Insightly vs PersistIQ: CRM Platform vs Sales Engagement Platform Comparison
Compare Insightly (CRM platform) and PersistIQ (sales engagement platform) side by side. See pricing, features, and integrations to decide which one, or both, your stack needs.
Insightly is a CRM platform for pipeline tracking and forecasting, starting at $29/mo, while PersistIQ is a sales engagement platform for multi-channel outreach with custom pricing only. Insightly suits teams organizing contacts and deals, PersistIQ suits teams coordinating email, phone, and social outreach. Many teams run both together rather than choosing one.
Key takeaways
- Insightly's entry plan costs $29/mo, with Professional at $49/mo and Enterprise at $99/mo.
- PersistIQ uses custom pricing across all plans, requiring buyers to contact sales for a quote.
- Insightly integrates with 10 tools including Slack, QuickBooks Online, and ZoomInfo, while PersistIQ integrates with 7 tools including Salesforce and HubSpot.
- Both platforms list 8 features on their own pages, and Gmail is the only integration both tools share.
- PersistIQ offers a 14-day free trial, a feature not listed by Insightly.
Reviewed and updated September 2, 2026
Insightly vs PersistIQ: CRM Platform vs Sales Engagement Platform Comparison
Insightly (CRM platform) and PersistIQ (sales engagement platform) sit next to each other in many outbound stacks. They are not substitutes for each other on every job, so this comparison covers pricing, features, and integrations for each and points out where the two meet.
The Quick Answer
Insightly is a CRM platform for customer relationship management and sales pipeline tracking; PersistIQ 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 PersistIQ lists multi-channel sales outreach and prospecting.
Insightly publishes an entry price of $29/mo; PersistIQ uses custom pricing, so the two cannot be compared on list price.
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 PersistIQ. 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.
PersistIQ is Sales engagement platform for small teams that builds prospect lists, automates personalized email, call and task sequences, and syncs activity with a CRM.
The two platforms take different approaches to solving the same core challenge.
Pricing Comparison
Plus
All plans
Insightly Pricing (as of September 2026)
| Plan | Price |
|---|---|
| Plus | $29/mo |
| Professional | $49/mo |
| Enterprise | $99/mo |
Source: Insightly Pricing
PersistIQ Pricing (as of September 2026)
| Plan | Price |
|---|---|
| All plans | Contact Sales |
Source: PersistIQ 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 PersistIQ's 1, giving you more granularity as you scale.
Features Breakdown
- Lead and contact management
- Lead assignment and routing
- Opportunity management
- Customizable sales processes
- Workflow automation
- Project management
- and 2 more listed below
- Multi-channel Sales Outreach
- Prospecting
- Sales Email AI
- Chrome Extension
- A/B test
- Reporting
- and 2 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
PersistIQ Key Features
- Multi-channel Sales Outreach
- Prospecting
- Sales Email AI
- Chrome Extension
- A/B test
- Reporting
- CRM Integrations
- 14-day free trial
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 PersistIQ
- Multi-channel Sales Outreach
- Prospecting
- Sales Email AI
- Chrome Extension
- A/B test
- Reporting
- CRM Integrations
- 14-day free trial
Integration Ecosystem
Insightly Integrations
Insightly connects with: Slack, Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, ZoomInfo.
PersistIQ Integrations
PersistIQ connects with: Salesforce, Copper, Pipedrive, HubSpot, Gmail, Outlook, Zapier.
Shared Integrations
Both tools integrate with: Gmail.
Integrations listed only by Insightly: Slack, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, ZoomInfo.
Integrations listed only by PersistIQ: Salesforce, Copper, Pipedrive, HubSpot, Outlook, Zapier.
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 PersistIQ
- Enterprise buyers who prefer custom pricing and dedicated support
- SDR teams running multi-channel outreach sequences
- Sales managers tracking team engagement metrics
- Revenue teams coordinating email, phone, and social touches
Feature Comparison Summary
| Feature | Insightly | PersistIQ |
|---|---|---|
| Starting Price | $29/mo | Contact Sales |
| Top Tier Price | $99/mo | Contact Sales |
| Total Features Listed | 8 | 8 |
| Integrations | 10 | 7 |
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 PersistIQ the multi-channel sales outreach and engagement tracking side. Insightly publishes an entry price of $29/mo, while PersistIQ 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 Insightly and PersistIQ for current information.
Frequently asked questions.
Frequently asked questions- What's the main difference between Insightly and PersistIQ?
- Insightly is a CRM platform built for customer relationship management and sales pipeline tracking, while PersistIQ is a sales engagement platform built for multi-channel outreach and prospecting. Insightly focuses on organizing contacts and forecasting revenue, whereas PersistIQ focuses on coordinating email, call, and social outreach sequences.
- How much does Insightly cost compared to PersistIQ?
- Insightly publishes three pricing tiers: Plus at $29/mo, Professional at $49/mo, and Enterprise at $99/mo. PersistIQ does not publish pricing and instead requires buyers to contact sales for a custom quote across all its plans, so the two cannot be compared directly on list price.
- Which integrations do Insightly and PersistIQ support?
- Insightly connects with 10 tools including Slack, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, and ZoomInfo. PersistIQ connects with 7 tools including Salesforce, Copper, Pipedrive, HubSpot, Outlook, and Zapier. Gmail is the only integration both platforms share.
- Can Insightly and PersistIQ be used together?
- Yes, the article notes many teams run both platforms since they solve different parts of the sales process. Insightly handles pipeline tracking and forecasting, while PersistIQ handles multi-channel outreach and engagement tracking, so they complement rather than replace each other in an outbound stack.
- Who is PersistIQ best suited for?
- PersistIQ best suits enterprise buyers who prefer custom pricing and dedicated support, SDR teams running multi-channel outreach sequences, sales managers tracking team engagement metrics, and revenue teams coordinating email, phone, and social touches.
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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