EngageBay vs Insightly: CRM Platform Comparison
Compare EngageBay and Insightly side by side. See pricing, features, and integrations to choose the right CRM platform for your needs.
EngageBay and Insightly are both CRM platforms, but EngageBay starts free while Insightly's entry plan is $29/mo. EngageBay lists email marketing and a landing page builder, while Insightly lists lead and contact management and lead assignment and routing. The better fit depends on budget, team size, and which specific capabilities matter most.
Key takeaways
- EngageBay's entry plan is free, while Insightly's entry plan, Plus, costs $29/mo.
- EngageBay has four pricing tiers (Free, Basic, Growth, Pro) topping out at $119.99/mo, while Insightly has three tiers (Plus, Professional, Enterprise) topping out at $99/mo.
- Both EngageBay and Insightly list 8 features and 10 integrations on their respective pages.
- EngageBay, Shopify, Xero, and Slack are integrations shared by both platforms.
- EngageBay's Basic plan supports 500 contacts for $14.99/mo, while its Pro plan supports 50,000 contacts for $119.99/mo.
Reviewed and updated September 4, 2026
EngageBay vs Insightly: CRM Platform Comparison
EngageBay 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, EngageBay lists email marketing and landing page builder, 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.
EngageBay 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
EngageBay is EngageBay lets small businesses manage marketing, sales and customer service in one platform. The CRM sits alongside email marketing, landing pages, live chat and a helpdesk, with a free tier for teams of up to 15 members.
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
EngageBay Pricing (as of September 2026)
| Plan | Price | Contacts |
|---|---|---|
| Free | Free | 250 Contacts |
| Basic | $14.99/mo | 500 Contacts |
| Growth | $64.99/mo | 5000 Contacts |
| Pro | $119.99/mo | 50,000 Contacts |
Source: EngageBay Pricing
Insightly Pricing (as of September 2026)
| Plan | Price |
|---|---|
| Plus | $29/mo |
| Professional | $49/mo |
| Enterprise | $99/mo |
Source: Insightly Pricing
Pricing Analysis
EngageBay 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.
EngageBay offers 4 pricing tiers compared to Insightly's 3, giving you more granularity as you scale.
EngageBay includes a free tier, letting you test the platform before committing financially.
Features Breakdown
- Email Marketing
- Landing Page Builder
- Lead Scoring
- Marketing Automation
- Service Automation
- Live Chat
- 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
EngageBay Key Features
- Email Marketing
- Landing Page Builder
- Lead Scoring
- Marketing Automation
- Service Automation
- Live Chat
- Helpdesk
- Custom Reporting
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 EngageBay
- Email Marketing
- Landing Page Builder
- Lead Scoring
- Marketing Automation
- Service Automation
- Live Chat
- Helpdesk
- Custom Reporting
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
EngageBay Integrations
EngageBay connects with: Zapier, Shopify, Xero, SendGrid, Mandrill, Stripe, Slack, Twilio, WooCommerce, Google Meet.
Insightly Integrations
Insightly connects with: Slack, Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, ZoomInfo.
Shared Integrations
Both tools integrate with: Shopify, Xero, Slack.
Integrations listed only by EngageBay: Zapier, SendGrid, Mandrill, Stripe, Twilio, WooCommerce, Google Meet.
Integrations listed only by Insightly: Gmail, QuickBooks Online, Jira, Asana, Calendly, DocuSign, ZoomInfo.
Use Case Recommendations
Best Fit for EngageBay
- Budget-conscious teams looking for an affordable CRM platform
- Teams that want to start free and scale up as needs grow
- Sales teams tracking deals from first touch to close
- Managers who need pipeline visibility and forecasting
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 | EngageBay | Insightly |
|---|---|---|
| Starting Price | Free | $29/mo |
| Top Tier Price | $119.99/mo | $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
EngageBay and Insightly both serve the customer relationship management and sales pipeline tracking market. EngageBay 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 EngageBay and Insightly for current information.
Frequently asked questions.
Frequently asked questions- Which is cheaper, EngageBay or Insightly?
- EngageBay is cheaper at the entry level, offering a free plan compared to Insightly's $29/mo Plus plan. At the top tier, though, EngageBay's Pro plan costs $119.99/mo, more than Insightly's Enterprise plan at $99/mo, so the cheaper option depends on which tier you need.
- What features does EngageBay offer that Insightly doesn't list?
- EngageBay lists Email Marketing, Landing Page Builder, Lead Scoring, Marketing Automation, Service Automation, Live Chat, Helpdesk, and Custom Reporting. These are the features EngageBay's own page lists that don't appear under the same wording on Insightly's feature list.
- What features does Insightly offer that EngageBay doesn't list?
- 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 AI Copilot. These appear on Insightly's own feature list but not under the same wording on EngageBay's.
- Do EngageBay and Insightly integrate with the same tools?
- They share three integrations: Shopify, Xero, and Slack. Beyond that, EngageBay uniquely lists Zapier, SendGrid, Mandrill, Stripe, Twilio, WooCommerce, and Google Meet, while Insightly uniquely lists Gmail, QuickBooks Online, Jira, Asana, Calendly, DocuSign, and ZoomInfo.
- Who is EngageBay best suited for compared to Insightly?
- EngageBay is best suited for budget-conscious teams that want to start free and scale up, as well as sales teams tracking deals and managers needing pipeline visibility and forecasting. Insightly suits similar budget-conscious and pipeline-focused teams but is also recommended for growing teams that need 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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