Close
Insightly
Close
Insightly
Close
Insightly
Close
Insightly
Close
Insightly
Close
Insightly
Close
Insightly
Close
Insightly
Users: 3 users max
Storage: Not specified
Limits: No power dialer, No workflow automation, No predictive dialer, 3 user maximum
Users: Unlimited users
Storage: Not specified
Limits: No predictive dialer, No custom roles, Limited reporting
Users: Unlimited users
Storage: Not specified
Limits: Still limited integrations compared to HubSpot/Salesforce
Users: Per organization
Storage: N/A
Limits: Usage-based pricing can add up quickly for high-volume calling teams
Users: Unlimited users
Storage: 100,000 records, 10GB files
Limits: 100K record limit, limited storage (10GB), basic reporting only, limited bulk email
Users: Unlimited users
Storage: 250,000 records, 100GB files
Limits: 250K record limit, advanced automation limited, still missing enterprise security features
Users: Unlimited users
Storage: 500,000 records, unlimited files
Limits: Even Enterprise has 500K record limit. Some features still require add-on purchases.
| Feature | Close | Insightly |
|---|---|---|
| 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 | ||