Capsule CRM vs Insightly
Updated 2026 — Side-by-side comparison of features, pricing, and scores.
Quick Verdict
Insightly offers more power for teams needing project management alongside CRM, plus AI Copilot on Professional. Capsule is simpler and cheaper. Pick Insightly for CRM+project delivery; pick Capsule for straightforward contact management.
Capsule CRM
7.3/10
Good
Ease of Use9
Value for Money8.5
Support7.5
Features6
Scalability6
Integrations6.5
Insightly
6.9/10
Good
Ease of Use7
Value for Money7
Support6.5
Features7.5
Scalability7
Integrations6.5
Both Capsule and Insightly bridge CRM and project management, but at different scales. Capsule offers project boards as a lightweight addition to its CRM. Insightly treats project delivery as a core feature with relationship linking, milestone tracking, and workflow automation. Insightly also offers AI Copilot on Professional+ plans, while Capsule keeps things deliberately simple.
Feature Comparison
| Feature | Capsule CRM | Insightly |
|---|---|---|
| Contact Management | ✓ Tags, filters & custom lists | ✓ Relationship linking |
| Deal Pipeline | ✓ Multiple pipelines on Growth+ | ✓ Customizable pipelines |
| Lead Scoring | ✗ Not available | ~ Basic scoring via rules |
| Email Integration | ✓ Gmail & Outlook add-on | ✓ Gmail & Outlook sync |
| Workflow Automation | ✓ Growth plan and above | ✓ Professional plan and above |
| Built-in Calling | ✗ Not available | ✗ Not available |
| Reporting & Dashboards | ✓ Sales analytics on Starter+ | ✓ Insight cards & dashboards |
| Mobile App | ✓ iOS & Android | ✓ iOS & Android |
| API Access | ✓ REST API | ✓ REST API |
| AI Features | ✓ AI content assistant | ✓ AI Copilot on Professional+ |
| Territory Management | ✗ Not available | ✗ Not available |
| Sales Forecasting | ~ Basic pipeline forecasting | ~ Basic pipeline reports |
| Free Plan Available | ✓ Free for up to 2 users | ✗ 14-day trial only |
| Custom Fields | ✓ Custom fields on Starter+ | ✓ Up to 200 custom fields |
| Third-Party Integrations | ✓ Zapier + 60+ integrations | ✓ AppConnect integration platform |
✓ Full support~ Limited✗ Not available
Pricing Comparison
Capsule CRM Pricing
FreeFree
Starter$18/mo
GrowthPopular$36/mo
Advanced$60/mo
Ultimate$75/mo
Insightly Pricing
Plus$29/mo
$29/mo billed annually
ProfessionalPopular$49/mo
$49/mo billed annually
Enterprise$99/mo
$99/mo billed annually
FAQ
Is Capsule CRM or Insightly better?
It depends on your needs. Capsule CRM scores 7.3/10 overall while Insightly scores 6.9/10. Compare the detailed feature matrix above to find the best fit.