Freshsales vs Insightly: CRM Platform Comparison

Freshsales vs Insightly: CRM Platform Comparison

Finding the right CRM platform can directly impact your revenue pipeline. Freshsales and Insightly both aim to solve the same core problem (organizing contacts, tracking deals, and forecasting revenue), yet they approach it differently. Let's break down the specifics.

The Quick Answer

By each vendor's own wording, Freshsales lists contact, account, and deal management and built-in email and phone with call recording, 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.

Freshsales offers a lower entry point at $9/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

Freshsales is An AI-powered CRM by Freshworks that combines contact management, deal tracking, and communication tools in one platform. Features Freddy AI for lead scoring, deal insights, and next-best-action recommendations, with built-in phone and email capabilities.

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

$9/moFreshsales entry plan

Growth

$29/moInsightly entry plan

Plus

Freshsales Pricing (as of September 2026)

Source: Freshsales Pricing

Insightly Pricing (as of September 2026)

Source: Insightly Pricing

Pricing Analysis

Freshsales is more affordable at the entry level ($9/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.

Features Breakdown

Freshsales lists

• Contact, account, and deal management
• Built-in email and phone with call recording
• Freddy AI lead scoring and deal insights
• Visual sales pipeline management
• Workflow automation and sequences
• Multiple pipeline support
• 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

Freshsales Key Features

• Contact, account, and deal management
• Built-in email and phone with call recording
• Freddy AI lead scoring and deal insights
• Visual sales pipeline management
• Workflow automation and sequences
• Multiple pipeline support
• Advanced reporting and forecasting
• Territory management and auto-assignment

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 Freshsales

• Contact, account, and deal management
• Built-in email and phone with call recording
• Freddy AI lead scoring and deal insights
• Visual sales pipeline management
• Workflow automation and sequences
• Multiple pipeline support
• Advanced reporting and forecasting
• Territory management and auto-assignment

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

Freshsales Integrations

Freshsales connects with: Freshworks Suite, Gmail, Microsoft Outlook, Slack, Zoom, Zapier, Segment, Shopify.

Insightly Integrations

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

Shared Integrations

Both tools integrate with: Gmail, Slack, Shopify.

Integrations listed only by Freshsales: Freshworks Suite, Microsoft Outlook, Zoom, Zapier, Segment.

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

Use Case Recommendations

Best Fit for Freshsales

• 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

Freshsales and Insightly both serve the customer relationship management and sales pipeline tracking market. Freshsales offers a more accessible entry point at $9/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 Freshsales and Insightly for current information.