20 Best Insightly Alternatives Reviewed in 2025
Best Insightly Alternatives Shortlist
Here's my pick of the 10 best software from the 20 tools reviewed.
Insightly
Insightly is an intuitive CRM platform with a comprehensive set of functionalities, integrations, and a user-friendly interface
- Price : From $29/user/month (billed annually)
- Trial : Free trial available
Are you finding that Insightly isn't meeting your CRM needs? Maybe your team struggles with limited features or needs better integration with other tools. As a revenue operations expert, you know how crucial the right CRM is for managing customer relationships and driving growth.
Finding the right software can make a world of difference for your team. I've reviewed and tested various CRM solutions to offer you an unbiased perspective on the best alternatives to Insightly.
In this article, I'll guide you through my top picks, focusing on key features and benefits that could better match your business needs. Let's find the perfect CRM for you.
What is Insightly?
Insightly is a Customer Relationship Management (CRM) Software designed to help businesses manage their customer relationships and projects. It's commonly used by small to medium-sized businesses and professionals looking for an integrated solution to track leads, manage projects, and improve customer interactions. Features like contact management, project tracking, and workflow automation help with organizing data, managing tasks, and improving team collaboration. Overall, Insightly offers a centralized platform to enhance your team's efficiency in handling customer relationships and projects.
Best Insightly Alternatives Summary
This comparison chart summarizes pricing details for my top Insightly alternative selections to help you find the best one for your budget and business needs.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best all-in-one CRM with a free plan | Free demo + free plan available | From $12/user/month (billed annually) | Website | |
| 2 | Best for small teams automating sales and marketing | Free plan available | From $8.99/user/month (billed annually) | Website | |
| 3 | Best for action-oriented lead management | 15-day free trial | From $12/user/month | Website | |
| 4 | Best for integration with social media | 14-day free trial | From $24.90/user/month (billed annually) | Website | |
| 5 | Best for action-oriented lead management | 15-day free trial + free demo available | From $12/user/month (billed annually) | Website | |
| 6 | Best for midsize businesses with custom needs | Free plan available | From $61/month (billed annually) | Website | |
| 7 | Best for growing teams wanting built-in pipeline management | Not available | From $8/user/month | Website | |
| 8 | Best for small teams needing quick setup | 14-day free trial + demo available | From $35/user/month (billed annually) | Website | |
| 9 | Best for midsize businesses with custom needs | Not available | From $43/user/month (billed annually) | Website | |
| 10 | Best for small business contact management | 14-day free trial + free plan available | From $18/user/month (billed annually) | Website |
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Why Trust Our Software Reviews
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Best Insightly Alternatives Reviews
Below are my detailed summaries of the best Insightly alternatives that made it onto my shortlist. My reviews offer a detailed look at the key features, pros & cons, integrations, and ideal use cases of each tool to help you find the best one for you.
EngageBay
Best all-in-one CRM with a free plan
EngageBay is a cloud-based Customer Relationship Management (CRM) Software that caters to small and medium-sized businesses. It helps with marketing, sales, and customer service functions, providing an integrated platform for managing customer relationships.
Why it's a good Insightly alternative: It offers an all-in-one solution with marketing automation, sales tracking, and customer support capabilities. Its free plan makes it accessible to startups and small businesses. The platform's email marketing, lead generation, and customer support tools support your team in managing and growing customer relationships. EngageBay's user-friendly interface and affordability make it an attractive option if you're looking for an alternative to Insightly.
Standout features & integrations:
Features include email marketing, landing page creation, and lead scoring. You can automate marketing tasks, allowing your team to focus on customer engagement. The platform also provides tools for managing customer support tickets and tracking sales pipelines.
Integrations include Mailchimp, Zapier, Xero, Shopify, Stripe, QuickBooks, Twilio, Mandrill, SendGrid, and DocuSign.
Pros and cons
Pros
- Easy-to-use dashboard
- Free plan for small teams
- All-in-one marketing and sales platform
Cons
- Basic reporting tools
- Limited advanced features
Agile CRM
Best for small teams automating sales and marketing
Agile CRM is an integrated customer relationship management software designed for small to medium-sized businesses. It offers features for sales, marketing, and customer service to streamline business processes.
Why it's a good Insightly alternative: It provides an all-in-one solution that covers marketing automation, sales tracking, and customer support. Its free plan makes it accessible to small businesses and startups. The platform's drag-and-drop marketing automation builder helps your team create campaigns effortlessly. If you're looking for a comprehensive tool with diverse functionalities, Agile CRM delivers a wide range of features to support your business needs.
