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10 Best Alternatives to Insightly in September 2024

Alternatives & Competitors to Insightly

1
Pipedrive

20% discount for 12 months
2
Monday

1 month free
3
Zoho

$2,500 in credits for 1 year
4
Freshworks

90% off the Pro plan for 1 year
5
EngageBay

6 months free on All-in-One Growth Plan
6
noCRM

50% off up to 6 months on Dream team and Sales Expert
7
Zendesk

6 months free
8
Slack

25% off new plan purchases
9
HubSpot

75% off for 1 year
10
Attio

80% off the Pro plan for 1 year

Here are competitors or alternatives to Insightly and other similar CRM software. You need to consider some important factors when choosing a tool like Insightly for your business: the main features of each solution, ease of use of user interface, pricing or value for money for instance. Each software has its pros and cons so it's up to you to choose the best alternative to Insightly that meets the needs of your small business. To help you compare each app and choose the right solution, we have put together a list of the best competitors of Insightly. Discover sofware like Pipedrive, Monday, Zoho or Freshworks.

List of Alternatives to Insightly

From CRM tools, we have selected the best alternatives to Insightly based on reviews for each solution and similarities with Insightly. Of course, each solution has its benefits and drawbacks, and its own features but, whether you are a small business, a startup or a large enterprise, you will find the right choice that empowers your projects.

Display alternatives with deals only

1. Pipedrive

Popular

Stay focused on sales and collect more leads with this lead management software

4.7 (24 reviews)

1 deal available | Redeemed by 2026 members

Prospecting CRM Lead Management

20% discount for 12 months

Save up to $2,376

Pipedrive is the easy to install and use CRM software that will allow your sales team to save time and stay focused on their activities to make more sales.

Pipedrive compared to Insightly

Why is Pipedrive a good alternative to Insightly?

I find Insightly to be a great alternative to Pipedrive because it offers a comprehensive suite of features that cater to diverse business needs. Insightly's project management capabilities set it apart, allowing you to manage sales and post-sales activities in one place. It also offers robust customization options that can be tailored to your specific business processes. Furthermore, Insightly's integration with popular platforms like Gmail, Outlook, and MailChimp enhances its functionality.

Insightly also shines in its reporting capabilities, providing detailed insights on team performance and sales trends. Its user-friendly interface makes it easy to navigate and use, even for those with little technical know-how. Lastly, Insightly offers a free plan for up to two users, making it an affordable choice for startups or small businesses looking for a CRM solution.

What are the differences between Pipedrive and Insightly?

I have found that Insightly and Pipedrive, while both being CRM (Customer Relationship Management) tools, offer different features and functionalities. Insightly provides a comprehensive suite of tools including project management, mass emailing, and detailed sales reports. It's more suitable for businesses looking to manage customer interactions along with project management within one platform.

In contrast, Pipedrive focuses purely on sales pipeline management. It offers a visual sales pipeline which makes it easy to track deals and progress. Pipedrive is designed with simplicity and ease-of-use in mind, making it ideal for small to medium-sized businesses that solely want to improve their sales process.

In terms of pricing, Pipedrive generally offers more affordable plans compared to Insightly. However, the choice between the two would largely depend on the specific needs and budget of your business.

2. Monday

Easily manage all your projects and become more productive and efficient.

4.1 (24 reviews)

1 deal available | Redeemed by 833 members

Collaboration Task Management AI Productivity

1 month free

Save up to $160

monday.com lets you manage projects from planning to delivery on a single platform, utilizing AI to streamline workflows and enhance team collaboration, ensuring you can track everyone's progress effectively.

Monday compared to Insightly

Monday is a better solution based on percentage of positive reviews than Insightly: 94 vs 77

Monday is a better solution for customer support than Insightly: 4.7 vs 4.0

Monday is better at ease to use than Insightly: 4.8 vs 4.0

Monday is better at value for money than Insightly: 4.4 vs 4.0

Insightly has more functions than Monday: 126 vs 94

Why is Monday a good alternative to Insightly?

I believe Insightly is a great alternative to Monday.com due to several reasons. Firstly, Insightly offers a more comprehensive CRM (Customer Relationship Management) system, which is essential for businesses that need to manage customer interactions and data. It provides detailed reports and analytics, helping businesses make data-driven decisions. Secondly, Insightly's project management features are robust and user-friendly. It allows for task assignment, tracking, and collaboration, making it easier to manage projects of all sizes. Thirdly, Insightly offers a more flexible pricing structure compared to Monday.com, making it a cost-effective solution for small to medium-sized businesses. Lastly, Insightly integrates seamlessly with popular apps like Gmail, Outlook, and Slack, enhancing productivity and efficiency. Therefore, for businesses looking for a comprehensive, user-friendly, and cost-effective project management and CRM tool, Insightly is an excellent choice.

