Insightly's entry plan, Plus, costs $29/mo.
- Capsule CRM offers 5 pricing tiers (Free, Starter, Growth, Advanced, Ultimate) compared to Insightly's 3 tiers (Plus, Professional, Enterprise).
- Capsule CRM's free plan supports 250 contacts and a maximum of 2 users.
- Both Capsule CRM and Insightly integrate with Gmail, Xero, and QuickBooks Online.
- Capsule CRM lists an AI Pipeline Generator as a key feature, while Insightly lists an AI Copilot.
Reviewed and updated September 2, 2026
Capsule CRM vs Insightly: CRM Platform Comparison
Capsule CRM and Insightly are both CRM platforms. Choosing between them depends on your team size, budget, and specific customer relationship management and sales pipeline tracking requirements. Here is what each vendor publishes about pricing, features, and integrations.
The Quick Answer
By each vendor's own wording, Capsule CRM lists contact management with custom fields and multiple sales pipelines, while Insightly lists lead and contact management and lead assignment and routing. A capability both offer can appear under different names, so read both feature lists below.
Capsule CRM offers a lower entry point at $0/mo compared to Insightly at $29/mo.
If your priority is organizing contacts, tracking deals, and forecasting revenue, both tools target it. The right choice depends on your budget, team size, and the specific capabilities you need most.
Understanding the Core Difference
Capsule CRM is Capsule is a CRM for managing contacts, sales pipelines and client delivery in one place. It pairs contact and opportunity management with kanban-style project boards, workflow automations and AI features for pipeline building and meeting prep.
Insightly is Insightly is a CRM for fast-growing companies that tracks all pipeline data in one place, auto-scores leads and sends follow-ups. It is sold alongside Insightly marketing automation, support and ticketing, and the AppConnect workflow builder.
The two platforms take different approaches to solving the same core challenge.
Pricing Comparison
Free
Plus
Capsule CRM Pricing (as of September 2026)
| Plan | Price | Contacts |
|---|---|---|
| Free | Free | 250 Contacts; maximum 2 users |
| Starter | Contact Sales | 30,000 Contacts |
| Growth | Contact Sales | 60,000 Contacts |
| Advanced | Contact Sales | 120,000 Contacts |
| Ultimate | Contact Sales | - |
Source: Capsule CRM Pricing
Insightly Pricing (as of September 2026)
| Plan | Price |
|---|---|
| Plus | $29/mo |
| Professional | $49/mo |
| Enterprise | $99/mo |
Source: Insightly Pricing
Pricing Analysis
Capsule CRM is more affordable at the entry level ($0/mo vs $29/mo). For teams with tight budgets or those just getting started with customer relationship management and sales pipeline tracking, this price difference matters.
Capsule CRM offers 5 pricing tiers compared to Insightly's 3, giving you more granularity as you scale.
Capsule CRM includes a free tier, letting you test the platform before committing financially.
Features Breakdown
- Contact management with custom fields
- Multiple Sales Pipelines
- Custom Sales Milestones
- Workflow Automations
- Advanced Sales Reporting
- Reporting Dashboards
- and 2 more listed below
- Lead and contact management
- Lead assignment and routing
- Opportunity management
- Customizable sales processes
- Workflow automation
- Project management
- and 2 more listed below
Capsule CRM Key Features
- Contact management with custom fields
- Multiple Sales Pipelines
- Custom Sales Milestones
- Workflow Automations
- Advanced Sales Reporting
- Reporting Dashboards
- Project Management with kanban-style project boards
- AI Pipeline Generator
Insightly Key Features
- Lead and contact management
- Lead assignment and routing
- Opportunity management
- Customizable sales processes
- Workflow automation
- Project management
- Advanced reports and pre-built business dashboards
- AI Copilot
The two lists below are a diff of each vendor's own feature list by exact wording, so a capability both tools offer can appear on either side under a different name.
