Best Insightly CRM Alternatives & Competitors for 2025
Co-Founder and Chief Data Scientist
Salesforce Sales Cloud
4.45 / 5
Read more about Salesforce Sales Cloud
Salesforce Sales Cloud stands as a dynamic solution for businesses striving to streamline their sales processes and enhance operational performance. Its robust automation capabilities, which simplify the journey from lead generation to deal closure, allow sales teams to diminish manual work and dedicate more energy to nurturing client relationships. The platform further empowers users with sophisticated analytics, customizable dashboards, and real-time reporting—features that enable teams to monitor crucial performance metrics, forecast accurately, and maintain a healthy sales pipeline. Additionally, with its seamless integration with other business applications, mobile accessibility for on-the-go productivity, and inherent scalability to support business expansion, Salesforce Sales Cloud emerges as a comprehensive tool for organizations seeking efficiency and growth.
Key Features of Salesforce Sales Cloud
- Comprehensive Contact and Lead Management
- Reliable Opportunity Management and Tracking
- Powerful Sales Analytics and Insights
- Seamless Mobile App Accessibility Anytime
- Smart Workflow Automation and Efficiency
- AI-Powered Predictive Sales Insights Engine
- Optimized Sales Engagement Outreach Processes
- Customizable Sales Reports and Dashboards
Price of Salesforce Sales Cloud
Salesforce Sales Cloud pricing simplifies effective CRM with four structured plans. Essentials starts at $25 per user monthly, including contact, opportunity, lead management and mobile access. Professional, priced at $75, adds campaign management and customizable sales processes. Enterprise is $150 per user and brings advanced customization, workflow integration, role controls, and API connectivity. Unlimited, at $300 monthly, unlocks 24/7 support, unlimited custom apps, and comprehensive reporting. A free trial lets prospective customers explore features before selecting the perfect solution. These flexible pricing tiers offer clarity and scalability for growing businesses.
HubSpot Sales Hub
4.5 / 5
Read more about HubSpot Sales Hub
HubSpot Sales Hub revolutionizes the way organizations manage their sales pipelines by automating critical tasks—like updating deal stages, scheduling follow-ups, and triggering notifications—which frees sales teams to focus on high-impact strategic initiatives. This platform’s sophisticated automation capabilities, including behavioral triggers and A/B testing, empower teams to send personalized communications at the optimal moment, thereby significantly enhancing conversion rates. In addition to these dynamic personalization features, HubSpot Sales Hub boosts overall productivity by automating lead prioritization and follow-up processes, ensuring that sales representatives concentrate on the most promising leads. Finally, its robust analytics, seamless integrations with other HubSpot tools and third-party applications, and an intuitively designed interface make it an attractive solution for those seeking to optimize their sales efforts without the steep learning curve.
Key Features of HubSpot Sales Hub
- Free CRM centralized contact management
- Email Tracking for engagement signals
- Reusable email templates for consistency
- Live Chat for real-time engagement
- Meeting Scheduler streamlines appointment booking
- Deal Pipeline Management visualizes deals
- Sales Automation streamlines repetitive tasks
- Reporting and Analytics drive performance
Price of HubSpot Sales Hub
HubSpot Sales Hub features three tiered pricing models designed to address distinct business needs. The Starter plan costs $20 per month per seat, enhancing your CRM and providing basic sales tools with limited pipelines. The Professional, at $100 per seat monthly with an annual commitment and a one-time onboarding fee of $1,500, adds advanced automation and expanded limits. The Enterprise plan, at $150 per month per seat (annual paid upfront) with a $3,500 onboarding fee, offers custom objects and intricate capabilities ideal for larger teams. Pricing details are clearly structured.
