Top 20 Alternatives to Insightly for Enhanced CRM Needs

Flowlu Team

February 16, 2024

34 min read

Insightly is known for its robust feature set, including lead management, sales tracking, and detailed reporting. It integrates well with a suite of other applications, making it a versatile tool for businesses of various sizes. However, there are times when organizations might look for Insightly alternatives that better align with their specific requirements.

Reasons to Seek Insightly CRM Alternatives

Despite its strengths, several factors might lead a business to seek Insightly analogues:

Pricing Concerns: For some businesses, especially small startups or those with tight budgets, Insightly's pricing structure might be a concern. As businesses grow and their needs become more complex, the costs associated with additional features and higher-tier plans can become significant.

Feature Limitations: Although Insightly offers a range of features, some businesses might find it lacking in certain advanced functionalities. For instance, bigger enterprises or businesses with complex sales cycles might require more sophisticated analytics, automation, or customization options than what Insightly provides.

Integration Challenges: Insightly integrates with a variety of applications, but some businesses might require deeper or more specific integrations with their existing software ecosystem. If Insightly doesn't natively support these integrations, businesses might look for a customer relationship management platform that does.

Unique Business Needs: Every business has unique needs based on its industry, customer base, sales processes, and internal workflows. A company might seek an alternative to Insightly if it offers specific features tailored to their niche requirements, such as real estate, healthcare, or manufacturing-focused CRMs.

Data Management and Reporting: Effective data management and reporting capabilities are vital for businesses to track performance and make informed decisions. If companies find Insightly's reporting tools insufficiently robust or flexible for their data analysis needs, they might look for a customer relationship management tool with more advanced reporting features.

The 20 Best Insightly Competitors and Alternatives in 2024

When considering replacements to Insightly, businesses should carefully evaluate their specific needs, budget constraints, and long-term goals to ensure they choose a customer relationship management solution that aligns with their strategic objectives and operational requirements. Here are some top alternatives to Insightly, each with its unique strengths and offerings.

#1: Flowlu

Flowlu is known for its wide array of features that cater to various aspects of business operations. It combines project management, CRM, invoicing, and knowledge management within a single platform, providing teams with the tools they need to collaborate effectively, manage customer relationships, and keep track of financial performance. Its intuitive interface and cloud-based setup make it accessible for teams of all sizes and types, from freelancers to large enterprises.

Pros:

• Comprehensive Toolset: Flowlu offers an extensive range of features, including project management, CRM, client portal, invoicing, and expense tracking, making it a versatile platform for managing different business functions.
• Collaboration-Focused: With features like team chat, task commenting, and real-time notifications, Flowlu promotes effective team collaboration and communication.
• Customization and Scalability: The platform allows for significant customization in terms of workflows, fields, and dashboards, making it adaptable to the specific needs of a business as it grows.
• Financial Management: Flowlu includes financial tools such as invoicing, expense tracking, and financial reporting, providing businesses with a clear view of their financial health.
• Automation Features: Flowlu CRM includes automation capabilities that can streamline repetitive tasks and processes, enhancing team efficiency and productivity.

Cons:

• Learning Curve: Given its broad range of functionalities, new users may require some time to fully grasp all aspects of the platform and make the most of its extensive feature set.
• Potentially Overwhelming for Small Teams: Smaller teams or businesses with simpler needs might find the array of features more than they need, leading to underutilization of the platform. In order to overcome such a problem, it is recommended to consider implementation services to unlock Flowlu’s full potential.

Pricing:

Flowlu's pricing structure is designed to accommodate a range of business sizes and needs, starting with a free plan that includes basic customer relationship management functionality and project management features for up to 2 users.

Paid plans begin with the Team plan at $29/month (billed annually), which expands user access and includes more advanced features. The Business plan at $59/month offers even more functionality, including automation workflows and financial management tools. For larger organizations, the Professional plan at $119/month provides access to the full suite of Flowlu's features, catering to the needs of large teams and complex projects.

In summary, Flowlu is a robust alternative to Insightly, especially for businesses seeking a platform that combines CRM with project and financial management. Its comprehensive feature set, focus on collaboration, and scalability make it a compelling choice for a variety of business types and sizes.

