Insightly vs Capsule CRM
A head-to-head comparison to help you pick the right tool
Last updated: April 30, 2026
Capsule CRM is our recommended pick for most teams — small businesses wanting a simple, clean crm that is easy to adopt.
Try Capsule CRM →Read our full Capsule CRM review →Insightly
Insightly is a CRM and project management platform designed for growing businesses. It uniquely combines sales pipeline management with post-sale project delivery so teams can manage the full customer lifecycle in one place. Insightly is popular with professional services firms and companies that need to track complex projects alongside their sales pipeline.
Capsule CRM
Capsule CRM is a simple and clean CRM designed for small businesses that want to manage contacts, track sales opportunities, and stay organized without complexity. It is known for its intuitive interface and quick setup time. Capsule integrates well with Google Workspace, Mailchimp, and other popular small business tools. Capsule also offers Transpond, a dedicated marketing automation add-on with email marketing and robust automation features available on separate plans.
Pros
- ✓Unique combination of CRM and project management in one tool
- ✓Good free plan for up to 2 users
- ✓Strong workflow automation on paid plans
- ✓Good fit for professional services businesses
Cons
- ✗Interface feels dated compared to modern CRM tools
- ✗Customer support can be slow on lower tiers
- ✗Mobile app is less polished than competitors
Pros
- ✓Extremely clean and easy to use interface
- ✓Quick to set up with no training required
- ✓Good free plan for up to 2 users
- ✓Strong Google Workspace integration
- ✓Transpond add-on provides robust marketing automation for businesses that need it
Cons
- ✗Marketing automation requires separate Transpond add-on
- ✗Reporting is basic compared to larger CRMs
- ✗Not suitable for large or complex sales teams
Insightly vs Capsule CRM: Side by Side
| Factor | Insightly | Capsule CRM |
|---|---|---|
| User Rating | N/A | 4.5/5 ★ |
| Category | CRM Software | CRM Software |
| Pricing Model | Freemium | Freemium |
| Starting Price | Free | Free |
| Best For | Growing businesses that need CRM and project management in one platform | Small businesses wanting a simple, clean CRM that is easy to adopt |
| Our Pick | — | 🏆 Recommended |
Insightly Features
- ✓Contact and lead management
- ✓pipeline management
- ✓project management
- ✓workflow automation
- ✓email marketing
- ✓reporting
- ✓integrations
Capsule CRM Features
- ✓Contact management
- ✓sales pipeline
- ✓task management
- ✓email integration
- ✓reporting
- ✓Google Workspace integration
- ✓API access
Pricing Comparison
Capsule CRM
FreemiumFree to start
Free: $0 · Starter: $18/user/mo · Growth: $36/user/mo · Advanced: $54/user/mo
See full pricing →Best Use Cases
Capsule CRM
- →Small businesses needing a simple contact management system
- →Service businesses tracking client relationships
- →Teams wanting a clean and uncluttered CRM
Who Should NOT Use These Tools
Capsule CRM is NOT ideal for:
- ✗Large sales teams needing advanced pipeline management
- ✗Companies requiring built-in marketing automation
- ✗Teams needing complex reporting
Integrations
Capsule CRM
Gmail, Outlook, Xero, QuickBooks, Zapier, Mailchimp, FreshBooks, G Suite
Our Take
Choose Insightly if growing businesses that need crm and project management in one platform. Choose Capsule CRM if small businesses wanting a simple, clean crm that is easy to adopt.
Best For
Growing businesses that need CRM and project management in one platform
Best For
Small businesses wanting a simple, clean CRM that is easy to adopt
How Insightly and Capsule CRM Are Similar
- •Both are CRM Software platforms designed for business teams
- •Both offer web-based access with no software installation required
- •Both provide customer support and onboarding resources
- •Both integrate with popular third-party business tools
- •Both offer a free plan to get started
Also Consider
If neither Insightly nor Capsule CRM is the right fit, Monday.com CRM is worth evaluating.
Monday.com CRM
Teams that want CRM and project management combined in one visual platform
From $12/user/mo
Frequently Asked Questions
What is the difference between Insightly and Capsule CRM?
Insightly is best for growing businesses that need crm and project management in one platform. Capsule CRM is best for small businesses wanting a simple, clean crm that is easy to adopt.
Which is better, Insightly or Capsule CRM?
Choose Insightly if growing businesses that need crm and project management in one platform. Choose Capsule CRM if small businesses wanting a simple, clean crm that is easy to adopt.
How much does Insightly cost?
Insightly starts at Free. Pricing model: Freemium.
How much does Capsule CRM cost?
Capsule CRM starts at Free. Pricing model: Freemium.
Who should use Insightly?
Growing businesses that need CRM and project management in one platform
Who should use Capsule CRM?
Small businesses wanting a simple, clean CRM that is easy to adopt