Index
CategoriesProducts
Book a demo
Index

The public AI visibility index for B2B software. Products rank, brands roll up.

Explore
CategoriesProductsBrandsAI answer evidence
Slate
Sign up to SlateBook a demo
© 2026 Slate. Data window: last 30 days. Source: Slate Index.
Home/CRM/Insightly CRM

Insightly CRM Alternatives and Competitors

#13 in CRM

by Insightly · insightly.com ↗

Best for project management and delivery in B2B

#13CRM
Updated Jul 15, 2026Visit website ↗
33.6/ 100
AI visibility score

How often Insightly CRM appears when AI assistants answer buyer questions.

#13 in CRM
Mention rate41%
Answer coverage13 of 32 runs
Insightly CRM33.6
OverviewPricingAlternativesReviewsInsightly CRM vs Freshsales

Alternatives AI assistants recommend

When AI assistants mention Insightly CRM, these products appear in the same answers.
FFreshsales26 co-mentions
HCHubSpot CRM26 co-mentions
MDMicrosoft Dynamics 365 Sales26 co-mentions
SSalesforce26 co-mentions
SSugarCRM26 co-mentions
ZCZoho CRM26 co-mentions
MCmonday CRM24 co-mentions
NNutshell22 co-mentions
PPipedrive22 co-mentions
CCClose CRM18 co-mentions

Why buyers look elsewhere

Insightly is positioned in the supplied materials as a CRM that helps growing teams centralize customer data, manage pipelines, automate routine work, and carry projects through delivery. That makes it a strong fit for buyers who want more than contact and opportunity tracking alone. At the same time, the documents also make clear that CRM choices often come down to implementation style, depth of integrations, pricing structure, and whether a team needs a sales-first tool, a marketing-first suite, or an enterprise platform.

On this page, the alternatives are limited to competitors that appear in the provided materials: HubSpot, Salesforce, Nutshell, Pipedrive, Zoho, and SugarCRM. The comparison points below are grounded in the supplied product and review pages, including how each tool is described, where Insightly is said to win, and which teams each product is best suited for. When buyers are comparing CRM options, the key question is not just which product has the most features, but which one fits the way the team already works and the amount of operational complexity it can support.

Insightly is positioned as a strong fit for teams that want CRM plus project delivery, but some buyers may still want to compare it with tools built around a different starting point. The supplied documents repeatedly frame alternatives as choices based on ease of setup, integration approach, pricing model, and how much functionality is included out of the box.
If your team is trying to reduce implementation effort or avoid paying for features you will not use, it makes sense to review products that prioritize a different balance of usability, extensibility, and total cost of ownership. The provided materials also suggest that some competitors are better suited to very small teams, very large enterprises, or businesses centered on marketing automation rather than CRM first workflows.
Evidencetrustradius.com ↗insightly.com ↗insightly.com ↗insightly.com ↗

Top alternatives

6 products
H

HubSpot

Teams that want an all-in-one growth platform with strong marketing automation and a CRM entry point.

The supplied documents describe HubSpot as robust out of the box and easy to use with a small number of integrations. They also note that it can become a closed system and that advanced customizations and reporting may be harder to manage as teams grow.

Where HubSpot wins
  • Marketing-first workflows
  • Out-of-the-box breadth
  • Simple integration needs
Where Insightly CRM wins
  • Open system approach
  • Project management
  • Flexible no-code integrations

The comparison page shows Insightly at $29-$99 per user, per month, while HubSpot is shown at $0-$120 per user, per month.

S

Salesforce

Organizations that need an enterprise-scale CRM and are prepared for a heavier implementation process.

The supplied documents position Salesforce as a powerful platform with broad functionality and ecosystem reach. They also say it can be expensive, complex to learn, and often requires third-party partners and dedicated staff to run effectively.

Where Salesforce wins
  • Enterprise scale
  • Extensibility
  • Deep ecosystem familiarity
Where Insightly CRM wins
  • Faster setup
  • Lower cost
  • Simpler day-to-day management

The comparison page shows Insightly at $29-$99 per user, per month, while Salesforce is shown at $25-$300 per user, per month.

N

Nutshell

Smaller outbound teams that want a straightforward CRM with a relatively simple setup.

Insightly’s comparison guide says Nutshell is made for small outbound teams and has a steeper entry point than some other CRMs. It also says the number of integrations is limited and that front-end customization is restricted compared with a more flexible platform.