#2: HubSpot CRM

HubSpot CRM is celebrated for its ease of use and seamless integration with the broader HubSpot ecosystem, encompassing marketing, sales, and service hubs. This customer relationship management system is particularly attractive for small to medium-sized businesses looking for a cost-effective solution that offers basic CRM functionalities for free, with the option to upgrade as the business grows. Its intuitive interface and automated data capture reduce manual entry, saving time and minimizing errors.

Pros:

• User-friendly interface, great for CRM beginners.
• Free tier available with essential CRM features.
• Strong marketing and sales integration within the HubSpot ecosystem.

Cons:

• Costs can escalate quickly as you add paid features or modules.
• Customization options are more limited compared to some competitors.
• The free plan includes HubSpot branding.

Pricing:

HubSpot CRM starts with a free plan, with paid plans beginning at $45/month (billed annually) for the Starter package, which includes additional sales and marketing features.

#3: Zoho CRM

Zoho CRM is another powerful contender, known for its affordability and flexibility. It caters to businesses of all sizes and offers a wide range of features, including sales automation, lead management, analytics, and a customizable platform. Zoho CRM stands out for its AI-powered assistant, Zia, which provides sales predictions, anomaly detection, and suggestions for the best times to contact leads, enhancing the efficiency of sales teams.

Pros:

• Good balance of features and affordability.
• Includes AI-powered sales assistant (Zia) for insights and suggestions.
• Flexible customization and automation options.

Cons:

• The interface can feel cluttered with advanced features.
• Learning curve for utilizing the full suite of tools.
• Integration with non-Zoho apps can be more complex.

Pricing:

Zoho CRM offers a free edition for up to 3 users, with paid plans starting from $14/user/month (billed annually) for the Standard plan.

#4: Pipedrive

Pipedrive shines as a user-friendly customer relationship management platform designed by salespeople, for salespeople. Its visual sales pipeline gives clear visibility into the status of various deals, and its easy-to-use interface ensures that sales teams can focus on the right leads at the right time. Pipedrive is particularly suited for small to medium-sized businesses looking for a straightforward tool that emphasizes sales management and tracking.

Pros:

• Intuitive and visual sales pipeline management.
• Customizable pipelines and fields to fit various sales processes.
• Strong mobile app for sales tracking on the go.

Cons:

• Limited functionality beyond sales and pipeline management.
• Reporting features could be more advanced.
• Lacks built-in email marketing tools.

Pricing:

Pipedrive's pricing starts at $12.50/user/month (billed annually) for the Essential plan, with more advanced features available in higher-tier plans.

#5: Salesforce

Salesforce stands as a giant in the CRM world, known for its extensive customization options, powerful analytics, and a wide array of integrations with third-party applications. Its cloud-based platform is designed to serve businesses of all sizes, making it a versatile choice for those looking to scale. Salesforce's robust set of features includes sales management, marketing automation, partner relationship management, and customer service, making it a comprehensive suite for managing all facets of customer relationships.

Pros:

• Highly customizable to suit a wide range of business needs.
• Extensive ecosystem with numerous integrations and add-ons.
• Powerful analytics and reporting capabilities.

Cons:

• Can be complex and overwhelming for small businesses.
• Higher cost, especially when adding multiple integrations and customizations.
• Requires training to fully leverage its vast functionalities.

Pricing:

Salesforce offers several pricing tiers starting from the Essentials plan at $25/user/month (billed annually) to more advanced plans that cater to larger enterprises.

#6: Freshsales

Freshsales, by Freshworks, is a dynamic customer relationship management solution known for its straightforward UI and AI-driven insights. It offers a 360-degree view of the customer, capturing customer interactions across email, phone, and chat in a single thread. With features like lead scoring, visual deal pipelines, and automated workflows, Freshsales aims to help sales teams close deals faster and foster meaningful customer relationships.

Pros:

• Clean, intuitive user interface.
• AI-powered insights for lead scoring and deal predictions.
• Offers a free tier with basic CRM functionalities.

Cons:

• Advanced features and integrations are locked behind higher-tier plans.
• Customization options may not be as extensive as some competitors.
• Some clients may require more third-party integrations.

Pricing:

Freshsales offers a free plan for unlimited users, with paid plans starting at $15/user/month (billed annually) for the Growth plan.

