Close vs. Insightly Comparison


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Trusted by over 23,000 companies worldwide, Aircall helps businesses improve connection rates, boost CSAT scores, and streamline onboarding. By combining automation with human-first AI, Aircall reduces busywork so teams can focus on building better customer relationships. 1,838 Ratings Visit Website CallHub CallHub is a digital organizing platform empowering political campaigns, nonprofits, advocacy groups, unions, and businesses with scalable outreach via calling, texting, email, and automation. The platform offers Predictive Dialer for high-volume campaigns, Power Dialer for personalized calls, and Auto Dialer. AI-powered Smart Insights categorize call sentiments. Dynamic Caller ID, Spam Shield, and SHAKEN/STIR compliance maximize answer rates. Text capabilities include Peer-to-Peer Texting, Text Broadcasts, and Text-to-Join with SMS/MMS support, URL tracking, and automated responses. Workflows automation enables multi-channel campaigns. The mobile app allows volunteers join campaigns from smartphones. CRM integrations with NationBuilder, NGP VAN, Salesforce, and Blackbaud ensure seamless sync. CallHub is SOC 2, ISO 27001, GDPR, and TCPA compliant. Trusted by 200,000+ campaigns, it has facilitated 1 billion calls and 750 million texts. 427 Ratings Visit Website CrankWheel Share your screen instantly while on a phone call with CrankWheel, for an engaging presentation. Send a link by text message, WhatsApp or email and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. Close deals on the first call! We show you whether they're paying attention. 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About Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.	About Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.
Platforms Supported Windows Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Startups and small to mid-sized businesses that want to win more deals faster than ever.	Audience Organizations in any industry
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $19/month Free Version Not Supported Free Trial Supported	Pricing $29.00/month/user Plus - $29 per user per month Professional -$49 per user per month Enterprise - $99 per user per month Free Version Supported Free Trial Supported
Reviews/Ratings Overall 4.9 / 5 ease 4.8 / 5 features 4.8 / 5 design 4.8 / 5 support 4.8 / 5 Read all reviews	Reviews/Ratings Overall 4.3 / 5 ease 4.7 / 5 features 5.0 / 5 design 5.0 / 5 support 4.7 / 5 Read all reviews
Pros & Cons from Real Users Pros Everything works very well and customer support replies very very fast in any situation I had. Hands down! Clean and user-friendly interface. Have calling, SMS, email, all in-built. Integrates wonderfully with other Apps, directly or via Zapier. A++ Support Team!!! Intuitive Interface: Close boasts an intuitive and user-friendly interface that makes it easy to navigate and use, even for those who are not tech-savvy. Seamless Communication: Close offers integration with various communication channels, facilitating seamless interactions with leads and clients through email, calling, and more. Responsive Customer Support: Close’s responsive and helpful customer support team are always ready to assist with any queries or technical issues that may arise. These are just a few of the many advantages that Close offers to businesses aiming to optimize their sales processes and improve customer relationship management. I have used close over the years and I must say that it is one of my favorites. The dialing part of the platform is great. You can text and send emails with just a few clicks and the layout is just simple to follow. The support staff is beyond awesome, they respond usually within the hour or max 2. The issues are resolved within the same working day. Close is great because it’s all one email text call I would recommend this to a friend I would use this for my own shop. Cons Get logged out very often on internet, but maybe it’s my device. Nothing really. Their team is great. They are always deploying new features. Pricing is fair. One drawback of Close, and this is getting very nit picky, could be the absence of certain integrations with niche or specialized software that some businesses might require. This could potentially limit its seamless integration with the entire tech stack of certain companies. Sometimes the audio isn't perfect and the dialing does become slow and laggy. I like everything expect sometimes technical issues.	Pros & Cons from Real Users Pros Helps to organize sales, marketing, project and support teams at the same place. It offers segmented email marketing. Shares overview of every point of business. Tons of business tools integration options are available. Pipeline visualization for sales segments. The application provides automation tools for sales processes, including: contact management, account management and market opportunity management. In addition, it has a basic collaboration system that features conversations and publishing of interest to active project members. Works well and is pretty easy to use and set up for your business. Doesn't take much to get it running. Cons First few days of onboarding this platform seems complicated due to its UI. The platform of this application is very basic, but it can be very poor compared to others, it is also slow when performing certain tasks. Likewise, it does not include media outreach tools as it does not integrate a social networking section. It also does not allow us to attach files to the exposed tasks. I think there could be more advanced features for a CRM.
Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information Close Founded: 2013 United States close.com	Company Information Insightly Founded: 2010 United States www.insightly.com
Alternatives Pipedrive	Alternatives HubSpot CRM HubSpot
Fluid CRM	Nutshell
folk	Copper
monday CRM monday.com	Pipedrive
Creatio View All	monday CRM monday.com View All
Categories AI CRM Supported AI Sales Agents Supported AI Sales Tools Supported Automotive CRM Supported Call Recording Supported Call Tracking Supported Cold Email Supported Construction CRM Supported Contact Management Supported CRM Supported Email Tracking Supported Financial CRM Supported Hotel CRM Supported Inside Sales Supported Lead Management Supported Lead Nurturing Supported Legal CRM Supported Power Dialers Supported Predictive Dialer Supported Sales Supported Sales Acceleration Supported Sales Enablement Supported Sales Engagement Supported Sales Force Automation Supported SMS Marketing Supported Social CRM Supported	Categories Business Management Supported Construction CRM Supported Contact Management Supported CRM Supported Healthcare CRM Supported Lead Management Supported Project Management Supported Sales Enablement Supported Sales Force Automation Supported Sales Forecasting Supported Sales Tracking Supported Task Management Supported
CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Not Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported Construction CRM Features Client Tracking Supported Contract Management Not Supported Forecasting Supported Project Management Supported Quote Management Not Supported Sales Management Supported Scheduling Supported Time Management Not Supported Contact Management Features Activity Management Supported Appointment Management Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Supported Group Management Not Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Not Supported Sales Pipeline Management Supported Search / Filter Supported Segmentation Supported Shared Contacts Supported Social Media Integration Not Supported Lead Management Features Activity Tracking Supported Campaign Management Supported Lead Capture Supported Lead Distribution Supported Lead Nurturing Supported Lead Scoring Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Not Supported Source Tracking Supported Sales Enablement Features Collaboration Supported Contact Management Supported Content Management Not Supported Document Management Not Supported Goals / Quota Management Supported Lead Management Supported Meeting Management Supported Performance Management Supported Presentation Management Not Supported Proposal Management Not Supported Territory Management Not Supported Training Management Not Supported Sales Force Automation Features Call Management Supported Campaign Management Supported Channel Management Supported Commission Management Supported Contact Management Supported Contract Management Not Supported Customer Database Supported Email Marketing Supported Field Sales Management Not Supported Lead Management Supported Opportunity Management Supported Performance Metrics Supported Proposal Generation Not Supported Referral Tracking Not Supported Sales Forecasting Supported Territory Management Supported Show More Features Call Tracking Features Call Log Supported Call Recording Supported Call Routing Supported Caller Identification Supported Campaign Management Not Supported Conversion Tracking Supported CRM Supported IVR / Voice Recognition Not Supported Keyword Tracking Not Supported Email Tracking Features A/B Testing Not Supported Audience Segmentation Supported Campaign Management Supported Event-Based Notifications Supported Location Tracking Not Supported Team Management Supported Financial CRM Features Account Alerts Not Supported Asset Management Not Supported Expense Tracking Not Supported Household Tracking Not Supported Influence Tracking Not Supported Lead Management Supported Marketing Management Not Supported Relationship Tracking Supported Team Assignments Supported Territory Management Not Supported Inside Sales Features Auto-Dialing Supported Call List Management Supported Call Recording Supported Campaign Management Supported Dashboard Supported Data Management Supported Lead Capture Supported Lead Distribution Supported Lead Scoring Supported Performance Management Supported Lead Nurturing Features A/B Testing Not Supported Campaign Management Supported Drip Campaigns Supported Lead Capture Supported Lead Notifications Supported Lead Scoring Supported Lead Segmentation Supported Performance Metrics Supported Personalization Supported Pipeline Management Supported Predictive Dialer Features Call Monitoring Supported Call Recording Supported Call Results Supported Call Transfer Supported Callback Scheduling Not Supported Campaign Specific Caller ID Not Supported Contact Management Supported FCC Compliance Not Supported FTC Compliance Not Supported Lead Capture Supported Lead Management Supported SMS Marketing Features 2-Way Messaging Supported Artificial Intelligence Not Supported Contact Management Supported Mass Texting Supported Message Personalization Supported MMS Not Supported Mobile Coupons Not Supported Mobile Keywords Not Supported Polls / Voting Not Supported Reporting/Analytics Supported Scheduled Messaging Supported Shortcodes Not Supported Text-to-Win Not Supported Sales Acceleration Features Campaign Management Supported CPQ Not Supported Dialer Supported Email Sequencing Supported