InsightlyThe modern CRM teams love
vs
Power BICRM
Comparison · CRM · weekly run Nov 3
Insightly vs Power BI
Which one do AI engines recommend, and how do they differ on price, fit and features?
The short answer
Power BI is the stronger AI pick in CRM: it has a visibility score of 1.9 versus 1.1 for Insightly.
Choose Insightly if…
- You need SOC 2 Type II or GDPR or CCPA or HIPAA coverage
- Excellent for project-based services and analytics
- Powerful pipeline management with a lighter implementation footprint
- Free plan with CRM and basic project management
Choose Power BI if…
- You want the brand AI engines rank higher (1.9 vs 1.1)
- You need a self-hosted or on-premises option
- You need SOC 2 Type 2 coverage
- You prefer a larger, established vendor (5,000+ employees)
AI visibility side by side
Latest weekly run · Nov 3
| Metric | Insightly | Power BI |
|---|---|---|
| Visibility score | 1.1% | 1.9% |
| Change vs last week | down−0.9% | New |
| Rank in CRM | #31 | #24 |
| Share of voice | 0.7% | 0.8% |
| Mentions this run | 3 | 4 |
| Positive in AI answers | 43% | — |
The stronger value in each row is marked with a ✓.
Visibility score trend
Weekly runs over the last 60 days
Insightly −0.8999999999999999pp · Power BI +1.9pp over 1 weekly runs.
Engine by engine
Power BI leads on 1 of 3 engines
ChatGPT
AI Mode
Perplexity
InsightlyPower BI
Head to head in AI answers
0 engine answers name both brands
0Insightly ranked higher
0Power BI ranked higher
Features, pricing & fit
| Dimension | Insightly | Power BI |
|---|---|---|
| Pricing model | Per seat | — |
| Entry price | $29 per seat / mo | — |
| Free plan | No · 14-day trial | — |
| Deployment | Cloud | Cloud service, with an on-premises option through Power BI Report Server |
| Integrations | 2000+ | — |
| Compliance | SOC 2 Type II, GDPR, CCPA, HIPAA | SOC 2 Type 2 |
| Founded | 2009 | — |
| Headquarters | San Francisco, California, United States | Redmond, Washington |
| Employees | 51–200 | 5,000+ |
| Funding | Series C · $38M raised | — |
| Best for | Mid-market and fast-growing companies wanting an affordable, customizable CRM with marketing and service modules | — |
Plans side by side
Insightly
Plus$29user / month, billed annually
Professional$49user / month, billed annually
Enterprise$99user / month, billed annually
Power BI
Pricing not available.
Pros and cons
Themes from the AI answers that mention each brand
Insightly
- Excellent for project-based services and analytics
- Powerful pipeline management with a lighter implementation footprint
- Free plan with CRM and basic project management
- Best for combined sales and project delivery
Power BI
Profile in progress.
Data collected ·ChatGPT, Perplexity, Google AI Mode·coverage 98.8%·next run
Cite as: SlateIndex, “Insightly vs Power BI”, https://slateindex.ai/compare/insightly-vs-power-bi, data of Nov 3, 2026. Licence: CC BY 4.0.