#7: Agile CRM

Agile CRM is an all-in-one customer relationship management tool that offers sales, marketing, and service automation in a single platform. It's designed for small and medium-sized businesses looking to streamline their operations without the complexity of larger CRMs. With features like contact management, telephony, and gamification, Agile CRM focuses on enhancing productivity and customer engagement.

Pros:

• All-in-one CRM offering sales, marketing, and service functionalities.
• Affordable pricing, especially for small to medium-sized businesses.
• Easy to use with drag-and-drop automation builders.

Cons:

• The user interface can feel dated compared to newer customer relationship management platforms.
• Limited customization options for more complex business processes.
• Some users report occasional glitches and slow customer support.

Pricing:

Agile CRM offers a free plan for up to 10 users, with paid plans starting at $8.99/user/month (billed annually) for the Starter plan.

#8: Copper

Formerly known as ProsperWorks, Copper is renowned for its deep integration with Google Workspace, making it an ideal choice for organizations heavily utilizing Google applications. Its user interface mirrors Google's design, ensuring a minimal learning curve. Copper automates data entry by capturing information from emails and calendar events, facilitating a more efficient workflow for sales teams.

Pros:

• Deep integration with Google Workspace, allowing for seamless operation within Gmail and other Google apps.
• User-friendly interface that closely mirrors Google's design, making it easy for teams to adopt.
• Automates data entry and offers workflow automation to save time.

Cons:

• Primarily designed for Google Workspace users, which might limit its appeal for businesses using other ecosystems.
• Limited customization options compared to more comprehensive customer relationship management solutions.
• Reporting features may not be as robust as those found in more advanced CRMs.

Pricing:

Copper offers a Basic plan starting at $25/user/month, with more advanced features available in the Professional plan at $59/user/month and the Business plan at $119/user/month, all billed annually.

#9: Apptivo

Apptivo stands out for its suite of over 50 integrated business applications, encompassing customer relationship management, project management, invoicing, and supply chain management. This versatility makes Apptivo a comprehensive solution for businesses looking to manage various aspects of their operations within a single platform. Its customization capabilities allow businesses to tailor the software to their specific processes and workflows.

Pros:

• Offers a wide array of integrated business apps beyond CRM, providing an all-in-one business management solution.
• Highly customizable, allowing businesses to tailor the platform to their specific needs.
• Competitive pricing makes it accessible for small to medium-sized businesses.

Cons:

• With the vast array of features and apps, the learning curve can be steep for new users.
• Some users may find the interface less intuitive compared to other customer relationship management solutions.
• Integration with non-Apptivo apps and services could be more streamlined.

Pricing:

Apptivo's pricing starts with a free Starter plan, with more comprehensive features available in the Premium plan at $10/user/month and the Ultimate plan at $25/user/month, billed annually.

#10: Streak

Streak is a unique CRM that operates entirely within Gmail, turning your inbox into a powerful customer relationship management system. It's particularly suited for small businesses and solopreneurs who prefer to manage their sales and customer relationships directly from their email. Streak offers pipeline views, email tracking, and collaboration tools, making it easy to manage deals without leaving your inbox.

Pros:

• Fully integrated within Gmail, making it an excellent choice for users who prefer to manage their workflows directly from their email.
• Offers a unique approach to CRM with its pipeline-focused email organization.
• The free version includes basic customer relationship management features suitable for individuals and small teams.

Cons:

• Being confined to Gmail might be limiting for businesses looking for a more traditional, standalone CRM system.
• The customization and reporting capabilities are somewhat limited compared to full-fledged CRM platforms.
• May not scale as well for larger businesses with complex CRM needs.

Pricing:

Streak offers a free plan with basic customer relationship management features, with paid plans starting at $15/user/month for the Professional plan, which includes more advanced CRM functionalities.

#11: Bitrix24

Bitrix24 offers a wide array of tools, including CRM, task and project management, communication, and website building capabilities. It's designed for businesses of all sizes looking for a comprehensive platform to manage various aspects of their operations. Bitrix24's strong collaboration features, such as group chat, video conferencing, and document management, make it a solid choice for teams looking for integrated communication and management solutions.

