Capsule CRM vs Insightly

- ✦ Sales Pipeline
- ✦ Task Management
- ✦ Calendar

- ✦ Lead Management
- ✦ Pipeline Management
- ✦ Project Management
Capsule CRM and Insightly are both CRM tools. Capsule CRM starts at $21/mo, Insightly at $29/mo. Compare features, pricing, and ratings below to find the best fit for your team.
When to Choose Capsule CRM vs Insightly
The question that matters: “In what situation will I regret choosing A over B after 3 months?”
Capsule's Tags group leads by source, budget, and vertical so account managers pull reports on the fastest-converting segments without manual sorting or maintaining separate.
Custom Fields store contract terms, user thresholds, and compliance certs directly on contact records, so teams qualify deals inside the CRM without a parallel spreadsheet running.
Project Management attaches billable work to Opportunities so deal terms and contacts auto-populate at close, reducing post-sale setup time and eliminating 4-5 hours of manual.
Workflow Automation fires email sequences when a lead hits a custom Lead Management score threshold, cutting time-to-first-sales-touch from 8 days to 2 for marketing-qualified.
Pricing Comparison & PlansHigh· Verified Jul 2, 2026
Free
FreeBest for: Basics, contacts/opps management
- ✓250 contacts
- ✓Activity logging
- ✓Tags
- ✓Contact history
- ✓Customer milestones
Starter
$21/user/moBest for: 1-5 employee businesses
- ✓Core CRM tools
- ✓Contact management
- ✓Deal tracking
- ✓Sales reporting
- ✓Custom fields
Growth
$42/user/moBest for: Small businesses with sales teams
- ✓Workflow automation
- ✓Custom activity types
- ✓50 email templates
- ✓Team insights
- ✓Activity reporting
Free
FreeBest for: You get 2 users, 2500 records
- ✓Basic contact management
- ✓Lead tracking
- ✓Limited email integrations
- ✓Basic customization
Plus
$29/user/moBest for: Helps small teams simplify workflows, stay organized, and move quickly
- ✓Contact management
- ✓Pipeline management
- ✓Project management
- ✓Customizable dashboards
- ✓Standard reporting
Capability Breakdown
5 differences found across 18 standardized features
- •Contact Management
- •Sales Pipeline
- •Task Management
- •Calendar
- •Email Integration
- •Custom Fields
- •Tags
- •Reporting
- •Workflow Automation
- •Mobile App
- •API
- •Integrations
- •Import/Export
- •Activity History
- •Track Milestones
- •Contact Management
- •Lead Management
- •Pipeline Management
- •Project Management
- •Email Tracking
- •Workflow Automation
- •Custom Dashboards
- •Reporting
- •Web-to-Lead Forms
- •Mobile App
- •Role-based Permissions
- •API
- •AppConnect
- •Calendar Sync
- •File Sharing
Strengths & Limitations
Evaluative strengths and weaknesses: not feature lists
- +Clean, intuitive interface requires minimal user training
- +Excellent native integrations with Google Workspace & Xero
- +Customizable sales milestones for tailored pipeline tracking
- +Strong mobile app for managing contacts and tasks on the go
- −Limited marketing automation features beyond basic email
- −Reporting and analytics are less advanced than competitors
- −No built-in lead scoring or advanced lead routing rules
- −Customization options for fields and layouts are basic
- −Higher-tier plans can be pricey for the features offered
- +Free plan available
- +Competitive pricing from $29/mo
- +Multiple pricing tiers (4 plans) to match different needs
At a Glance
Recent Price History
Capsule CRM raised "Ultimate" from $75/mo to $85/mo (+13%)
Price change · May 28, 2026
Capsule CRM raised "Growth" from $38/mo to $42/mo (+11%)
Price change · May 28, 2026
Capsule CRM raised "Advanced" from $60/mo to $64/mo (+7%)
Price change · May 28, 2026
Insightly raised "Enterprise" from $99/mo to $129/mo (+30%)
Price change · May 28, 2026
Insightly raised "Professional" from $49/mo to $59/mo (+20%)
Price change · May 28, 2026
Insightly raised "Plus" from $29/mo to $35/mo (+21%)
Price change · May 28, 2026
Frequently Asked Questions
Related Comparisons
Sources & Data Trail · Capsule CRM
- 1.Official Pricing Page·Source of verified tiers(Checked: 2026-07-02)
- 2.Official Website·Official vendor website
- 3.G2·G2 verified reviews · 4.7/5 · 481 reviews
- 4.Capterra·Capterra verified reviews · 4.5/5
- 5.TrustRadius·TrustRadius verified reviews
- 6.PeerSpot·PeerSpot enterprise peer reviews
Sources & Data Trail · Insightly
- 1.Official Pricing Page·Source of verified tiers(Checked: 2026-07-02)
- 2.Official Website·Official vendor website
- 3.G2·G2 verified reviews · 4.2/5 · 941 reviews
- 4.Capterra·Capterra verified reviews · 4/5
- 5.TrustRadius·TrustRadius verified reviews
- 6.PeerSpot·PeerSpot enterprise peer reviews
