Insightly vs Close CRM: Which is The Best One in 2025?

Picking the right CRM is tough, right? 

Imagine your sales falling behind because your CRM is clunky.

You’re losing track of leads, and your team is frustrated. 

Don’t worry; we’re going to break down Insightly vs Close CRM in simple terms.

Let’s find the right tool to boost your sales.

Overview

To give you a clear picture, we’ve put both Insightly and Close CRM through their paces.

Our team tested each platform, exploring their core features and usability.

This hands-on experience allows us to provide a balanced and practical comparison.

What is Insightly?

Insightly? Think of it as a super-organized digital assistant.

It helps you keep track of customers.

And it manages your projects, too. It’s like two tools in one.

You can see everything in one place.

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 Close CRM?

Close CRM? It’s all about closing deals.

It’s built for sales teams. You can make calls right in the app.

It helps you stay on top of leads.

It’s focused on sales communication.

Key Benefits

• Built-in calling: Make and receive calls directly within Close.
• Powerful email sequences: Automate your outreach and follow-up.
• Advanced reporting: Track your progress and identify areas for improvement.
• Sales automation: Streamline repetitive tasks and save time.
• Dedicated support: Get help from their expert team when you need it.

Pricing

• Base: $19/month
• Startup: $49/month
• Professional: $99/month
• Enterprise: $139/month
• Custom: Talk to sales

Feature Comparison

Let’s dive into the core features.

We’ll compare these two platforms side by side. 

This helps you see which one better fits your specific business needs.

Core CRM Functionality

• Insightly: Offers robust CRM software with strong project management, making it versatile. It’s designed to manage both sales and project workflows, and its customization allows for a tailored user experience.
• Close CRM focuses heavily on sales activities, particularly direct communication. Its core functionality centers around calling, emailing, and pipeline management, and it aims to improve sales processes.

Integration and Connectivity

• Insightly: Boasts extensive integrations with over 250 apps, including marketing tools and other business applications. It aims to connect various aspects of your operations.
• Close CRM: This offers integrations, but they are more sales-focused. It integrates well with calling and email marketing tools, prioritizing direct sales communication.

Automation and Workflow

• Insightly: Provides strong marketing automation and workflow capabilities, allowing you to automate various tasks and processes. This helps streamline operations and improve efficiency.
• Close CRM: Focuses on sales automation, such as automated follow-up emails and task reminders. Its automation is geared towards improving sales team productivity.

Reporting and Forecasting

• Insightly: Offers detailed reporting and forecast capabilities, providing insights into sales and project performance. It aims to give a comprehensive view of your business data.
• Close CRM: Provides sales-specific reporting and pipeline visibility. Its forecast features are focused on predicting sales outcomes and tracking performance.

Customer Support and Service

• Insightly: Offers various customer support options, including online resources and direct support. It aims to provide comprehensive assistance to its users.
• Close CRM: Provides direct support, focusing on helping sales teams with their specific needs. Their customer service is geared towards sales efficiency.

Customization and Personalization

• Insightly: Allows for extensive customization, letting you tailor the platform to your specific business needs. You can customize dashboards, fields, and workflows. It aims to cater to diverse business processes.
• Close CRM: This offers some customization, but it’s more focused on sales-specific settings. You can personalize email templates and call settings.

Ease of Use and User Interface

• Insightly: While powerful, its comprehensive features can make it slightly complex. Ease of use can vary depending on the user’s familiarity with project management.
• Close CRM is designed for simplicity, especially for sales teams. Its user interface is straightforward, promoting ease of use for sales activities. When you compare this to Insightly CRM, you can see the difference. It is simpler compared to Salesforce or even Hubspot. When reading a review of Insightly CRM, you will see the added complexity.

What to Look for When Choosing a CRM Platform?

• Consider your team’s technical comfort; avoid overly complex systems.
• Evaluate scalability; ensure the CRM can grow with your business.
• Mobile accessibility is crucial for on-the-go teams.
• Look for strong API access for future integrations.
• Assess the level of training and onboarding support.
• Factor in long-term costs beyond the initial subscription.
• Check for industry-specific features if applicable.

Final Verdict 

So, which one wins in the CRM vs battle?

For many, Insightly is the better choice. It handles both sales and projects.

This makes it super flexible.

If you need a CRM that does more than just sales, Insightly is it.

Close CRM is great for sales teams focused on calls.

But if you need to run complex campaigns and manage projects, Insightly gives you more.

We’ve tested both, and Insightly’s broad features often give more value.

Listen to this advice, and you’ll pick the right CRM for your business.

Frequently Asked Questions