Best Insightly Alternatives: Top 10 Similar Competitors 2023

Insightly is one of the most popular CRM solutions, but that does not mean it checks every box for every business need.

Luckily, there are several Insightly competitors worth mentioning on the market. In this article, we’ll be breaking down a list of the 10 best Insightly alternatives to help you choose the best tool for your needs. 

To do that, we’ll run down a list of the most important features and functionalities for each customer relationship management tool, compare pricing plans and give a suggestion based on your business needs.

Top 10 Insightly competitors with similar products

Here are our 10 picks of software like Insightly that we think are the best options. Although they are all fairly similar, some Insightly competitors will be better suited to your circumstances than others so read more about each option in the sections below.

And if you want to take an even deeper plunge into the world of CRM software, we did a review of the best CRM platforms available so you might want to take a look at that. 

Here’s our full list of the best Insightly alternatives 2023:

Looking for a dependable CRM tool but not sure if Insightly is the one for you? In the next section, we'll explore the best Insightly alternatives. We'll take a deep dive into their unique features, capabilities, and pricing plans to help you make the right choice for your business needs.

As you explore Insightly substitutes, you might also want to read our detailed Insightly review which gives a great overview of the app’s features, pros, cons and pricing. This way, you’ll be able to compare Insightly with every alternative on our list.

Here are 10 good alternatives to Insightly:
 

1. HubSpot CRM (best Insightly alternative overall)

If you’re looking for an established tool that is not only a CRM software, but also offers a great number of integrations and advanced marketing tools, HubSpot CRM might be a great choice for you. HubSpot’s powerful platform offers CRM, marketing, sales, customer service, and content management features. 

What makes this tool better in the Insightly vs Hubspot battle is its advanced marketing hub and superior 24/7 customer support. If you’re interested in a more in-depth comparison between the two, take a look at our Insightly vs Hubspot review.

HubSpot is best for:

• Organizations of all sizes

• Great for small and medium-sized businesses

• Marketing teams

• Good for inbound marketing

• Customer service teams

Features

• Contact management

• Lead management

• Sales pipeline management

• Content management

• Integrations

• Meeting scheduler

• Live chat

• Website builder

• Mobile app

• Reporting and analytics

• Knowledge base

• SEO recommendations

Pricing

• Free plan for unlimited users with limited basic features

• Starter: unlimited users, $30 per month, billed monthly

• Professional: unlimited users, $1,600 per month, billed annually 

• Enterprise: starts at $5,000 per month, billed annually

HubSpot review

Visit HubSpot
 

2. Zoho CRM (best free Insightly alternative)

If you’re a small team looking for your first customer relationship management tool, it might be important for you to start small with a great free plan before investing further. What makes Zoho CRM one of the best free Insightly alternatives is the generous full set of features that are more than enough to power a small team. 

Some of those features are lead and contact management, email marketing, analytics, automation and customization. See how the two tools measure against each other in our Insightly vs Zoho comparison.

Besides the superior free plan, Zoho CRM offers a great list of features that make it one of the most flexible tools. One of its advantages is definitely the level of customization of fields, layouts and workflows, which means that teams can tailor the software to meet their specific business needs. 

It also helps businesses streamline processes and improve efficiency through rich automation features and integrations with other tools such as email marketing platforms such as Mailchimp, social media platforms or accounting software such as Quickbooks and Xero.

Zoho CRM is best for:

• Startups

• Small businesses

• Sales teams

• Service-based teams

• Great if you need flexibility

Features

• Sales process automation

• Lead and contact management

• Deal management

• Account management

• Lead generation

• Email marketing

• Customization

• Mobile app

• Analytics

Pricing

• Free plan available

• Standard: $20 per user/per month, billed monthly

• Professional: $35 per user/per month, billed monthly

• Enterprise plan is $50 per user/per month, billed monthly

• Ultimate plan is $65 per user/per month, billed monthly

You can save up to 34% if you decide on the annual plan.

Zoho CRM review

Visit Zoho CRM
 

3. Salesforce (most similar to Insightly)

Salesforce is another well-known player in the game. With its impressive set of features, incredible scalability and customization capabilities it has proven to be a great choice for large businesses and enterprises.

Salesforce is the most similar to Insightly in terms of the number of features and wide range of tools and functionalities. Both platforms are a comprehensive and feature-rich solution, great for larger teams. 

With Salesforce, teams can manage their customer relationships, sales pipeline, and marketing campaigns with features such as contact management, lead generation, sales forecasting and marketing automation.

One of the key strengths of this platform is its ability to scale the system as your business grows. It also offers a wide range of third-party integrations and add-ons, allowing businesses to connect with other tools and systems they may already be using and to streamline their processes. 

It’s important to note that Salesforce does not offer a free plan, but rather just a free trial. That might make it out of reach for many smaller businesses with limited budgets.

