Insightly vs Revenue.io: CRM Platform vs Sales Engagement Platform Comparison
Compare Insightly (CRM platform) and Revenue.io (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, while Revenue.io is a Salesforce-native sales engagement platform for dialing, coaching, and multi-channel outreach with custom pricing. They serve different jobs rather than competing directly, so many teams run both together in the same stack.
Key takeaways
- Insightly publishes an entry price of $29/mo for its Plus plan, with Professional at $49/mo and Enterprise at $99/mo.
- Revenue.io uses custom, contact sales pricing across all three of its tiers: Activate, Engage, and Orchestrate.
- Revenue.io's plans are built for Salesforce teams of 15 or more seats.
- Revenue.io lists a Salesforce-native dialer with power, preview, and auto dialing modes, plus local presence dialing in over 40 countries.
- Insightly and Revenue.io share only one listed integration, Gmail, while Insightly separately integrates with tools like Slack, QuickBooks Online, and DocuSign, and Revenue.io integrates with Salesforce, HubSpot, and Zoom.
Reviewed and updated September 2, 2026
Insightly vs Revenue.io: CRM Platform vs Sales Engagement Platform Comparison
Insightly (CRM platform) and Revenue.io (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; Revenue.io 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 Revenue.io lists salesforce-native dialer with auto-logged calls and power, preview and auto dialing modes.
Insightly publishes an entry price of $29/mo; Revenue.io 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 Revenue.io. 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.
Revenue.io is Salesforce-native revenue platform that combines dialing, real-time coaching, conversation intelligence and guided-selling cadences across call, email and SMS, with every interaction logged in Salesforce.
The two platforms take different approaches to solving the same core challenge.
Pricing Comparison
Plus
Activate
Insightly Pricing (as of September 2026)
| Plan | Price |
|---|---|
| Plus | $29/mo |
| Professional | $49/mo |
| Enterprise | $99/mo |
Source: Insightly Pricing
Revenue.io Pricing (as of September 2026)
| Plan | Price | Contacts |
|---|---|---|
| Activate | Contact Sales | Built for Salesforce teams of 15+ seats |
| Engage | Contact Sales | Built for Salesforce teams of 15+ seats |
| Orchestrate | Contact Sales | Built for Salesforce teams of 15+ seats |
Source: Revenue.io 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.
Features Breakdown
- Lead and contact management
- Lead assignment and routing
- Opportunity management
- Customizable sales processes
- Workflow automation
- Project management
- and 2 more listed below
- Salesforce-native dialer with auto-logged calls
- Power, preview and auto dialing modes
- Local presence dialing in 40+ countries
- Moments real-time call guidance with battlecards and objection cues
- Live listen, whisper and call monitoring
- Guided Selling cadences
- 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
Revenue.io Key Features
- Salesforce-native dialer with auto-logged calls
- Power, preview and auto dialing modes
- Local presence dialing in 40+ countries
- Moments real-time call guidance with battlecards and objection cues
- Live listen, whisper and call monitoring
- Guided Selling cadences
- Email and SMS sequencing
- AI-assisted email drafting
- Conversation intelligence with talk metrics and sentiment analysis
- Deal Health Scores and Revenue Intelligence dashboards
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 Revenue.io
- Salesforce-native dialer with auto-logged calls
- Power, preview and auto dialing modes
- Local presence dialing in 40+ countries
- Moments real-time call guidance with battlecards and objection cues
- Live listen, whisper and call monitoring
- Guided Selling cadences
- Email and SMS sequencing
- AI-assisted email drafting
- Conversation intelligence with talk metrics and sentiment analysis
- Deal Health Scores and Revenue Intelligence dashboards
Integration Ecosystem
Insightly Integrations
Insightly connects with: Slack, Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, ZoomInfo.
Revenue.io Integrations
Revenue.io connects with: Salesforce, HubSpot, Microsoft Teams, Microsoft Outlook, Zoom, Gmail, Google Meet, Google Calendar, 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 Revenue.io: Salesforce, HubSpot, Microsoft Teams, Microsoft Outlook, Zoom, Google Meet, Google Calendar, 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 Revenue.io
- 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 | Revenue.io |
|---|---|---|
| Starting Price | $29/mo | Contact Sales |
| Top Tier Price | $99/mo | Contact Sales |
| Total Features Listed | 8 | 10 |
| Integrations | 10 | 9 |
| Founded | N/A | 2012 |
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 Revenue.io the multi-channel sales outreach and engagement tracking side. Insightly publishes an entry price of $29/mo, while Revenue.io 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 Revenue.io for current information.
Frequently asked questions.
Frequently asked questions- What is the main difference between Insightly and Revenue.io?
- Insightly is a CRM platform focused on customer relationship management and sales pipeline tracking, while Revenue.io is a sales engagement platform focused on multi-channel outreach and engagement tracking. Insightly lists features like lead and contact management, while Revenue.io lists a Salesforce-native dialer and call coaching tools.
- How much does Insightly cost compared to Revenue.io?
- Insightly publishes clear pricing with a Plus plan at $29/mo, Professional at $49/mo, and Enterprise at $99/mo. Revenue.io does not publish pricing and instead uses custom, contact-sales pricing across all its tiers, which are built for Salesforce teams of 15 or more seats, so direct price comparison is not possible.
- Can Insightly and Revenue.io be used together?
- Yes, many teams run both platforms together since they serve different jobs in the stack. Insightly handles CRM functions like contact organization and deal tracking, while Revenue.io handles outreach coordination across email, phone, and social channels, and the two share a Gmail integration.
- What integrations does Revenue.io support?
- Revenue.io connects with Salesforce, HubSpot, Microsoft Teams, Microsoft Outlook, Zoom, Gmail, Google Meet, Google Calendar, and LinkedIn. Of these, only Gmail is also listed as an Insightly integration, since Insightly's other integrations include Slack, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, and ZoomInfo.
- Is Insightly better for CRM needs than Revenue.io?
- Insightly is built specifically for organizing contacts, tracking deals, and forecasting revenue, which makes it the better fit for core CRM needs. Revenue.io is built for coordinating outreach across email, phone, and social channels rather than for CRM functions, so the two tools address different priorities.
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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