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ClearCRM VS Insightly

Compare ClearCRM VS Insightly and see what are their differences

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ClearCRM logo ClearCRM

ClearCRM — All-in-One CRM to Grow, Manage, and Get Paid Faster

Insightly logo Insightly

Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide
  • ClearCRM ClearCRM — All-in-One CRM to Grow, Manage, and Get Paid Faster
    ClearCRM — All-in-One CRM to Grow, Manage, and Get Paid Faster //
    2025-07-06
  • ClearCRM Launch Campaigns, Capture Leads, and Nurture Relationships—All in One Place
    Launch Campaigns, Capture Leads, and Nurture Relationships—All in One Place //
    2025-07-06
  • ClearCRM CRM Built for Small Teams: Manage Projects, Sales, and Clients in One Place
    CRM Built for Small Teams: Manage Projects, Sales, and Clients in One Place //
    2025-07-06
  • ClearCRM From Quote to Cash - Send Quotes, Invoices, and Get Paid—Fast, Simple, and Hassle-Free
    From Quote to Cash - Send Quotes, Invoices, and Get Paid—Fast, Simple, and Hassle-Free //
    2025-07-06
  • ClearCRM Auto-Linked Projects from Deals—Track Tasks, Deadlines, and Milestones Without Missing a Beat
    Auto-Linked Projects from Deals—Track Tasks, Deadlines, and Milestones Without Missing a Beat //
    2025-07-06

ClearCRM is your all-in-one platform to manage sales, projects, billing, marketing, and support. Built for small teams, it replaces multiple tools with one workspace—so you can close deals, deliver projects, and get paid faster, without the chaos of switching apps.

  • Insightly Landing page
    Landing page //
    2023-07-14

ClearCRM

Website
clearcrm.com
Pricing URL
Official ClearCRM Pricing
$ Details
freemium $9.0 / Monthly (per user)
Platforms
Web
Release Date
2025 May
Startup details
Country
United States
State
Wyoming
City
Sheridan
Employees
1 - 9
Edit details

Insightly

Website
insightly.com
Pricing URL
Official Insightly Pricing
$ Details
-
Platforms
-
Release Date
-
Edit details

ClearCRM features and specs

  • CRM
    All-in-one CRM, marketing, projects, billing & support
  • Deal Management
    Visual deal pipeline with customizable stages
  • Lead gen
    Track leads, close deals, and boost conversions
  • Marketing
    Automate emails, tasks, and workflows
  • Projects
    Manage projects, tasks, and team workloads
  • Quote to Cash
    Send invoices, track payments, manage subscriptions
  • Support
    Support customers via live chat, tickets, and help docs

Insightly features and specs

  • User-Friendly Interface
    Insightly features a straightforward and intuitive interface, making it easy for users to navigate through the platform and manage their tasks efficiently.
  • Integration Capabilities
    Insightly seamlessly integrates with a wide range of third-party applications such as Google Workspace, Microsoft Office, and various marketing automation tools, facilitating smoother workflow integration.
  • Customizable
    The platform offers a high degree of customization options for dashboards, fields, and workflows, allowing organizations to tailor the CRM to meet their specific needs.
  • Project Management Features
    In addition to CRM functionalities, Insightly provides robust project management tools that help teams manage projects, tasks, and deadlines within the same platform.
  • Mobile Accessibility
    Insightly offers a mobile app that ensures users can access CRM data anytime and anywhere, adding a layer of flexibility for on-the-go professionals.

Possible disadvantages of Insightly

  • Limited Custom Reports
    The reporting functionalities can be somewhat limited, particularly for creating complex custom reports, which could hinder advanced data analysis needs.
  • Learning Curve
    While generally user-friendly, some advanced features and customization options require a steeper learning curve, and users might need time to get fully acquainted.
  • Price
    Insightly's pricing can be on the higher side, especially for smaller businesses or startups that might have limited budgets for CRM solutions.
  • Customer Support
    Some users have reported that the customer support response times can be slow, and the quality of support varies, which might pose challenges when urgent issues arise.
  • Feature Limitations on Lower Tiers
    Some of the more advanced CRM and project management features are only available on higher-tier plans, which may limit functionality for users on basic or lower-tier packages.