Pros:

• Provides a comprehensive suite of tools including CRM, task management, project management, communication, and website building.
• Offers a generous free plan for up to 12 users, making it an attractive option for small businesses.
• Features strong collaboration tools, such as group chat and video conferencing.

Cons:

• The interface can be overwhelming due to the multitude of features, resulting in a steeper learning curve.
• Some advanced features and integrations are only available in higher-tier plans.
• Customization options may be extensive but can require time to set up properly.

Pricing:

Bitrix24's free plan supports unlimited users, with paid plans starting at $19/month for the Start+ plan, going up to $159/month for the CRM+ plan, catering to more extensive business needs.

#12: Nimble

Nimble is a social CRM that excels in integrating social media insights with traditional customer relationship management functionalities. It automatically updates customer profiles with social media interactions, providing a more holistic view of customer engagement. Nimble's browser extension allows for easy contact management and sales pipeline activities directly from your email inbox or any social media platform.

Pros:

• Strong social media integration, allowing businesses to enrich contact profiles with social insights.
• Easy to use with a clean interface and straightforward functionality.
• Offers a browser extension that works across the web for easy contact management.

Cons:

• The focus on social CRM features may not meet the needs of businesses looking for more traditional CRM functionalities.
• Limited customization options for sales processes and pipelines.
• Reporting and analytics features might not be as comprehensive as those found in more specialized CRM solutions.

Pricing:

Nimble offers a straightforward pricing model at $19/user/month when billed annually, with access to all core features.

#13: Capsule CRM

Capsule focuses on simplicity and ease of use, offering an intuitive platform for small to medium-sized businesses to manage their contacts, sales pipelines, and tasks. Its customization options allow for a tailored customer relationship management experience, and its integration with popular applications like G Suite, Mailchimp, and Xero extends its functionality.

Pros:

• Simple and intuitive design, making it easy for teams to onboard and use the system effectively.
• Good integration capabilities with popular apps and services, enhancing its functionality.
• Focuses on essential CRM features, making it a good fit for small businesses that need straightforward customer management.

Cons:

• Limited advanced features and customization, which might not satisfy the needs of larger organizations or those with complex workflows.
• The reporting and analytics capabilities are somewhat basic compared to more advanced systems.
• May not offer as extensive automation features as some competitors.

Pricing:

Capsule offers a free plan for up to 2 users, with the Professional plan priced at $18/user/month, providing more advanced customer relationship management features.

#14: Close

Close is designed with the philosophy of keeping sales teams selling, offering a CRM that's packed with productivity tools like email automation, calling, and SMS. Its streamlined interface and powerful search functionality make it easy for sales teams to focus on their interactions with prospects and customers, rather than managing the CRM.

Pros:

• Emphasizes sales communication with built-in calling, SMS, and email capabilities, streamlining outreach efforts.
• Offers a highly intuitive interface focused on sales productivity and efficiency.
• Strong automation features to reduce repetitive tasks and focus on selling.

Cons:

• Primarily focused on sales, which might limit its use as a comprehensive CRM solution for businesses looking for broader functionalities.
• Pricing can be on the higher side for small businesses, especially when considering the most advanced features.
• Limited third-party integrations compared to some other customer relationship management platforms.

Pricing:

Close's pricing starts at $25/user/month for the Starter plan, with more comprehensive plans available for businesses with advanced sales needs.

#15: Scoro

Scoro provides a comprehensive work management solution that includes CRM, project management, quoting, billing, and advanced reporting features. It's particularly suited for professional service businesses and agencies looking for a platform to manage the entire workflow from lead to billing.

Pros:

• Offers a broad set of features beyond CRM, including project management, billing, and time tracking, providing a holistic business management tool.
• Highly customizable dashboards and reports allow businesses to tailor the platform to their needs.
• Strong focus on productivity and efficiency with tools designed to streamline business processes.

Cons:

• The wide array of features and options can make the platform overwhelming for new users.
• Higher price point, especially for smaller businesses or those just looking for a basic CRM.
• Some users may find the mobile app less comprehensive compared to the desktop version.

Pricing:

Scoro's pricing starts at $26/user/month for the Essential plan, with more advanced features and capabilities available in higher-tier plans.

