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The Best Insightly CRM Alternative for Small Businesses

Looking for an Insightly CRM alternative? Insightly bundles a CRM, project management, and heavy reporting into one platform. OnePageCRM keeps things simple and focuses on the follow-ups that win sales. Here's how the two compare side by side.

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Logo for OnePageCRM

OnePageCRM is a simple sales CRM built for small businesses. Instead of doing a bit of everything, it focuses on helping you follow up with contacts, nurture relationships, and close more sales.

  • Best for: Small businesses that sell through relationships and follow-ups
  • Core feature: Action Stream
  • Starting price: $9.95 per user
insightly crm logo

Insightly is an all-in-one platform that combines a CRM with project management, time tracking, and reporting.

  • Best for: Teams that want CRM and project management in one tool
  • Core feature: Built-in project management & time tracking
  • Starting price: $29 per user

Ease of Use

Which one is quicker for a non-technical team to learn?
SIMPLE SYSTEM
onepagecrm central workspace
OnePageCRM keeps the learning curve shallow by sticking to layouts you're already familiar with. You work from a single page called the Action Stream, and it's set up like an email inbox. Because that page can handle your entire workflow and also looks familiar, most people get comfortable within minutes.
  • Manage everything from one page
  • Familiar inbox and profile layouts
  • No learning curve
HEAVY INTERFACE
Insightly interface
Insightly has a well-labeled interface, so finding your way around isn’t difficult. The hard part is getting the hang of the vast system. The navigation menu includes twelve tabs, and Insightly even includes project management and time tracking on top of the CRM. As a result, setting and getting accustomed to the system can take time. In fact, users on G2 often say it takes months to get comfortable.
  • Work from up to twelve tabs
  • Traditional CRM layout
  • Bloated, with steep learning curve

Pricing

Which one costs you less?
PRICED AFFORDABLY
OnePageCRM's entry plan costs $9.95 per user/month, and it covers the full set of tools for managing contacts and closing deals. There are no add-ons to buy, and no setup or onboarding fees. When you need more functionalities, the next plan up is still only $19.95 per user/month.
  • $9.95 per user to start
  • Full toolkit on the entry plan
  • No setup fees or add-ons
  • Next plan up is $19.95
ABOVE AVERAGE PRICING
Insightly starts at $29 per user/month, almost double what most small business CRMs charge. Yet, it's still lacking a few essential features. The entry plan (Plus) leaves out workflow automation, and email sequences and follow-up tracking aren't even on any of the CRM's plans.
  • Starts at $29 per user
  • Missing a few essentials
  • Expensive upper plans

Customer Support

Which one offers better support?
VIP SUPPORT, ALWAYS
Your plan doesn't decide what support you get with OnePageCRM. Trial users and paying customers reach the team the same way, by phone, email, live chat, or a screen share. On top of that, there's a free Sales Academy with certification courses, plus regular live demos.
  • Help by phone, email, chat, or screen share
  • Same support on every plan
  • Free Sales Academy and demos
LIMITED SUPPORT
Support in Insightly is the same on every plan, the free trial included. You get email, live chat, and a chatbot. Phone help is there too, but only from 9 a.m. to 4 p.m. on weekdays.
  • Email, live chat, and chatbot
  • Same support on every plan
  • Phone limited to weekday hours

Contact Management

Which one's contact profiles help you sell?
BUILT FOR SALES
onepagecrm contact page
Contact profiles in OnePageCRM are designed to help you close sales. The details that move a lead forward show first, like how to reach them, the next step to take, and any open deals. Things you won't really need to advance the opportunity are hidden in a 'Show all' button.
  • Unlimited contacts from entry
  • Selling info appears at the top
  • Unnecessary fields are hidden
BUILT FOR STORAGE
Insightly contact management
Insightly lets you add up to 100,000 people to your database. In each of these people's profiles, you'll find all their details and activity history. But unlike OnePageCRM, the profiles aren't designed or organized to prioritize the most actionable sales details.
  • 100,000 contacts at entry
  • Focus on storing data
  • Separates Contacts & Leads

Follow-up Tracking

Which one keeps you following up?
FOCUS ON FOLLOW-UPS
customer follow ups in onepagecrm
OnePageCRM's strongest point is follow-ups. Each contact has a Next Action, which is the next thing you need to do to move that person closer to a sale. Your Next Actions are listed according to how urgently they need to be carried out. And as soon as you complete one action, OnePageCRM asks you to set the next.
  • A Next Action on every contact
  • Prompts the next step automatically
  • Sorted and color-coded by urgency
TASKS & EVENTS ONLY
Insightly follow-up tracking
In Insightly, you can create tasks and group them by deadlines. However, these tasks don't have to be tied to a contact or deal. That means they'll keep you more focused on carrying out general to-dos, instead of staying in touch with and nurturing leads.
  • General task management
  • Calendar for events & appointments
  • Group tasks by deadlines