ClearCRM videos

+ Add

Getting Started

More videos:

  • Demo - ClearCRM Overview

Insightly videos

+ Add

Insightly Review | CRM Software | Pearl Lemon Reviews

More videos:

  • Review - Insightly CRM Review & Pricing - What We Think About Insightly
  • Demo - Insightly CRM Demo

Category Popularity

0-100% (relative to ClearCRM and Insightly)

ClearCRM

Insightly

Sales Workflow
3 3%
Sales Workflow
97% 97
CRM
1 1%
CRM
99% 99
Sales
1 1%
Sales
99% 99
CRM Platforms
0 0%
CRM Platforms
100% 100

Questions and Answers

As answered by people managing ClearCRM and Insightly.

What makes your product unique?

ClearCRM's answer

ClearCRM combines CRM, projects, billing, marketing, and support in one simple platform designed for small teams. No need for multiple tools—ClearCRM keeps everything connected so teams can work faster, smarter, and with less busywork.

Why should a person choose your product over its competitors?

ClearCRM's answer

ClearCRM offers true all-in-one functionality that’s easy to set up and use. Small teams can manage the full customer journey—from lead to cash and support—in one tool without expensive add-ons or complex integrations.

How would you describe your primary audience?

ClearCRM's answer

ClearCRM is built for small teams, freelancers, agencies, consultancies, and service-based businesses that want to manage sales, projects, billing, marketing, and customer support in one streamlined platform.

What's the story behind your product?

ClearCRM's answer

ClearCRM was created by a small team that struggled with juggling multiple tools to run a business. We built ClearCRM to give small teams one affordable, easy-to-use platform that handles everything they need to grow and serve customers.

Which are the primary technologies used for building your product?

ClearCRM's answer

AWS tech stack fully scalable to support millions of users

Who are some of the biggest customers of your product?

ClearCRM's answer

Freelance agencies Marketing consultancies Small IT service providers Creative studios Local service businesses (e.g., contractors, coaches)

User comments

Share your experience with using ClearCRM and Insightly. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare ClearCRM and Insightly

ClearCRM Reviews

We have no reviews of ClearCRM yet.
Be the first one to post

Insightly Reviews

  1. HeidLewis
    Awesome.

    I recently tried out Insightly's servise and I absolutely appreciate it! It's extremely intuitive and user-friendly, making it easy for me to keep track of all my customer relationships as well as manage projects. Plus, the pricing is very affordable compared to some of the other similiar to this project management systems out there - a total win! I highly recommend Insightly.

Top 9 Best Copper CRM Alternatives for Businesses in 2023
Insightly is a CRM designed for businesses that have a straightforward and uncomplicated sales process. Their user interface is intuitive and enables the building of unique pipelines, as well as all of the tools and capabilities required to manage them. Filtering options in Insightly are popular among users because they allow enormous lists to be divided into smaller, more...
Source: magenest.com
Top 21 Salesforce’s Competitors and Alternatives
With Insightly, users can create multi-step business processes and automate emailing, lead routing, reporting, record linking, and more. According to Insightly founder Antony Smith, this CRM software is designed for small businesses. Insightly’s features make it a worthy Salesforce alternative. [18]
Source: bstrategyhub.com
14 Best Copper CRM Alternatives to Use in 2022
Insightly is a CRM alternative to Copper that can align multiple business divisions and bring them to a single platform. Automate alerts, task assignment, data entry, etc., to save valuable time and eliminate manual errors. The CRM helps you engage with prospects and customers more effectively with personalized emails. You can access the CRM data from any mobile device,...
Source: www.bigcontacts.com
10 Best eCommerce CRM Softwares | eCommerce Solutions 2020
Insightly also has mobile apps for iOS, Android, and Kindle. It can also integrate with all significant emailing apps like Gmail, Outlook, and MailChimp. It's a simple but effective tool and one which many companies (mainly small) choose to go for.
Source: www.3dsellers.com
22 Best Wrike Alternatives For Project Management in 2020 (Free & Paid)
Pros: Here’s another excellent option for a specific niche because Insightly gets terrific reviews from sales teams. The Insightly features include tracking activities, updating information on prospective clients, and generating reports. It also has a mobile app.
Source: www.workzone.com

What are some alternatives?

When comparing ClearCRM and Insightly, you can also consider the following products

Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

HubSpot - Grow Better With HubSpot: Software that's powerful, not overpowering. Seamlessly connect your data, teams, and customers on one CRM platform that grows with your business.

Close - A CRM with built-in calling, SMS, and email

Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.

SugarCRM - SugarCRM enables businesses to create extraordinary customer relationships with the most innovative and affordable CRM solution in the market.

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