Overview

What's better than closing a deal with a customer? Closing more deals! Close CRM is loaded with tools to speed up your sales cycle, such as a speed dialer, email automation, and embedded communication for phone and SMS. These tools will improve your speed to lead, a proven strategy for converting more customers. Close CRM also keeps the interface simple by focusing on just one thing--sales.
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

From a single dashboard, you can manage leads and interact with customers. From within the client record, you can make calls, email, add notes and tasks, and change your lead status. Close CRM also lets you automate email campaigns, and track the opens, click rates, and other KPIs. If you make a mistake, the system offers an undo button. Close also makes long lists of sales calls a breeze with built-in VoIP telephony to 200 countries. You can record conversations and develop an effective calling strategy based on successful conversations. You can even redirect calls to another sales rep. SMS messaging is another tool you get with Close CRM. You can send bulk messages to notify clients about special offers and new products. In addition to making communication easy, the interface itself is easy to navigate. Close CRM keeps the UI simple by focusing only on sales tools and communication. Close CRM makes paying easy too. You can drop out of your plan at any month. They will keep your data for a prescribed time, so it's there waiting if you decide to come back to the platform. Alternatively, subscribe to an annual contract, and you'll receive a 15% discount.
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

Close CRM offers email support Monday through Friday, 9 am - 7 pm. The speed of response depends on your subscription tier. The most expensive plan has a response time of up to 6 hours and may include such extra services as a screen share support, service-level agreement, and a dedicated account manager. There is also an extensive online knowledge base.
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?

Close CRM is designed for small to midsize businesses looking to improve their customer relationships and improve sales performance. If you're looking for a combination of telephony, marketing automation, and reporting tools, Close CRM is worth considering. If you're unsure whether this software fits your requirements, a 14-day free trial is available.
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

4.6
3.7

API Access

yes
yes

Free Trial

yes
yes

Free Version

no
yes

Contact Management

yes
yes

Molile Access

no
yes

Task Management

yes
yes

Social Integration

no
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