Insightly CRM vs Close (2024 Comparison)
Insightly CRM offers a comprehensive suite of CRM features, making it a versatile tool for managing customer relationships, sales, and projects. Its wide range of integrations ensures seamless connectivity with other tools.
- Comprehensive CRM features.
- Excellent project management.
- Wide range of integrations.
- Steep learning curve.
- Limited sales-specific features.
Free plan?
YesStarting price
$29 per user / month
Close provides advanced sales automation features and a user-friendly interface, making it an ideal choice for sales teams looking to boost productivity and close more deals. Its excellent customer support is a bonus.
- User-friendly interface.
- Advanced sales automation.
- Excellent customer support.
- Limited project management.
- Fewer integrations.
Free plan?
YesStarting price
$49 per month per userWhat is Insightly CRM?
Insightly CRM is a powerful customer relationship management tool designed to help businesses manage their contacts, sales, and projects efficiently. It offers a comprehensive suite of features including contact management, project management, and workflow automation. With Insightly, you can streamline your business processes, improve customer interactions, and drive sales growth. Its intuitive interface and robust integrations make it a valuable asset for businesses looking to enhance their CRM capabilities.
What is Close?
Close is a dynamic CRM software tailored for sales teams aiming to close more deals. It offers features like email automation, predictive dialing, and pipeline management, all designed to boost productivity and efficiency. Close helps sales teams stay organized, track leads, and manage customer interactions seamlessly. Its user-friendly interface and powerful automation tools make it an ideal choice for sales-driven organizations looking to optimize their sales processes.
Pros and Cons of Insightly CRM vs Close
Pros & Cons of Insightly CRM
- Insightly CRM offers a wide range of CRM features, making it a versatile tool for managing customer relationships, sales, and projects. Its comprehensive suite of tools ensures that businesses can streamline their processes and improve efficiency.
- With Insightly CRM, businesses can manage projects alongside their CRM activities, ensuring that all aspects of their operations are well-coordinated. Its project management features are robust and user-friendly, making it a valuable asset for businesses.
- Insightly CRM offers a wide range of integrations, allowing businesses to connect with other tools and platforms seamlessly. This ensures that businesses can leverage their existing tools and enhance their CRM capabilities.
- Insightly CRM may have a steep learning curve for new users, especially those unfamiliar with CRM systems. It may take some time to get accustomed to its features and functionalities, but once mastered, it offers great value.
- While Insightly CRM offers a comprehensive suite of CRM tools, it may not provide the same level of sales-specific features as Close. Businesses focused on sales may find Close to be a more suitable option.
Pros & Cons of Close
- Close offers a user-friendly interface, making it easy for sales teams to navigate and utilize its features effectively. Its intuitive design ensures that users can quickly get up to speed and start closing deals.
- Close provides advanced sales automation features, allowing sales teams to streamline their processes and improve efficiency. Its automation tools are designed to help sales teams close more deals and boost productivity.
- Close offers excellent customer support, with responsive and helpful assistance for its users. Its support team is knowledgeable and dedicated to helping sales teams succeed, making it a reliable choice for businesses.
- Close may not offer the same level of project management features as Insightly CRM. Businesses looking for a comprehensive CRM solution with robust project management capabilities may find Insightly CRM to be a better fit.
- While Close offers essential integrations, it may not have the same breadth as Insightly CRM. Businesses that rely on a wide range of integrations may find Insightly CRM to be a more versatile option.
Insightly CRM vs Close: At A Glance
Insightly CRM vs Close: A Detailed Breakdown of Key Features
Contact Management
Insightly CRM excels in contact management, offering a comprehensive suite of tools to manage and organize your contacts effectively. Close, while providing essential contact management features, focuses more on sales-related functionalities. If your business requires robust contact management capabilities, Insightly CRM is the better choice.
Email Automation
Close stands out in email automation, providing advanced features to streamline your email campaigns and improve communication with leads. Insightly CRM offers email automation as well, but Close's focus on sales teams gives it an edge. If email automation is a priority for your sales team, Close is the more suitable option.
