The Best Insightly CRMAlternativefor Small Businesses
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.
OnePageCRMOnePageCRM 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 seat/month
InsightlyInsightly 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 seat/month
Overview
| What the price includes | OnePageCRM$9.95per month (billed annually) | Insightly$49per month (billed annually) |
|---|---|---|
| CRM workflows | ||
| Browser extension for auto lead capture | Gmail only | |
| Follow-up tracking | ||
| Overall Value | ||
| Reasonable price range | ||
| Equal support | Email, live chat, and phone on all plans | Phone limited to weekday hours |
| No hidden fees | Web forms and route planner included | |
| Business Impact | ||
| Powerful entry plan | CRM workflows require upgrade | |
| Email automation | Email sequences | Sequences need a separate product |
| Scalability | ||
| Speed | ||
| Simple navigation | ||
| Centralized workspace | Action Stream | |
| Lead capture | Any web page | Gmail only |
Ease of Use
Which one is quicker for a non-technical team to learn?
Simple System, OnePageCRM
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
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, OnePageCRMOnePageCRM’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, InsightlyInsightly 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, OnePageCRMYour 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, InsightlySupport 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 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
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, 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
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
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
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
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
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
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
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
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
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, OnePageCRMOnePageCRM 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, InsightlyInsightly, 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 vs. Insightly features
 OnePageCRMRead the review › |  InsightlyRead the review › | |
|---|---|---|
| Core Features | ||
| Mobile app | Includes AI route planner | |
| Contact management | ||
| Follow-up tracking | ||
| Pipelines | Unlimited | |
| Duplicate management | ||
| Centralization Tools | ||
| Centralized workspace | ||
| Dashboard | Simple analytics | |
| Number of integrations | 40+ | 540+ |
| Communication Tools | ||
| Two-way email sync | Gmail and Outlook (IMAP/SMTP on Business and Max) | |
| Click-to-call options | ||
| Multi-channel inbox | ||
| Meeting scheduling | ||
| Simple Automation | ||
| CRM workflows | Upper plan only | |
| Sales email sequences | Upper plan only | |
| Free web forms | ||
| Browser extension for auto lead capture | Gmail only | |
| Customer Support | ||
| Email support | ||
| Live chat | ||
| Phone support | Limited hours | |
| Pricing | ||
| Starting price | $9.95 per seat/month | $29 per seat/month |
| Free trial | 21 days | 14 days |
| Free plan | ||
| Next paid plan | Affordable ($19.95 per seat/month) | Expensive $49 per seat/month |
Frequently asked questions
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.
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.
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.
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.
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.
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.
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.