Email Sync

Which one handles your email better?
TWO-WAY EMAIL SYNC
onepagecrm full email sync and email inbox
Email syncs both ways inside OnePageCRM no matter which plan you’re on. Connect Gmail, Outlook, or another provider (IMAP/SMTP), and you can send and receive emails right in the CRM. Every conversation is saved in full, and best of all, the inbox only shows emails to and from people who are already in your CRM.
  • Full email on every plan
  • Works with Gmail, Outlook, IMAP/SMTP
  • Filters out non-CRM emails
TWO-WAY EMAIL INTEGRATION
Insightly email sync
Insightly offers two-way sync on the entry plan, as well. So, you can link your email account to send and receive emails inside the CRM. If you'd rather not do that, Insightly also offers BCC mailboxes. Forward or CC an email to that address, and it'll be logged in your CRM.
  • Two-way sync on every plan
  • BCC mailboxes for logging

Instant Lead Capture

Which one captures leads faster?
CAPTURE FROM ANYWHERE
OnePageCRM Lead Clipper capturing a contact from a web profile
You can capture leads instantly with OnePageCRM's browser extension, Lead Clipper. When you find an ideal prospect on a website, social profile, or in your inbox, Lead Clipper can add them to your CRM. You can take things even further with a web form. When someone fills it in, they're automatically added to your database.
  • Free Lead Clipper extension
  • Save from web, social, or inbox
  • Free web forms
GMAIL-ONLY CAPTURE
Insightly lead capture
Insightly has a browser extension as well, but it only works inside Gmail. You can grab leads or their details from inside your email inbox, but that's as far as the extension goes. Anyone you find on a company website or social profile has to be added manually. Insightly does include free web forms, though.
  • Browser extension for Gmail only
  • Captures leads from the inbox
  • Free web forms

Pipeline Management

Which pipeline does more for your sales?
DEALS & DELIVERY PIPELINE
onepagecrm sales pipeline
In OnePageCRM, all sales opportunities are displayed in a Kanban board. The board also shows the next steps you need to take in order to move each opportunity closer to a sale. And when you do seal the deal, there’s a pipeline to help you track and manage the work that comes after.
  • Kanban pipeline
  • Next steps on every deal
  • Forecast view for revenue
  • Pipeline for post-sales
SALE & PROJECT PIPELINE
Insightly sales pipeline
In the same vein, Insightly lets you build pipelines for lead qualification, sales opportunities, and projects. These pipelines come in both Kanban and list view, and you can customize them as you see fit.
  • Kanban and list views
  • Qualification & sales pipelines
  • List view project pipeline

Integrations

Which one connects to more of your tools?
40+ INTEGRATIONS
OnePageCRM integrations with popular small business apps
OnePageCRM has direct integrations with popular tools like Gmail, Outlook, QuickBooks, Xero, and Mailchimp. It also integrates with over 40 other apps that small teams often use for work. And if you need something outside its list of integrations, OnePageCRM works with Zapier, Webhooks, and an open API to help you connect to thousands of other apps.
  • 40+ everyday integrations
  • Zapier and Webhooks
  • Open API for custom builds
540+ MARKETPLACE APPS
Insightly integrations
On the other hand, Insightly has a much larger marketplace, with over 540 apps. It also supports custom integrations through Webhooks and AWS Lambda. That said, those custom integrations aren't available on the entry plan.
  • 540+ app marketplace
  • AWS Lambda, AppConnect, Webhooks
  • Custom integrations on upper plans

Add-Ons

Which one gives you more for free?
TONS OF EXTRA TOOLS, FREE
OnePageCRM doesn't run a paid add-on store. The features other CRMs charge extra for come with the plan instead. Lead Clipper, web forms, the AI assistant, and a business card scanner are all free to use. Field reps even get a free route planner with a built-in speed dialer.
  • Lead Clipper and web forms, free
  • AI assistant and card scanner included
  • Free route planner and speed dialer
FEW EXTRAS AVAILABLE
Insightly, too, doesn't have paid add-ons. If your plan is missing something, your only options are to upgrade, plug in a third-party app, or buy a separate Insightly product. Though, you do get free extras like web forms, an AI assistant, and a business card scanner.
  • No paid add-ons
  • Free web forms and AI assistant
  • Free card scanner