Listed only by Capsule CRM
- Contact management with custom fields
- Multiple Sales Pipelines
- Custom Sales Milestones
- Workflow Automations
- Advanced Sales Reporting
- Reporting Dashboards
- Project Management with kanban-style project boards
- AI Pipeline Generator
Listed only by Insightly
- Lead and contact management
- Lead assignment and routing
- Opportunity management
- Customizable sales processes
- Workflow automation
- Project management
- Advanced reports and pre-built business dashboards
- AI Copilot
Integration Ecosystem
Capsule CRM Integrations
Capsule CRM connects with: Gmail, Mailchimp, Xero, QuickBooks Online, FreeAgent, FreshBooks, Sage Accounting, Zapier, Make, Transpond.
Insightly Integrations
Insightly connects with: Slack, Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, ZoomInfo.
Shared Integrations
Both tools integrate with: Gmail, Xero, QuickBooks Online.
Integrations listed only by Capsule CRM: Mailchimp, FreeAgent, FreshBooks, Sage Accounting, Zapier, Make, Transpond.
Integrations listed only by Insightly: Slack, Shopify, Jira, Asana, Calendly, DocuSign, ZoomInfo.
Use Case Recommendations
Best Fit for Capsule CRM
- Budget-conscious teams looking for an affordable CRM platform
- Teams that want to start free and scale up as needs grow
- Enterprise buyers who prefer custom pricing and dedicated support
Best Fit for Insightly
- Budget-conscious teams looking for an affordable CRM platform
- Sales teams tracking deals from first touch to close
- Managers who need pipeline visibility and forecasting
- Growing teams that need scalable contact management
Feature Comparison Summary
| Feature | Capsule CRM | Insightly |
|---|---|---|
| Starting Price | Free | $29/mo |
| Top Tier Price | Contact Sales | $99/mo |
| Total Features Listed | 8 | 8 |
| Integrations | 10 | 10 |
Getting Started Checklist
- Define your customer relationship management and sales pipeline tracking requirements and monthly budget
- Estimate your expected contacts and deals to find the right tier
- List the integrations your team currently relies on
- Sign up for free trials or demos of both platforms
- Run a small test with each tool before making a commitment
- Evaluate the onboarding experience and support quality
Final Thoughts
Capsule CRM and Insightly both serve the customer relationship management and sales pipeline tracking market. Capsule CRM offers a more accessible entry point, while Insightly starts at $29/mo. Your decision should weigh pricing against the specific features that matter most for your workflow.
Start with a trial of each to see which platform fits your team's daily process. The best tool is the one your team actually uses consistently.
Pricing and features verified as of September 2026. Visit Capsule CRM and Insightly for current information.
Frequently asked questions.
Frequently asked questions- Which is cheaper, Capsule CRM or Insightly?
- Capsule CRM is cheaper at the entry level, offering a free plan at $0/mo, while Insightly's cheapest plan, Plus, starts at $29/mo. Capsule CRM also offers more pricing tiers overall, with 5 tiers compared to Insightly's 3, giving more granularity as a team scales.
- What integrations do Capsule CRM and Insightly share?
- Capsule CRM and Insightly both integrate with Gmail, Xero, and QuickBooks Online. Beyond those shared tools, Capsule CRM adds integrations like Mailchimp, FreeAgent, FreshBooks, Sage Accounting, Zapier, Make, and Transpond, while Insightly adds Slack, Shopify, Jira, Asana, Calendly, DocuSign, and ZoomInfo.
- What are the key features of Capsule CRM?
- Capsule CRM lists contact management with custom fields, multiple sales pipelines, custom sales milestones, workflow automations, advanced sales reporting, reporting dashboards, project management with kanban-style project boards, and an AI Pipeline Generator as its key features.
- What are the key features of Insightly?
- Insightly lists lead and contact management, lead assignment and routing, opportunity management, customizable sales processes, workflow automation, project management, advanced reports and pre-built business dashboards, and an AI Copilot as its key features.
- Who is Capsule CRM best suited for versus Insightly?
- Capsule CRM best fits budget-conscious teams that want to start free and scale up, as well as enterprise buyers who prefer custom pricing and dedicated support. Insightly best fits sales teams tracking deals from first touch to close, managers needing pipeline visibility and forecasting, and growing teams needing scalable contact management.
About the author.
Tim Carden is CMO / CTO at RevenueFlow, which builds and operates outbound revenue engines for B2B companies. Studied at McGill University.
Tim Carden · CMO / CTO
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