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Close vs Insightly

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Pros
  • Comprehensive integration capabilities
  • Advanced reporting tools
  • Enhanced sales automation
  • Customization options
  • Free demo
Pros
  • 14-day free trial
  • All-in-one solution available
  • Mobile app availability
  • Extensive integration capabilities
  • Customizable reports
Cons
  • Additional fees for certain features
  • No free plan
  • A sales-focused solution
Cons
  • Marketing and customer service as separate tools
  • Complete workflow automation unavailable in basic plan
Summary

Close CRM, founded in 2013 and headquartered in San Francisco, California, is a dynamic force in the CRM software market. Specializing in empowering sales teams, Close CRM offers a user-friendly platform tailored to startups, small businesses, and mid-sized enterprises globally. Their comprehensive suite of tools includes integrated calling, texting, and email functionalities designed to streamline communication and enhance customer interactions within a centralized hub. Key features such as lead and opportunity management, customizable workflows, and AI-enhanced automation tools set Close CRM apart in optimizing sales processes. Renowned for their commitment to data security and compliance, Close CRM is SOC 2 Type 2, GDPR, and CCPA compliant, ensuring robust protection of client information. Additionally, industry accolades such as inclusion in G2’s Top 50 Sales Products of 2024 emphasize their reputation for innovation and effectiveness. Customer feedback highlights Close CRM’s intuitive interface, powerful automation capabilities, and excellent customer support, contributing to high satisfaction ratings across customer review platforms. Close CRM offers a compelling solution with flexible pricing plans and a 14-day free trial for businesses seeking to elevate sales efficiency and drive growth. Whether managing leads, tracking opportunities, or integrating with over 100 third-party apps, Close CRM provides the tools and support needed to optimize sales performance effectively. Explore more about Close CRM to discover how their tailored solutions can benefit your business operations and sales strategy.

Summary

Founded in 2009 and based in San Francisco, Insightly is a trusted CRM provider for small to midsize businesses, offering a unique blend of features that make managing customer relationships effortless. With their intuitive design and customizable workflows, Insightly empowers businesses to streamline sales processes, nurture leads, and keep projects on track—all from one user-friendly platform. Insightly’s standout integrations with tools like Google Workspace mean your team stays connected and efficient without missing a beat. They focus on flexibility, allowing businesses to tailor the platform to their needs, unlike more rigid competitors. Additionally, with industry credentials like SOC 2, Type II, and HIPAA compliance, Insightly ensures your data stays secure and protected. Customer feedback often praises Insightly’s ease of use, sleek interface, and ability to bring order to the chaos of sales and customer management. However, some find the advanced features take a bit of getting used to, which could be worth it for the tools they deliver. Curious if Insightly could be the game-changer your business needs? Dive into our review and explore how this dynamic CRM could elevate sales, strengthen customer connections, and drive your business forward!

Quick Stats
  • Cloud-Based Software : True
  • Cost : Plans starting $49 per user per month if billed annually
  • Free Trial : Available
  • Mobile App : True
  • Business Size Supported : Focus on startups and small to medium-sized businesses (SMBs)
Quick Stats
  • Cloud-Based Software : True
  • Cost : $29 per user per month, billed annually, for their Plus plan
  • Free Trial : Available
  • Mobile App : True
  • Business Size Supported : Small to midsize businesses
Selling Points
  • Robust AI features
  • Built-in calling
  • Global communication solutions
Selling Points
  • Price quote generation
  • Business card scanning
  • Real-time data synchronization
Pricing Options
  • Annual Subscription
  • Free Trial
  • Freemium
  • Monthly Subscription
Pricing Options
  • Annual Subscription
  • Free Trial
  • Freemium
  • Monthly Subscription
Features & Services
  • Activity Logging
  • AI-Powered Tools
  • API & Developer Tools
  • Automated Workflow Builder
  • Contact Management
  • Deal Tracking
  • Email Campaigns
  • Email Syncing & Templates
  • Field Customization
  • Lead Management
  • Performance Reports
  • Pipeline Management
  • Reporting & Insights
  • Workflows
Features & Services
  • Activity Logging
  • Undisclosed
    AI-Powered Tools
  • API & Developer Tools
  • Automated Workflow Builder
  • Contact Management
  • Deal Tracking
  • Email Campaigns
  • Email Syncing & Templates
  • Field Customization
  • Lead Management
  • Performance Reports
  • Pipeline Management
  • Reporting & Insights
  • Workflows
Integrations
  • Accounting Software
  • Lead Generation
  • Marketing Automation
  • Productivity Tools
  • Undisclosed
    Project Management
Integrations
  • Accounting Software
  • Lead Generation
  • Marketing Automation
  • Productivity Tools
  • Project Management
Security Features
  • Compliance Certifications
  • Data Encryption
  • Role-Based Permissions
  • Single Sign-On (SSO)
  • Two-Factor Authentication (2FA)
Security Features
  • Compliance Certifications
  • Data Encryption
  • Role-Based Permissions
  • Single Sign-On (SSO)
  • Two-Factor Authentication (2FA)
Customer Support
  • Email
  • FAQs
  • Help Guides
  • Live Chat
  • Mobile Application
  • Phone
Customer Support
  • Email
  • FAQs
  • Help Guides
  • Live Chat
  • Mobile Application
  • Phone

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