Read more about Zoho CRM
Zoho CRM offers extensive customization options that enable businesses to adapt fields, page layouts, workflows, and automation rules to their specific needs, thereby enhancing lead management and streamlining the sales process from initial contact to deal closure. Its comprehensive suite supports sales, marketing, and customer support through features like detailed reporting, analytics, and an intuitive interface that facilitates easy navigation. The platform integrates AI-powered tools such as the Zia assistant, which provides predictive sales insights and helps personalize customer interactions using real-time behavioral data. Moreover, Zoho CRM’s competitive pricing—including a free tier for smaller teams—and its mobile and third-party app integrations make it a versatile choice for organizations aiming to improve collaboration and decision-making across diverse work environments.
Key Features of Zoho CRM
- Zia AI Assistant
- Lead and Deal Prediction
- Sales Process Builder
- Blueprints
- Enhanced Automation
- Advanced Dashboard Functionality
- Forecast Adjustment and Hierarchy
- WhatsApp for Business Integration
Price of Zoho CRM
The Zoho CRM Free Plan supports up to 3 users with basic contact management and automation at no cost. The Standard Plan costs $14 per user monthly if billed annually, offering sales forecasting and custom dashboards. The Professional Plan, priced at $23 per user monthly with annual billing, adds inventory management and Google Ads integration. The Enterprise Plan, at $40 per user monthly billed annually, includes advanced customization and AI analytics. The Ultimate Plan, $52 per user monthly billed annually, provides enhanced analytics and premium support. All paid plans have a 15-day free trial available.
Read more about Pipedrive
Pipedrive stands out as a versatile CRM solution designed to simplify and optimize sales workflows by automating routine tasks like lead distribution, follow-up scheduling, and deal tracking. Its high level of customization allows businesses to shape sales pipelines and data fields to suit their specific needs, accommodating a wide range of industries and company sizes. By consolidating customer information and communications through integrations with common email and calendar tools, Pipedrive enhances team collaboration and reduces the hassle of juggling multiple platforms. Furthermore, the platform’s clear visual pipeline offers sales teams an intuitive way to oversee deal progress and quickly spot any obstacles in the sales process.
Key Features of Pipedrive
- Comprehensive Sales Force Automation Tool
- Dynamic Contact and Opportunity Management
- Visual Opportunity and Pipeline Tracking
- Integrated Mobile Sales User Support
- Seamless Integration with Third-Party Apps
- Insightful Reporting and Analytics Tools
- Tailorable Sales Pipeline Customization Options
- Intelligent AI-Powered Automated Sales Features
Price of Pipedrive
Designed for varied business needs, Pipedrive offers five pricing plans. Essential charges $24 per seat monthly or $14 billed annually and streamlines lead and pipeline management. Advanced, at $44 per seat (or $34 annually), adds full email synchronization and automation. Professional, priced at $64 (or $49 annually), introduces contract management and AI-powered tools. The Power plan, at $79 monthly or $64 annually, emphasizes project tracking and enhanced support. Enterprise, at $129 per seat (or $99 annually), unlocks complete features. A 14-day free trial is available for exploration. Tailor your solution.
Read more about Copper
Copper streamlines business processes by embedding itself within Google Workspace, enabling users to manage client relationships directly from familiar tools like Gmail and Calendar. Its adaptable interface and potent automation features eliminate repetitive tasks while tailoring workflows to meet distinct operational needs. The software’s comprehensive reporting and analytics components provide decision-makers with valuable insights into sales and customer performance, all bolstered by stringent security protocols essential for protecting sensitive information. Altogether, these attributes position Copper as a compelling choice for those seeking an efficient, user-centric CRM solution.
Key Features of Copper
- Effortless, Seamless Google Workspace CRM Integration
- Precise, Real-Time Email Engagement Tracking
- Advanced, Comprehensive Relationship Management
- Dynamic, Visual Sales Pipeline Management
- Automated, Efficient Sales Task Automation
- Robust, Actionable Business Reporting and Analytics
- Interactive, Customizable, Insightful Performance Dashboards
- Seamless, Mobile-Responsive CRM Accessibility
Price of Copper
Copper’s pricing details aren’t publicly available. The vendor does not list specific plans or free trial options, and any nuances such as per-user or usage-based charges remain undisclosed. For all pricing inquiries, including information on potential promotions or available plans, prospective customers should contact the vendor directly to obtain up-to-date and tailored pricing details.