Standout features & integrations:
Features include appointment scheduling, which ensures your team stays organized and efficient. You can use the project management tools to collaborate on tasks and monitor progress. Agile CRM also offers customer support features like helpdesk and ticketing systems.
Integrations include Google Workspace, Microsoft 365, Mailchimp, Shopify, Stripe, QuickBooks, Xero, Twilio, and Facebook.
Pros and cons
Pros
- Effective project management tools
- Marketing automation builder
- Comprehensive feature set
Cons
- Complex for beginners
- Limited advanced reporting
noCRM.io
Best for action-oriented lead management
noCRM is a lead management software designed for sales teams looking to simplify their sales process. It focuses on lead tracking and sales pipeline management to help sales professionals close deals more efficiently.
Why it's a good Insightly alternative: It sets itself apart by concentrating on lead management rather than full-scale CRM functionalities. Its action-oriented approach allows your team to prioritize and follow up on leads without getting bogged down by unnecessary features. The software's customizable pipeline views and easy lead import functions support more efficient sales processes. If you're seeking a tool that enhances lead focus, noCRM offers a targeted solution.
Standout features & integrations:
Features include custom sales pipelines, lead scoring, and activity tracking. You can easily import leads from various sources, helping your team stay organized. The tool's focus on sales actions ensures you don't miss important follow-ups.
Integrations include G Suite, Zapier, Mailchimp, QuickBooks, Slack, Microsoft Teams, Dropbox, FreshBooks, Google Calendar, and LinkedIn.
Pros and cons
Pros
- Quick lead import
- Customizable sales pipelines
- Simple lead management
Cons
- Lacks advanced customization
- Not ideal for large organizations
Nimble
Best for integration with social media
Nimble is a customer relationship management software designed for professionals who need to manage contacts and social media interactions efficiently. It helps businesses organize contacts, track communication, and engage with customers across multiple channels.
Why it's a good Insightly alternative: It excels in integrating social media data with contact management, providing a unified view of customer interactions. Its social listening tools allow your team to engage with prospects where they are most active. The platform's automatic contact enrichment helps keep your database up-to-date effortlessly. If social media engagement is a priority for your team, Nimble offers a unique advantage.
Standout features & integrations:
Features include activity tracking, which helps your team keep tabs on interactions and follow-ups. You can use the task management tools to stay on top of daily activities and deadlines. Nimble also offers insights into contact behavior, helping you tailor your communication strategies.
Integrations include Microsoft 365, Google Workspace, Mailchimp, QuickBooks, Zapier, Slack, HubSpot, Constant Contact, Hootsuite, and Twitter.
Pros and cons
Pros
- Effective activity tracking
- Automatic contact enrichment
- Strong social media integration
Cons
- No offline access
- Limited advanced CRM features
Vtiger
Best for action-oriented lead management
Vtiger is an all-in-one CRM solution designed for small to medium-sized businesses. It helps teams manage sales, marketing, and customer support functions efficiently.
Why it's a good Insightly alternative: It offers an extensive suite of tools that cater to various business needs, including lead management, marketing automation, and customer support. Its action-oriented approach allows your team to focus on closing deals and nurturing customer relationships. The built-in project management features help you track tasks and collaborate effectively. If you're looking for a CRM that supports proactive sales and customer engagement, Vtiger delivers a versatile solution.
Standout features & integrations:
Features include sales automation, which helps support your sales processes. The marketing automation tools allow you to create and manage campaigns effortlessly. Vtiger also provides customer support features like ticketing and helpdesk management.
Integrations include Google Workspace, Microsoft 365, Mailchimp, QuickBooks, Zapier, Xero, Slack, Twilio, Dropbox, and PayPal.
Pros and cons
Pros
- Extensive tool suite
- Built-in project management
- Effective sales automation
Cons
- Requires technical knowledge
- Basic reporting tools
Bitrix24
Best for midsize businesses with custom needs
Bitrix24 is a business management software that serves midsize businesses by offering tools for CRM, task management, and communication. It helps teams collaborate effectively while managing customer relationships and internal processes.
Why it's a good Insightly alternative: It offers customizable CRM features that cater to the specific needs of midsize businesses. Its task automation and team collaboration tools enhance productivity and workflow management. The platform supports various business functions, from sales and marketing to project management, offering a versatile solution. If your team requires a CRM with extensive customization options, Bitrix24 provides the flexibility you need.
