Insightly vs Easy Simple CRM in July 2026

Remove All

93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Insightly

CRM Software

View Details

74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Easy Simple CRM

CRM Software

5 3 user ratings

View Details

Featured

94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Creatio CRM

CRM Software

4.8 356 user ratings

Visit Website

Featured

93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Bigin by Zoho CRM

CRM Software

4.7 544 user ratings

Visit Website

Overview

Description	Insightly stands out as a versatile and powerful CRM tool, adept at capturing and managing leads through every stage of the sales process. With Insightly, users benefit from comprehensive contact management capabilities, enabling them to effortlessly track essential lead information, including details derived from emails. The platform's seamless integration with popular cloud storage services like Dropbox, Box, Google Drive, and Microsoft OneDrive simplifies file uploads, ensuring a hassle-free experience. Beyond its CRM functionalities, Insightly features an inbuilt project management system that allows for continuous workflow monitoring and timely content publication. Its adaptability makes it an ideal choice for various sectors including accounting, construction, education, health, and real estate, solidifying its position as a fundamental tool for businesses aiming to streamline their operations and enhance productivity. Read more	Easy Simple CRM software is a platform used to automate business workflows. The software offers an easy to use interface to create and manage contacts. It is a secure software to save contact's details, create a to-do list, send forms. Export your data to Excel file format at the click of a button. Marketers, Small and Medium companies make use of the software. Read more	Creatio is an AI CRM and workflow platform where people and AI agents work together - with no limits on users, agents, or scale. Designed for midsize and large enterprises, it delivers enterprise-grade CRM across sales, marketing, and service alongside Creatio Studio, a no-code agentic platform for building apps and AI agents without coding. With unlimited workflows, 19 industry templates, and AI agents included across all plans, Creatio gives organizations the freedom to automate at scale and the tools to do it without technical constraints. Read more	Bigin by Zoho CRM is a refreshingly simple CRM built with small businesses, startups and growing teams in mind. It is designed to be intuitive and easy to use, helping you bring all your customer-facing operations—including sales, marketing, onboarding, delivery, and support—all into one place. Bigin lets you manage every important interaction and customer relationship with ease—no more switching between spreadsheets or dealing with overly complicated tools. Over 30,000+ businesses globally trust Bigin to simplify their processes and strengthen their customer relationships. Whether you are just starting out or scaling up, Bigin gives you the features you need to keep growing! Read more
Pricing Options	Free Trial Not Available Starts at $29.00. Offers Free-forever plan.	Free Trial Available	Free Trial Available Starts at $40.0. Offers Custom plan.	Free Trial Available Starts at $7.0. Offers Free-forever plan.
SW Score & Breakdown	93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 99% Reviews 60% Momentum 62% Popularity 67%	74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 69% Reviews 60% Momentum 60% Popularity 62%	94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 98% Reviews 73% Momentum 63% Popularity 66%	93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 99% Reviews 60% Momentum 66% Popularity 67%
SaaSworthy Awards	# 16 Fastest Growing # 6 Most Popular	Not Available	Not Available	# 11 Most Popular # 14 Highly Rated

Features

Total Features	25 Features	3 Features	24 Features	26 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 17 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 17 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 18 More - Show Less
Unique Features	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting outcomes based on performance and historical data.	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting outcomes based on performance and historical data.	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting outcomes based on performance and historical data.	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting outcomes based on performance and historical data.

Technical Details

Organization Types Supported	Individuals Freelancers Large Enterprises Medium Business Small Business	Individuals Freelancers Large Enterprises Medium Business Small Business	Individuals Freelancers Large Enterprises Medium Business Small Business	Individuals Freelancers Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac
Modes of Support	24/7 (Live rep) Business Hours Online	24/7 (Live rep) Business Hours Online	24/7 (Live rep) Business Hours Online	24/7 (Live rep) Business Hours Online
API Support	Available	NA	Available	Available

