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  3. Close vs Insightly

ClosevsInsightly

Saas62
vs
Saas55
ScoresSignalsPricingFeatures

Score Comparison

62
Overall
55
45
Pricing
45
70
Usability
55
55
Performance
55
55
Support
30
55
Reliability
55
70
Onboarding
45
60
Mobile
65
70
Security
65
45
Integrations
55
CloseInsightly

Signals Comparison

Pricing

Close

  • Very expensive, especially for calling features(8/10)

Insightly

  • Contact limits force constant upgrades or data deletion(8/10)
  • Annual billing only - no monthly option available(8/10)
  • Hidden setup fees up to $3,000 for technical configuration(8/10)
Performance

Close

  • New lead page update caused productivity drop(8/10)
  • Call quality issues with slowness and voice distortion(7/10)

Insightly

  • Bugs and glitches persist especially in bulk editing(7/10)
Customization

Close

  • Limited customization - no custom features(6/10)

Insightly

  • Reporting and analytics far less advanced than competitors(7/10)
  • Advanced features locked behind expensive tiers(6/10)
Integrations

Close

  • Limited integrations with popular platforms(6/10)

Insightly

  • API changes break integrations without warning(7/10)
Usability

Close

  • Duplicate leads on import - no opt-out option(5/10)
  • Difficult email analytics and cost tracking(5/10)
  • Smart views difficult to set up(4/10)
  • Limited post-sale client relationship features(5/10)

Insightly

  • Clunky interface with workflows that don't flow well(6/10)
  • Project management features lack visual views(5/10)
Support

Close

  • Support responds with templates, slow to help(5/10)

Insightly

  • Customer support is slow and often unhelpful(9/10)
Reliability

Close

  • AI notes sometimes inaccurate(4/10)

Insightly

  • Calendar integration bugs make scheduling unusable(7/10)
Onboarding

Close

  • Cannot cancel trial without contacting support(4/10)

Insightly

  • Steep learning curve takes months to master(7/10)

Pricing Comparison

Close

Startup
$49/yr

Users: 3 users max

Storage: Not specified

Limits: No power dialer, No workflow automation, No predictive dialer, 3 user maximum

Outbound calling minutes charged separately, Limited to 3 users, $59/month if billed monthly
Professional
Popular
$99/yr

Users: Unlimited users

Storage: Not specified

Limits: No predictive dialer, No custom roles, Limited reporting

AI Call Assistant add-on $50/mo + $0.02/min, Premium phone numbers extra, $109/month if billed monthly
Enterprise
$139/yr

Users: Unlimited users

Storage: Not specified

Limits: Still limited integrations compared to HubSpot/Salesforce

$149/month if billed monthly, AI features still have usage costs, Enrichment charged on usage
AI Call Assistant Add-on
$50/mo

Users: Per organization

Storage: N/A

Limits: Usage-based pricing can add up quickly for high-volume calling teams

Additional $0.02 per minute usage fee on top of base price

Insightly

Plus
$29/yr

Users: Unlimited users

Storage: 100,000 records, 10GB files

Limits: 100K record limit, limited storage (10GB), basic reporting only, limited bulk email

Annual billing only - no monthly option. Record limits force upgrade. Additional tasks cost $249/25K per month.
Professional
Popular
$49/yr

Users: Unlimited users

Storage: 250,000 records, 100GB files

Limits: 250K record limit, advanced automation limited, still missing enterprise security features

Still requires annual commitment. Technical setup can cost $3,000 extra. Advanced features still limited.
Enterprise
$99/yr

Users: Unlimited users

Storage: 500,000 records, unlimited files

Limits: Even Enterprise has 500K record limit. Some features still require add-on purchases.

More than 3x Plus pricing. Professional services often required for setup. $3,000 technical setup fee may apply.

Feature Comparison

FeatureCloseInsightly
Communication
Built-in calling

Core strength, all plans

Power dialer

Professional and above

Predictive dialer

Enterprise only

SMS messaging

All plans

CRM
Contact management

Subject to record limits

Unlimited contacts

All plans have limits

PM
Project management

Basic, lacks visual views

Integrations
Google Workspace integration

Full integration

Microsoft 365 integration

Full integration

WhatsApp integration

Not available

QuickBooks native integration

Requires third-party

Automation
Email sequences

All plans

Workflow automation

Professional and above

Mobile
Mobile apps

iOS and Android

AI
AI Call Assistant

$50/mo + $0.02/min add-on

AI Email Assistant

Professional and above

Analytics
Custom reporting

Limited compared to competitors

Marketing
Marketing automation

Separate product, extra cost

Pricing
Monthly billing option

Annual only

Free plan

14-day trial only

Customization
Custom fields

Limited flexibility

Custom objects

Enterprise only

Admin
Role-based access

Enterprise only