Close or Insightly? How to Pick the Right Fit for Your Team
Stop researching and start deciding. Our feature-by-feature comparison of Close and Insightly gives mid-market Australian businesses the clarity they need — in minutes, not hours.
Feature Comparison
Side-by-side feature ratings for Close and Insightly.
| Feature | Close | Insightly | Notes |
|---|---|---|---|
| Contact management | On contact management, Close is marginally stronger — but Insightly still delivers a solid experience here. | ||
| Pipeline management | Close significantly outperforms Insightly on pipeline management, making it the stronger choice for businesses that prioritise this area. | ||
| Email automation | Close significantly outperforms Insightly on email automation, making it the stronger choice for businesses that prioritise this area. | ||
| Reporting and analytics | Close has a slight edge in reporting and analytics. | ||
| Integration ecosystem | Insightly edges out Close on integration ecosystem, though the gap is modest enough that other factors may matter more. | ||
| Mobile app | Close significantly outperforms Insightly on mobile app, making it the stronger choice for businesses that prioritise this area. | ||
| Custom fields and objects | Close has a slight edge in custom fields and objects. | ||
| Workflow automation | Insightly edges out Close on workflow automation, though the gap is modest enough that other factors may matter more. | ||
| Team collaboration | Insightly holds a small advantage in team collaboration. For most mid-market Australian businesses, this difference alone would not drive the decision. | ||
| Customer support features | For Professional Services that rely on strong customer support features, Insightly is the more capable option in our assessment. | ||
| Ease of setup | Close edges out Insightly on ease of setup, though the gap is modest enough that other factors may matter more. | ||
| Value for money | Insightly holds a small advantage in value for money. For most mid-market Australian businesses, this difference alone would not drive the decision. |
Contact management
Close
Insightly
On contact management, Close is marginally stronger — but Insightly still delivers a solid experience here.
Pipeline management
Close
Insightly
Close significantly outperforms Insightly on pipeline management, making it the stronger choice for businesses that prioritise this area.
Email automation
Close
Insightly
Close significantly outperforms Insightly on email automation, making it the stronger choice for businesses that prioritise this area.
Reporting and analytics
Close
Insightly
Close has a slight edge in reporting and analytics.
Integration ecosystem
Close
Insightly
Insightly edges out Close on integration ecosystem, though the gap is modest enough that other factors may matter more.
Mobile app
Close
Insightly
Close significantly outperforms Insightly on mobile app, making it the stronger choice for businesses that prioritise this area.
Custom fields and objects
Close
Insightly
Close has a slight edge in custom fields and objects.
Workflow automation
Close
Insightly
Insightly edges out Close on workflow automation, though the gap is modest enough that other factors may matter more.
Team collaboration
Close
Insightly
Insightly holds a small advantage in team collaboration. For most mid-market Australian businesses, this difference alone would not drive the decision.
Customer support features
Close
Insightly
For Professional Services that rely on strong customer support features, Insightly is the more capable option in our assessment.
Ease of setup
Close
Insightly
Close edges out Insightly on ease of setup, though the gap is modest enough that other factors may matter more.
Value for money
Close
Insightly
Insightly holds a small advantage in value for money. For most mid-market Australian businesses, this difference alone would not drive the decision.
Pricing Comparison
General pricing information for each platform.
Close
From ~$49/user/month
Prices shown are approximate and may differ based on your plan, team size, and billing cycle. Verify directly with the vendor for current AUD rates.
Insightly
Free tier available; paid from ~$29/user/month
Pricing may vary based on team size, features, and region. Contact the vendor for the latest Australian pricing.
Pros & Cons
An honest look at the strengths and limitations of each platform.
Close
Pros
- Pipeline visibility helps forecast revenue
- Cloud-based with reliable uptime
- Real-time webhook support for instant data sync
- Centralised customer data for better sales outcomes
- Active user community and resources
Cons
- Smaller market presence compared to category leaders
- Onboarding documentation could be more comprehensive
- Learning curve for advanced features
- May not suit every workflow without customisation
Insightly
Pros
- Cloud-based with reliable uptime
- Well-documented REST API for custom integrations
- Active user community and resources
- Well-established platform with strong market presence
- Centralised customer data for better sales outcomes
Cons
- Complex data model may require expert configuration
- Can require significant setup and customisation
- May not suit every workflow without customisation
- Data migration from other CRMs can be tricky
Best For
Which tool suits which use case.
Choose Close if you need
- ✓ Contact management
- ✓ Complex data models (leads, contacts, opportunities and more)
- ✓ Real-time data sync across platforms
- ✓ Sales pipeline tracking
- ✓ Professional Services businesses
Choose Insightly if you need
- ✓ Teams needing extensive third-party integrations
- ✓ Professional Services businesses
- ✓ Managing customer relationships
- ✓ Complex data models (contacts, organisations, opportunities and more)
- ✓ Manufacturing organisations
Expert Verdict
Our Harvard-educated consultants' take on this comparison.
Clever Ops Recommendation
Choosing between Close and Insightly is not about which is "better" — it is about which fits your business today and where you are heading. Both are capable crm & sales tools, but they differ in approach, pricing model, and ideal team size. Our Harvard-educated consultants can cut through the marketing and give you an honest recommendation based on your actual requirements.
Migration Notes
What to know about switching between Close and Insightly.
Migrating Between Close and Insightly
Migrating between Close and Insightly involves transferring contacts, opportunities, emails and mapping custom fields. Clever Ops follows a structured migration process: discovery, data mapping, test migration, verification, and cutover. We typically complete migrations within 4-8 weeks. Historical data is preserved, and we run parallel systems during the transition to minimise risk. Post-migration, we provide 3 months of support to ensure everything runs smoothly.
Close vs Insightly FAQ
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