Email Templates Supported Email Tracking Supported List Building Supported Meeting Scheduler Supported Predictive Analytics Not Supported Reporting Supported Sales Gamification Not Supported Sales Intelligence Supported Sales Workflow Management Supported Sales Engagement Features Call Scripts / Call Steps Supported CRM Integration Supported Email Sequences Supported Email Tracking / Automation Supported Lead Management Supported Reporting / Analytics Supported Sales / Voice Dialer Supported Sales Automation Supported Search Supported Task Management Supported Templates Supported Workflow Management Supported	CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Not Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported Construction CRM Features Client Tracking Supported Contract Management Supported Forecasting Supported Project Management Supported Quote Management Supported Sales Management Supported Scheduling Supported Time Management Supported Contact Management Features Activity Management Supported Appointment Management Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Supported Group Management Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Supported Sales Pipeline Management Supported Search / Filter Supported Segmentation Supported Shared Contacts Supported Social Media Integration Not Supported Lead Management Features Activity Tracking Supported Campaign Management Not Supported Lead Capture Supported Lead Distribution Supported Lead Nurturing Supported Lead Scoring Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Supported Source Tracking Supported Sales Enablement Features Collaboration Supported Contact Management Supported Content Management Not Supported Document Management Supported Goals / Quota Management Supported Lead Management Supported Meeting Management Supported Performance Management Supported Presentation Management Not Supported Proposal Management Supported Territory Management Not Supported Training Management Not Supported Sales Force Automation Features Call Management Not Supported Campaign Management Not Supported Channel Management Not Supported Commission Management Supported Contact Management Supported Contract Management Not Supported Customer Database Supported Email Marketing Supported Field Sales Management Supported Lead Management Supported Opportunity Management Supported Performance Metrics Supported Proposal Generation Supported Referral Tracking Supported Sales Forecasting Supported Territory Management Supported Show More Features Business Management Features Billing & Invoicing Not Supported CRM Supported Employee Management Not Supported Financial Management Not Supported Inventory Management Not Supported Marketing Management Not Supported Order Management Not Supported Point of Sale (POS) Not Supported Project Management Not Supported Purchasing Not Supported Scheduling Not Supported Time & Expense Tracking Not Supported Training Management Not Supported Vendor Management Supported Healthcare CRM Features Audience Targeting Not Supported Campaign Management Not Supported Marketing Automation Not Supported Medical History Records Not Supported Patient Communications Supported Patient Management Supported Physician Management Not Supported Predictive Analytics Supported Project Management Features Agile Methodologies Supported Budget Management Supported Client Portal Supported Collaboration Tools Supported Cost-to-Completion Tracking Supported Customizable Templates Supported Gantt Charts Supported Idea Management Supported Kanban Board Supported Milestone Tracking Supported Portfolio Management Supported Resource Management Supported Time & Expense Tracking Supported Traditional Methodologies Supported Sales Forecasting Features Competitor Analysis Not Supported Correlation Analysis Not Supported Dashboard Supported Dynamic Modeling Supported Exception Reporting Not Supported Graphical Data Presentation Supported Modeling & Simulation Supported Performance Metrics Supported Sales Trend Analysis Supported Statistical Analysis Supported Task Management Features Collaboration Supported Create Subtasks Supported Gamification Supported Gantt Charts Not Supported Mobile Access Supported Percent-Complete Tracking Supported Progress Tracking Supported Recurring Tasks Supported Reporting/Analytics Supported Spreadsheet View Supported Task Board View Supported Task Planning Supported Task Scheduling Supported Task Tracking Supported Time Tracking Supported To-Do List View Supported
Integrations Ariglad Supported Beam AI Supported Drip Supported Ema Supported Exopen Supported Google Drive Supported HubSpot CRM Supported HubSpot Marketing Hub Supported Intercom Supported Lighthouse Supported LinkedFusion Supported Mailchimp Supported Membrane Supported Microsoft 365 Supported Motileo Supported Refold Supported Scoop Analytics Supported StarfishETL Supported SyncSmart Supported Truto Supported Show More Integrations View All 142 Integrations	Integrations Ariglad Supported Beam AI Supported Drip Supported Ema Supported Exopen Supported Google Drive Supported HubSpot CRM Supported HubSpot Marketing Hub Supported Intercom Supported Lighthouse Supported LinkedFusion Supported Mailchimp Supported Membrane Supported Microsoft 365 Supported Motileo Supported Refold Supported Scoop Analytics Supported StarfishETL Supported SyncSmart Supported Truto Supported Show More Integrations View All 342 Integrations
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