Tool Comparisons

    Groove by Clari vs Insightly: Sales Engagement Platform vs CRM Platform Comparison

    Compare Groove by Clari (sales engagement platform) and Insightly (CRM platform) side by side. See pricing, features, and integrations to decide which one, or both, your stack needs.

    Editorial illustration for Groove by Clari vs Insightly
    September 1, 2026Updated September 2, 20266 min read
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    The short answer

    Compare Groove by Clari (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

    Groove by Clari vs Insightly: Sales Engagement Platform vs CRM Platform Comparison

    Sales teams building an outbound stack often weigh Groove by Clari, a sales engagement platform for multi-channel sales outreach and engagement tracking, against Insightly, a CRM platform for customer relationship management and sales pipeline tracking. They cover different parts of the workflow, so this comparison covers what each one does, what each one costs, and where they overlap.

    The Quick Answer

    Groove by Clari 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, Groove by Clari lists deep salesforce integration and multi-channel engagement flows, and Insightly lists lead and contact management and lead assignment and routing.

    Insightly publishes an entry price of $29/mo; Groove by Clari uses custom pricing, so the two cannot be compared on list price.

    If your priority is coordinating outreach across email, phone, and social channels, Groove by Clari 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

    Groove by Clari is Salesforce-native sales engagement platform (now part of Clari) that automates email sequences, logging, and analytics while keeping all activity data natively in Salesforce.

    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

    Contact SalesGroove by Clari entry plan

    Groove

    $29/moInsightly entry plan

    Plus

    Entry pricing for Groove by Clari and Insightly, as published on each vendor's own pricing page.

    Groove by Clari Pricing (as of September 2026)

    PlanPrice
    GrooveContact Sales

    Source: Groove by Clari Pricing

    Insightly Pricing (as of September 2026)

    PlanPrice
    Plus$29/mo
    Professional$49/mo
    Enterprise$99/mo

    Source: Insightly Pricing

    Pricing Analysis

    One or both platforms use custom or contact-based pricing for some tiers. Reach out to their sales teams for exact quotes based on your usage needs.

    Insightly offers 3 pricing tiers compared to Groove by Clari's 1, giving you more granularity as you scale.

    Features Breakdown

    Groove by Clari lists
    • Deep Salesforce integration
    • Multi-channel engagement flows
    • Auto-logging of all activities to Salesforce
    • Email tracking with open and click analytics
    • Dialer with call logging and recording
    • Meeting scheduler with calendar integration
    • and 4 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
    What Groove by Clari and Insightly each list on their own pages. The split is by exact wording, so a capability both offer can appear on both sides under different names.

    Groove by Clari Key Features

    • Deep Salesforce integration
    • Multi-channel engagement flows
    • Auto-logging of all activities to Salesforce
    • Email tracking with open and click analytics
    • Dialer with call logging and recording
    • Meeting scheduler with calendar integration
    • Analytics dashboards for sequence performance
    • Template and snippet management
    • Revenue intelligence (via Clari platform)
    • Account-based engagement workflows

    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 Groove by Clari

    • Deep Salesforce integration
    • Multi-channel engagement flows
    • Auto-logging of all activities to Salesforce
    • Email tracking with open and click analytics
    • Dialer with call logging and recording
    • Meeting scheduler with calendar integration
    • Analytics dashboards for sequence performance
    • Template and snippet management
    • Revenue intelligence (via Clari platform)
    • Account-based engagement workflows

    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

    Groove by Clari Integrations

    Groove by Clari connects with: Salesforce, Gmail, Microsoft Outlook, Microsoft 365, Google Calendar, LinkedIn Sales Navigator, Clari, Zoom, Slack.

    Insightly Integrations

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

    Shared Integrations

    Both tools integrate with: Gmail, Slack.

    Integrations listed only by Groove by Clari: Salesforce, Microsoft Outlook, Microsoft 365, Google Calendar, LinkedIn Sales Navigator, Clari, Zoom.

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

    Use Case Recommendations

    Best Fit for Groove by Clari

    • Teams that need a wide feature set (10 capabilities listed)
    • Enterprise buyers who prefer custom pricing and dedicated support
    • SDR teams running multi-channel outreach sequences
    • Sales managers tracking team engagement metrics

    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

    FeatureGroove by ClariInsightly
    Starting PriceContact Sales$29/mo
    Top Tier PriceContact Sales$99/mo
    Total Features Listed108
    Integrations910
    Founded2014N/A

    Getting Started Checklist

    1. Define your multi-channel sales outreach and engagement tracking and customer relationship management and sales pipeline tracking requirements and monthly budget
    2. Estimate your expected sequences and engagement actions and 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

    Groove by Clari 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 publishes an entry price of $29/mo, while Groove by Clari uses custom pricing for its plans, so compare on features and on the quote you receive. 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 Groove by Clari and Insightly for current information.

    Groove by ClariInsightlySales Engagement PlatformCRM PlatformComparisonsales-engagementcrm
    Byline

    About the author.

    Tim Carden

    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

    Connect on LinkedIn →
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