What are the differences between Monday and Insightly?

I have used both Insightly and Monday for project management and found that they have distinct differences. Insightly is a customer relationship management (CRM) tool that focuses on helping businesses track interactions with customers and leads. It offers features like contact management, sales pipeline tracking, and project management. On the other hand, Monday is a visual project management tool that emphasizes team collaboration. It provides a board system where you can create tasks, assign them to team members, and track their progress visually. While both tools offer project management features, Monday is more focused on task management and team collaboration, whereas Insightly is more geared towards CRM with an emphasis on sales and customer interactions. Therefore, the choice between the two would depend on the specific needs of your business.

3. Zoho

All-in-one customer relationship management software

4.6 (21 reviews)

2 deals available | Redeemed by 123 members

CRM Customer Experience Lead Management

$2,500 in credits for 1 year

Save up to $2,500

The Zoho platform brings together in a single tool all the functionalities your startup needs to manage and optimize customer relations on a daily basis.

4. Freshworks

Software suite for sales, marketing, and customer service teams

3.8 (20 reviews)

1 deal available | Redeemed by 954 members

Lead Management Customer Experience AI Customer Support

90% off the Pro plan for 1 year

Save up to $100,000

Freshworks leverages AI to centralize, share, and understand data across your business. By utilizing AI, your marketing, sales, and customer service teams can work on the same data to provide a unique and personalized experience to each lead and customer.

5. EngageBay

All-in-one marketing, sales and support software

4.7 (24 reviews)

1 deal available | Redeemed by 276 members

Email Marketing Prospecting CRM Customer Support

6 months free on All-in-One Growth Plan

Save up to $3,000

EngageBay allows you to manage the entire customer lifecycle, from prospect to loyal customer, with a single tool. This, plus all the features you need from contact management to marketing automation, to support.

6. noCRM

Improve your prospecting and sales processes

4.8 (24 reviews)

1 deal available | Redeemed by 205 members

CRM

50% off up to 6 months on Dream team and Sales Expert

Save up to $660

noCRM is the ideal tool for your sales team; it will improve their organization preventing them from losing time, allow them to better follow-up on their leads and, above all, close more deals.

7. Zendesk

Create a customer success support suite that is accessible and available to your customers at all times.

4.2 (25 reviews)

1 deal available | Redeemed by 1021 members

Customer Experience Customer Support CRM AI Customer Support

6 months free

Save up to $50,000

Zendesk leverages AI to ensure you can be available on any channel, at any time, quickly addressing your customers' requests and resolving their problems.

8. Slack

Enhance team communication and collaboration.

4.7 (19 reviews)

1 deal available | Redeemed by 1426 members

Collaboration Productivity Task Management

25% off new plan purchases

Save up to $9,000

Easily collaborate and organize your team's work with Slack; share information and organize your projects.

9. HubSpot

CRM, marketing automation & customer service software suite

4.3 (24 reviews)

2 deals available | Redeemed by 1408 members

Prospecting CRM Marketing Automation Content Marketing AI Sales and Business

75% off for 1 year

Save up to $7,000

The HubSpot suite leverages AI to streamline managing your customer throughout their life cycle: from website visits and form completions to phone calls, email exchanges, quote signing, support, and upsells.

10. Attio

Elevate your CRM experience

4.5 (10 reviews)

1 deal available | Redeemed by 52 members

CRM

80% off the Pro plan for 1 year

Save up to $6,624

Attio is a versatile and dynamic CRM tool, designed to be highly customizable and adaptable to various business needs. It emphasizes the ability to create, refine, work, and report within a CRM environment tailored to specific workflows and data structures.

10 Best Alternatives to Insightly in September 2024

Alternatives & Competitors to Insightly

List of Alternatives to Insightly

1. Pipedrive

Karen S

Pipedrive: The Backbone of Our CRM Success

2. Monday

Sharon

Quite Handy.

3. Zoho

Janice Davis

Simple & Cost-Free: Zoho Review

4. Freshworks

Terry Smith

Exceptional Value for Money: Freshworks Delivers Comprehensive Business Solutions

5. EngageBay

Karen M

EngageBay: A Platform Offering a Complete Suite

6. noCRM

Roy G

Superb Tool - User-Friendly and Efficient

7. Zendesk

Emma Rodriguez

Empowering Customers: Zendesk's Knowledge Base Feature Review

8. Slack

Kevin F

Exploring Slack: A Game-Changer for Workplace Communication

9. HubSpot

Davis

Essential HubSpot: Turbocharge Your Online Business

10. Attio

Olin Olson

Effortless Team Collaboration