Standout features & integrations:
Features include task management with time tracking, which helps your team stay on schedule. The document management system allows for easy sharing and collaboration on files. Bitrix24 also offers a fully-featured contact center to manage customer interactions.
Integrations include Mailchimp, Zapier, Slack, Microsoft 365, Google Workspace, QuickBooks, Xero, Dropbox, Shopify, and Zoom.
Pros and cons
Pros
- Effective team collaboration features
- Versatile business management tools
- Extensive customization options
Cons
- Slight initial learning curve
- Complex setup process
OneHash
Best for growing teams wanting built-in pipeline management
OneHash is a cloud-based customer relationship management software aimed at small to medium-sized businesses. It provides tools for sales, marketing, and customer support to help manage and grow customer relationships.
Why it's a good Insightly alternative: It offers an all-in-one solution with comprehensive features for CRM, making it ideal for businesses looking to integrate multiple functions. Its free plan gives startups and small businesses access to essential tools without a financial barrier. The software's sales pipeline management and marketing automation features allow your team to handle leads and campaigns efficiently. If you're seeking a versatile CRM with cost-effective options, OneHash is a worthy consideration.
Standout features & integrations:
Features include advanced reporting, which helps your team analyze data and make informed decisions. The lead scoring system prioritizes prospects, ensuring you focus on the most promising leads. OneHash also offers customizable dashboards for a tailored user experience.
Integrations include Google Workspace, Microsoft 365, Mailchimp, Slack, QuickBooks, Xero, Stripe, Shopify, Twilio, and Dropbox.
Pros and cons
Pros
- Extensive feature set
- Effective lead scoring
- Free plan for small businesses
Cons
- Requires initial setup time
- Limited advanced customization
Close
Best for small teams needing quick setup
Close is a sales-focused CRM designed for small to medium-sized businesses that need a solution to manage their sales processes efficiently. It helps teams with lead management, sales tracking, and communication tools to close deals faster.
Why it's a good Insightly alternative: It offers an intuitive setup process that allows your team to get started quickly without complex configurations. Its built-in calling features and email tracking support fluid communication with prospects. The software also provides detailed reporting to keep your sales team informed and accountable. If you're seeking a CRM that prioritizes sales efficiency and ease of use, Close is a fitting choice.
Standout features & integrations:
Features include a built-in phone system that allows your team to make calls directly from the CRM. Email automation helps you save time by sending follow-up messages automatically. The reporting tools provide insights into your team's performance and sales metrics.
Integrations include Zapier, Slack, Mailchimp, Zendesk, Intercom, QuickBooks, Google Workspace, Microsoft 365, HubSpot, and Shopify.
Pros and cons
Pros
- Effective email tracking
- Built-in calling features
- Quick setup process
Cons
- Not ideal for complex sales processes
- Requires internet for calling
Workbooks
Best for midsize businesses with custom needs
Workbooks is a customer relationship management software tailored for midsize businesses. It helps manage sales, marketing, and customer service functions, providing a comprehensive platform for business operations.
Why it's a good Insightly alternative: It offers extensive customization options that allow your team to tailor the CRM to specific business needs. Its reporting and analytics tools provide insights into sales performance, helping you make informed decisions. The platform also includes marketing automation features to enhance customer engagement. If your business requires a CRM that adapts to unique processes, Workbooks delivers the flexibility you need.
Standout features & integrations:
Features include workflow automation, which streamlines repetitive tasks and improves efficiency. You can use the sales order management tools to handle orders and invoices seamlessly. Workbooks also offers campaign management tools for executing marketing strategies effectively.
Integrations include Microsoft 365, Google Workspace, Mailchimp, QuickBooks, Xero, Zapier, Slack, Shopify, LinkedIn, and Dropbox.
Pros and cons
Pros
- Workflow automation capabilities
- Comprehensive sales management tools
- Effective marketing automation
Cons
- Basic interface design
- Limited support resources
Capsule
Best for small business contact management
Capsule is a customer relationship management software designed for small to medium-sized businesses. It helps manage contacts, sales pipelines, and tasks efficiently.
Why it's a good Insightly alternative: It provides a simple and intuitive interface that makes managing customer relationships easy for small businesses. Its contact management features allow your team to maintain detailed customer profiles. The sales pipeline tools offer visual dashboards that help track opportunities effectively. If you're looking for a straightforward CRM solution, Capsule's ease of use and customization make it a strong choice.
