Overview

Not every business needs a large software solution. Capsule has positioned itself as a stepping-stone for companies that don't require the complexity of a full-blown CRM system. It is a paired-down platform that will manage your contacts and boost sales performance--but not much else. If you need a CRM that also serves customer service and marketing teams, this isn't your CRM. But if all you need is a straightforward sales CRM with a great mobile app, Capsule CRM may be just the right fit. You can try their free version or a 30-day trial of the paid version to assess whether Capsule CRM covers your needs or not.
Insightly is a powerful, visually appealing system that combines CRM with project management. The extensive functionality includes marketing automation, lead management, and custom dashboards that are a pleasure to view. Considering the best-in-class design and extensive functionality, the subscription fee of US$ 29 per month seems well-justified.

Ease of use

This cloud-based system combines easy-to-use sales tools and basic reporting capabilities. After you register, you get a login that's accessible from any device. Once you upload your contacts, you get an interactive profile for all your clients. You can view and filter contacts by deal stage, last contact, account value, and more. You can also make notes on the file, attach documents, and track the contact through the sales process. Capsule also makes task management a breeze, by organizing your to-dos and assigning automatic alerts and reminders. You'll be able to focus on precisely what you need to do right now. One of the main shortcomings of the system is the caps on storage for free users. With only 10 MB available for two users, you may outgrow the free version quickly. Capsule CRM also has a limited number of integrations, and you will need a paid subscription to access them.
Insightly has a beautiful, contemporary look and feel. All the best design principles come together to create a CRM that people enjoy using. The layout is intuitive, as are the tools--you won't need extensive training to get the software up and running. Insightly is also packed with highly visual dashboards and reporting features. Navigation can be carried out via a vertical ribbon in the left corner. You can shift between projects, emails, deals, reports, and your current tasks. You'll see a plus icon in the right-hand corner where you can easily add new tasks, contacts, leads, organizations, and opportunities. Insightly also includes a search bar.

Support

Customer support is available to all Capsule users, even without a paid subscription. You can fill out a help ticket through the website or email or tweet your concern. Support hours are during regular business hours, Monday - Friday. You can also help yourself using online resources such as blogs, how-to videos, articles, and guides.
Insightly is renowned for its customer support. All subscriptions (including free users) get access to email support, informative articles, FAQs, video tutorials, and a community forum. Paid users have access to phone support from 8 am-4 pm, weekdays. You can subscribe to a customer success plan for an extra fee, which offers 1-on-1 coaching and onboarding.

Who is it for?

The strongest attribute of Capsule CRM is its simplicity and, accordingly, ease of use. You get just enough functionality to manage contacts and boost your sales cycle. There are no complicated dashboards or endless customization options. But if you need marketing and customer service tools, phone support, or advanced reporting options, this software is not the best match for your business.
Insightly is excellent for small to medium-sized businesses, especially those that want a smooth handover between sales and project delivery. Solo entrepreneurs can also benefit from the free (for two) plan. Insightly offers a flexible platform that can benefit users across sales, operations, and support. The attractive, interactive design also makes it a good match for businesses that have had trouble with CRM adoption in the past. People actually like using Insightly, giving it a leg up on many CRM systems. A 2-week trial is available to test drive the software.

Ease of Use

4.6
3.9

Support

4.5
3.7

API Access

yes
yes

Free Trial

yes
yes

Free Version

yes
yes

Contact Management

yes
yes

Molile Access

yes
yes

Task Management

yes
yes

Social Integration

yes
yes

Email Marketing

yes
yes

Analytics & Dashboard

yes
yes

Lead Management

yes
yes

Marketing Automation

yes
yes

Already made a decision about the best CRM for your business?

To conclude, both solutions are worth your attention for boosting the business processes and enhancing the team performance.

Brief Comparison