Follow Up Boss vs Insightly
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
Follow Up Boss offers more features (60 vs 42) and fewer integrations (10 vs 27). Starting price: Follow Up Boss at $69/mo vs Insightly at $29/mo. Follow Up Boss has 58 unique features while Insightly has 40 unique features, with 2 features in common.
| Follow Up Boss | Insightly | |
|---|---|---|
| Category | CRM | CRM |
| Total Features | 60 | 42 |
| AI-Powered Features | 5 | 5 |
| Starting Price | $69/mo | $29/mo |
| Pricing Tiers | 3 | 4 |
| Integrations | 10 | 27 |
| Shared Features | 2 | |
| Shared Integrations | 3 | |
| Data Quality | 95% | 71% |
Feature Comparison by Category
AI (5 vs 0)
| Feature | Follow Up Boss | Insightly |
|---|---|---|
| FUB AI | ||
| Predictive Lead Prioritization | ||
| Smart Messages | ||
| Smart Summaries | ||
| Suggested Tasks |
Alerts (1 vs 0)
| Feature | Follow Up Boss | Insightly |
|---|---|---|
| Lead and Activity Notifications |
Analytics (1 vs 5)
| Feature | Follow Up Boss | Insightly |
|---|---|---|
| Custom Reports Builder | ||
| Dashboard & Reports | ||
| Email Open & Click Tracking | ||
| Forecasting | ||
| Predictive Analytics | ||
| Relationship Maps |
Automation (7 vs 2)
| Feature | Follow Up Boss | Insightly |
|---|---|---|
| Action Plan Sharing Library | ||
| Action Plans | ||
| Advanced Lead Distribution | ||
| Automated Task Assignment | ||
| Automatic Call Logging | ||
| First to Claim Lead Distribution | ||
| Lead Distribution | ||
| Recurrence Rules | ||
| Workflow Automation |
Billing (0 vs 2)
| Feature | Follow Up Boss | Insightly |
|---|---|---|
| Invoice Management | ||
| Multi-Currency Support |
Collaboration (6 vs 1)
| Feature | Follow Up Boss | Insightly |
|---|---|---|
| Collaborate with Lenders | ||
| Collaborators | ||
| Mentions | ||
| Shared Inboxes/Ring Groups | ||
| Team Collaboration | ||
| Team Inboxes |
Communication (11 vs 3)
| Feature | Follow Up Boss | Insightly |
|---|---|---|
| Batch Emailing | ||
| Call Recordings | ||
| Call Transferring | ||
| Calling Feature | ||
| Company Number for Texting | ||
| Email & Text Templates | ||
| Email Integration | ||
| Email Sync History | ||
| Email Templates | ||
| Individual Agent Numbers | ||
| Instant Text | ||
| Integrated Dialer | ||
| Two-Way Texting | ||
| Unlimited Calling & Texting |
Content (0 vs 1)
| Feature | Follow Up Boss | Insightly |
|---|---|---|
| Document Management |
Core (2 vs 0)
| Feature | Follow Up Boss | Insightly |
|---|---|---|
| Lead Management | ||
| Mobile App |
Core CRM (0 vs 4)
| Feature | Follow Up Boss | Insightly |
|---|---|---|
| Activity Timeline | ||
| Activity Tracking | ||
| Contact Management | ||
| Organization Hierarchy |
Customization (0 vs 1)
| Feature | Follow Up Boss | Insightly |
|---|---|---|
| Custom Fields |
Data Management (0 vs 4)
| Feature | Follow Up Boss | Insightly |
|---|---|---|
| Advanced Filtering | ||
| Automated Backup | ||
| Bulk Import/Export | ||
| Duplicate Management |
Engagement (1 vs 0)
| Feature | Follow Up Boss | Insightly |
|---|---|---|
| Automated Drip Engagement |
Integration (6 vs 1)
| Feature | Follow Up Boss | Insightly |
|---|---|---|
| API & Webhooks | ||
| Automatically Import Leads | ||
| Calendar Sync | ||
| Import Database from Any CRM | ||
| Lead Source Connections | ||
| Open Platform | ||
| Two-Way Email Sync |
Lead Management (1 vs 0)
| Feature | Follow Up Boss | Insightly |
|---|---|---|
| Manually Add Leads |
Mobile (0 vs 1)
| Feature | Follow Up Boss | Insightly |
|---|---|---|
| Mobile App |
Organization (6 vs 0)
| Feature | Follow Up Boss | Insightly |
|---|---|---|
| Calendar Appointments | ||
| Daily Hotsheet | ||
| Deal Tracking | ||
| File Storage | ||
| Smart Lists | ||
| Teams Within Teams |
Productivity (0 vs 1)
| Feature | Follow Up Boss | Insightly |
|---|---|---|
| Calendar & Scheduling |
Projects (0 vs 4)
| Feature | Follow Up Boss | Insightly |
|---|---|---|
| Kanban Board | ||
| Project Management | ||
| Task Management | ||
| Time Tracking |
Reporting (4 vs 0)
| Feature | Follow Up Boss | Insightly |
|---|---|---|
| Advanced Reporting | ||
| Agent Activity Reporting | ||
| Call Reporting | ||
| Lead Source Reporting |
Sales (0 vs 6)
| Feature | Follow Up Boss | Insightly |
|---|---|---|
| Lead Routing | ||
| Lead Scoring | ||
| Opportunity Management | ||
| Quote Generation | ||
| Sales Pipeline Management | ||
| Territory Management |
Security (0 vs 5)
| Feature | Follow Up Boss | Insightly |
|---|---|---|
| Audit Trail | ||
| Data Encryption | ||
| Permission Management | ||
| SSO Integration | ||
| Two-Factor Authentication |
Support (9 vs 1)
| Feature | Follow Up Boss | Insightly |
|---|---|---|
| 24/7 Phone & Email Support | ||
| Dedicated Success Manager | ||
| Enhanced Onboarding | ||
| Enhanced Support & Training | ||
| Help Connecting Lead Sources | ||
| Help Importing Contacts | ||
| Knowledge Base | ||
| Personalized Onboarding | ||
| Priority Support | ||
| Setup & Training |
Unique Features
Only in Follow Up Boss (58)
FUB AI
Predictive Lead Prioritization
Smart Messages
Smart Summaries
Suggested Tasks
Lead and Activity Notifications
Email Open & Click Tracking
Action Plan Sharing Library
Action Plans
Advanced Lead Distribution
Automated Task Assignment
Automatic Call Logging
First to Claim Lead Distribution
Lead Distribution
Collaborate with Lenders
Collaborators
Mentions
Shared Inboxes/Ring Groups
Team Inboxes
Batch Emailing
+ 38 more unique features
Only in Insightly (40)
Custom Reports Builder
Dashboard & Reports
Forecasting
Predictive Analytics
Relationship Maps
Recurrence Rules
Workflow Automation
Invoice Management
Multi-Currency Support
Email Integration
Email Sync History
Email Templates
Document Management
Activity Timeline
Activity Tracking
Contact Management
Organization Hierarchy
Custom Fields
Advanced Filtering
Automated Backup
+ 20 more unique features
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