Insightly vs Overloop AI: CRM Platform vs Sales Engagement Platform Comparison
Compare Insightly (CRM platform) and Overloop AI (sales engagement platform) side by side. See pricing, features, and integrations to decide which one, or both, your stack needs.
Compare Insightly (CRM platform) and Overloop AI (sales engagement platform) side by side. See pricing, features, and integrations to decide which one, or both, your stack needs.
Reviewed and updated September 2, 2026
Insightly vs Overloop AI: CRM Platform vs Sales Engagement Platform Comparison
Sales teams building an outbound stack often weigh Insightly, a CRM platform for customer relationship management and sales pipeline tracking, against Overloop AI, a sales engagement platform for multi-channel sales outreach and engagement 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
Insightly is a CRM platform for customer relationship management and sales pipeline tracking; Overloop AI is a sales engagement platform for multi-channel sales outreach and engagement tracking. By each vendor's own wording, Insightly lists lead and contact management and lead assignment and routing, and Overloop AI lists ai-powered campaigns and 450m+ prospects database.
Insightly offers a lower entry point at $29/mo compared to Overloop AI at $69/mo.
If your priority is organizing contacts, tracking deals, and forecasting revenue, Insightly is the one built for it; for coordinating outreach across email, phone, and social channels, that is Overloop AI. Many teams run one of each.
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.
Overloop AI is Sales prospecting platform that finds verified B2B contacts and runs personalized email and social outreach campaigns. Includes a 450M+ B2B contact database, an email finder and verifier, and AI-written campaigns and follow-ups.
The two platforms take different approaches to solving the same core challenge.
Pricing Comparison
Plus
Starter
Insightly Pricing (as of September 2026)
| Plan | Price |
|---|---|
| Plus | $29/mo |
| Professional | $49/mo |
| Enterprise | $99/mo |
Source: Insightly Pricing
Overloop AI Pricing (as of September 2026)
| Plan | Price | Contacts | Emails |
|---|---|---|---|
| Starter | $69/mo | 250 credits per month per user | 1 email account per user; 3 campaigns |
| Growth | $99/mo | 500 credits per month per user | 3 email accounts per user; 10 campaigns |
| Enterprise | Contact Sales | 1,000 credits per month per user | Unlimited email accounts; Unlimited campaigns |
Source: Overloop AI Pricing
Pricing Analysis
Insightly is more affordable at the entry level ($29/mo vs $69/mo). For teams with tight budgets or those just getting started with customer relationship management and sales pipeline tracking and multi-channel sales outreach and engagement tracking, this price difference matters.
Features Breakdown
- Lead and contact management
- Lead assignment and routing
- Opportunity management
- Customizable sales processes
- Workflow automation
- Project management
- and 2 more listed below
- AI-powered campaigns
- 450M+ prospects database
- Verified Email Addresses
- Smart multichannel campaigns (Email + social)
- AI-powered Outreach Followups
- Email Finder & Verifier
- and 4 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
Overloop AI Key Features
- AI-powered campaigns
- 450M+ prospects database
- Verified Email Addresses
- Smart multichannel campaigns (Email + social)
- AI-powered Outreach Followups
- Email Finder & Verifier
- Chrome Extension for LinkedIn
- Conversations Inbox
- Email Warmup
- REST API
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
- Workflow automation
- Project management
- Advanced reports and pre-built business dashboards
- AI Copilot
Listed only by Overloop AI
- AI-powered campaigns
- 450M+ prospects database
- Verified Email Addresses
- Smart multichannel campaigns (Email + social)
- AI-powered Outreach Followups
- Email Finder & Verifier
- Chrome Extension for LinkedIn
- Conversations Inbox
- Email Warmup
- REST API
Integration Ecosystem
Insightly Integrations
Insightly connects with: Slack, Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, ZoomInfo.
Overloop AI Integrations
Overloop AI connects with: HubSpot, Salesforce, Pipedrive, Zapier, Slack, Calendly, Gmail, Outlook.
Shared Integrations
Both tools integrate with: Slack, Gmail, Calendly.
Integrations listed only by Insightly: QuickBooks Online, Xero, Shopify, Jira, Asana, DocuSign, ZoomInfo.
Integrations listed only by Overloop AI: HubSpot, Salesforce, Pipedrive, Zapier, Outlook.
Use Case Recommendations
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
Best Fit for Overloop AI
- 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
Feature Comparison Summary
| Feature | Insightly | Overloop AI |
|---|---|---|
| Starting Price | $29/mo | $69/mo |
| Top Tier Price | $99/mo | Contact Sales |
| Total Features Listed | 8 | 10 |
| Integrations | 10 | 8 |
| Founded | N/A | 2015 |
Getting Started Checklist
- Define your customer relationship management and sales pipeline tracking and multi-channel sales outreach and engagement tracking requirements and monthly budget
- Estimate your expected contacts and deals and sequences and engagement actions 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 serves the customer relationship management and sales pipeline tracking side of an outbound stack and Overloop AI the multi-channel sales outreach and engagement tracking side. Insightly offers a more accessible entry point at $29/mo, while Overloop AI starts at $69/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 Overloop AI 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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