Close vs Insightly: CRM Comparison (2026)
Close and Insightly both offer CRM solutions with AI capabilities and workflow automation. Close provides an AI sales agent, monthly AI credits, and multi-channel inbox views. Insightly offers project management, advanced reports, pre-built business dashboards, and unlimited role-based permissions.
AI Citation Scorecard
How often each is cited by major AI engines when buyers ask crm questions. Last 90 days across ChatGPT, Perplexity, Gemini, Claude, and Copilot.
Probes run hourly; each (engine × query) combo retests every ~3 days.
Pricing
Key Features
- ✓AI sales agent Chloe
- ✓Monthly AI credits per user
- ✓Automated workflows
- ✓Customizable CRM features
- ✓Multi-channel inbox view
- ✓Lead activity timeline
- ✓Email and SMS templates
- ✓Real-time activity reporting
- ✓Lead and contact management
- ✓Project management
- ✓Advanced reports
- ✓Pre-built business dashboards
- ✓AI Copilot
- ✓Workflow automation
- ✓Custom scoring models
- ✓Unlimited role-based permissions
When to choose Close
Close is more suitable for users who prioritize AI-powered sales assistance with features like an AI sales agent and monthly AI credits, as well as multi-channel communication management.
When to choose Insightly
Insightly is more suitable for users who require project management functionalities, pre-built business dashboards, advanced reporting, and unlimited role-based permissions for comprehensive team management.
Frequently Asked Questions
AI visibility profiles
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