Close versus Insightly

Price

• Close From $19/mo per user
  • Solo: $19.00 monthly per seat
  • Solo: $108.00 annual per seat ($9/mo equivalent)
  • Essentials: $49.00 monthly per seat
  • Essentials: $420.00 annual per seat ($35/mo equivalent)
  • Growth: $109.00 monthly per seat
  • Growth: $1,188.00 annual per seat ($99/mo equivalent)
• Insightly From $348/yr per user
  • Plus: $348.00 annual per seat ($29/mo equivalent)
  • Professional: $588.00 annual per seat ($49/mo equivalent)
  • Enterprise: $1,188.00 annual per seat ($99/mo equivalent)

Both list prices on the same basis. Compare what each plan includes; the lower amount alone does not make the better choice.

Documented for both

Seats

Close Paid plans charge per user.Solo: 1 user

Insightly CRM plans are priced per user and billed annually.

Record limits

Close 250 custom fields on every plan.Solo: 10,000 leadsEssentials: Unlimited contacts and leads.

Insightly Plus: 50 custom fields, Professional: 100, Enterprise: 200Plus: 100,000 recordsProfessional: 250,000 recordsEnterprise: 500,000 records

Pipelines

Close Up to 300 opportunities per lead, tracked across multiple opportunity pipelines.Essentials: Essentials adds pipelines and team-level visibility.

Insightly Custom pipelines can be set up per line of business and product attributes.

Roles and permissions

Close Every plan assigns users to four predefined roles; only Scale can create custom roles.

Insightly Plus: 2 configurable profiles/page layouts, Professional and Enterprise: unlimitedPlus: 2 role-based permission roles.

Automation limits

Close Solo: No workflows; 500 AI credits per user a month.Essentials: No workflows; 1,000 AI credits per user in a shared pool, up to 10,000 a month.Growth: Automated workflows; 1,500 AI credits per user in a shared pool, up to 15,000 a month.Scale: 2,000 AI credits per user in a shared pool, up to 20,000 a month.

Insightly Plus: no AI Copilot, Professional: 75 AI Copilot queries, Enterprise: 100 queriesProfessional: Workflow automation and lead assignment and routing start at Professional.

Calling, SMS and email charges

Close Call recordings kept 30 days on Solo and Essentials, 90 days on Growth, unlimited on Scale; Calling is charged by usage; the free trial includes USD 5 of calling and enrichment credits; SMS to US numbers requires A2P 10DLC registration; Rented phone lines from USD 1 per line a month, or bring your own lineGrowth: The power dialer starts at Growth.

Insightly Plus: 2,500 mass emails a day; Professional: 5,000; Enterprise: 10,000

Add-ons

Close Call Assistant: USD 50 a month per organization plus USD 0.02 a minute, Extra organizations: USD 50 a month each; Growth and Scale include one free secondary organization

Insightly AppConnect integration starts at USD 249 a month, billed annually, for 25,000 tasks a month, plus a required USD 3,000 technical setup.

Integrations

Close Over 100 apps integrate with Close, including Claude, ChatGPT, Zoom, Segment, Zapier and Calendly.Solo: 3 connected email accountsEssentials: 3 connected email accountsGrowth: 10 connected email accountsScale: 10 connected email accounts

Insightly Google and Microsoft 365 calendar and contact sync, and PandaDoc, QuickBooks and Xero integrations are listed in the CRM plan comparison.

Limits to check

• Close Calling and SMS are charged by usage at cost on top of seats; most outbound calls cost about USD 0.02 a minute and numbers start at about USD 1 a month.
• Insightly Records are capped at 100,000 on Plus, 250,000 on Professional and 500,000 on Enterprise.

Not verified yet

No reviewed evidence for either product on minimum seats.

Not verified means our reviewed sources do not establish it. It does not mean a product lacks the capability or that it costs nothing.

Next steps

• Ask Close about minimum seats; our sources do not establish it yet.
• Ask Insightly about minimum seats; our sources do not establish it yet.

• Close profile and plans · View Close pricing
• Insightly profile and plans · View Insightly pricing