Insightly is a popular Customer Relationship Management (CRM) tool many businesses use to organize workflows and manage leads, sales pipelines, and projects online.
Although a popular product, Insightly has some significant drawbacks, such as high onboarding fees (high fees in general), no phone support, a clunky user interface, and poor visual data reporting, which makes it unsuitable for some businesses.
This blog post covers 12 incredible alternatives to Insightly for small businesses, their unique features, drawbacks, pricing, and customer reviews to help you make the best choice for your business.
Here’s a list of 12 Insightly alternatives:
- Capsule CRM
- Bitrix24 CRM
- Agile CRM
Let us begin with an overview of Insightly and why you may need to consider an alternative.
The Drawbacks of Insightly
Despite the great features Insightly offers, achieving your business’s desired goal is difficult if you’re on a confined budget. For example, guided onboarding on Insightly costs $1,500. In addition, to get a customized dashboard and workflow automation, you need to upgrade from Plus to the Professional plan, which costs $49 billed annually.
And there’s more!
Defects in reporting
Data visualization is a crucial aspect of any business’s success. Yet, Insightly data reporting is painfully limited for businesses that require extensive data reporting.
Here’s a customer review regarding Insighly’s deficiency in data visual reporting:
“You have to download reports from a link sent in an email. It would be better if the report were simply attached”.
Another customer said,
“Unlike a couple of other CRM software that I’ve tested, Insightly does not offer many of the graphical views that the others do. Being someone who has an easier time seeing data in the visual realm, this was a feature that I wished Insightly would add.”
Poor data linkage between all databases among teams
Tracking customer experience across teams is difficult due to the need for more data linkage across all databases. This leads to misinformation and difficulty nurturing leads effectively or targeting prospects with the right offers.
Limited customer support
Unlike EngageBay, with 24/7, award-winning customer support, Insighthly only offers priority email or phone support to customers who purchase a customer care support plan (exclusive of the main CRM pricing plan).
This customer care support plan ranges from $1,500 to $10,000 annually or a fraction of your total annual subscription.
Insightly’s limited customer support is a significant drawback for upcoming businesses that are new to the use of CRM software and need reliable support to answer any questions or confusion they may have navigating the tool.
Workflow automation is limited only to the pro plan
Insightly workflow automation, although designed to help businesses overcome repetitive tasks in sales, marketing, and general operations, is only available in the Pro plan, which costs $49/month.
Bland features in the free plan
Insightly has a forever-free plan. However, you would need to upgrade to higher plans to access the competitive features required to allow your business to thrive, quickly raising the price for small business owners.
For example, you’ll need to upgrade to a paid plan to schedule emails and manage leads.
Insightly Pricing Plans
Insightly has four pricing plans:
Free: $0 (Free for up to 2 users)
Plus: Costs $29/user/month (billed annually). This plan gives you access to lead management, web-to-lead capture, email templates, and automated emails.
Professional: Costs $49/user/month (billed annually). In addition to the features in the Plus plan, you get access to features like lead assignment and routing, scheduled outbound emails, customizable real-time insight cards, and custom queues.
Enterprise: Costs $99/user/month (billed annually). This plan gives you unlimited, customizable real-time insight cards, comprehensive audit logging, and better automation processes in addition to the features of the professional plan.
Customer Reviews of Insightly
Take a look at what some Insightly users have to say.
Review Source: G2
Review Source: Capterra
Review Source: G2
Our Top 12 Insightly Alternatives for Small Businesses
We’ve curated the top Insightly alternatives for small businesses to make your decision process easy.
The table below is a snapshot of their cons, pros, pricing, and overall rating to give you an informed overview, after which we discuss each in detail.
