Close vs Insightly — Which One Wins?
A detailed, side-by-side comparison of Close and Insightly to help you pick the right tool for your workflow.
Quick Verdict
Close takes the lead with a 4.3 rating and is best for outbound sales teams that sell primarily through phone calls and email sequences.. Insightly (3.9) is the better pick if you need service businesses that need to manage both the sales pipeline and client project delivery..
Side-by-Side Comparison
| Criteria | Close | Insightly |
|---|---|---|
| Rating | ★★★★ 4.3(134) | ★★★★ 3.9(87) |
| Pricing Model | paid | paid |
| Starter Price | $59/user/mo (Startup) | $29/user/mo (Plus) |
| Free Tier | Yes | Yes |
| Platforms | web | web, ios, android |
| Learning Curve | easy | medium |
| API Available | Yes | Yes |
| Best For | Outbound sales teams that sell primarily through phone calls and email sequences. | Service businesses that need to manage both the sales pipeline and client project delivery. |
| Verdict | recommended | situational |
Feature Checklist
| Feature | Close | Insightly |
|---|---|---|
| Built-in Power and Predictive Dialer | — | |
| Email sequences with personalization | — | |
| SMS sending and tracking | — | |
| Automatic activity logging | — | |
| Pipeline and reporting | — | |
| Call coaching and recording | — | |
| CRM with deal-to-project conversion | — | |
| Project management (kanban, Gantt) | — | |
| Email tracking and templates | — | |
| Workflow automation (AppConnect) | — | |
| Relationship linking | — | |
| Custom dashboards | — |
Close
Pros
- ✓Built-in Power and Predictive Dialer replaces separate calling tools
- ✓Automatic activity logging eliminates manual CRM data entry
- ✓Purpose-built for outbound sales velocity
Cons
- ✕Expensive starting at $59/user/mo
- ✕No marketing automation or inbound features
- ✕Web-only — no desktop or mobile apps
Insightly
Pros
- ✓Unique CRM-to-project conversion for post-sale delivery
- ✓Eliminates handoff friction between sales and delivery teams
- ✓Good integration between contact relationships and project tasks
Cons
- ✕CRM features individually weaker than HubSpot or Pipedrive
- ✕Project management lighter than Asana or ClickUp
- ✕No free tier limits evaluation options
The Bottom Line
Both Close and Insightly are solid tools in the CRM & Sales space. Close edges ahead with a stronger overall rating (4.3 vs 3.9) and is the better choice for outbound sales teams that sell primarily through phone calls and email sequences.. However, if you prioritize service businesses that need to manage both the sales pipeline and client project delivery., Insightly is worth serious consideration. We recommend trying the free tier or trial of each before committing.