Read more about Freshsales
Freshsales is an AI-driven CRM solution designed to boost sales team productivity by streamlining lead capture and accelerating deal closures. Its high degree of customization allows businesses to tailor the platform with custom fields, sales activities, and modules, aligning perfectly with unique sales processes. Featuring workflow automation and task management, Freshsales minimizes manual tasks, freeing up valuable time for more strategic efforts. Additionally, the AI assistant Freddy offers predictive insights based on historical data, empowering teams to make smarter decisions and maintain a competitive advantage.
Key Features of Freshsales
- Sales Process Automation and Optimization
- Comprehensive Contact and Account Management
- Dynamic Opportunity and Pipeline Management
- Intelligent Lead Management and Scoring
- Integrated Powerful Email Marketing Campaigns
- Detailed Reporting and Analytics Insights
- Mobile CRM Access Anytime, Anywhere
- Seamless Third-Party Integrations and Support
Price of Freshsales
Freshsales offers three pricing tiers designed for various business sizes. The Growth Plan, starting at $9 per user monthly (annual billing), targets startups with essential CRM features and basic automation. For growing businesses, the Pro Plan at $39 per user monthly (annual billing) extends the functionality with advanced workflows and AI-powered insights. The Enterprise Plan, at $59 per user monthly (annual billing), caters to larger companies with enhanced customization, security, and governance tools. A 21-day free trial provides full platform access while monthly billing is available at a higher rate.
Read more about Pipeline CRM
Pipeline CRM is a dynamic sales management solution that equips your team with real-time insights into every stage of the sales process, ensuring that high-potential leads are prioritized with precision. Its sophisticated automation features effortlessly handle routine tasks—such as follow-up emails and status updates—freeing up valuable time for your sales professionals to nurture relationships and close deals. Additionally, the platform is tailored to your unique workflows through customizable deal stages and fields, and it integrates smoothly with popular tools like Gmail and QuickBooks, all while providing in-depth analytics for data-driven sales strategies.
Key Features of Pipeline CRM
- Intuitive, Visual Pipeline Management System
- Comprehensive, Efficient Lead Management Platform
- Dynamic, Collaborative Team Management Tools
- Streamlined, Smart Sales Automation Workflows
- In-Depth Reporting and Analytics Dashboard
- Mobile App for On-the-Go Productivity
- Seamless, Powerful Enterprise Application Integrations
- Extensive Customizability for Unique Workflows
Price of Pipeline CRM
For those interested in Pipeline CRM, pricing starts at the Start Plan for $25 per user monthly (annual billing) or $29 monthly (billed monthly), including one sales pipeline and manage up to 250 active deals. The Develop Plan, at $33 or $39 per user monthly, offers more features such as two pipelines, higher deal capacity, and unlimited reporting. The Grow Plan, the most popular, elevates functionalities with five pipelines and unlimited deals, while the Enterprise Plan is custom tailored. A 14-day free trial is available now to explore these options.
Read more about Nutshell
Nutshell is introduced as a CRM solution designed to support business efforts in managing customer relationships effectively. It is portrayed as a tool that strives to blend a user-friendly experience with the operational requirements of tracking interactions and streamlining sales processes. Overall, the product appears to focus on delivering a balanced approach to customer relationship management, aiming to simplify complex workflows for its users.
Key Features of Nutshell
- Robust and centralized Contact and Lead Management
- Flexible and visual Sales Pipeline Management
- Intelligent and automated Sales Processes
- Integrated and personalized Email Marketing
- Advanced, detailed Reporting and Analytics
- Responsive Mobile Application Access
- Seamless, reliable Third-Party Integrations
- Customizable, insightful Data Dashboards
Price of Nutshell
Nutshell’s pricing offers plans for businesses of all sizes. The Foundation plan starts at $13 per user (annually) or $19 monthly, ideal for basic contact and lead management. For small teams needing advanced reporting, the Growth plan begins at $25 annually or $32 monthly. The Pro plan, starting at $42 ($49 monthly), includes sales automation and multiple pipelines. The Business tier at $59 or $67, and the Enterprise option at $79 or $89 monthly, deliver extensive features. Robust support included. A 14-day free trial lets users explore every feature risk-free.
