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Customer Support · head to head

Assembled vs Insightly

Assembled logo

Assembled

Customer Support

Workforce management and AI agents for support teams that run on Zendesk, Salesforce or Intercom

From
$25/month
Free plan
No
Full reviewWebsite
Insightly logo

Insightly

CRM

CRM & project management for any business

From
Free
Free plan
Yes
Full reviewWebsite

The short version

  • Only Insightly has a free tier, so it costs nothing to try first.
  • Each has a real cost: Assembled the published per-agent rate is not the whole bill, because a separate platform fee sits on top and is not published, so the headline 25 USD figure understates the real cost and you still need a quote to know the total.; Insightly record counts are capped by plan, at 100,000 on Plus and 500,000 on Enterprise, so the database size decides the tier
  • They diverge on capability: Assembled covers Volume forecasting, Insightly covers Contact management.
  • Prices and features above were last checked on 31 August 2026.

Where they differ

Only the attributes on which Assembled and Insightly actually diverge.

Attributes where Assembled and Insightly differ
AttributeAssembledInsightly
Starting price$25/monthFree
Pricing modelPer user per monthsubscription
Free tierNoYes
PlatformsWeb, APIWeb, Ios, Android
CategoryCustomer SupportCRM
FoundedUnknown2010

Identical on both: user rating (Not yet rated).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Assembled

  • Volume forecasting
  • Schedule generation
  • Real-time adherence
  • Agent self-service
  • Intraday reporting
  • AI Copilot
  • AI Agents
  • BPO management

Only in Insightly

  • Contact management
  • Deal tracking
  • Project management
  • Task management
  • Email integration
  • Reporting
  • Mobile app
  • Mailchimp

What people use each for

The jobs each tool is most often brought in to do.

Assembled

  • A 200-agent software support team that has outgrown spreadsheet rostering and wants forecast-driven schedules tied to Zendesk ticket historynot Insightly
  • A support operations lead who needs to model in-house agents and two BPO vendors in a single capacity plan before the next peak seasonnot Insightly
  • A subscription business that wants to measure whether an AI deflection layer actually reduces required headcount, using the same forecasting tool that sizes the human teamnot Insightly
  • A finance team that needs a defensible per-agent cost line for support tooling before a board budget review, without a three-week vendor quoting cyclenot Insightly

Insightly

  • CRM with project delivery tracking after the salenot Assembled
  • Managing leads, opportunities and customer projects in one record setnot Assembled

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Assembled

  • The published per-agent rate is not the whole bill, because a separate platform fee sits on top and is not published, so the headline 25 USD figure understates the real cost and you still need a quote to know the total.
  • Pricing AI Agents per resolved conversation while pricing workforce management per seat means the two products pull in opposite directions financially: successful deflection shrinks the seat count you are billed for and grows the consumption charge, making year-two budgeting unpredictable.
  • Long-range capacity planning and what-if scenario modelling are thinner than in NICE or Verint, so organisations doing annual headcount planning across multiple sites often end up exporting to a spreadsheet anyway.
  • There is no quality management or agent evaluation module, so a support organisation that wants WFM and QA from one vendor has to buy a second tool and reconcile two sets of agent records.
  • The product assumes a modern ticketing system as the source of truth; teams running a legacy ACD or a homegrown queue face custom integration work that the standard connectors do not cover, and forecast accuracy suffers until that data is clean.
  • There is no native mobile application, so agents check schedules, request time off and swap shifts through a mobile browser, which is a persistent friction point for hourly and contact centre workforces who do not sit at a desk.

