Capsule CRM vs Insightly
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
Capsule CRM offers more features (62 vs 42) and fewer integrations (14 vs 27). Starting price: Capsule CRM at Free vs Insightly at $29/mo. Capsule CRM has 58 unique features while Insightly has 38 unique features, with 4 features in common.
| Capsule CRM | Insightly | |
|---|---|---|
| Category | CRM | CRM |
| Total Features | 62 | 42 |
| AI-Powered Features | 4 | 5 |
| Starting Price | Free | $29/mo |
| Pricing Tiers | 5 | 4 |
| Integrations | 14 | 27 |
| Shared Features | 4 | |
| Shared Integrations | 7 | |
| Data Quality | 95% | 71% |
Feature Comparison by Category
AI (4 vs 0)
| Feature | Capsule CRM | Insightly |
|---|---|---|
| AI Business Enrichment | ||
| AI Contact Enrichment | ||
| AI Pipeline Generator | ||
| AI Summaries |
Analytics (0 vs 5)
| Feature | Capsule CRM | Insightly |
|---|---|---|
| Custom Reports Builder | ||
| Dashboard & Reports | ||
| Forecasting | ||
| Predictive Analytics | ||
| Relationship Maps |
Automation (5 vs 2)
| Feature | Capsule CRM | Insightly |
|---|---|---|
| Marketing Automation | ||
| Project Automation | ||
| Recurrence Rules | ||
| Sales Automation | ||
| Task Automation | ||
| Workflow Automation | ||
| Workflow Automations |
Billing (0 vs 2)
| Feature | Capsule CRM | Insightly |
|---|---|---|
| Invoice Management | ||
| Multi-Currency Support |
Collaboration (0 vs 1)
| Feature | Capsule CRM | Insightly |
|---|---|---|
| Team Collaboration |
Communication (0 vs 3)
| Feature | Capsule CRM | Insightly |
|---|---|---|
| Email Integration | ||
| Email Sync History | ||
| Email Templates |
Connectivity (5 vs 0)
| Feature | Capsule CRM | Insightly |
|---|---|---|
| API Access | ||
| Premium Integrations | ||
| Website Form Lead Capture | ||
| Zapier Integration | ||
| iOS & Android Mobile App |
Contact Management (5 vs 0)
| Feature | Capsule CRM | Insightly |
|---|---|---|
| Attach Files | ||
| Auto-enriched Profiles | ||
| Contact Management | ||
| Full Text Search | ||
| Import Contacts |
Content (0 vs 1)
| Feature | Capsule CRM | Insightly |
|---|---|---|
| Document Management |
Core CRM (0 vs 4)
| Feature | Capsule CRM | Insightly |
|---|---|---|
| Activity Timeline | ||
| Activity Tracking | ||
| Contact Management | ||
| Organization Hierarchy |
Customization (9 vs 1)
| Feature | Capsule CRM | Insightly |
|---|---|---|
| Custom Activity Types | ||
| Custom Branding | ||
| Custom Fields | ||
| Custom Lists | ||
| Custom Lost Reasons | ||
| Custom Milestones | ||
| Custom Tags | ||
| Custom Titles | ||
| Mail Drop Box |
Data Management (0 vs 4)
| Feature | Capsule CRM | Insightly |
|---|---|---|
| Advanced Filtering | ||
| Automated Backup | ||
| Bulk Import/Export | ||
| Duplicate Management |
Email Tools (5 vs 0)
| Feature | Capsule CRM | Insightly |
|---|---|---|
| Email Sending | ||
| Email Templates | ||
| Gmail Integration | ||
| Outlook Integration | ||
| Shared Inbox |
Integration (0 vs 1)
| Feature | Capsule CRM | Insightly |
|---|---|---|
| API & Webhooks |
Mobile (0 vs 1)
| Feature | Capsule CRM | Insightly |
|---|---|---|
| Mobile App |
Productivity (0 vs 1)
| Feature | Capsule CRM | Insightly |
|---|---|---|
| Calendar & Scheduling |
Project Management (1 vs 0)
| Feature | Capsule CRM | Insightly |
|---|---|---|
| Multiple Project Boards |
Projects (0 vs 4)
| Feature | Capsule CRM | Insightly |
|---|---|---|
| Kanban Board | ||
| Project Management | ||
| Task Management | ||
| Time Tracking |
Reporting (8 vs 0)
| Feature | Capsule CRM | Insightly |
|---|---|---|
| Activity Reporting | ||
| Advanced Sales Reporting | ||
| Advanced Sales Reports | ||
| Export Reports | ||
| Google Data Studio | ||
| Report Filtering | ||
| Reporting Dashboards | ||
| Sales Analytics |
Sales (0 vs 6)
| Feature | Capsule CRM | Insightly |
|---|---|---|
| Lead Routing | ||
| Lead Scoring | ||
| Opportunity Management | ||
| Quote Generation | ||
| Sales Pipeline Management | ||
| Territory Management |
Sales Tools (6 vs 0)
| Feature | Capsule CRM | Insightly |
|---|---|---|
| Currency Support | ||
| Kanban Visual Pipeline | ||
| Multiple Sales Pipelines | ||
| Opportunity Filtering | ||
| Pipeline Dashboard | ||
| Sales Pipeline |
Security (0 vs 5)
| Feature | Capsule CRM | Insightly |
|---|---|---|
| Audit Trail | ||
| Data Encryption | ||
| Permission Management | ||
| SSO Integration | ||
| Two-Factor Authentication |
Security & Permissions (9 vs 0)
| Feature | Capsule CRM | Insightly |
|---|---|---|
| Data Export | ||
| GDPR Compliance | ||
| Google Workspace Single Sign-On | ||
| Microsoft 365 Single Sign-On | ||
| Restore Deleted Records | ||
| Restrict Access to Records | ||
| Team & Access Controls | ||
| Two-factor Authentication | ||
| User Roles |
Support (0 vs 1)
| Feature | Capsule CRM | Insightly |
|---|---|---|
| Knowledge Base |
Task Management (5 vs 0)
| Feature | Capsule CRM | Insightly |
|---|---|---|
| Calendar View | ||
| Repeating Tasks | ||
| Subscribe to Calendar | ||
| Task Reminder Emails | ||
| Tasks & Calendar |
Unique Features
Only in Capsule CRM (58)
AI Business Enrichment
AI Contact Enrichment
AI Pipeline Generator
AI Summaries
Marketing Automation
Project Automation
Sales Automation
Task Automation
Workflow Automations
API Access
iOS & Android Mobile App
Premium Integrations
Website Form Lead Capture
Zapier Integration
Attach Files
Auto-enriched Profiles
Full Text Search
Import Contacts
Custom Activity Types
Custom Branding
+ 38 more unique features
Only in Insightly (38)
Custom Reports Builder
Dashboard & Reports
Forecasting
Predictive Analytics
Relationship Maps
Recurrence Rules
Workflow Automation
Invoice Management
Multi-Currency Support
Team Collaboration
Email Integration
Email Sync History
Document Management
Activity Timeline
Activity Tracking
Organization Hierarchy
Advanced Filtering
Automated Backup
Bulk Import/Export
Duplicate Management
+ 18 more unique features
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