|Pros||Cons||Best For||Free Plan||Pricing Starts at||
Overall Rating out of 5 (G2)
|Insightly||Powerful sales pipeline.||Lacks customer support and high pricing||Mid to large-sized businesses with a deep pocket||Yes (limited)||$29/user/month||4.2|
|EngageBay||Fully integrated CRM, predictive lead scoring, free live chat, and telephony integration||Training manuals can be improved||Small businesses and teams on a finite budget||Yes (forever free plan)||$12.99/month||4.6|
|Zoho||Advanced analytics and reporting||Poor customer service and limited storage capacity||Startups and small businesses||Yes
(limited free plan)
|$18/month per user||4|
|Freshsales||Easy to use interface and lead capturing||Limited 3rd party integration||Startups and growing teams||Yes||$18/month per user||4.6|
|HubSpot||One in all CRM, Prospecting tools and detailed analytics and reporting.||A steep learning curve, high costs, and limited functionality in lower pricing tiers||Large companies and enterprises with unlimited budget||Yes
(limited free plan)
|$50/month per user||4.4|
|Capsule CRM||Comprehensive sales pipeline and mobile app CRM||No help desk or live chat, limited 3rd party integration and lacks advanced features||Small teams and startups on a budget||Yes||$18/month||4.3|
|Bitrix24 CRM||Allows multiple users per pricing plan, excellent communication tools||Steep learning curve and no direct access to integration||Advanced teams and professionals||Yes||$61/month for 5 users||4.1|
|Nutshell||Excellent post-sales support and customer contact management||Manual contact segmentation and slow data reporting||Small business and sales teams||No||$19/month/user||4.2|
|Salesforce||Large scale customization and CRM mobile app||Expensive and complex initial set up and customization||Large businesses and enterprises||No||$25/month/user||4.3|
|Keap||Robust integrations, complete lead profiles and history tracking||Costly pricing plans, limited contacts in each pricing plan||Small businesses with a big budget||No (14 days free trial)||$189 per month for 2 users||4.2|
|Pipedrive||Visual sales pipeline and customizable sales process||Limited data reporting and poor customer support||Small and medium-sized businesses||No||$11.90/month per user||4.2|
|Agile CRM||Multichannel communication and real-time customer tracking||Challenging cancellation process and steep learning curve||Startups and small teams||Yes||$8.99/month per user||4|
|Copper||Integration with Google Work Space and deal tracking||Lack of advanced features and limited integrations||Small businesses with basic CRM solution||No||$29/month/user||4.5|
Let’s look at them in detail.
When it comes to the best Insightly alternatives, EngageBay is one of the top solutions.
As discussed earlier in this guide, their CRM services are always available for free, even if that’s all you use from EngageBay.
EngageBay was founded as an alternative to pricy CRM software. You get an all-in-one marketing, sales, and customer support software that eliminates the need for multiple standalone systems.
EngageBay’s lower prices and free features have won the product lots of praises.
Besides the features we discussed before, EngageBay’s free CRM also features call integration, a lead scoring system, CRM, and email syncing.
You also get sales team gamification and leaderboards, sales automation, easily accessible contact lists, automated data entry, task creation and assignment, meeting scheduling, and a visible sales pipeline.
With multichannel marketing, you can engage with your customers via email, phone, SMS, social media, and the web. The centralized CRM collects information about each interaction and displays it in the form of a timeline.
EngageBay’s Social Suite lets you manage your social media accounts — Facebook, Instagram, Twitter, and LinkedIn — from a single window. You can also schedule posts and use social listening to discover what your customers are saying about your company.
You also get a host of third-party integrations, including BigCommerce, CallHippo, Amazon Web Services, Zapier, JotForm, and Plivo.
To make it easy for small businesses, EngageBay onboards all users for free. You also get, free email migration services and phone support, and more.
EngageBay offers four plans: Free, Basic, Growth, and Pro.
Free: This plan is truly free forever and is ideal for businesses just starting out. You get email marketing, autoresponders, email broadcast, drip campaigns, landing pages, helpdesk, and live chat making EngageBay the best Insightly CRM alternative for SMBs.
Basic: This plan starts at $14.99/month and offers 1,000 contacts, 3,000 emails, 1 GB of file storage, custom deal milestones, canned responses, group management, and more.
Growth: This is the most popular plan and costs $49.99/month for 10,000 contacts and 25,000 emails. Features include advanced marketing automation, email broadcast, and landing page A/B testing, timezone-based email delivery, proposals, leaderboards, and so much more.
Pro: For just $99.99/month, you get a host of pro-level tools, including role management, call scripts, account-based marketing, custom reports, team hierarchy, APIs, and phone support.
EngageBay also offers a 10% discount on annual plans and a 20% discount on biennial plans.
While HubSpot’s high prices make its services tough to recommend, its CRM is available for free.