#16: Microsoft Dynamics 365

For those deeply entrenched in the Microsoft ecosystem, Dynamics 365 offers a customer relationship management solution that integrates seamlessly with other Microsoft products, such as Office 365, Outlook, and Teams. Its comprehensive suite includes sales, customer service, field service, and project service automation, making it a robust choice for businesses looking for an enterprise-level customer relationship management solution with strong customization and integration capabilities.

Pros:

• Deep integration with Microsoft products like Office 365 and Teams.
• Highly customizable and scalable for large enterprises.
• Offers a wide range of additional business apps within the ecosystem.

Cons:

• Can be complex and require professional setup and training.
• Higher cost, particularly for small businesses.
• The extensive customization options can be overwhelming for some users.

Pricing:

Dynamics 365 Sales pricing starts at $65/user/month for the Professional plan, with more comprehensive plans available for larger businesses.

#17: Creatio

Creatio CRM, formerly known as bpm'online, offers a unique blend of customer relationship management, process automation, and low-code development capabilities. This platform is designed to streamline business processes, enhance customer interactions, and drive sales efficiency, making it suitable for medium to large enterprises seeking to optimize their operations through automation and customized workflows.

Pros:

• Creatio's strong suit is its BPM engine, which enables businesses to automate complex workflows and processes.
• It offers a seamless integration of sales, marketing, and service functions within a single ecosystem.
• The platform's low-code approach allows businesses to customize applications and workflows without extensive programming knowledge.

Cons:

• The very features that make Creatio powerful can also make it complex to set up and optimize without the right technical skills or training.
• While offering significant value, Creatio's pricing can be on the higher side, especially for small businesses or those with simpler CRM needs.
• Given its broad functionality and customization options, new users may face a steep learning curve to fully leverage the platform's capabilities.

Pricing:

The Sales Creatio package starts from $30/user/month for the Team edition, aimed at small and medium-sized businesses. The Commerce edition, designed for e-commerce management, is priced at $35/user/month. For comprehensive sales management, the Enterprise edition is available.

#18: Monday Sales CRM

Monday Sales CRM, part of the broader Monday.com Work OS, serves as a viable alternative to Insightly, particularly for businesses looking for a highly customizable and visually intuitive platform to manage their sales processes and customer relationships. Unlike traditional CRMs, Monday Sales CRM emphasizes flexibility and user-friendliness, leveraging the strengths of the Monday.com platform to provide a customizable customer relationship management solution.

Pros:

• Monday Sales CRM offers extensive customization options, allowing businesses to tailor the platform to their specific sales processes and workflows.
• The platform is known for its visually appealing and intuitive design, making it easy for teams to adopt and use effectively.
• Being part of the Monday.com ecosystem, it seamlessly integrates with other modules and functionalities within Monday.com, providing a comprehensive work management solution.

Cons:

• While Monday Sales CRM covers the basics well, it may lack some of the more advanced CRM features offered by specialized customer relationship management platforms, particularly in areas like advanced reporting and analytics.
• As with other Monday.com products, pricing can become relatively high as team sizes and feature requirements increase.
• While customization is a strength, new users may need to invest time to learn how to best tailor the platform to their needs, given the wide array of options and configurations available.

Pricing:

The pricing starts with the Basic plan at $8 per seat/month (billed annually), which includes essential customer relationship management features. The Standard plan, at $10 per seat/month (billed annually), offers more advanced capabilities like automation and integrations. The Pro plan, at $16 per seat/month (billed annually), adds more comprehensive features and customization options.

#19: Nutshell

Nutshell aims to offer an intuitive and accessible customer relationship management solution that simplifies the complexities often associated with customer relationship management. It combines sales automation, contact management, and pipeline visibility to empower sales teams to close more deals and foster lasting customer relationships.

Pros:

• Nutshell is known for its clean interface and intuitive design, making it easy for teams to adopt and use without extensive training.
• The platform offers robust sales automation features, including automated emails and follow-up reminders, helping sales teams stay on top of their leads and opportunities.
• Nutshell prides itself on providing personalized customer support, ensuring businesses have the assistance they need to make the most of the CRM.
• Nutshell integrates with a variety of popular tools and services, enhancing its functionality and allowing businesses to connect their CRM with other essential software.