Salesforce is best for:

• Large businesses and enterprises

• Variety of industries

• Great for businesses looking for a robust solution

• Scalability

Features

• Contact management

• Opportunity management

• Lead management

• Workflow automation

• Mobile solutions

• Sales forecast

• Dashboards and reporting

• Data management

Pricing

• No free plan available

• Starter: $25 per user, per month, billed annually

• Professional: $75 per user, per month, billed annually

• Enterprise: $150 per user, per month, billed annually

• Unlimited: $300 per user, per month, billed annually

Salesforce review

Visit Salesforce
 

4. Pipedrive (good Insightly alternative for remote sales teams)

Pipedrive is another good Insightly alternative with a mission to help your team increase sales and revenue. And how does it plan on doing that, you wonder? With its impressive set of features like sales pipeline management, powerful analytics that allow you to spot new opportunities, metrics for success, automated workflows and reminders, this platform is setting your team up for success. 

It allows sales teams to get a visual representation of their sales pipeline, as well as to customize it to fit their unique business needs. Lead and contact management are made easy with segmentation, contact history and automated activity reminders so you never miss an opportunity.

Pipedrive is a good Insightly alternative especially for remote sales teams since it offers a superior mobile app for both iOS and Android users. With this app, salespeople can organize their daily to-do lists, manage calendars, as well as do standard contact management, activity management and deal management, all while on the go. 

Pipedrive is best for:

• Small and medium-sized businesses

• Remote teams

• Good for teams focused on sales pipeline management

• Great for prioritization

Features

• Visual sales pipeline

• Customizable pipeline

• Team collaboration

• Automated activity reminders

• Workflow automation

• Lead segmentation

• Contact history

• Web forms

• Email tracking

• Reporting and dashboards

• Revenue forecasting

• Pipedrive mobile app

• Google Slides and Sheets support

• AI sales assistance

Pricing

• No free plan available

• Essential: $14.90 per user, per month

• Advanced: $27.90 per user, per month

• Professional: $49.90 per user, per month

• Power: $64.90 per user, per month

• Enterprise: $99.00 per user, per month

There is a 32% discount available for annual billing.

Pipedrive review

Visit Pipedrive
 

5. Freshsales (cheaper alternative to Insightly if you’re on a budget)

Freshsales is a CRM software that is a part of Freshworks suite - a cloud-based all-in-one platform of business software solutions that includes CRM, customer support, and IT service management tools.

Freshsales measures up great with other competitors on the market with its extensive catalog of features including lead generation, sales pipeline management, workflow automation, numerous integration options and its own mobile app.

But Freshsales comes with a couple of features that make it stand out like the sales intelligence features that use AI to help users make better decisions and improve productivity. AI-powered platform helps you prioritize with Contact Scoring, suggest next best action for a client based on data and offers in-depth analytics with Reports and Dashboards. 

With all of this being said, Freshsales is a great cheaper alternative to Insightly with a free plan available for up to three users and then starting at $15 per user, per month. 

Freshsales is best for:

• Startups

• Small businesses

• Sales teams

• AI-powered decision making

• Opportunity management

Features

• Table and Kanban view

• Multiple channels of engagement

• Conversation auto-routing

• Workflow automation

• Multiple sales pipelines

• Product catalog

• Contact scoring

• Deal insights

• Sales forecasting and reports

• Customization

• Mobile app

Pricing

• There is a free version of Freshsales

• Growth: $15 per user, per month, billed monthly

• Pro: $39 per user, per month, billed monthly

• Enterprise: $69 per user, per month, billed monthly

Freshsales offers a discount if you choose annual billing.

Freshsales review

Visit Freshsales
 

6. Capsule (great Insightly substitute if you’re looking for a simple CRM)

Capsule is a simple, but very powerful cloud-based CRM software. It offers a wide range of features and functionalities such as contact management, sales pipeline management, task management, email integration, and reporting. The app is designed to be easy-to-use and flexible, making it a great Insightly substitute for small businesses and freelancers.

Besides an impressive list of features, Capsule stands out with its simple and straightforward design, with a focus on ease-of-use. The interface is clean and intuitive, with a minimalist UI that makes it easy to navigate and use. 

Capsule is best for:

• Startups

• Small businesses

• Freelancers

• Non-profits

• Great for teams that value ease of use and simplicity

Features

• Contact management

• Sales pipeline management

• Sales analytics

• Workflow automation

• Task management

• Integrations

• Knowledge base

Pricing

• Free plan for up to 2 users

• Professional: $18 per user, per month

• Teams: $36 per user, per month

• Enterprise: $54 per user, per month

All plans offer a 14-day free trial.

Capsule review

Visit Capsule
 

7. Microsoft Dynamics 365 (great CRM for business intelligence)

Microsoft Dynamics 365 is an all-in-one platform with CRM software and ERP set of tools. It’s a pretty well known player, coming from Microsoft workshop.

It offers several features that give this software an advantage amongst competitors. It uses AI to give users insights to their customers and their behaviors in order to manage their contacts better. 

The software also allows automation of routines and processes. Since it is a Microsoft tool, integration with Microsoft Office 365 is a given. It allows users to seamlessly integrate familiar tools such as Excel, Outlook and Word into their CRM processes. Marketing tools offer great support for lead generation.