Read more about Nimble CRM
For businesses exploring advanced customer relationship management solutions, Nimble CRM provides an impressive array of capabilities, most notably its seamless integration with social media channels, allowing for the effortless gathering and enhancement of contact information directly from platforms like LinkedIn. This enriched data collection not only streamlines manual entry but also deepens insights into potential leads, ultimately refining engagement strategies across the board. Coupled with an intuitive, user-friendly interface, customizable deal pipelines, and automated workflows, Nimble empowers teams to adapt their sales processes to specialized needs while maximizing efficiency. Additionally, its comprehensive mobile app and support for over 100 integrations, alongside a free 14-day trial, further position Nimble as a versatile and accessible tool for managing critical relationship data on the go.
Key Features of Nimble CRM
- Unified Contact Management for Businesses
- Seamless Social Media Integration System
- Comprehensive Email Tracking and Notifications
- Fully Customizable Responsive Email Templates
- Interactive Visual Sales Pipeline View
- Highly Efficient Full‐Workflow Process Automation
- Seamless Integration with Business Tools
- Enhanced Teamwork and Collaboration Features
Price of Nimble CRM
Nimble CRM uses a simple pricing model geared for small businesses and startups. The primary Business Plan offers two billing options: an annual rate of $24.90 per user per month and a monthly rate of $29.90 per user. This plan includes 25,000 contact records and 2GB of user storage, along with integrated support for Microsoft 365 and Google Workspace. Additionally, Nimble Prospector aids contact management and users can upgrade storage or record capacity for extra cost. A 14‐day free trial is available without credit card requirements. Plan suits startups well.
Read more about Zendesk Sell
Zendesk Sell streamlines the sales process by seamlessly integrating with Zendesk Support, giving sales teams immediate access to essential customer service data and thus empowering more informed and personalized follow-ups. With its intuitive interface, the platform caters effortlessly to users of diverse technical backgrounds, ensuring that even those with minimal technical expertise can navigate its features with ease. Additionally, its built-in automation tools—such as task sequences and smart lists—coupled with robust reporting and customizable dashboards, enable teams to monitor performance metrics and optimize their sales strategies effectively. Moreover, the availability of a mobile app ensures that sales professionals can manage leads and communicate via email or calls anytime, anywhere.
Key Features of Zendesk Sell
- Comprehensive Integrated Sales CRM Platform
- Seamless Email Account Integration
- Efficient and Targeted Sales Engagement Tools
- Mobile App for On-the-Go Sales
- Robust and Detailed Reporting and Analytics
- Customizable Sales Dashboards
- Accurate Sales Forecasting Capabilities
- Easy Integration with Third-Party Apps
Price of Zendesk Sell
Zendesk Sell presents a tiered pricing model designed for diverse sales teams. The Sell Team plan, at $19 per agent month billed annually, offers essential sales pipelines, integrations, call tracking, and basic APIs. The Sell Growth expansion, $55 per agent monthly, enhances capabilities with additional pipelines, premium APIs, and advanced reporting and forecasting features. For more complex needs, the Sell Professional plan at $115 per agent monthly enables lead scoring and automation, while the Sell Enterprise, starting at $169, provides unlimited pipelines and customization. Each plan features a free trial.
Introduction
Customer relationship management (CRM) is essential to providing quality customer experience to individuals who support and depend on your company, products, and services. And just as customers are empowered by technology to voice their feedback on your offerings, so too are organizations to enhance their customer service capabilities through CRM applications like Insightly. The platform offers robust functionalities that enable teams to optimize their campaigns.