Pipeline Management
Close is designed with pipeline management in mind, offering powerful tools to track and manage your sales pipeline effectively. Insightly CRM provides pipeline management features, but Close's sales-focused approach makes it the better choice for sales teams. If pipeline management is crucial for your sales process, Close is the superior option.
Project Management
Insightly CRM offers excellent project management features, making it a versatile tool for businesses looking to manage projects alongside their CRM activities. Close, while providing basic project management capabilities, is more focused on sales functionalities. If project management is a key requirement for your business, Insightly CRM is the better fit.
Workflow Automation
Both Insightly CRM and Close offer workflow automation, but Insightly CRM's comprehensive suite of automation tools gives it an edge. Close provides essential automation features, but Insightly CRM's versatility makes it the better choice for businesses looking to automate various processes. If workflow automation is a priority, Insightly CRM is the more robust option.
Reporting and Analytics
Close offers advanced reporting and analytics features, providing valuable insights into your sales performance. Insightly CRM also provides reporting tools, but Close's focus on sales analytics gives it an advantage. If reporting and analytics are crucial for your sales team, Close is the better option.
Pricing Comparison of Insightly CRM and Close
To assist you in making an informed choice, we’ve outlined the pricing plans and essential features of Insightly CRM and Close. This comparison will highlight the best option for managing your customer relationships and sales processes.
Insightly CRM Pricing Plans
- Project management tools to streamline business processes.
- Advanced reports for insightful data analysis.
- Pre-built business dashboards for quick access to metrics.
- Free 14-Day Trial to explore features before purchase.
- Workflow automation to reduce manual tasks.
- Custom page layouts for personalized user experience.
- Free 14-Day Trial to test advanced features.
- Enhanced data management with custom fields.
- Products, pricebooks, and quotes for sales management.
- Comprehensive audit logging for security and compliance.
- Contact sales for tailored solutions and pricing.
- Advanced integration capabilities with REST API.
Close Pricing Plans
- Built-in calling, texting, and email solutions for seamless communication.
- Centralized inbox view to prioritize tasks effectively.
- Pipeline reporting to monitor and manage deal funnels.
- Data import and export for easy data management.
- Create multiple pipeline views for better deal tracking.
- Launch custom activities to track unique sales steps.
- Store call recordings for up to 30 days.
- Enhanced collaboration tools for team efficiency.
- Predictive dialer for faster lead calling.
- Enhanced customization with custom objects and reports.
- Manage visibility settings to keep teams focused.
- Advanced collaboration tools for large teams.
Our Rating Methodology
We thoroughly test each CRM tool, evaluating key features like ease of use, functionality, and scalability. We also analyze user reviews to ensure our recommendations fit your needs. Each of the seven evaluation factors is weighted by importance to provide an accurate final rating, helping you avoid poor-quality tools and make informed decisions.
Insightly CRM or Close: Which One Matches Your Business Needs?
Choose Insightly CRM If You Need ...
- Comprehensive CRM solution
If you are a business looking for a comprehensive CRM solution that offers a wide range of features, including project management and workflow automation, Insightly CRM is the better choice. Its versatility and robust integrations make it a valuable asset for businesses looking to streamline their operations.
- Robust project management
If you need a CRM tool with robust project management capabilities, Insightly CRM is the better option. Its project management features are designed to help businesses manage projects alongside their CRM activities, ensuring that all aspects of their operations are well-coordinated.
Choose Close If You Need ...
- Sales-focused CRM
If you are a sales-driven organization looking for a CRM tool that offers advanced sales automation and pipeline management features, Close is the better choice. Its user-friendly interface and excellent customer support make it an ideal choice for sales teams looking to boost productivity and close more deals.
- Advanced sales automation
If you need a CRM tool with advanced sales automation features, Close is the better option. Its automation tools are designed to help sales teams streamline their processes and improve efficiency, making it a valuable asset for sales-driven organizations.
Frequently Asked Questions
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Anastasia Belyh
Anastasia Belyh is a senior tech writer with over 15 years of experience in marketing, sales, and business software. Having worked in investment banking, management consulting, and founded multiple companies, her in-depth knowledge and hands-on expertise make her software reviews authoritative, trustworthy, and highly practical for business decision-makers.