Cons:

• While Nutshell covers the basics very well, it may lack some of the more advanced features found in comprehensive CRM solutions, such as complex reporting and analytics tools.
• Due to its focus on simplicity and essential customer relationship management functionalities, Nutshell might not be the best fit for larger enterprises with complex CRM needs.
• While Nutshell is customizable to a degree, businesses with highly specific workflow requirements might find its customization options somewhat limited compared to more flexible CRM platforms.

Pricing:

The Starter plan is priced at $22 per user per month (billed annually), designed for teams that need basic CRM functionalities along with email templates and sequencing. The Pro plan, at $39 per user per month (billed annually), adds advanced sales automation features, custom reporting, and activity reporting.

#20: Less Annoying CRM

Less Annoying CRM positions itself as a straightforward and accessible alternative to Insightly, catering especially to small businesses seeking a no-frills, easy-to-use customer relationship management solution. The platform is designed with simplicity in mind, aiming to strip away the complexity and bloat often associated with more comprehensive customer relationship management systems, thereby providing a user-friendly interface that focuses on core customer relationship management functionalities.

Pros:

• The platform is highly intuitive, allowing users to start managing their contacts and leads with minimal setup time.
• Less Annoying CRM offers a flat pricing structure, making it an economical choice for small businesses with tight budgets.
• The company is known for its exceptional customer service, providing personalized support to help users get the most out of their CRM.
• Users receive a daily email summarizing upcoming tasks and events, ensuring they stay on top of their schedules.

Cons:

• The simplicity of Less Annoying CRM means it lacks some of the advanced functionalities found in more robust CRM platforms, such as detailed analytics and automation.
• While it offers some integrations, the platform doesn't connect as seamlessly with a wide range of third-party applications compared to larger customer relationship management systems.
• Businesses with complex sales processes or those that require extensive customization might find the platform's simplicity restrictive.

Pricing:

True to its commitment to simplicity, Less Annoying CRM offers a straightforward pricing model at $15 per user per month, with no tiers or complex packages. This flat rate includes access to all features, unlimited contacts, and free customer support.

How to Choose the Right CRM Alternative to Insightly

When comparing Insightly CRM alternatives, focus on:

• User Interface and Ease of Use: A user-friendly interface can significantly impact the adoption rate among your team members when switching from Insightly.
• Customization Capabilities: The ability to tailor the CRM to fit your specific business processes is invaluable.
• Integration with Other Tools: Ensure the CRM can integrate smoothly with the other tools and software your business relies on when using Insightly.
• Pricing and Plans: Analyze the pricing structures of the Insightly CRM alternatives. Consider not only the upfront costs but also long-term expenses as your business scales. Look for transparent pricing plans that align with the value the system brings to your business.
• Customer Support and Community: Robust customer support and an active user community can greatly enhance your CRM experience, providing resources for troubleshooting, best practices, and networking.
• Ease of Migration: Consider the ease of migrating your data from Insightly to the new CRM. A smooth Insightly migration process, comprehensive onboarding, and training resources are essential for a seamless transition.
• Case Studies and Success Stories: Research case studies or testimonials from businesses similar to yours that have successfully transitioned from Insightly to a new CRM. These real-world examples can provide insights into the potential benefits and challenges associated with each Insightly alternative.
• Making the Final Decision: Armed with detailed information, create a checklist to compare your top choices for Insightly replacement. This checklist should include your non-negotiable features, budget constraints, scalability needs, and any other criteria specific to your business.

Conclusion

Exploring tools similar to Insightly opens up a realm of possibilities tailored to enhance your business operations. When choosing an Insightly CRM analogue, it's crucial to consider the specific needs of your business, including size, industry, budget, and the features most critical to your operations.

Each of the Insightly alternatives mentioned above offers a unique set of capabilities, and what works best for one organization may not be the ideal solution for another. Taking the time to explore and evaluate different customer relationship management software can lead to a more informed decision that aligns with your business goals and enhances your customer relationship management strategy.

Flowlu offers an easy-to-use platform with strong CRM and project management tools. It is known for its affordability and suitability for small to medium businesses. Flowlu is a popular choice among SMBs for its competitive pricing, offering a variety of affordable plans. This makes it a cost-effective alternative for businesses looking to maximize functionality while keeping expenses low.