Freshsales CRM vs Insightly: Which is The Right One in 2025?

Picking a CRM is tough. You need something that keeps your customer info organized. 

You’re probably worried about wasting money on the wrong tool.

What if it’s too complicated? Or what if it doesn’t have the features you need? 

Good news! We’re going to break down Freshsales CRM vs Insightly in simple terms.

We’ll look at the key differences and help you decide which is the right fit for your business. 

Overview

We’ve spent considerable time exploring both Freshsales CRM and Insightly.

Our team dove into their features, tested workflows, and analyzed user feedback.

This hands-on approach allows us to provide a real-world comparison, not just a surface-level review.

What is Freshsales CRM?

So, Freshsales CRM. What’s the deal? It’s a sales-focused CRM.

Think of it as a tool to help you close more deals.

It’s easy to use, organizes your sales process, and offers features that boost your sales team’s efficiency.

Key Benefits

• Intuitive Interface: Get up and running in minutes; no tech skills required.
• Visual Sales Pipeline: See precisely where your deals stand at a glance.
• Built-in Phone and Email: Connect with customers directly within the platform.
• AI-Powered Insights: Get intelligent recommendations to close more deals.

Pricing

Freshsales CRM offers four pricing tiers:

• Growth ($9/user/month): Adds features like visual sales pipelines, email marketing, and basic reporting.
• Pro ($39/user/month): Unlocks advanced features like AI-powered insights, multiple sales pipelines, and time-based automation.
• Enterprise ($59/user/month): For large teams needing custom reporting, dedicated account management, and advanced security features.

What is Insightly?

Okay, so what’s Insightly all about? It’s a CRM, but it adds project management.

Think of it as a tool for sales and project tracking.

It helps you manage relationships and deliver projects. It’s designed for businesses that need both.

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

Feature Comparison

Choosing the right CRM software is crucial. Here, we’ll compare key features of Freshsales CRM and Insightly.

We’ll examine how the platform handles lead management, sales pipeline, and more to help you make an informed decision.

Lead Management

• Freshsales CRM:
  • Freshsales offers robust lead management with AI-powered lead scoring.
  • It provides a clear view of lead activity and helps the sales team prioritize.
• Insightly:
  • Insightly excels in advanced automation for lead capture and qualification.
  • It allows links between leads and organizations and opportunities.

Sales Pipeline

• Freshsales CRM:
  • Offers a visually appealing and customizable sales pipeline.
  • It helps sales reps track deals and close deals faster.
• Insightly:
  • Supports multiple sales pipeline views, catering to diverse business needs.
  • It provides task management within the pipelines.

Project Management

• Freshsales CRM:
  • Provides essential deal-related task management.
  • Focuses primarily on sales force automation.
• Insightly:
  • Offers comprehensive manage projects features.
  • It integrates project and customer relationships seamlessly.

Automation

• Freshsales CRM:
  • Freshworks provides sales force automation through workflows.
  • Focuses on automating sales team tasks.
• Insightly:
  • Offers advanced automation for various processes, including workflows and email.
  • Seamlessly connects data between CRM and projects.

User Interface and Ease of Use

• Freshsales CRM:
  • Known for its user-friendly interface and intuitive layout.
  • It focuses on ease of use and streamlined processes.
• Insightly:
  • It offers customizable page layouts but can feel complex for some users.
  • Dashboard customization is extensive.

Integrations and Customization

• Freshsales CRM:
  • Provides a range of integrations and customizable fields.
  • Integrate with many of the fresh sales suites of products.
• Insightly:
  • Offers strong integration capabilities and extensive API access.
  • Customizable fields and dashboard options are available.

Reporting and Analytics

• Freshsales CRM:
  • Offers real-time reporting and sales analytics.
  • Provides a dashboard for tracking key metrics.
• Insightly:
  • Provides comprehensive reporting and analytics for both sales and projects.
  • User reviews suggest strong reporting capabilities.

Customer Support and Onboarding

• Freshsales CRM:
  • Offers customer support through various channels and good onboarding resources.
• Insightly:
  • Provides extensive customer support and onboarding materials.
  • Focuses on helping customers manage customer experiences.

Data Security and Compliance

• Freshsales CRM:
  • Offers robust data security and GDPR compliance.
  • Cloud-based security is a priority.
• Insightly:
  • Provides enterprise-grade security and GDPR compliance.
  • Cloud-based security and compliance features are comprehensive.

What to Look For When Choosing CRM Software?

• Scalability: Can the CRM grow with your business?
• Integration: Does it connect with your existing tools?
• Mobile Access: Is it accessible on mobile devices?
• Data Security: Does it meet industry standards and compliance?
• Training and Support: Are resources available for onboarding and troubleshooting?
• Specific Features: Does it cater to your industry’s unique needs?
• Budget: Does the pricing align with your financial constraints?

Final Verdict (Our Pick)

So, after looking at both, we pick Freshsales CRM. Why? It’s all about productivity.

Freshsales is easy to use. It helps sales teams close deals faster.

The Fresh Sales Suite offers many tools at a lower cost. If you want a seamless sales process, Freshsales is an excellent choice.

We’ve used both, and we think Freshsales gives you more bang for your buck.

You can get started quickly. Trust us, it’s worth it.

Also, the built-in phone features are a huge time saver, and the AI helps you focus on the hot leads. 

If you are looking for a project-heavy CRM, Insightly might be better, but Freshsales is better for sales.

Frequently Asked Questions