Why choose ClearCRM Over Insightly
Faster Setup
ClearCRM Over Insightly is ready to use in minutes. Insightly often needs more time to configure and onboard teams.
Simpler for Everyone
Moreover, a ClearCRM’s clean interface and demo data make it easy for any team to start. Insightly can feel complex, especially for non-tech users.
Truly All-in-One
Unlike Insightly, which may require add-ons, ClearCRM includes CRM, marketing, support, and project tools in one simple platform.
FEATURES
Choose ClearCRM to sell smarter & grow faster
300% Improvement
In revenue growth
50% Reduction
In time to project completion
10X Increase
In sales pipeline
ClearCRM Over Insightly
ClearCRM Overall Rating
4.8
Excellent
Industry-Specific Features
4.8/5
Customization
5.0/5
Automation
4.7/5
Value for Money
4.9/5
Ease of Use
4.5/5
COMPARISON CHART
| Platform |  |
 |
|---|
CRM
Feature | ClearCRM | Insightly |
|---|---|---|
| Centralized Lead Tracking | ✔ Complete Control | ✔ Standard |
| Automated Lead Capture | ✔ Unlimited | ✔ |
| Quote & Invoice Management | ✔ Integrated | ❌ |
Customizable Lead Organization (Drag & Drop) | ✔ Fully Customizable | ✔ Limited Flexibility |
| Comprehensive Lead Information (Notes, Proposals, Attachments) | ✔ Advanced | ✔ Basic functionality |
| Contract Management (Renewal & Expiry Tracking) | ✔ Auto-Renewals | ❌ Not Included |
| Deal-Lead/Customer Connection | ✔ Advanced | ✔ Basic |
Advanced Contact Management (Search, Sorting, Import/Export) | ✔ Smart Sorting | ✔ Standard |
| Product Catalog & Order Tracking | ✔ Included | ❌ Not Available |
| Unified Inbox (Emails, Messages, & Tickets in One Place) | ✔ All-in-One | ❌ Not Available |
| Support Ticket Creation from Emails | ✔ Instant Tickets | ❌ Requires Third-Party Integration |
| Custom Fields for Invoices, Payments, Proposals, and More | ✔ Integrated | ✔ Limited |
Projects
| Feature | ClearCRM | Insightly |
|---|---|---|
| Comprehensive Project Management | ✔ Integrated Tools | ✔ Available |
| Time Tracking & Billing | ✔ Available | ❌ Not Included |
| Expense & Budget Tracking | ✔ Included | ❌ Not Available |
| Risk & Issue Management | ✔ Advanced | ❌ Lacks Functionality |
| Document & File Sharing | ✔ Centralized Storage | ✔ Basic Functionality |
Marketing
Feature | ClearCRM | Insightly |
|---|---|---|
| All-in-One Marketing Suite | ✔ Complete | ❌ Requires Add-ons |
| Landing Page & Funnel Builder (Drag & Drop) | ✔ Customizable | ❌ Missing |
Embedded Lead Capture | ✔ Unlimited | ❌ Not Available |
| Targeted Email Campaigns | ✔ Advanced | ✔ Basic (Add-on Required) |
| Subscription Management | ✔ Fully Integrated | ❌ Not Available |
Intelligent Forms | ✔ Fully Integrated | Limited Functionality |
| Social Promotion | ✔ Unlimited Sharing | ❌ |
| Real-time Updates | ✔ Live Tracking | ❌ Lacks Instant Alerts |
| Marketing Automation | ✔ Advanced Workflow | ✔ Comprehensive Automation Suite |
Support
| Feature | ClearCRM | Insightly |
|---|---|---|
| Built-in Ticketing System | ✔ Integrated Support | ❌ Not Available |
| Ticket Categorization | ✔ | ✔ |
| Live Chat for Customer Support | ✔ Real-Time | ❌ Missing |
| Customer Portal | ✔ Self-Service Access | ❌ Not Available |
| Knowledge Base & FAQ Management | ✔ All-in-One Docs | ✔ |
| SLA (Service Level Agreements) Management | ✔ Track & sEnforce | ❌ Not Included |
| Customer Satisfaction Surveys & Feedback Collection | ✔ Comprehensive Insights | ❌ Limited |
Products
All-in-One, Without the Complexity
As a result, Insightly offers CRM, project management, and integrations, but the platform can feel complex and layered. ClearCRM focuses on simplicity — combining CRM, marketing, support, and task tracking in one easy-to-use platform that works out of the box.
Products
Easy to Learn, Quick to Launch
Additionally, insightly often requires time to configure custom objects and workflows. ClearCRM is ready in minutes with built-in demo data and a clean interface — so your team can start using it immediately without technical setup.
Products
Made for Fast-Moving Teams
ClearCRM is designed for agility and ease, helping teams get more done with less friction.
- Simple navigation for faster daily work
- Ready-to-use features for every department
- No need for extensive training or onboarding
See how ClearCRM can align your teams and deliver better customer experiences
Features
Switching from Insightly to ClearCRM is easy
Complete Feature Set, No Extra Costs
Insightly’s advanced features, like lead assignment rules or deeper reporting, often require higher-tier plans. ClearCRM includes essential tools at every level — giving your team what they need, without paywalls.
- Built-in marketing, automation, and support tools
- Project tracking included — no extra modules
- Affordable pricing that scales with your business
Industry leaders trust ClearCRM
4,5/5
4,2/5
4,3/5
4,5/5
4,5/5
4,7/5
Get ClearCRM Early. Close Deals Faster and Grow.
