Insightly vs Regie.ai: CRM Platform vs Sales Engagement Platform Comparison
Compare Insightly (CRM platform) and Regie.ai (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 built for contact management and pipeline tracking, starting at $29/mo. Regie.ai is a sales engagement platform built for multi-channel outreach and engagement tracking, starting free. They solve different parts of the workflow, so many teams run both rather than choosing one over the other.
Key takeaways
- Insightly's entry plan, Plus, costs $29/mo, while its Professional and Enterprise plans cost $49/mo and $99/mo respectively.
- Regie.ai offers a free tier with 250 one-time credits, and its Pro plan costs $49/mo with 5,000 credits every month.
- Insightly lists features such as lead assignment and routing, opportunity management, workflow automation, and an AI Copilot.
- Regie.ai lists features such as AI Agents for sourcing, ranking, call prep and follow-ups, and Always-On Pipeline with why-now signal tracking.
- Insightly integrates with Slack, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, and ZoomInfo, while Regie.ai integrates with Microsoft Outlook, HubSpot, and LinkedIn, with Gmail shared between both.
Reviewed and updated September 2, 2026
Insightly vs Regie.ai: CRM Platform vs Sales Engagement Platform Comparison
Insightly is a CRM platform; Regie.ai is a sales engagement platform. Whether you need one, the other, or both depends on which part of the workflow you are buying for: customer relationship management and sales pipeline tracking on one side, multi-channel sales outreach and engagement tracking on the other. This guide lays out what each vendor publishes.
The Quick Answer
Insightly is a CRM platform for customer relationship management and sales pipeline tracking; Regie.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 Regie.ai lists ai agents for sourcing, ranking, call prep and follow-ups and relevant messaging trained on your voice and company pitch.
Regie.ai offers a lower entry point at $0/mo compared to Insightly at $29/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 Regie.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.
Regie.ai is Agentic sales workspace (RegieGO) with built-in enrichment, emailing, dialing and workflows, plus multi-channel outreach plays across email, phone and social run from a single chat interface.
The two platforms take different approaches to solving the same core challenge.
Pricing Comparison
Plus
Free
Insightly Pricing (as of September 2026)
| Plan | Price |
|---|---|
| Plus | $29/mo |
| Professional | $49/mo |
| Enterprise | $99/mo |
Source: Insightly Pricing
Regie.ai Pricing (as of September 2026)
| Plan | Price | Contacts |
|---|---|---|
| Free | Free | 250 credits to get started (one-time) |
| Pro | $49/mo | 5,000 credits every month |
| Enterprise | Contact Sales | Volume credits, priced to your team |
Source: Regie.ai Pricing
Pricing Analysis
Regie.ai offers the lower entry point ($0/mo vs $29/mo). Teams watching their budget will appreciate the savings, especially when starting out.
Regie.ai includes a free tier, which is helpful for evaluating the platform without upfront cost.
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 Agents for sourcing, ranking, call prep and follow-ups
- Relevant Messaging trained on your voice and company pitch
- Channel Orchestration across phone, email and social
- Multi-channel outreach plays with an execution timeline
- Built-in enrichment, emailing, dialing and workflows
- Always-On Pipeline with why-now signal tracking
- 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
Regie.ai Key Features
- AI Agents for sourcing, ranking, call prep and follow-ups
- Relevant Messaging trained on your voice and company pitch
- Channel Orchestration across phone, email and social
- Multi-channel outreach plays with an execution timeline
- Built-in enrichment, emailing, dialing and workflows
- Always-On Pipeline with why-now signal tracking
- Website visitor identification
- Lead enrichment with a multi-provider waterfall
- Pre-built plays ready to run
- Sales-Ready AI with pre-baked prompts and automations
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 Regie.ai
- AI Agents for sourcing, ranking, call prep and follow-ups
- Relevant Messaging trained on your voice and company pitch
- Channel Orchestration across phone, email and social
- Multi-channel outreach plays with an execution timeline
- Built-in enrichment, emailing, dialing and workflows
- Always-On Pipeline with why-now signal tracking
- Website visitor identification
- Lead enrichment with a multi-provider waterfall
- Pre-built plays ready to run
- Sales-Ready AI with pre-baked prompts and automations
Integration Ecosystem
Insightly Integrations
Insightly connects with: Slack, Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, ZoomInfo.
Regie.ai Integrations
Regie.ai connects with: Gmail, Microsoft Outlook, HubSpot, LinkedIn.
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 Regie.ai: Microsoft Outlook, HubSpot, LinkedIn.
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 Regie.ai
- Budget-conscious teams looking for an affordable sales engagement platform
- Teams that need a wide feature set (10 capabilities listed)
- Teams that want to start free and scale up as needs grow
- Enterprise buyers who prefer custom pricing and dedicated support
Feature Comparison Summary
| Feature | Insightly | Regie.ai |
|---|---|---|
| Starting Price | $29/mo | Free |
| Top Tier Price | $99/mo | Contact Sales |
| Total Features Listed | 8 | 10 |
| Integrations | 10 | 4 |
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 Regie.ai the multi-channel sales outreach and engagement tracking side. Regie.ai offers a more accessible entry point, 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 Insightly and Regie.ai for current information.
Frequently asked questions.
Frequently asked questions- What is the main difference between Insightly and Regie.ai?
- Insightly is a CRM platform focused on customer relationship management and sales pipeline tracking, while Regie.ai is a sales engagement platform focused on multi-channel sales outreach and engagement tracking. Insightly handles organizing contacts, tracking deals, and forecasting revenue, and Regie.ai handles coordinating outreach across email, phone, and social channels.
- Which is cheaper, Insightly or Regie.ai?
- Regie.ai has the lower entry point at $0/mo with its free tier, compared to Insightly's entry plan, Plus, at $29/mo. Regie.ai's Pro plan costs $49/mo with 5,000 credits every month, and Insightly's Professional plan also costs $49/mo.
- Do Insightly and Regie.ai integrate with each other or share any tools?
- The article does not state that Insightly and Regie.ai integrate with each other directly. The only integration listed as shared between the two platforms is Gmail. Insightly separately connects with tools like Slack, QuickBooks Online, and ZoomInfo, while Regie.ai connects with Microsoft Outlook, HubSpot, and LinkedIn.
- Can I use both Insightly and Regie.ai together?
- Yes, the article notes that many teams run one of each since the two platforms serve different parts of the sales workflow. Insightly manages the CRM side, tracking pipeline data and leads, while Regie.ai runs multi-channel outreach plays across email, phone, and social channels from a single chat interface.
- What kind of company should choose Regie.ai over Insightly?
- A company prioritizing coordinated outreach across email, phone, and social channels should choose Regie.ai, since it is described as an agentic sales workspace with built-in enrichment, emailing, dialing, and workflows. Insightly is better suited for organizing contacts, tracking deals, and forecasting revenue.
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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