Designed for salespeople and marketers, you get live chat (something Insightly doesn’t have), meeting scheduling, prospect tracking, email tracking, and click-to-call.
HubSpot also offers email templates, contact management and lists, pipeline management, deal tracking, company insights, and a reporting dashboard.
HubSpot CRM doesn’t try to restrict how many contacts you can add, with the cap currently set at a million.
All this unlimited data for free CRM is quite impressive, making HubSpot a viable option for businesses just starting out.
HubSpot’s paid plans are one of the best in the industry, and many well-to-do establishments choose HubSpot CRM over other Insightly alternatives. That said, HubSpot is one of the most expensive CRM software — just the onboarding fees alone cost a whopping $12,000!
Looking for any HubSpot competitors? Our detailed analysis introduces nine strong alternatives. Check it out now!
HubSpot offers three paid plans: Starter, Professional, and Enterprise.
Starter: Costs $50/month and offers landing pages, a shared inbox, list segmentation, live chat, reporting dashboard, email scheduling, and more.
Professional: Costs $1,600/month and adds email marketing, ad management, ABM tools and workflow automation, A/B testing, multi-channel marketing workflows, and more.
Enterprise: This is the most expensive plan, starting at $5,000/month. You get a host of pro features, including custom properties, email health insights, content strategy, SEO recommendation, website traffic analytics, campaign management, and more.
Let’s take a look at a user’s standpoint:
Read Also: HubSpot Pricing and Comparison with Other Alternatives
Formerly known as Infusionsoft, Keap may be the company’s new name, but its same great features have not changed.
For example, Keap still offers CRM with Smart Forms, message personalization, client contact lists, email templates, email scheduling, Outlook and Gmail syncing, and automation.
Keap’s client management tools let you manage everyday customer experiences through automated lead capture, triggered personalized follow-ups, and centralized data access.
Keap also offers more than 2,500 integrations powered natively and through Zapier — Paypal, Gmail, WordPress, Outlook, and more.
Unlike HubSpot and EngageBay, Keap does not offer a free plan.
Keap offers three paid plans: Lite, Pro, and Max.
Lite: The Lite plan costs $59/month and offers automated lead capture and follow-up, email marketing, payments and invoicing, and appointments.
Pro: Costs $129/month and adds landing pages, sales pipeline, advanced automation, and text marketing.
Max: Costs $199 and adds lead scoring, sales funnels, Shopify integration, one-click upsell and cross-sell, and analytics.
Here’s what a user said about Keap:
Zoho is an affordable customer relationship management tool that helps businesses manage contacts, track and nurture leads. Its features cover email management, meeting management, advanced AI, customization tools, and lead management.
Zoho CRM features
Here are some features Zoho CRM comes with.
Mobile CRM app
This unique feature allows business owners to manage their sales and customer support on the go. Also, it has a scanning feature that allows you to import details quickly into your CRM platform.
3rd party Integrations
With a wide range of 3rd party integrations, you can bring all your notifications into one place, streamlining your workflow and increasing productivity. Examples of Zoho 3rd party integrations include Asana, Trello, and Zapier.
Advanced analytics and reporting
With Zoho, you can filter down and target the most important metrics you want. Also, with built-in reports, you can easily visualize your business data and make informed decisions to scale your business.
Zia, Zoho’s AI tool, makes predictive analyses that help your business grow. It helps forecast revenue and checks customers’ behavior to show you what you should automate to speed up things.
Although Zoho has some great features like those listed above, it has some drawbacks including the following.
Limited features on the free plan
The free plan allows up to 3 users, but the features are pretty limiting. For example, sales forecasting and calendar management are unavailable on the free plan.
Limited storage capacity
Zoho CRM offers limited storage capacity for its users, and additional storage can be expensive.
Slow customer service
A top complaint Zoho’s common to Zoho CRM users is “bad customer support.”
Here is what a customer has to say in that regard.
“Dismal customer support infrastructure. Have had meetings canceled and delayed because their conference call and screen-sharing platforms did not work – how do you not test such things before getting on calls with clients? Agents are often rude and, quite frankly, slow. Everyone around the office knows having to call Zoho customer support is like a death sentence.”
Steep learning curve
Due to new iterations added to Zoho CRM, it has a steep learning curve.
Zoho has four pricing plans; standard, professional, enterprise, and premium.