Reviews & Ratings

User Rating	Not Available	5/5 3 user ratings	4.8/5 356 user ratings	4.7/5 544 user ratings
Rating Distribution	Not Available	Excellent 100% Very Good 0% Average 0% Poor 0% Terrible 0%	Excellent 83.7% Very Good 14.9% Average 0.8% Poor 0.3% Terrible 0.3%	Excellent 73.3% Very Good 23.7% Average 2.4% Poor 0.2% Terrible 0.4%
User Sentiments	Ease of Use, Extensive Integrations, Effective Contact Management, Customizable Features Limited Customization Options, Slow Performance, Unintuitive Interface, Lack of Robust Reporting	Not Available	Not Available	Ease of Use, Affordable Pricing, Effective Sales Pipeline Management, Seamless Gmail Integration Limited Integrations with third-party apps, Limited Customization Options, Occasional Software Bugs/Glitches, Inadequate Customer Support
Review Summary	Overall, Insightly garners positive feedback for its user-friendly interface, customizable features, and effective sales tracking capabilities. Users appreciate the ease of managing customer relationships, scheduling appointments, and tracking sales pipelines. The mobile app is also praised for its convenience and functionality. However, some users have expressed concerns regarding occasional bugs and glitches, the need for improved reporting and analytics, and the limited customization options for certain features. Additionally, a few users have reported issues with customer support responsiveness.	Not Available	Not Available	Many users appreciate Bigin's simplicity and ease of use, citing its user-friendly interface and intuitive design as key strengths. The software's customizable features and ability to integrate with other business tools are also frequently praised. However, some users have encountered challenges with the system's limited reporting capabilities and occasional technical issues. Additionally, a few reviewers have expressed concerns about the software's pricing structure and the lack of certain advanced features found in competing products.
		Read All User Reviews	Read All User Reviews	Read All User Reviews

AI-Generated from the text of User Reviews

Pricing

Pricing Options	Free Trial Not Available Starts at $29.00. Offers Free-forever plan.	Free Trial Available	Free Trial Available Starts at $40.0. Offers Custom plan.	Free Trial Available Starts at $7.0. Offers Free-forever plan.
Pricing Plans Monthly Plans Annual Plans	Free Free Plus (CRM) $29.00 $29.00 per user / month Professional (CRM) $49.00 $49.00 per user / month Enterprise (CRM) $99.00 $99.00 per user / month Plus (Marketing) $99.00 $99.00 per month Professional (Marketing) $499.00 $499.00 per month Enterprise (Marketing) $999.00 $999.00 per month Insightly AppConnect $249.00 $249.00 per user / month Plus (Service) $29.00 $29.00 per user / month Professional (Service) $49.00 $49.00 per user / month Enterprise (Service) $99.00 $99.00 per user / month Plus (Insightly All-in-One) $349.00 $349.00 per month Professional (Insightly All-in-One) $899.00 $899.00 per month Enterprise (Insightly All-in-One) $2,599.00 $2,599.00 per month	Easy Simple CRM Others	Growth $40.00 $40.00 per user / month Enterprise $55.00 $55.00 per user / month Unlimited Custom	Free Free Express $7.00 $9.00 per user / month Premier $12.00 $15.00 per user / month Bigin 360 $18.00 $21.00 per month
	View Detailed Pricing	View Detailed Pricing	View Detailed Pricing	View Detailed Pricing

Have Questions? We can help!

Get personalized recommendations from our experts on call

✔ Trusted by more than 5 Million users across the globe.

Alternatives

	Zoho CRM 4.3 2,504 ratings Insightly Vs Zoho CRM Zoho Marketing Automation 2 1 ratings Pipedrive CRM 4.5 2,151 ratings Insightly Vs Pipedrive CRM Applicative CRM Insightly Vs Applicative CRM DigitalCRM.com Insightly Vs DigitalCRM.com	OfficeClip Contact Manager 4.7 27 ratings Easy Simple CRM Vs OfficeClip Contact Manager DigitalCRM.com Easy Simple CRM Vs DigitalCRM.com OnContact CRM 4.6 5 ratings Easy Simple CRM Vs OnContact CRM OutreachCRM 4.7 43 ratings Easy Simple CRM Vs OutreachCRM ContactEase 4.2 15 ratings Easy Simple CRM Vs ContactEase
	View All Insightly Alternatives	View All Easy Simple CRM Alternatives