Insightly vs Zeliq: CRM Platform vs Sales Engagement Platform Comparison
Compare Insightly (CRM platform) and Zeliq (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 customer relationship management and sales pipeline tracking, while Zeliq is a sales engagement platform for multichannel outreach across email, calls, and social. Insightly's entry plan starts at $29 per month, while Zeliq offers a free Basic plan and a $59 per month Starter tier. Many teams run both tools together.
Key takeaways
- Insightly's Plus plan costs $29 per month, Professional is $49 per month, and Enterprise is $99 per month.
- Zeliq's Basic plan is free and allows importing up to 100 leads per month, while its Starter plan costs $59 per month.
- Insightly lists integrations with 10 tools including Slack, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, and ZoomInfo.
- Zeliq lists integrations with 8 tools including HubSpot, Salesforce, Pipedrive, Aircall, Ringover, Microsoft, and API access.
- Gmail is the only integration listed by both Insightly and Zeliq.
Reviewed and updated September 2, 2026
Insightly vs Zeliq: CRM Platform vs Sales Engagement Platform Comparison
Insightly is a CRM platform; Zeliq 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; Zeliq 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 Zeliq lists multichannel sequences across email, call and social and lead search with basic and advanced filters.
Zeliq 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 Zeliq. 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.
Zeliq is Sales prospecting and engagement platform that combines a lead search and waterfall enrichment hub with multichannel sequences across email, calls and social, plus a connected dialer and CRM sync.
The two platforms take different approaches to solving the same core challenge.
Pricing Comparison
Plus
Basic
Insightly Pricing (as of September 2026)
| Plan | Price |
|---|---|
| Plus | $29/mo |
| Professional | $49/mo |
| Enterprise | $99/mo |
Source: Insightly Pricing
Zeliq Pricing (as of September 2026)
| Plan | Price | Contacts | Emails |
|---|---|---|---|
| Basic | Free | Import up to 100 leads per month | Run 2 active sequences (emails only) |
| Starter | $59/mo | 750 credits / month | 75 phone numbers or 750 emails |
| Custom | Contact Sales | Starts as from 24k credits/user/year | - |
Source: Zeliq Pricing
Pricing Analysis
Zeliq offers the lower entry point ($0/mo vs $29/mo). Teams watching their budget will appreciate the savings, especially when starting out.
Zeliq 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
- Multichannel sequences across email, call and social
- Lead search with basic and advanced filters
- Enrichment Hub with waterfall enrichment
- Chrome extension for enrichment
- Lead engagement scoring
- Dialer connection for calling from the platform
- 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
Zeliq Key Features
- Multichannel sequences across email, call and social
- Lead search with basic and advanced filters
- Enrichment Hub with waterfall enrichment
- Chrome extension for enrichment
- Lead engagement scoring
- Dialer connection for calling from the platform
- Social automation
- SDR and manager cockpits for reporting
- Two-way CRM integration to pull and push records
- Enrichment 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 Zeliq
- Multichannel sequences across email, call and social
- Lead search with basic and advanced filters
- Enrichment Hub with waterfall enrichment
- Chrome extension for enrichment
- Lead engagement scoring
- Dialer connection for calling from the platform
- Social automation
- SDR and manager cockpits for reporting
- Two-way CRM integration to pull and push records
- Enrichment API
Integration Ecosystem
Insightly Integrations
Insightly connects with: Slack, Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, ZoomInfo.
Zeliq Integrations
Zeliq connects with: HubSpot, Salesforce, Pipedrive, Aircall, Ringover, Gmail, Microsoft, API.
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 Zeliq: HubSpot, Salesforce, Pipedrive, Aircall, Ringover, Microsoft, API.
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 Zeliq
- 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 | Zeliq |
|---|---|---|
| Starting Price | $29/mo | Free |
| Top Tier Price | $99/mo | Contact Sales |
| Total Features Listed | 8 | 10 |
| Integrations | 10 | 8 |
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 Zeliq the multi-channel sales outreach and engagement tracking side. Zeliq 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 Zeliq for current information.
Frequently asked questions.
Frequently asked questions- What is the main difference between Insightly and Zeliq?
- Insightly is a CRM platform built for customer relationship management and sales pipeline tracking, with features like lead assignment and opportunity management. Zeliq is a sales engagement platform focused on multichannel outreach across email, calls, and social, with a lead search and enrichment hub. They address different parts of the sales workflow.
- How much does Insightly cost?
- Insightly's Plus plan starts at $29 per month, according to the vendor's own pricing page as of September 2026. Its Professional plan costs $49 per month, and its Enterprise plan costs $99 per month.
- How much does Zeliq cost?
- Zeliq offers a free Basic plan that allows importing up to 100 leads per month and running 2 active email-only sequences. Its Starter plan costs $59 per month and includes 750 credits per month covering 75 phone numbers or 750 emails. A Custom plan is available by contacting sales.
- Do Insightly and Zeliq share the same integrations?
- Mostly no. Insightly lists integrations with Slack, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, and ZoomInfo, while Zeliq lists HubSpot, Salesforce, Pipedrive, Aircall, Ringover, Microsoft, and API access. Gmail is the only integration that appears on both vendors' lists.
- Should I use Insightly and Zeliq together?
- It depends on your workflow needs. Insightly handles customer relationship management and pipeline tracking, while Zeliq handles multichannel sales outreach and engagement tracking. Since they serve different parts of the sales process, many teams use one of each rather than choosing between them.
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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