However, as effective as Insightly might be, it does have its shortcomings. Your employees may have encountered roadblocks when using Insightly’s marketing, sales, service, and project management features. For instance, integrations with your existing tech stack may not be as seamless as you would want them to be.
If you found that Insightly’s digital business solutions fall a little short of your expectations, exploring other platforms on the market may better meet their organizational needs and goals. To help you find better CRM software options, our team at Research.com created this in-depth guide to Insightly CRM alternatives to help improve your customer relations and opportunities for profitability.
What is Insightly CRM?
Insightly CRM is a cost-effective and customizable CRM platform that offers sales, marketing, service, and integration capabilities. The Australia-based software company released Insightly Marketing in 2019 and Insightly Service in 2021. It completed its end-to-end suite of business solutions utilized by startups, small and medium-sized businesses, and large enterprises.
Insightly CRM is also a business process management or BPM solution that enables organizations to automate their workflows regardless of the intricacies of their business needs and preferences. Corporate leaders can also create and deploy custom no-code applications for workflow automation and with dashboards and reports. These custom apps may be utilized by your employees through desktop and mobile devices.
Moreover, Insightly CRM allows you to connect with your teams, delegate tasks, and manage customer data and connections. The digital platform helps you understand your customers individually based on personal information, purchasing behavior, interactions, and feedback. However, its shortcomings may show in its data-transferring and synchronization functionalities when linking with third-party software applications. Customer reviews have also revealed issues with ease of use and customer support. Thus, your business might benefit from exploring the Insightly CRM competitors that the Research.com team listed in this comprehensive guide.
What to Look for in an Insightly CRM Alternative?
A good alternative to Insightly CRM for your business must have fundamental CRM functionalities and be able to integrate seamlessly with your existing external business solutions. Read through the following criteria to inform your decision-making process for your CRM needs.
- Intuitive User Interface. Insightly CRM alternatives must be easy to learn and use so that you may take advantage of all of their features and incorporate them into your daily business operations. They must pave the way for team progress and process optimization through simple, navigable digital tools. Mobile options are also essential to growing businesses. This way, resources spent on subscription and training may be reallocated to more important aspects of employee and business development.
- Effortless Integrations. CRM applications must effortlessly link with the business solutions your organization has already implemented to transition smoothly to new systems. Thus, ensure that the external applications you are already subscribed to are compatible with your preferred CRM platforms.
- Efficient Customer Support. As a business looking for better CRM solutions, you must understand that efficient customer support is essential in maintaining quality customer relations. Your preferred platforms’ customer service representatives must be responsive when you experience issues with their offerings.
- Regular Updates. Good Insightly CRM alternatives must frequently develop their products and services based on trial runs and customer feedback. Regular enhancements exhibit their commitment to providing high-standard products and services.
What additional CRM tools can support team collaboration and productivity?
To maximize the effectiveness of any CRM, it’s essential to supplement core CRM features with additional tools that foster collaboration and streamline workflows. Integrating supplementary CRM tools can enhance productivity across teams by simplifying data sharing, improving task coordination, and automating routine tasks. Here are some valuable tools to consider:
- Project Management Integrations: Tools like Asana, Trello, or Monday.com can integrate with CRMs to help manage tasks, deadlines, and project milestones, promoting accountability and transparency across teams.
- Communication Platforms: Slack and Microsoft Teams are valuable for real-time communication, allowing teams to discuss CRM data, resolve issues quickly, and keep everyone aligned on priorities.
- Document Sharing and Storage: Google Drive and Dropbox allow for seamless file sharing and collaborative editing, making it easy for team members to access and update important CRM-related documents.
- Automation and Workflow Tools: Zapier and Microsoft Power Automate help automate repetitive tasks and create streamlined workflows across multiple applications.
Can CRM Enhance Construction Project Management?
