Close vs Insightly

Detailed side-by-side comparison

Close

From $19/mo

Close is a sales-focused CRM built specifically for startups and SMBs that need to move fast and close deals efficiently. It stands out by having calling, SMS, and email communication built directly into the platform, eliminating the need for separate tools and enabling seamless multi-channel outreach.

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Insightly

From $29/mo

Insightly is a comprehensive platform that combines CRM and project management capabilities in one system, ideal for businesses that need to manage both customer relationships and project delivery. It offers strong workflow automation and relationship linking features that help teams connect sales activities with project execution.

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Feature Comparison

Feature	Close	Insightly
Communication Channels	Native built-in calling with power dialer, call recording, SMS messaging, and email - all integrated without external tools	Email tracking with Gmail and Outlook integration, but requires third-party tools for calling and SMS capabilities
Project Management	Focused purely on sales activities with no dedicated project management features	Fully integrated project management with task assignments, milestones, and project tracking alongside CRM functions
Automation	Powerful sales automation including automated email sequences, follow-ups, and predictive dialing for high-volume outreach	Workflow automation for custom business processes and sales pipeline management, but less focused on outbound sales sequences
Sales Pipeline	Streamlined pipeline management optimized specifically for sales teams with advanced reporting and sales analytics	Opportunity tracking and pipeline management with relationship linking that connects deals to related contacts and projects
Customization	Limited customization options with focus on out-of-the-box sales functionality	Flexible customization for fields, workflows, and business processes to adapt to various use cases
Target User Base	Designed exclusively for sales teams who need speed and efficiency in closing deals	Built for teams that need to bridge sales and project delivery, managing the full customer lifecycle

Pricing Comparison

Close starts at $19/mo making it more affordable initially, while Insightly starts at $29/mo but includes project management capabilities. Both can become expensive as teams grow, though Close's higher pricing tiers reflect its premium built-in communication tools.

Verdict

Choose Close if...

Choose Close if you're a sales-focused team that needs built-in calling, SMS, and email capabilities with powerful automation for high-volume outreach. It's ideal for teams that want an all-in-one sales platform without juggling multiple communication tools.

Choose Insightly if...

Choose Insightly if you need to manage both customer relationships and project delivery in one platform, or if your business requires strong customization and workflow automation beyond pure sales activities. It's perfect for service-based businesses or teams that need to track work from sale through completion.

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Pros & Cons

Close

Pros

+ All-in-one platform with calling, email, and SMS built-in
+ Intuitive interface designed specifically for sales teams
+ Powerful automation capabilities that save time
+ Excellent customer support and onboarding

Cons

- Higher pricing compared to basic CRM alternatives
- Can be overwhelming for very small teams or solo users
- Limited customization options compared to enterprise CRMs

Insightly

Pros

+ Unified CRM and project management in a single platform
+ Strong integration capabilities with popular business tools
+ Intuitive interface with relatively easy learning curve
+ Flexible customization options for fields and workflows

Cons

- Can become expensive as team size grows
- Advanced features require higher-tier plans
- Mobile app functionality is limited compared to desktop version