Closely vs Insightly: Sales Engagement Platform vs CRM Platform Comparison
Compare Closely (sales engagement platform) and Insightly (CRM platform) side by side. See pricing, features, and integrations to decide which one, or both, your stack needs.
Compare Closely (sales engagement platform) and Insightly (CRM platform) side by side. See pricing, features, and integrations to decide which one, or both, your stack needs.
Reviewed and updated September 2, 2026
Closely vs Insightly: Sales Engagement Platform vs CRM Platform Comparison
Closely is a sales engagement platform; Insightly is a CRM platform. Whether you need one, the other, or both depends on which part of the workflow you are buying for: multi-channel sales outreach and engagement tracking on one side, customer relationship management and sales pipeline tracking on the other. This guide lays out what each vendor publishes.
The Quick Answer
Closely is a sales engagement platform for multi-channel sales outreach and engagement tracking; Insightly is a CRM platform for customer relationship management and sales pipeline tracking. By each vendor's own wording, Closely lists multichannel campaigns across linkedin and email and conditional sequence builder, and Insightly lists lead and contact management and lead assignment and routing.
Insightly offers a lower entry point at $29/mo compared to Closely at $49/mo.
If your priority is coordinating outreach across email, phone, and social channels, Closely is the one built for it; for organizing contacts, tracking deals, and forecasting revenue, that is Insightly. Many teams run one of each.
Understanding the Core Difference
Closely is Outbound platform that runs automated campaigns across LinkedIn and email from a shared sender, with a conditional sequence builder, unified inbox, contact enrichment and AI personalization agents.
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
Starter
Plus
Closely Pricing (as of September 2026)
| Plan | Price | Contacts |
|---|---|---|
| Starter | $49/mo | 1 LinkedIn account, unlimited email accounts |
| Growth | $127/mo | 3 LinkedIn accounts, unlimited email accounts, 3,000 bonus credits/mo |
| Essential | $205/mo | 5 LinkedIn accounts, unlimited email accounts, 5,000 bonus credits/mo |
| Custom | Contact Sales | Unlimited seats, custom LinkedIn accounts and credits |
Source: Closely Pricing
Insightly Pricing (as of September 2026)
| Plan | Price |
|---|---|
| Plus | $29/mo |
| Professional | $49/mo |
| Enterprise | $99/mo |
Source: Insightly Pricing
Pricing Analysis
Insightly offers the lower entry point ($29/mo vs $49/mo). Teams watching their budget will appreciate the savings, especially when starting out.
Closely offers 4 pricing tiers compared to Insightly's 3, giving you more granularity as you scale.
Features Breakdown
- Multichannel campaigns across LinkedIn and email
- Conditional sequence builder
- Smart Inbox unifying LinkedIn and email replies
- LinkedIn account warmup
- Dedicated residential IP for each LinkedIn account
- OAuth Gmail and Outlook connection plus custom SMTP
- and 4 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
Closely Key Features
- Multichannel campaigns across LinkedIn and email
- Conditional sequence builder
- Smart Inbox unifying LinkedIn and email replies
- LinkedIn account warmup
- Dedicated residential IP for each LinkedIn account
- OAuth Gmail and Outlook connection plus custom SMTP
- Email finder with a multi-step fallback process
- Phone number finder
- AI lead scoring and personalization agents
- Export from Sales Navigator, LinkedIn posts and events
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 Closely
- Multichannel campaigns across LinkedIn and email
- Conditional sequence builder
- Smart Inbox unifying LinkedIn and email replies
- LinkedIn account warmup
- Dedicated residential IP for each LinkedIn account
- OAuth Gmail and Outlook connection plus custom SMTP
- Email finder with a multi-step fallback process
- Phone number finder
- AI lead scoring and personalization agents
- Export from Sales Navigator, LinkedIn posts and events
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
Closely Integrations
Closely connects with: Salesforce, Pipedrive, HubSpot, GoHighLevel, Gmail, Microsoft Outlook, SMTP, Webhooks.
Insightly Integrations
Insightly connects with: Slack, Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, ZoomInfo.
Shared Integrations
Both tools integrate with: Gmail.
Integrations listed only by Closely: Salesforce, Pipedrive, HubSpot, GoHighLevel, Microsoft Outlook, SMTP, Webhooks.
Integrations listed only by Insightly: Slack, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, ZoomInfo.
Use Case Recommendations
Best Fit for Closely
- Budget-conscious teams looking for an affordable sales engagement platform
- Teams that need a wide feature set (10 capabilities listed)
- Enterprise buyers who prefer custom pricing and dedicated support
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
| Feature | Closely | Insightly |
|---|---|---|
| Starting Price | $49/mo | $29/mo |
| Top Tier Price | Contact Sales | $99/mo |
| Total Features Listed | 10 | 8 |
| Integrations | 8 | 10 |
Getting Started Checklist
- Define your multi-channel sales outreach and engagement tracking and customer relationship management and sales pipeline tracking requirements and monthly budget
- Estimate your expected sequences and engagement actions and 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
Closely serves the multi-channel sales outreach and engagement tracking side of an outbound stack and Insightly the customer relationship management and sales pipeline tracking side. Insightly offers a more accessible entry point at $29/mo, while Closely starts at $49/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 Closely and Insightly for current information.
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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