Integrating CRM solutions within the construction industry bridges the gap between client management and project execution. Merging CRM capabilities with the best construction management software centralizes project schedules, resource allocation, and client communications, ensuring real-time updates and streamlined workflows. This integration facilitates precise tracking of project milestones, enhances transparency among stakeholders, and supports adaptive decision-making in dynamic construction environments.
Choosing the Right CRM Through Enhanced Integrations
When selecting a CRM platform, the ability to seamlessly integrate with your existing software ecosystem is a critical factor. Integration ensures that CRM tools complement the workflows of diverse departments, from marketing to procurement, without disrupting efficiency. For example, businesses reliant on procurement systems to manage their supply chain can benefit from CRMs that integrate seamlessly with these tools, ensuring a unified data flow between customer management and backend operations.
Platforms like Salesforce Sales Cloud and HubSpot Sales Hub particularly stand out for their robust integration capabilities with third-party software, making them attractive choices for scaling organizations. Meanwhile, Zoho CRM and Freshsales also provide numerous integration options to supplement both basic and advanced business processes—all while ensuring affordability. By prioritizing a CRM solution with strong integration features, companies can achieve enhanced productivity, better cross-functional collaboration, and meaningful insights across departments.
Key Insights
- Comprehensive CRM Solutions: Insightly CRM offers robust sales, marketing, service, and integration capabilities, making it a versatile tool for businesses of various sizes.
- Business Process Automation: Insightly CRM includes business process management features that allow organizations to automate workflows and create custom no-code applications for improved efficiency.
- Customization and Scalability: The platform enables customization to fit specific business needs, making it adaptable as companies grow.
- Integration Challenges: Some users experience difficulties with data transferring and synchronization when linking Insightly CRM with third-party applications.
- User Experience Issues: Customer reviews highlight concerns with ease of use and customer support, suggesting areas for potential improvement.
- Alternative CRM Options: The market offers various Insightly CRM alternatives, such as Salesforce Sales Cloud, HubSpot Sales Hub, Zoho CRM, and Pipedrive, each with unique features and benefits that may better meet specific organizational needs.
Frequently Asked Questions About Insightly CRM
Insightly CRM is used by startups, small and medium-sized businesses, and large enterprises across various industries to manage customer relationships, automate workflows, and enhance team collaboration.
Key features include sales automation, marketing automation, service management, integration capabilities, business process management, customizable dashboards, and reports.
Main challenges include data transferring and synchronization issues with third-party applications, ease of use, and customer support concerns.
Alternatives may offer better integration capabilities, user interfaces, customization options, and customer support. Exploring other platforms can help you find a CRM solution that better meets your specific business needs and goals.
Salesforce Sales Cloud integrates seamlessly with a wide range of third-party applications, offers detailed performance reports, and has built-in contract management solutions.
HubSpot Sales Hub provides comprehensive business tools, including marketing, customer service, content management, and commerce solutions. It also leverages AI and automation for content creation, workflow optimization, and data analytics.
Zoho CRM offers end-to-end sales solutions, flexible integrations, and 24/7 customer support via phone. It also allows for significant customization to fit specific business processes and objectives.
Pipedrive specializes in sales tools, offers over 400 integrations, and provides an affordable pricing plan starting at $12.50 per user per month. It is particularly strong in visual sales pipeline management and workflow automation.
Yes, some alternatives like HubSpot Sales Hub and Freshsales offer free plans with basic features, allowing businesses to start with no upfront cost.
Zoho CRM, Pipedrive, and Freshsales are excellent options for small businesses due to their affordability, ease of use, and comprehensive features tailored to smaller teams.
Yes, Insightly CRM includes business process management capabilities that allow for workflow automation and custom no-code application development, making it suitable for complex business needs.
Insightly CRM offers mobile applications that enable users to access CRM data and functionalities on the go, ensuring flexibility and convenience for sales and service teams.
Insightly CRM requires organizations to pay $29 per user per month, with a free account available for a maximum of two users.
Alternatives like Zoho CRM and Freshsales offer 24/7 customer support via phone, chat, and online resources, while some users report that Insightly CRM's customer support could be improved.
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