Insightly vs Capsule CRM: Which Is The Right For You in 2025?

You’re looking at Insightly vs CapsuleCRM, and honestly, both seem pretty good.

How do you know which one fits your needs?

It’s like choosing between two cool video games, but you only have money for one.

Now, imagine you pick the wrong one. You spend hours setting it up, and it doesn’t do what you need. 

Don’t worry—we’re here to help. We’ll explain the key differences between Insightly and Capsule CRM. 

Overview

We’ve rolled up our sleeves and put Insightly and Capsule CRM through their paces. 

Our team spent weeks testing each platform, simulating real-world scenarios, and diving deep into their features.

This hands-on experience allows us to provide a clear, unbiased comparison.

What is Insightly?

Insightly? Yeah, it’s a CRM. But it does more. Think project management, too.

This tool is designed to grow businesses. It allows you to track deals and projects in one place, which sounds useful.

Key Benefits

• • Boost Productivity: Improve project completion rates by 20%.
  • Increase Revenue: Track leads effectively and closes more deals.
  • Enhance Collaboration: Connect teams and improve communication.
  • Gain Valuable Insights: Get a deeper understanding of your customers.

Pricing

• Insightly offers flexible plans for different needs and budgets. Check them out:
  • Plus: Starts at $29/user/month
  • Professional: Starts at $49/user/month
  • Enterprise: Starts at $99/user/month

What is Capsule CRM?

Capsule CRM? It’s all about keeping things simple.

Think easy contact tracking. Sales pipelines? They’ve got that. It’s designed for small teams. Want something straightforward? This could be it.

Key Benefits

• User-friendly interface: Capsule CRM is known for its intuitive design and ease of use.
• Affordable pricing: It’s one of the most budget-friendly CRMs on the market.
• Great for small businesses: Its simplicity and focus on essential features make it perfect for small teams.
• Mobile app: Access your customer data and manage your sales pipeline on the go.
• Integrates with popular tools: Connects with G Suite, Mailchimp, Zapier, and more.

Pricing

Capsule CRM offers a free plan for up to 2 users and 250 contacts. Need more? Their paid plans start at just $21 per month. Here’s what you get:

• Starter ($21/month): 30,000 contacts, Email Templates, AI-Powered Email Assistant.
• Growth ($38/month): 60,000 contacts, Workflow Automation, Advanced Sales Pipelines.
• Advanced ($60/month): 120,000 contacts, Multiple Project Boards, Contact Enrichment.
• Ultimate ($75/month): 240,000 contacts, Dedicated Account Manager, Custom Training.

Feature Comparison

Let’s examine the core differences.

We’ll examine key features, show how each CRM handles crucial aspects of your business, and help you choose the right one.

Ease of Use

• Insightly offers a comprehensive CRM solution, but its feature-rich interface can have a steeper learning curve, especially for new users.
• Capsule CRM emphasizes simplicity. Its clean, intuitive design makes it easy to learn and use, ideal for small businesses that prioritize quick adoption.

Customization

• Insightly: Provides extensive customization options, tailoring fields, workflows, and reports to your business needs.
• Capsule CRM offers limited customization. While you can adjust some fields, it’s less flexible and focuses on a more standardized experience.

Integrations

• Insightly: Boasts various integrations, including popular tools like Mailchimp and a robust API for custom connections.
• Capsule CRM: Offers fewer integrations. Though it covers essential tools, its ecosystem is less extensive, potentially limiting its ability to integrate with niche applications.

Sales Process Management

• Insightly: Provides advanced tools for managing the sales process, including lead scoring, workflow automation, and detailed pipeline tracking, helping to maximize sales opportunities.
• Capsule CRM offers a straightforward sales pipeline for basic tracking and managing sales opportunities. However, it lacks Insightly’s advanced automation features.

Email Marketing

• Insightly offers built-in email marketing capabilities and strong integrations to support campaign management and lead nurturing.
• Capsule CRM: Relies primarily on integrations for email marketing, requiring connections to external services for campaign execution.

Customer Support

• Insightly: Offers comprehensive customer support, including online resources, email, and phone support for higher-tier plans.
• Capsule CRM: Provides reliable customer support through online resources and email, focusing on quick and efficient issue resolution.

Customer Relationships

• Insightly: Designed to foster deep customer relationships through detailed contact management, project tracking, and communication tools, helping to streamline your interactions.
• Capsule CRM focuses on foundational customer relationship management. It provides essential tools for tracking interactions and maintaining customer relationships, making it efficient for a more minor sales team.

What to Look For When Choosing CRM Software?

• Consider your team’s technical skills for ease of use.
• Evaluate if the API enables necessary custom integrations.
• Match CRM features to your specific sales process needs.
• Ensure customer support aligns with your required response times.
• Factor in long-term scaling when reviewing pricing tiers.
• Confirm the CRM supports your existing email marketing tools.
• Determine if the CRM’s reporting aligns with your business’s KPIs.
• Check if the CRM is designed for your business size (e.g., small businesses).
• Verify mobile app functionality for on-the-go access.
• Assess data security and compliance measures.
• Explore available training and onboarding resources.
• Review user reviews and testimonials for real-world insights.
• Check for data migration tools to ensure a smooth transition.
• Determine if the CRM offers project management if needed.
• Evaluate how well the CRM helps you build strong customer relationships.

Final Verdict (Our Pick)

So, Capsule CRM vs Insightly, which one wins? For most growing businesses, Insightly takes the lead.

Yes, it might cost a bit more. But it gives you way more.

You can customize almost everything. Plus, the project management? Super helpful.

If you need a powerful CRM that grows with you, Insightly is it.

We’ve spent hours testing both. We know what works.

We think Insightly gives you the tools you need to succeed. Don’t just take our word for it; try it. 

You’ll see how it can help you better manage your sales and projects.

If you need simple contact tracking, Capsule CRM is fine. However, for a complete CRM solution, Insightly offers the most value.

Frequently Asked Questions