Standard: Starts at $18/month per user. It includes sales force automation features like multiple pipelines, sales forecasting, email insight, and advanced filters. It also includes automation and process management tools and reporting and analytic tools.
Professional: Starts at $30/month per user. In addition to the features in the standard plan, it includes webhooks, custom functions, Google Ads, custom reports, and many more features.
Enterprise: Starts at $45/month per user. It includes features like contact segmentation, autoresponders, multiple scoring, custom reports, and web form analytics in addition to the features in the professional plan.
Ultimate: Starts at $55/month per user. Audit logs and Zoho analytics are some additional features in the ultimate plan.
Here’s what a Zoho user has to say.
Review Source: G2
Freshsales is an efficient all-in-one CRM for small teams and startups. It helps businesses generate qualified leads and accelerate sales while maintaining good customer relationships.
It offers workflow automation, a wide range of in-built communication (including email chats, live chat, sms), contact management, and WhatsApp integration.
Here are some unique features Freshsales CRM comes with.
One of the exciting features of Freshsales is its efficiency in lead capturing. First, it offers lead forms to help your business gain new customers. Then it converts emails to contacts automatically.
It also keeps contact activity and social profiles on your customers. This means getting customers becomes easier as Freshsales lead scoring features predict the best time to contact your customers for better conversion.
Easy to use and WhatsApp integration
Freshsales also has an easy-to-use interface, making it easy to use their available tools. It also integrates with WhatsApp as part of its communication platform, giving you access to customers while on the go.
This helps you capture and segment leads based on their interaction with your website.
Common drawbacks highlighted by Freshsales CRM users include the following:
- Limited monthly marketing emails
- Slow customer support
- Limited 3rd party integration
- Limited reporting features
Freshsales has four major pricing plans, they include the following:
Free plan. Forever free plan with limited features.
Growth plan: The growth plan is free for three users. It has built-in chat features, AI contact-powered scoring, contact, account, and deal management. It goes for $18 per month.
Pro plan: The Pro offers multiple sales pipelines, sales teams, and territory management, time-based workflows in addition to the features in the growth plan. It’s priced at $47/per month per user.
Enterprise plan: This provides everything in the Pro plan plus AI-based forecasting insights, call audits, and a dedicated account manager. It costs $83 per month per user.
Take a look at what a user has to say about Freshsales CRM.
Review Source: Capterra
6. Capsule CRM
This software-as-a-service and mobile app CRM tool was founded in 2009.
Capsule is another excellent alternative to Insightly. It offers sales management, contact management, sales pipeline management, data reporting, and customization.
Capsule CRM features
Take a look at some Capsule CRM features.
Sales pipeline management
Capsule CRM has a visual sales pipeline that tracks every sale and helps you customize and streamline your sales process. It also makes a detailed report of everything on one page, so you can understand the sales pipeline and what is working and what isn’t.
Advanced reporting feature
It provides in-depth report filtering based on time intervals, users, or teams for a clearer picture.
With Capsule email integration, you can manage all email communication in one place, leading to increased efficiency.
Allows you to customize fields, tags, and milestones.
Excellent task management system
Enables you to keep tabs on progress across multiple teams for more productivity.
Capsule CRM users frequently cite the following as drawbacks they encounter while using the software.
- Limited 3rd party integration
- Limited features in the free plan
- Poor user interface
- Absence of live chat or help desk
Capsule CRM pricing
It has four pricing plans that you can decide from; free, professional, capsule team, and capsule enterprise.
Free: Gives your business access to 250 contacts with a small space of 50 MB.
Professional plan: This includes 50,000 contacts with 10 GB space, a sales pipeline, project management tools, activity reporting, and key integrations with other apps, including Microsoft 365, Google, Xero, and Zapier. It goes for $18 per month.
Capsule team: This costs $36 monthly per user with 100,000 contacts and 20 GB of storage. It also includes workflow automation, multiple project board, and advanced sales reporting.
Enterprise: This costs $54 monthly per user with 200,000 contacts, 40 GB storage, 500 email templates, priority support, and custom training.
Here’s a review from a user.
Review Source: TrustRadius
7. Bitrix24 CRM
This is an excellent collaboration and communication tool suite. One of the most significant advantages of Bitrix24 is that it allows for multiple users per pricing plan.
