TrustRadius: an HG Insights company

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Close CRM

    Score9.9 out of 10
    N/AClose.io is a customer relationship management (CRM) software with call management and sales workflow automation capabilities.

    $19

    per month includes 1 user

    Insightly

    Score7.4 out of 10
    N/AInsightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.

    $348

    per year per user

    Pricing
    Close CRMInsightly
    Editions & Modules
    Solo
    $9
    per month (paid annually) per user
    Essentials
    $35
    per month (paid annually) per user
    Growth
    $99
    per month (paid annually) per user
    Scale
    $139
    per month (paid annually) per user
    Plus
    $29
    per month (billed annually) per user
    Professional
    $49
    per month (billed annually) per user
    Enterprise
    $99
    per month (billed annually) per user
    Offerings
    Pricing Offerings
    Close CRMInsightly
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeOptionalNo setup fee
    Additional DetailsThe pricing listed here reflects up to a 35% discount for paying annually. Monthly billing is available at of $19 per user for the Solo plan (only 1 user allowed), $49 per user for the Essentials plan, $109 per user for the Growth plan, and $149 per user for the Scale plan.—
    More Pricing Information
    Features
    Close CRMInsightly
    Sales Force Automation
    Comparison of Sales Force Automation features of Close CRM and Insightly
    Feature
    Close CRM
    8.9
    8 Ratings
    Insightly
    7.3
    400 Ratings
    Customer data management / contact management8.08 Ratings8.6383 Ratings
    Workflow management7.78 Ratings6.6351 Ratings
    Territory management8.01 Ratings6.874 Ratings
    Opportunity management10.06 Ratings8.7349 Ratings
    Integration with email client (e.g., Outlook or Gmail)9.38 Ratings6.7357 Ratings
    Contract management10.01 Ratings6.521 Ratings
    Interaction tracking8.38 Ratings5.7312 Ratings
    Channel / partner relationship management9.73 Ratings7.724 Ratings
    Quote & order management00 Ratings8.364 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Close CRM and Insightly
    Feature
    Close CRM
    8.5
    6 Ratings
    Insightly
    7.1
    13 Ratings
    Case management8.03 Ratings7.011 Ratings
    Call center management7.45 Ratings7.28 Ratings
    Help desk management10.02 Ratings7.19 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Close CRM and Insightly
    Feature
    Close CRM
    9.0
    6 Ratings
    Insightly
    4.9
    312 Ratings
    Lead management8.76 Ratings5.3298 Ratings
    Email marketing9.35 Ratings4.4245 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Close CRM and Insightly
    Feature
    Close CRM
    7.9
    6 Ratings
    Insightly
    6.2
    385 Ratings
    Task management8.35 Ratings6.3374 Ratings
    Billing and invoicing management10.01 Ratings6.039 Ratings
    Reporting5.45 Ratings6.4321 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Close CRM and Insightly
    Feature
    Close CRM
    7.5
    6 Ratings
    Insightly
    7.5
    343 Ratings
    Forecasting10.01 Ratings7.092 Ratings
    Pipeline visualization8.06 Ratings8.0321 Ratings
    Customizable reports4.44 Ratings7.5307 Ratings
    Customization
    Comparison of Customization features of Close CRM and Insightly
    Feature
    Close CRM
    8.6
    8 Ratings
    Insightly
    6.2
    345 Ratings
    Custom fields10.07 Ratings6.4344 Ratings
    Custom objects10.02 Ratings6.1105 Ratings
    Scripting environment8.03 Ratings6.86 Ratings
    API for custom integration6.47 Ratings5.5178 Ratings
    Security
    Comparison of Security features of Close CRM and Insightly
    Feature
    Close CRM
    8.0
    8 Ratings
    Insightly
    8.0
    295 Ratings
    Single sign-on capability8.03 Ratings7.8262 Ratings
    Role-based user permissions8.06 Ratings8.2197 Ratings
    Social CRM
    Comparison of Social CRM features of Close CRM and Insightly
    Feature
    Close CRM
    10.0
    1 Ratings
    Insightly
    7.4
    90 Ratings
    Social data10.01 Ratings6.825 Ratings
    Social engagement10.01 Ratings8.078 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Close CRM and Insightly
    Feature
    Close CRM
    6.4
    4 Ratings
    Insightly
    6.0
    146 Ratings
    Marketing automation6.44 Ratings6.9146 Ratings
    Compensation management00 Ratings5.14 Ratings
    Platform
    Comparison of Platform features of Close CRM and Insightly
    Feature
    Close CRM
    10.0
    1 Ratings
    Insightly
    4.7
    310 Ratings
    Mobile access10.01 Ratings4.7310 Ratings
    User Ratings
    Close CRMInsightly
    Likelihood to Recommend
    9.3
    (8 ratings)
    7.1
    (420 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    9.2
    (33 ratings)
    Usability
    8.7
    (3 ratings)
    7.4
    (156 ratings)
    Availability
    -
    (0 ratings)
    9.0
    (6 ratings)
    Performance
    -
    (0 ratings)
    7.9
    (25 ratings)
    Support Rating
    9.3
    (3 ratings)
    8.9
    (34 ratings)
    In-Person Training
    -
    (0 ratings)
    9.1
    (1 ratings)
    Online Training
    -
    (0 ratings)
    9.0
    (8 ratings)
    Implementation Rating
    -
    (0 ratings)
    8.2
    (26 ratings)
    Configurability
    -
    (0 ratings)
    9.9
    (18 ratings)
    Contract Terms and Pricing Model
    -
    (0 ratings)
    8.4
    (3 ratings)
    Ease of integration
    -
    (0 ratings)
    9.0
    (10 ratings)
    Product Scalability
    -
    (0 ratings)
    9.0
    (9 ratings)
    Professional Services
    -
    (0 ratings)
    10.0
    (1 ratings)
    Vendor post-sale
    -
    (0 ratings)
    9.1
    (3 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    7.8
    (3 ratings)