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:
- Freshsales: Best alternative overall for features and ease of use (free starting price)
- EngageBay: Best free alternative for project management tools (free starting price)
- Zoho CRM: Best Insightly alternative for social media marketing (free starting price)
- HubSpot CRM: Best option for building an integrated tech stack (free starting price)
- ClickUp: Best Insightly alternative for cross-team collaboration (free starting price)
- Agile CRM: Best Insightly alternative for sales gamification tools (free starting price)
- Salesforce: Best alternative for advanced sales features (14- to 30-day free trial)
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.
How We Evaluated the Best 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:
Evaluation Criteria
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.
Bottom Line: Best Insightly Alternative
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.