In addition, It offers task automation, client management, and sales management tools. Due to its advanced user interface, it best fits advanced users and professional sales and marketing teams.
Bitrix24 CRM features
Here are some features that make Bitrix24 an excellent Insightly alternative.
Bitrix24 CRM helps to reach customers via existing channels. It uses free web CRM to scan for customers via free web leads and then proceeds to use customer activity tracking and scoring to help your business maximize sales.
Excellent communication tools
A top feature Bitrix24 CRM offers is its excellent communication tools, from live chats to web forms and VoIP telephony. This enables you to maintain communication with customers seamlessly.
Free administration tools
With these free administration tools, you integrate and append your contacts with their social media profile.
This feature allows you to manage your clients right out of your pocket from anywhere in the world.
Project management tool
Bitrix24 has a comprehensive solution for project management that effortlessly integrates all teams for more efficiency and productivity.
Here are a few drawbacks highlighted by Bitrix24 CRM users.
- It doesn’t give access to direct integration with apps like Shopify
- Difficulty navigating the interface
- Steep learning curve
Bitrix24 has four pricing plans: free, basic, standard, professional, and enterprise.
Free plan: It comes with unlimited users and is completely free. This plan includes collaboration tools like HD video calls, chat, calendar, and company workspace. It also has a limited contact center, website builder, tasks, and project features.
Basic plan: Starts at $61 for five users. In addition to the features in the free plan, you get an online store builder and access to customer support.
Standard plan: It costs $124 per month for 50 users. In addition to the features in the basic plan, you get access to marketing, online documentation, and account administrators.
Professional plan: Starts at $249 per month for 100 users. Additional features are sales intelligence, automation, and HR services.
Enterprise: Starts at $499 per month for 500 users. Additional features include unlimited branch accounts, scalability features like complete data isolation, and a dedicated application server.
This is what a user has to say.
Review Source: GetApp
Read also: Bitrix24 Alternatives: Transform Your Customer Engagement and Drive Sales
This web and mobile customer relationship management tool was founded in 2009. Nutshell’s unique features include customer contract management, pipeline, and contact management.
Nutshell comes with the following features.
This flexible sales tracking feature helps you score and prioritize leads for better conversion.
Nutshell CRM allows your team to work effectively by providing collaboration, communication, and task management tools.
With its automatic lead assignment and task reminder tools, you save time and achieve more sales.
Reporting and Analytics
This feature lets you see what’s working and what can be improved for business growth.
Here’s a list of common challenges Nutshell users face while using the platform.
- Manual contact segmentation
- Slow data reporting
- Poor user interface
Nutshell has two pricing plans only.
Foundation plan: Starts at $19 per monthly user. Features include a customizable single sales pipeline, embeddable web forms, activity reminders, contact management, and a communication timeline.
Nutshell Pro: Starts at $49 per monthly user and gives access to additional features like sales automation, unlimited in-app phone call and dialing, unlimited pipelines, and sales quota.
Here’s what a Nutshell user has to say.
Review Source: G2
This a popular analytical CRM used to push and propel sales. Companies of all sizes can use it. Salesforce has the unique effect of making all team members see customers’ progress. Also, with Salesforce, you don’t need to criticize team members for not following duties or being carried along; everyone sees what happens and will be plunged in for greater efficiency.
Here are some of Salesforce CRM’s basic features.
Salesforce CRM offers one of the best contact management tools, enabling you to track and manage customer data based on customer preferences, demographics, and interactions with your website.
This robust feature allows you to make accurate sales projections based on where customers are in the sales pipeline.
This allows you to eliminate repetitive marketing tasks for better efficiency and conversion.
Enables easy access to all your business information like data reporting and task notifications while on the go.
Salesforce also goes to the depth of providing a large scale of customization tools. You can customize things about your business to the tiniest level (though this comes at a high price).
Despite its many great features, Salesforce has several challenges recorded by its users.
- Salesforce is costly to maintain and sometimes gives wrong data when exporting data.
- The user interface is also confusing, possibly due to many customization tools.
- Complex initial setup and customization.
With four pricing, you are at liberty to make a choice based on the features you need and your budget.
Essential plan: Comes at $25/month per user, and its features include mass email, lead management, account management, a customizable sales process, a mobile App, customizable reports, and a dashboard.