Microsoft Dynamics 365 is best for:

• Large businesses and enterprises

• Great for lead management

• Contact management

• Good for business intelligence

Features

• AI-powered insights

• Lead generation

• Marketing and process automation

• Contact management

• Integrations

• Project management

• Sales management

• Customer self-service portal

Pricing

• No free plan available

• Sales Professional: $65 per user, per month ($20 subsequent pricing)

• Sales Enterprise: $95 per user, per month ($20 subsequent pricing)

• Sales Premium: $135 per user, per month

• Microsoft Relationship Sales: $162 per user, per month

• Microsoft Viva Sales: $40 per user, per month

Microsoft Dynamics 365 review

Visit Microsoft Dynamics 365
 

8. Apptivo (best Insightly CRM replacement for workflow automation)

Apptivo CRM is a part of a greater SaaS solution. This CRM software offers automation features which help sales teams achieve greater efficiency. It analyzes your sales pipeline and spots opportunities for optimization. It helps you visualize your sales pipeline and displays useful analytics by stages. 

This Insightly substitute is also simple and easy to use, as it offers a user-friendly Kanban view, as well as numerous customization features based on a simple drag-and-drop principle. Apptivo has email integration with tools like Google’s Gmail. You can use predefined email templates for marketing campaigns or for keeping in touch with regular customers. 

Apptivo is best for:

• Startups

• Freelancers

• Small businesses

• Great for workflow automation

• Good for sales pipeline analytics

Features

• Opportunity management

• Integrations

• Sales pipeline management

• Customization

• User-friendly drag-and-drop principle

• Workflow automation

• Lead conversion

• Sales planning

• Activity tracking

• Territory management

Pricing

• No free plan available

• Lite: $10 per user, per month, billed monthly

• Premium: $15 per user, per month, billed monthly

• Ultimate: $25 per user, per month, billed monthly

• Enterprise: no publicly disclosed quotas

Apptivo offers a 20% discount for annual billing.

Apptivo review

Visit Apptivo
 

9. Keap (great for marketing and sales automation)

Keap (formerly Infusionsoft) is a popular CRM software that is designed for small businesses and known for its advanced marketing automation features.

The platform offers a comprehensive set of tools and features that can help businesses automate their sales and marketing processes with automated follow ups, email marketing, lead scoring, campaign management, and customer segmentation. It allows you to manage contacts and track interactions.

There are tools for sales process automation such as lead capture, follow-up, and appointment scheduling. Keap offers integrations with a range of third-party tools, including payment gateways, accounting software, and marketing tools.

These features make it a popular choice for small businesses looking for an all-in-one CRM solution.

Keap is best for:

• Startups

• Small businesses

• Good for marketing automation

• Sales process automation

• Email marketing

• E-commerce

Features

• Contact management

• Interaction tracking

• Marketing automation

• Email marketing

• Lead scoring

• Campaign management

• Sales process automation

• Lead capture

• Follow-up scheduling

• E-commerce functionalities

• Integrations

• Mobile app

Pricing

• No free plan available

• Pro: $149 per month for 2 users (additional users are $29 each)

• Max: $199 per month for 3 users (additional users are $29 each)

Even though there is no free plan available, you can get a free 14-day trial. There’s also a 20% discount on annual plans available.

Keap review

Visit Keap
 

10. Nutshell (top Insightly CRM alternative for QuickBooks integration)

Nutshell is a user-friendly and affordable CRM software that offers a range of features to help businesses manage their sales, marketing, and customer service operations with a collaborative approach.

Nutshell CRM really shines when it comes to integrations with accounting software such as QuickBooks, Xero, and FreshBooks. This allows businesses to easily sync customer data, invoices, and payment information between Nutshell and their accounting software, which can save time and reduce errors in data entry.

Additionally, this tool also offers integrations with other financial tools such as Stripe and PayPal, which can further streamline financial operations.

Nutshell is best for:

• Small and medium-sized businesses

• Accounting software integrations

• Good for collaboration

• Pipeline management

• Flexibility 

Features

• Contact management

• Pipeline management

• Lead prioritization

• Automatic lead assignment

• Task reminders

• Customizable reports

• Data insights

• Lead generation

• Integrations

• Email marketing

• Mobile app

Pricing

• No free plan available but free 14-day trial available

• Foundation: $19 per user, per month

• Pro: $49 per user, per month

Save up to 15% with an annual plan.

Visit Nutshell

Which of the alternatives to Insightly is a good choice for you?

Insightly has found itself on many top CRM software lists as one of the best solutions of its kind because of the feature-rich, powerful and customizable platform. But when it comes to choosing your CRM, that is not a one-size-fits-all situation.

Understanding true CRM meaning, purpose, and benefits is crucial when evaluating such tools for their capacity to manage customer interactions and data effectively. You should always consider several factors and take a look at other alternatives on the market.

If budget is a key factor for you, check out Freshsales, Apptivo or Zoho CRM. If you want a collaborative tool for your team, maybe Nutshell would be a better alternative or Pipedrive for remote teams. If you want your CRM to come with powerful marketing automation features, then Keep and HubSpot are worth exploring further.

You will not go wrong with choosing any of the Insightly CRM alternatives mentioned in this comparative summary, but the end decision will always depend on your unique business needs and preferences.