Insightly vs Salesgear: CRM Platform vs Sales Engagement Platform Comparison
Compare Insightly (CRM platform) and Salesgear (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 Salesgear (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 Salesgear: CRM Platform vs Sales Engagement Platform Comparison
Insightly (CRM platform) and Salesgear (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; Salesgear 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 Salesgear lists multi-channel outreach across email, linkedin and calls and sequencer.
Salesgear 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 Salesgear. 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.
Salesgear is Outbound sales platform that pairs a B2B contact database and per-prospect deep research with multi-channel engagement across email, LinkedIn and calls, plus sequencing, a dialer and CRM sync.
The two platforms take different approaches to solving the same core challenge.
Pricing Comparison
Plus
Free (Outreach)
Insightly Pricing (as of September 2026)
| Plan | Price |
|---|---|
| Plus | $29/mo |
| Professional | $49/mo |
| Enterprise | $99/mo |
Source: Insightly Pricing
Salesgear Pricing (as of September 2026)
| Plan | Price | Contacts |
|---|---|---|
| Free (Outreach) | Free | 100 email credits per month |
| Basic (Outreach) | $49/mo | 500 email credits per month |
| Pro (Outreach) | $99/mo | 2,000 email credits per month |
| Custom (Outreach) | Contact Sales | 10,000 email credits per month |
Source: Salesgear Pricing
Pricing Analysis
Salesgear offers the lower entry point ($0/mo vs $29/mo). Teams watching their budget will appreciate the savings, especially when starting out.
Salesgear offers 4 pricing tiers compared to Insightly's 3, giving you more granularity as you scale.
Salesgear 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
- Multi-channel outreach across email, LinkedIn and calls
- Sequencer
- B2B contact database
- Deep research across 100+ sources per account
- AI writing assistant
- Sales dialer
- 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
Salesgear Key Features
- Multi-channel outreach across email, LinkedIn and calls
- Sequencer
- B2B contact database
- Deep research across 100+ sources per account
- AI writing assistant
- Sales dialer
- Meeting scheduler
- Website visitor tracker
- Email warming and domain health center
- Reports and analytics
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 Salesgear
- Multi-channel outreach across email, LinkedIn and calls
- Sequencer
- B2B contact database
- Deep research across 100+ sources per account
- AI writing assistant
- Sales dialer
- Meeting scheduler
- Website visitor tracker
- Email warming and domain health center
- Reports and analytics
Integration Ecosystem
Insightly Integrations
Insightly connects with: Slack, Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, ZoomInfo.
Salesgear Integrations
Salesgear connects with: Salesforce, HubSpot, Pipedrive, Zoho, Zapier, Gmail, Office 365, SMTP.
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 Salesgear: Salesforce, HubSpot, Pipedrive, Zoho, Zapier, Office 365, SMTP.
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 Salesgear
- 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 | Salesgear |
|---|---|---|
| Starting Price | $29/mo | Free |
| Top Tier Price | $99/mo | Contact Sales |
| Total Features Listed | 8 | 10 |
| Integrations | 10 | 8 |
| Founded | N/A | 2020 |
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 Salesgear the multi-channel sales outreach and engagement tracking side. Salesgear 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 Salesgear 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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