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Insightly is a top CRM for its excellent project management tools and a user-friendly visual interface, but it lacks customization and advanced sales functions. The best Insightly alternatives are exceptional at project management while also offering in-depth sales forecasting and analytics, marketing tools, and broader access to app integrations. Our independent review ranks seven CRMs that may serve your needs better than Insightly.
Here are the seven best Insightly alternatives for salespeople:
You can also take a look at our independent Insightly CRM review if you want to learn more about the platform itself, including its strengths and weaknesses. Otherwise, keep scrolling for our list of the top Insightly alternatives.
To find the best Insightly alternatives, we developed a scoring rubric consisting of six weighted categories, each with its own set of subcriteria. We chose the CRMs that had an average score of 3.8 or higher — seven options total. Among them, we identified one overall winner and assigned the six runners-up a use case based on their performance in select categories. Our detailed evaluation criteria are below:
The three most important factors to consider in choosing a CRM are cost, core features, and ease of use – thus, those categories carry the most weight in our rankings. We also scored each CRM based on its level of customization (which includes third-party integrations), availability of advanced CRM features, and overall quality of user support.
This entails a CRM’s affordability, overall value-for-money, and no-cost options like free tier or trial period.
We looked at each platform for project management tools plus other must-have features like contact management and CRM reporting.
We based this score on each CRM’s UI design plus consensus from past and current users regarding setup and usability.
This encompasses how flexible a platform is, from personalized layouts and custom fields to support for third-party integrations.
This includes premium tools like artificial intelligence, sales forecasting, live chat bots, and automatic lead distribution.
We considered each CRM’s available help channels, service hours, and reputation among customers.
Note: All per-user prices are with a one-year commitment unless noted.
Although Salesforce took the top spot in three areas (core features, advanced features, and customization), Freshsales is the best Insightly alternative overall thanks to winning two crucial categories: affordability and usability. (Freshsales also came in second for advanced features.) That said, every Insightly alternative on this list has something to offer depending on your needs. Below is a breakdown of how each scored according to price, features, and use case.
Freshsales is an affordable way to access AI sales tools, telephony features, and live chat.
Freshsales is the best Insightly alternative overall and a top-rated CRM in its own right. It boasts AI-powered sales tools, loads of customizable elements, tight integration with major chat clients, and a robust cloud telephony service with in-app dialing. Although it’s not as visually-based as Insightly, Freshsales sports one of the cleanest interfaces around. This makes it easy for most people to pick up the Freshsales platform, despite its rich suite of advanced features.
Freshsales offers a lot of basic and advanced functionality at such a low cost. However, for enterprises with complex sales needs, we’d recommend Salesforce since it has more flexible reporting and task automation options.
EngageBay's free CRM combines sales and marketing tools with top-tier user support.
EngageBay is a free CRM that suits teams seeking an extensive, no-cost platform with superb user support, areas where Insightly falls short. It hosts up to 15 users and features kanban-style project management, multiple pipeline views, live chat widgets, and a built-in phone – along with deep social media, SMS, and email integrations. Upgrade to EngageBay’s paid plans for access to workflows, custom reports, and more personalized user support.
Should your team exceed the 15-seat limit of EngageBay's free CRM, HubSpot CRM is a great free alternative. It offers unlimited seats plus a variety of sales and inbound marketing tools.
Zoho CRM’s tight social media integration makes it easy to engage with leads and contacts.
Zoho CRM is a social CRM known for its tight integration with Facebook, Twitter, and LinkedIn. This Insightly alternative is best for businesses with a strong social media presence, as it enables users to publish posts, interact with followers, and follow social media mentions directly from the CRM. That’s in addition to AI lead scoring and sales forecasting, plus a wide range of customizable elements to help teams personalize and streamline their processes with ease.
Sales teams that don’t need marketing tools will find Zoho CRM excessive. Freshsales is a strictly sales-focused alternative that also has an AI engine and lots of room for customization.
HubSpot CRM offers over 1,000 third-party app integrations with both its paid and free plans.
HubSpot CRM is a platform with a mix of sales, marketing, service, and operations tools in both its free and paid plans. Though it has a less flexible interface than some other CRMs, HubSpot App Marketplace is over 1,000 integrations deep and includes popular tools like Slack, Asana, and Trello. In contrast to Insightly AppConnect, which costs at least $249 per month for access to over 1,000 third-party integrations, HubSpot App Marketplace is open to all of its subscribers.
If you need a more customizable platform with an emphasis on sales and marketing, Zoho CRM may be a better option for you than HubSpot.
ClickUp streamlines cross-team management with a comprehensive real-time activity hub.
ClickUp is a productivity platform with an all-in-one hub so sales managers can monitor real-time activity and assign tasks. There are over a dozen visualization types including standard lists, Gantt charts, and free-form mind maps. Unlike Insightly, ClickUp allows for limited guest access so external colleagues and clients can stay updates. While ClickUp's native sales tools are limited, users can enhance functionality with integrations and pre-built templates.
ClickUp is a flexible, budget-friendly CRM but lacking in advanced features. For higher-level sales tools and personalization at an affordable price, consider Freshsales.
Agile CRM offers gamification and automated lead routing to help keep sales teams in sync.
Agile CRM is sales software that encourages friendly competition and teamwork through gamification, a departure from Insightly’s more straightforward approach. Sales managers can monitor performance through real-time team leaderboards and custom reports that track deals, tasks, and revenue. Agile CRM also offers automated lead scoring and routing rules along with multi-channel marketing campaigns to ensure prospects don’t slip through the cracks.
Agile CRM could be daunting for anyone new to CRM software. Freshsales is a user-friendly alternative that doesn’t sacrifice advanced features.
Salesforce is renowned for its robust features plus a massive range of sales automations.
Salesforce is a comprehensive CRM better equipped to handle complex, enterprise-level sales processes than Insightly. Its highly-customizable platform can be tailored to suit any industry. That’s in addition to support for a broad range of native and custom integrations. Salesforce also boasts advanced features like forecasting and Einstein AI, a powerful CRM reporting and analytics engine, and the ability to automate almost every sales task imaginable.
Meanwhile, smaller businesses may fare better with ClickUp, a customizable platform with advanced features at a fraction of the cost of Salesforce.
Insightly is known for its excellent project management tools and clean interface with drag-and-drop kanban-style pipelines. However, it’s not the right CRM software choice for businesses seeking advanced sales tools and a highly adaptable platform. The Insightly alternatives we’ve featured here will fill those gaps while offering plenty of collaborative tools to ensure sales reps and clients are on the same page.
Alison is a Philadelphia-based technology writer for Selling Signals. She has 15 years of experience in the digital space, and her specialties include comparison guides and reviews across CRM, ecommerce, and various SaaS products. In her free time, Alison has received two HubSpot certifications plus a TEFL certification, as well as leads an online martial arts learning program.
Selling Signals delivers actionable advice for sales and marketing professionals. Learn strategies that help you hit targets, strengthen customer relationships, and win more business. Get expert advice on lead generation, sales processes, CRM software, sales management, and account management directly to your inbox.
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