Compare Software

Insightly
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Attio
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Rating——
Starting priceFrom $29/moFrom $35/mo
Pricing modelSubscriptionFreemium
Free trialYesYes
Free versionNoYes
DeploymentCloud / SaaSCloud / SaaS
VendorInsightly, Inc.Attio
Features
API accessNoYes
Contact managementYesNo
CustomisationNoYes
Data enrichmentNoYes
Email and calendar syncNoYes
Email integrationYesNo
Lead managementNoYes
Modern interfaceNoYes
Pipeline managementYesNo
Reporting and analyticsYesYes
Role-based permissionsYesNo
Task managementYesNo
Team collaborationNoYes
Workflow automationNoYes
Summary
Pros
  • CRM, project and relationship tracking in one tool
  • Clear tiers with generous record limits
  • Optional marketing automation and service apps
  • Good customisation and role-based permissions
  • Free plan for up to 3 seats
  • Flexible data model
  • Fast, modern interface
  • Automatic relationship history
Cons
  • Marketing add-on jumps sharply in price
  • Plus has only two permission roles
  • Interface feels dated compared with newer CRMs
  • Task-based AppConnect plans carry onboarding fees
  • Younger product than established CRMs
  • Advanced features are paid
  • Smaller integration ecosystem
Integrations
  • Google Workspace
  • Microsoft 365
  • Slack
  • Mailchimp
  • QuickBooks
  • Zapier
  • Gmail
  • Google Calendar
  • Outlook
  • Slack
  • Zapier
  • Intercom
Details WebsiteDetails Website
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