Insightly

  • Record counts are capped by plan, at 100,000 on Plus and 500,000 on Enterprise, so the database size decides the tier
  • Workflow automation requires the Professional plan at $49 per user per month
  • AI Copilot is metered by query, at 75 on Plus and 100 on Professional
  • Mass email is capped daily, at 2,500 on Plus and 10,000 on Enterprise
  • CRM, Marketing and Service are sold as three separate products, and Marketing is priced per account by prospect count starting at $99 for 2,000
  • Sandboxes and audit logging are Enterprise only at $99 per user per month

Pricing, plan by plan

Assembled

$25/month
  • Core$25/month
    • Forecasting
    • Scheduling
    • Real-time adherence
  • Pro$45/month
    • Everything in Core
    • Advanced forecasting models
    • BPO and vendor management
  • Enterprise$75/month
    • Everything in Pro
    • SSO and SCIM
    • Advanced security review
  • AI Copilot$35/month
    • Reply drafting
    • Knowledge retrieval
    • Agent workspace embed

Insightly

Free
  • CRM Plus$29/user/month
    • lead and contact management
    • project management
    • advanced reports
  • CRM Professional$49/user/month
    • all Plus features
    • lead assignment/routing
    • workflow automation
  • CRM Enterprise$99/user/month
    • all Professional features
    • sandboxes
    • products/pricebooks/quotes

Which should you pick?

Choose Assembled if

  • You need volume forecasting.
  • You work on Web, API.
  • You also want schedule generation.
Assembled review

Choose Insightly if

  • You need contact management.
  • You want to start without paying.
  • You work on Web, Ios, Android.
  • You also want deal tracking.
Insightly review

Questions people ask

Is Assembled or Insightly better?
Neither clearly leads. Assembled starts at $25/month and Insightly at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Assembled or Insightly?
Insightly has a free tier; the other does not. Paid plans start at $25/month for Assembled and Free for Insightly.
Does Assembled or Insightly run on more platforms?
Assembled runs on Web, API. Insightly runs on Web, Ios, Android.
Can I use Insightly for free?
Yes. Insightly has a free tier, so you can try it without paying. Assembled starts at $25/month.
What is Assembled best used for?
Assembled is most often used for a 200-agent software support team that has outgrown spreadsheet rostering and wants forecast-driven schedules tied to zendesk ticket history, a support operations lead who needs to model in-house agents and two bpo vendors in a single capacity plan before the next peak season, a subscription business that wants to measure whether an ai deflection layer actually reduces required headcount, using the same forecasting tool that sizes the human team, a finance team that needs a defensible per-agent cost line for support tooling before a board budget review, without a three-week vendor quoting cycle. Of those, a 200-agent software support team that has outgrown spreadsheet rostering and wants forecast-driven schedules tied to zendesk ticket history and a support operations lead who needs to model in-house agents and two bpo vendors in a single capacity plan before the next peak season are not what Insightly is typically brought in for.
What can Assembled do that Insightly cannot?
Assembled covers Volume forecasting, Schedule generation, Real-time adherence, Agent self-service. Insightly covers Contact management, Deal tracking, Project management, Task management.

Answered from the vendors’ own pages

Assembled: Does Assembled publish its real total cost?

It publishes per-agent tier rates of 25, 45 and 75 USD per month but adds an unpublished platform fee, so budget for the seat rate plus a fixed annual platform charge that you must ask for.

Insightly: How much does Insightly CRM cost?

Insightly CRM plans are priced per user per month when billed annually: Plus at $29, Professional at $49 (the most popular option), and Enterprise at $99. All plans include a 14-day free trial that requires no credit card.

Source
Assembled: Can I buy the AI agents without buying workforce management?

Yes. Assembled sells WFM, AI Copilot and AI Agents as separately purchasable products, and AI Agents are billed at 0.65 USD per resolved conversation rather than per seat.

Insightly: Is there a free trial for Insightly?

Yes, Insightly offers a 14-day free trial across most products with no credit card required, allowing you to test CRM, Marketing Automation, Support & Ticketing, and AppConnect features.

Source
Assembled: Is it suitable for a voice-first call centre?

Less so. The forecasting and scheduling are built around omnichannel ticketing volume, and voice-heavy operations running a legacy ACD will find the integration and intraday voice controls weaker than a traditional WFM suite.

Insightly: What record storage limits apply to Insightly CRM plans?

Insightly CRM Plus includes 100,000 records, Professional includes 250,000 records, and Enterprise includes 500,000 records. File storage increases from 10 GB on Plus to 100 GB on Professional and 250 GB on Enterprise.

Source
Assembled: How long does implementation take?

Assembled states typically one month or less, which is realistic when your helpdesk is Zendesk or Salesforce and historical data is clean.

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