Close vs Insightly: CRM Platform Comparison

Close vs Insightly: CRM Platform Comparison

Close 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, Close lists built-in calling with power dialer and native sms messaging, 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.

Close offers a lower entry point at $19/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

Close is A CRM built specifically for inside sales teams, with built-in calling, SMS, and email functionality. Close focuses on reducing manual data entry and increasing sales velocity with features like Power Dialer, predictive dialing, and workflow automation.

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

$19/moClose entry plan

Solo

$29/moInsightly entry plan

Plus

Close Pricing (as of September 2026)

Source: Close Pricing

Insightly Pricing (as of September 2026)

Source: Insightly Pricing

Pricing Analysis

Close is more affordable at the entry level ($19/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.

Close offers 4 pricing tiers compared to Insightly's 3, giving you more granularity as you scale.

Features Breakdown

Close lists

• Built-in calling with Power Dialer
• Native SMS messaging
• Email sequences and templates
• Automated workflows
• Predictive dialing
• AI Email Assistant
• and 2 more listed below

Insightly lists

• Lead and contact management
• Lead assignment and routing
• Opportunity management
• Customizable sales processes
• Workflow automation
• Project management
• and 2 more listed below

Close Key Features

• Built-in calling with Power Dialer
• Native SMS messaging
• Email sequences and templates
• Automated workflows
• Predictive dialing
• AI Email Assistant
• Pipeline and activity reporting
• Role-based access and permissions

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 Close

• Built-in calling with Power Dialer
• Native SMS messaging
• Email sequences and templates
• Automated workflows
• Predictive dialing
• AI Email Assistant
• Pipeline and activity reporting
• Role-based access and permissions

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

Close Integrations

Close connects with: Zapier, Slack, Gmail, Microsoft Outlook, Zoom, HubSpot, Segment, Calendly.

Insightly Integrations

Insightly connects with: Slack, Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, ZoomInfo.

Shared Integrations

Both tools integrate with: Slack, Gmail, Calendly.

Integrations listed only by Close: Zapier, Microsoft Outlook, Zoom, HubSpot, Segment.

Integrations listed only by Insightly: QuickBooks Online, Xero, Shopify, Jira, Asana, DocuSign, ZoomInfo.

Use Case Recommendations

Best Fit for Close

• 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

Best Fit for Insightly

• Budget-conscious teams looking for an affordable CRM platform
• Organizations with complex tech stacks needing broad integration support (10 integrations)
• Sales teams tracking deals from first touch to close
• Managers who need pipeline visibility and forecasting

Feature Comparison Summary

Getting Started Checklist

1. Define your customer relationship management and sales pipeline tracking requirements and monthly budget
2. Estimate your expected contacts and deals to find the right tier
3. List the integrations your team currently relies on
4. Sign up for free trials or demos of both platforms
5. Run a small test with each tool before making a commitment
6. Evaluate the onboarding experience and support quality

Final Thoughts

Close and Insightly both serve the customer relationship management and sales pipeline tracking market. Close offers a more accessible entry point at $19/mo, 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 Close and Insightly for current information.