Where Nutshell wins
  • Small outbound teams
  • Out-of-the-box simplicity
  • Basic CRM needs
Where Insightly CRM wins
  • Broader integration options
  • More customization
  • Project delivery support

The supplied guide states that Nutshell starts at $20 per user per month with no free or low-cost option available to start-ups.

P

Pipedrive

Small businesses that want a sales-focused CRM and can accept a narrower feature set.

The supplied guide says Pipedrive covers essential CRM functions well, but buyers may need another vendor for marketing automation and service management. It also warns that some essential features may be tied to an add-on model and that the interface can feel complex until users are trained.

Where Pipedrive wins
  • Sales pipeline focus
  • Small-business fit
  • Essential CRM functions
Where Insightly CRM wins
  • Built-in marketing and service options
  • Broader workflow flexibility
  • Project management capabilities

No starting price is given for Pipedrive in the supplied text, so a direct price comparison is not supported.

Z

Zoho

Businesses of many sizes that want a cloud-based CRM with strong core functionality.

The supplied comparison says Zoho has the key features of most CRMs and can be powerful once learned. It also says out-of-the-box customizations are limited, direct support is not available, and the integration process is complex.

Where Zoho wins
  • Broad market appeal
  • Core CRM features
  • Power once configured
Where Insightly CRM wins
  • Easier integration experience
  • More approachable adoption
  • Project management focus

No starting price is given for Zoho in the supplied text, so a direct price comparison is not supported.

S

SugarCRM

Teams that need a CRM with sales, marketing, and customer service tools in one platform.

The supplied guide describes SugarCRM as a platform with lead scoring, forecasting, workflow automation, customization, third-party integrations, and mobile-friendly design. It also notes that ease of setup and user experience may vary depending on technical expertise.

Where SugarCRM wins
  • Sales, marketing, and service bundle
  • Customization
  • Mobile-friendly design
Where Insightly CRM wins
  • Simpler deployment
  • Less implementation overhead
  • Unified CRM and project workflow

No starting price is given for SugarCRM in the supplied text, so a direct price comparison is not supported.

Evidenceinsightly.com ↗insightly.com ↗insightly.com ↗

Comparison matrix

DimensionInsightly CRMThe alternatives
Primary orientationInsightly is presented as a CRM-first platform with marketing automation, support and ticketing, workflow automation, and project management capabilities in the same environment.HubSpot is presented as more marketing-platform oriented, Salesforce as enterprise-scale and extensible, and Monday as a project-management tool adapted for CRM use.
Implementation and adoptionThe supplied materials emphasize quick setup, no-code connections, and simple onboarding for Insightly.Salesforce is described as more complex and requiring partners, HubSpot can require users to stay inside its broader system, and Zoho may require a strong internal expert or outside consultant.
Integrations and flexibilityInsightly is repeatedly described as open and easy to integrate, including AppConnect with pre-built connectors and no-code setup.HubSpot is described as a closed system, Salesforce integrations may rely on APIs or outside implementation, and some smaller CRMs have more limited integration ecosystems.
Pricing and total costThe provided pages position Insightly as an affordable CRM with pricing shown at $29-$99 per user, per month on comparison pages and $348 per user per year on TrustRadius.The same sources show wider or higher pricing ranges for HubSpot and Salesforce, while other alternatives are described in qualitative terms such as low-cost, steeper entry point, or add-on pricing.
Evidencetrustradius.com ↗insightly.com ↗insightly.com ↗insightly.com ↗insightly.com ↗

How to choose

Choose Insightly if your team wants CRM, project management, and delivery tracking in one system without a heavy implementation project. The supplied documents repeatedly frame it as a modern, easy-to-use CRM that is built for growing businesses and can be extended with marketing automation, support, and integrations.

Choose a competitor if your buying priority is clearly different from Insightly’s core strengths. The supplied materials point to HubSpot for marketing-led organizations, Salesforce for enterprise-scale complexity, and tools like Pipedrive or Nutshell for smaller teams that want a simpler sales CRM.

Evidencetrustradius.com ↗insightly.com ↗insightly.com ↗insightly.com ↗insightly.com ↗
On this page
01Alternatives AI assistants recommend02Why buyers look elsewhere03Top alternatives04Comparison matrix05How to choose
At a glance
Category rank#13 · CRM
AI visibility33.6 / 100
Mention rate41%
CategoryCRM
BrandInsightly
Websiteinsightly.com ↗

Compiled from public product evidence and live AI answers. Empty or unsupported fields are omitted.

↓Next: Reviews