Comparison
Insightly vs Close
Side-by-side comparison of Insightly and Close. See pricing, features, ratings, and more.
| Feature | Insightly | Close |
|---|---|---|
| Rating | 3.8 / 5 | 4.4 / 5 |
| Reviews | 1 | 1 |
| Categories | Project CRM, Sales CRM, CRM Reporting | Sales CRM, Sales Automation, Contact Management |
| Pricing | From $29 | From $9 |
| Pricing Model | paid | paid |
| Pros | Won opportunities convert into projects with contact history attached — the sale-to-delivery handover disappears, Competitive per-user pricing: $29/$49/$99 per month billed annually at time of writing, 14-day trial with no credit card, plus a free tier for up to 2 users per their comparison PDF, Record, storage and email-send ceilings rise reasonably across tiers (100k to 500k records), AppConnect is a genuine iPaaS for firms that need real system-to-system automation | Calling, SMS, email and shared inbox live inside the lead record, so activity logging happens without rep effort, Power Dialer and voicemail drop on the Growth plan materially raise dials per hour in high-volume outbound, Fast, keyboard-first interface that reps adopt without training overhead, Chloe AI credits bundled on every plan; call summaries and follow-up drafts were genuinely useful in my testing, Generous entry point: Solo at $9/user/month billed annually, with a 30-day money-back guarantee and no long contract |
| Cons | Bundle economics hurt: AppConnect adds $3,000 mandatory setup, plus $1,500 guided onboarding and 20%-of-license support with a $3,000 floor on bundle deals, The platform is rigid — limited layouts and object model, so unusual processes bend to the tool, Reporting and UI feel dated next to HubSpot and Salesforce, Marketing and Service products are separate purchases and trail category leaders, The mobile app covers basics but has never felt as finished as desktop | Automated workflows and the Power Dialer are gated behind Growth at $99/user/year-billed — nearly triple the Essentials price, Metered extras (phone numbers, call minutes, SMS, extra AI credits) push the real bill well above the seat price for dial-heavy teams, CRM core is shallow on reporting, custom objects and forecasting compared with Pipedrive or HubSpot at similar prices, Solo plan caps at 1 user and 10,000 leads and excludes workflows; no free plan exists, AI credits are pooled per month and do not roll over, so heavy Chloe usage can exhaust the allowance mid-month |
| Best For | Professional services firms and agencies that want the pipeline and the project delivery record in one system. | Inside-sales and outbound teams of roughly 2-50 reps who live on the phone and email and want activity logging to be automatic rather than enforced. |
| Launch Year | — | — |
| HQ Country | US | US |