Insightly vs Maximizer: CRM Platform Comparison
Compare Insightly and Maximizer side by side. See pricing, features, and integrations to choose the right CRM platform for your needs.
Insightly is the more affordable CRM starting at $29 per month with Plus, Professional, and Enterprise tiers, while Maximizer starts at $65 per month across five tiers including Core, Business, Business+, and Enterprise. Insightly suits budget-conscious sales teams needing pipeline tracking, while Maximizer suits teams wanting a wider feature set and AI-powered insights.
Key takeaways
- Insightly's entry plan (Plus) costs $29/mo, while Maximizer's entry plan (Core) costs $65/mo.
- Insightly offers three pricing tiers (Plus, Professional, Enterprise), while Maximizer offers five tiers (Core, Business, Business+, Enterprise, On-Premise).
- Both Insightly and Maximizer integrate with Shopify, Calendly, and DocuSign.
- Insightly lists AI Copilot as a feature, while Maximizer lists AI-powered insights and deal coaching.
- Maximizer offers a financial services edition for wealth, insurance, and financial advisory teams, plus both cloud and on-premise deployment.
Reviewed and updated September 4, 2026
Insightly vs Maximizer: CRM Platform Comparison
If you are comparing customer relationship management and sales pipeline tracking tools, Insightly and Maximizer will likely both appear on your radar. They share some surface-level similarities, but the details reveal important differences in pricing, capability, and target audience.
The Quick Answer
By each vendor's own wording, Insightly lists lead and contact management and lead assignment and routing, while Maximizer lists contact management and tasks and reminders. A capability both offer can appear under different names, so read both feature lists below.
Insightly offers a lower entry point at $29/mo compared to Maximizer at $65/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
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.
Maximizer is Maximizer is a customizable CRM with AI-powered insights, sold in an all-industries edition and a financial services edition for wealth, insurance and financial advisory teams. It is made in Canada and offers cloud and on-premise deployment.
Both platforms offer workflow automation. Where they diverge is in their approach to pricing tiers and advanced capabilities.
Pricing Comparison
Plus
Core
Insightly Pricing (as of September 2026)
| Plan | Price |
|---|---|
| Plus | $29/mo |
| Professional | $49/mo |
| Enterprise | $99/mo |
Source: Insightly Pricing
Maximizer Pricing (as of September 2026)
| Plan | Price |
|---|---|
| Core | $65/mo |
| Business | $79/mo |
| Business + | $89/mo |
| Enterprise | Contact Sales |
| On-Premise | Contact Sales |
Source: Maximizer Pricing
Pricing Analysis
Insightly is more affordable at the entry level ($29/mo vs $65/mo). For teams with tight budgets or those just getting started with customer relationship management and sales pipeline tracking, this price difference matters.
Maximizer offers 5 pricing tiers compared to Insightly's 3, giving you more granularity as you scale.
Features Breakdown
- Lead and contact management
- Lead assignment and routing
- Opportunity management
- Customizable sales processes
- Project management
- Advanced reports and pre-built business dashboards
- and 1 more listed below
- Workflow automation
- Contact management
- Tasks and reminders
- Interaction tracking
- Mobile app
- Work directly from Outlook
- Opportunity management on Kanban boards
- and 5 more listed below
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
Maximizer Key Features
- Contact management
- Tasks and reminders
- Interaction tracking
- Mobile app
- Work directly from Outlook
- Opportunity management on Kanban boards
- Sales pipeline and funnel visualization
- Custom dashboards
- Real-time reporting and analytics
- AI-powered insights
- Workflow automation
- Deal coaching
Shared Capabilities
Both Insightly and Maximizer include:
- Workflow automation
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 Insightly
- Lead and contact management
- Lead assignment and routing
- Opportunity management
- Customizable sales processes
- Project management
- Advanced reports and pre-built business dashboards
- AI Copilot
Listed only by Maximizer
- Contact management
- Tasks and reminders
- Interaction tracking
- Mobile app
- Work directly from Outlook
- Opportunity management on Kanban boards
- Sales pipeline and funnel visualization
- Custom dashboards
- Real-time reporting and analytics
- AI-powered insights
- Deal coaching
Integration Ecosystem
Insightly Integrations
Insightly connects with: Slack, Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, ZoomInfo.
Maximizer Integrations
Maximizer connects with: DocuSign, Mailchimp, Microsoft Outlook, Microsoft Teams, SendGrid, Twilio, Zapier, BigCommerce, Shopify, WooCommerce, QuickBooks, QuoteWerks, Calendly, Chili Piper, Drift.
Shared Integrations
Both tools integrate with: Shopify, Calendly, DocuSign.
Integrations listed only by Insightly: Slack, Gmail, QuickBooks Online, Xero, Jira, Asana, ZoomInfo.
Integrations listed only by Maximizer: Mailchimp, Microsoft Outlook, Microsoft Teams, SendGrid, Twilio, Zapier, BigCommerce, WooCommerce, QuickBooks, QuoteWerks, Chili Piper, Drift.
Use Case Recommendations
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
Best Fit for Maximizer
- Teams that need a wide feature set (12 capabilities listed)
- Organizations with complex tech stacks needing broad integration support (15 integrations)
- Enterprise buyers who prefer custom pricing and dedicated support
Feature Comparison Summary
| Feature | Insightly | Maximizer |
|---|---|---|
| Starting Price | $29/mo | $65/mo |
| Top Tier Price | $99/mo | Contact Sales |
| Total Features Listed | 8 | 12 |
| Integrations | 10 | 15 |
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
Insightly and Maximizer both serve the customer relationship management and sales pipeline tracking market. Insightly offers a more accessible entry point at $29/mo, while Maximizer starts at $65/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 Insightly and Maximizer for current information.
Frequently asked questions.
Frequently asked questions- What is the price difference between Insightly and Maximizer?
- Insightly's entry-level Plus plan costs $29/mo, while Maximizer's entry-level Core plan costs $65/mo. Insightly is more affordable at the entry level, which matters for teams with tight budgets or those just starting with customer relationship management and sales pipeline tracking.
- Which CRM has more pricing tiers?
- Maximizer offers five pricing tiers, Core, Business, Business+, Enterprise, and On-Premise, while Insightly offers three, Plus, Professional, and Enterprise. Maximizer's greater number of tiers gives more granularity as a team scales.
- Do Insightly and Maximizer integrate with the same tools?
- They share only three listed integrations: Shopify, Calendly, and DocuSign. Insightly separately connects with Slack, Gmail, QuickBooks Online, Xero, Jira, Asana, and ZoomInfo, while Maximizer separately connects with Mailchimp, Microsoft Outlook, Microsoft Teams, SendGrid, Twilio, Zapier, BigCommerce, WooCommerce, QuickBooks, QuoteWerks, Chili Piper, and Drift.
- Which CRM is better for financial services teams?
- Maximizer is positioned for this use case since it is sold in a dedicated financial services edition for wealth, insurance, and financial advisory teams, in addition to its all-industries edition. It also offers both cloud and on-premise deployment options.
- Which CRM is best for budget-conscious teams?
- Insightly is recommended for budget-conscious teams looking for an affordable CRM platform, according to the article's use case guidance. It starts at $29/mo, compared to Maximizer's starting price of $65/mo.
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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