When to Use Either CRM Software

Choose OnePageCRM if:
  • You focus on following up, nurturing relationships, and closing sales
  • You want all the essential tools on a low-priced plan
  • You want something simple, with little to no learning curve
Choose Insightly if:
  • You need CRM and project management in one tool
  • You want heavy reporting and dashboards
  • You don't mind a higher price and a longer setup

OnePageCRM and Insightly CRM Feature Overview

A feature-by-feature comparison of OnePageCRM and Insightly.
OnePageCRM
Insightly CRM
  • CORE FEATURES
  • Mobile app

    yes

    yes

  • Contact management

    yes

    yes

  • Follow-up tracking
    tooltip
    Built-in reminders to stay in touch with every contact, not just the ones in active deals.

    yes

    no

  • Pipelines

    yes

    yes

  • Duplicate management

    yes

    yes

  • CENTRALIZATION TOOLS
  • Centralized workspace
    tooltip
    Manage contacts, tasks, deals, and emails from a single page — no tab-switching.

    yes

    no

  • Dashboard
    tooltip
    An at-a-glance summary of pipeline health, sales activity, and team performance.

    yes

    yes

  • Number of integrations
    40+
    540+
  • COMMUNICATION TOOLS
  • Two-way email sync

    yes

    yes

  • Click-to-call options

    yes

    yes

  • Multi-channel inbox
    tooltip
    A unified inbox that combines email, chat, and other channels in one place.

    no

    no

  • Meeting scheduling

    no

    no

  • SIMPLE AUTOMATION
  • CRM workflows

    yes

    yes

  • Sales email sequences

    yes

    no

  • Free web forms

    yes

    yes

  • Browser extension for auto lead capture

    yes

    partialGmail only
  • CUSTOMER SUPPORT
  • Email support

    yes

    yes

  • Live chat

    yes

    yes

  • Phone support

    yes

    partialLimited hours
  • PRICING
  • Starting price
    $9.95 per seat/month
    $29 per seat/month
  • Free trial
    yes21 days
    yes14 days
  • Free plan

    no

    no

  • Next paid plan
    tooltip
    The next pricing tier above the entry plan — useful for comparing long-term cost.
    yesAffordable ($19.95 per seat/month)
    partialExpensive ($49 per seat/month)

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Need an Insightly CRM Alternative That Does More for Less?

Insightly is capable, but it's more than most small businesses need, and pricier too. If you need a CRM that's quick to learn, includes all the essential CRM features, and costs about a third as much, OnePageCRM is it.
Try OnePageCRM for free
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Frequently Asked Questions

  • Is Insightly CRM good for a small business?

    That depends. If you want a CRM, time tracker, and project management tool in one place, Insightly can work. But if you’re a small team simply looking to manage contacts and sales, Insightly might not be the way. The reason being that it houses too many features you won’t be needing, and charges you a premium because of it. Not to mention the steep learning curve and how you’ll be working from a dozen tabs.

  • Does Insightly CRM have email sequences?

    No, it does not. And that's true on every plan, from Plus right up to Enterprise. If you want to send a sequence, you'll have to integrate a third-party app like Mailchimp or buy Insightly's separate email marketing product, which starts at $349 per month.

  • Is OnePageCRM cheaper than Insightly?

    Of course. At $29 per user/month, Insightly's entry plan (Plus) costs almost three times what OnePageCRM does. Regardless, you'll need a higher plan if you want to automate your work. Worse yet, you can't properly track follow-ups or build email sequences on any of Insightly's plans. OnePageCRM, by comparison, gives you automation and proper follow-up tracking from its $9.95 plan. And unlike Insightly, it actually has email sequencing capabilities.

  • Is OnePageCRM easier to use than Insightly?

    Yes, it is. First off, OnePageCRM lets you manage your whole business from a single page. And since that page has a familiar interface, you can start using it comfortably from the start. On top of that, unlike Insightly, OnePageCRM houses just the tools you need (and will actually use!) to manage contacts, follow-ups, and sales.

  • Will I lose any features by switching from Insightly to OnePageCRM?

    Not much, actually. You'll give up time tracking, and a larger app marketplace. But in return, you get real follow-up tracking, two-way email sync, and workflow automation, all on the $9.95 entry plan. And to top it off, you get it all in an interface that's super easy to use.

  • What's the best Insightly CRM alternative for small businesses?

    If Insightly isn't right for your small business, OnePageCRM is worth a look. It costs $9.95 per user/month, has all the sales features a small business needs and will use, and is actually simple to learn and use. Best yet, it also includes follow-up tracking and workflow automation, features Insightly either forces an upgrade for or doesn't even include at all.
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