Close vs Insightly

Updated 2026 — Side-by-side comparison of features, pricing, and scores.

Quick Verdict

Close dominates for outbound sales communication. Insightly is stronger for teams needing CRM plus project delivery. Choose Close for phone-heavy sales teams; choose Insightly for organizations bridging sales and project management.

Close

7.3/10

Good

Ease of Use8

Value for Money7

Support8.5

Features7.5

Scalability6.5

Integrations6

Insightly

6.9/10

Good

Ease of Use7

Value for Money7

Support6.5

Features7.5

Scalability7

Integrations6.5

Try Close Try Insightly

Close and Insightly target different workflows. Close is purpose-built for inside sales with calling, SMS, and email sequences. Insightly uniquely combines CRM with project delivery and relationship linking. Close has no free plan; Insightly offers a 14-day trial.

Feature Comparison

Feature	Close	Insightly
Contact Management	✓ Smart views & filters	✓ Relationship linking
Deal Pipeline	✓ Multiple pipelines on Essentials+	✓ Customizable pipelines
Lead Scoring	✗ Not available	~ Basic scoring via rules
Email Integration	✓ Built-in email with tracking	✓ Gmail & Outlook sync
Workflow Automation	✓ Growth plan and above	✓ Professional plan and above
Built-in Calling	✓ Built-in calling + Power/Predictive Dialer	✗ Not available
Reporting & Dashboards	✓ Sales reports & leaderboards	✓ Insight cards & dashboards
Mobile App	✓ iOS & Android	✓ iOS & Android
API Access	✓ REST API	✓ REST API
AI Features	✓ Chloe AI + AI Email Assistant	✓ AI Copilot on Professional+
Territory Management	✗ Not available	✗ Not available
Sales Forecasting	✗ Not available	~ Basic pipeline reports
Free Plan Available	✗ 14-day trial only	✗ 14-day trial only
Custom Fields	✓ Custom fields & activities	✓ Up to 200 custom fields
Third-Party Integrations	✓ Zapier + native integrations	✓ AppConnect integration platform