Professional plan: Besides the features above, you get collaborative sales forecasting and forecasting mobile App. It costs $75/month per user.
Enterprise plan: Comes with the features above but with an addition of web services API. It costs $150/month per user.
Unlimited plan: Costs $300/month per user and gives you access to advanced reporting, sales pipeline inspection, predictive forecasting, and more.
Here’s what a Salesforce CRM user has to say about the software.
Review Source: Capterra
Pipedrive is a sales customer relationship management tool that integrates with over 350 apps.
Pipedrive has unique features, like the following.
Visual sales pipeline
Pipedrive lets you see your entire sale process at a glance, just like Capsule CRM. It also has good prospector tools that help in outbound marketing. In simple terms, it helps you look for customers.
Pipe drive helps in proper scheduling, giving insights and milestones on the work progress of the goals set for your business. It also has a high-security level.
Customizable sales process
Pipedrive CRM’s customizable sales process feature allows you to customize your sales process to meet your needs. It lets you identify your sales stages, deal fields, and workflows for enhanced sales efficiency.
Common challenges Pipedrive users face while using the CRM include:
- Poor customer support
- Limited filters and poorly placed personalization features
- Limited data reporting capabilities
Pipedrive, like Salesforce and Nutshell, offers no free plans, but it has four paid pricing plans you can decide from.
Essential: Starts at $11.90/month per user.
Advanced: Starts at $24.90/month per user.
Professional: Starts at 49.90/month per user.
Enterprise: Starts at 74.90/month per user.
Take a look at a review from a Pipedrive user.
Review Source: G2
11. Agile CRM
Agile CRM is a fully integrated CRM with telephony, sales tracking, contact management, and 2-way email features.
Agile CRM features
Let’s take a look at some key features of Agile CRM.
Allows you to maintain effective communication with prospects and customers across multiple touchpoints.
This gives easy visualization of your funnels and lets you see your achievements towards set goals.
Allows you to monitor customers’ activity closely and in real-time
Stores customer details and interaction across teams in a single database.
Agile CRM integrates with several apps, such as Facebook, ensuring greater outreach. It also has very advanced tools and features for the growth of the business.
Agile CRM drawbacks highlighted by some users include:
- Challenging cancellation process
- Some features require a steep learning curve
Agile CRM has four pricing plans, giving you the required flexibility to make a choice that fits your budget.
Free: For up to 10 users and offers 50,000 contacts and companies, lead scoring, two-way telephony, custom deal milestone, and appointment scheduling.
Starter pack: It goes for $8.99. It includes features in the free plan and marketing features like email campaigns, marketing automation, web-to-lead, and social monitoring.
Regular: This plan is $29.99 and includes service features like activities, reports, and a help desk.
Enterprise: Starts at $47.99 and includes 50+ integrations and plugins, email reports, chrome extension, phone, and email support in addition to the features in the regular plan.
Here’s a review from a user.
Review source: G2
Founded in 2011, it is popular for its perfect integration with Google Workspace.
Copper CRM features
Copper CRM features include:
Copper’s CRM mobile app allows users to track important business activities on the go.
Advanced pipelines that allow you to keep track of deals and customer journeys.
Keeps all customer details in a single database.
Common challenges cited by Copper CRM users include:
- Limited integration with other third-party apps.
- Limited features and tools.
- Bland UI/UX design
Copper has three pricing plans you can choose from.
Basic: It costs $29/per month per user. It covers 2,500 contact limits, Google space integration, sales pipelines, team collaboration, and contact enrichment tools.
Professional: The plan costs $69/per month per user. It covers a 15,000 contact limit, workflow automation, reporting and bulk emails and templates, and the basic plan features.
Business: It goes for $139/month per user. It covers unlimited contacts, website tracking, lead scoring, LinkedIn integration email sequences, and drip campaign tools.
Here are two reviews from Copper CRM users.
Review source: GetApp
We’ve looked at 12 incredible Insightly alternatives you can choose from.
Pricing, available features, and scalability should be the top factors on your mind when deciding on an Insightly alternative.
That said, if you’re looking for a one-stop, fully integrated Insightly alternative that’s affordable (save up to 90%), scalable, and provides excellent features required for your business growth—try EngageBay. It was made with love for small and mid-sized businesses.
Book a demo with one of our experts and get started for free.