Standout features & integrations:
Features include task management with calendar integration and reminder emails. You can create and automate tasks, helping your team stay organized. Capsule also offers reporting tools for sales analytics and performance monitoring.
Integrations include Microsoft 365, Google Workspace, Zapier, Mailchimp, QuickBooks, Xero, Slack, Dropbox, FreshBooks, and LinkedIn.
Pros and cons
Pros
- Customizable sales pipelines
- Strong contact management
- Easy-to-use interface
Cons
- Few marketing automation tools
- Requires setup of custom fields
Other Insightly Alternatives
Here are some additional Insightly alternatives that didn’t make it onto my shortlist, but are still worth checking out:
- Attio
For integration with social media
- CentraHub CRM
For midsize businesses with custom needs
- Freshsales
For AI-driven lead scoring
- Zendesk Sell
For sales automation features
- Keap
For small business automation
- Zoho CRM
For customizable CRM solutions
- SugarCRM
For data privacy compliance
- Pipedrive
For visual sales pipeline management
- monday.com
For project and CRM integration
- Nutshell CRM
For small business sales teams
Insightly Alternatives Selection Criteria
When selecting the best Insightly alternatives to include in this list, I considered common buyer needs and pain points related to Customer Relationship Management (CRM) Software products, like integration capabilities and scalability. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Contact management
- Lead tracking
- Sales pipeline management
- Task automation
- Reporting and analytics
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- Social media integration
- AI-driven insights
- Customizable dashboards
- Advanced automation options
- Mobile app functionality
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- Intuitive interface
- Ease of navigation
- Learning curve
- Customization options
- User feedback
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos
- Interactive product tours
- Onboarding webinars
- Setup templates
- Chatbot assistance
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- Availability of support channels
- Response time
- Quality of assistance
- Knowledge base
- Community forums
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:
- Pricing transparency
- Feature-to-price ratio
- Flexibility of pricing plans
- Discounts for annual billing
- Free trial availability
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Overall satisfaction ratings
- Common pain points
- Highlighted strengths
- Customer feedback trends
- Comparisons to competitors
Why Look For an Insightly Alternative?
While Insightly is a good choice of Customer Relationship Management (CRM) Software, there are a number of reasons why some users seek out alternative solutions. You might be looking for an Insightly alternative for the following reasons:
- Limited integration with other tools
- Not enough customization options
- Pricing doesn't fit your budget
- Need better customer support
- Lacks advanced reporting features
- Doesn't scale with your growing team
If any of these sound like you, you’ve come to the right place. My list contains several Customer Relationship Management (CRM) Software options that are better suited for teams facing these challenges with Insightly and looking for alternative solutions.
Insightly Key Features
Here are some of the key features of Insightly, to help you contrast and compare what alternative solutions offer:
- Contact management: Store and access detailed customer profiles, enabling your team to personalize interactions and build stronger relationships.
- Lead routing: Assign and route leads to the right team members, ensuring timely follow-ups and increased conversion rates.
- Pipeline management: Visualize and track sales opportunities through each stage, helping your team stay organized and focused on closing deals.
- Workflow automation: Automate repetitive tasks like sending emails or updating records, freeing up your team's time for more strategic activities.
- Email integration: Sync your email accounts to manage communications directly within Insightly, keeping all correspondence in one place for easy reference.
- Project management: Plan, execute, and monitor projects with integrated tools, ensuring your team delivers on promises and meets deadlines.
- Customizable dashboards: Create real-time, customizable data visualizations to monitor key metrics and make informed business decisions.
- Mobile access: Use Insightly's mobile apps to manage customer relationships and projects on the go, keeping your team connected and productive from anywhere.
- Security and compliance: Benefit from features like data encryption and access controls, ensuring your customer information remains secure and compliant with industry standards.
- Integration capabilities: Connect Insightly with other applications your business uses, creating a seamless workflow across platforms.
What's Next?
If you’re researching Insightly alternatives, connect with a SoftwareSelect advisor for free recommendations. You’ll receive a shortlist tailored to your tech stack and goals, along with support throughout the buying journey.
You fill out a form and have a quick chat where they get into the specifics of your needs. Then you'll get a shortlist of software to review. They'll even support you through the entire buying process, including price negotiations.