Software · head to head
Cloze vs Insightly
The short version
- Only Insightly has a free tier, so it costs nothing to try first.
- Each has a real cost: Cloze four paid tiers run from $17 to $42 per user per month, and each withholds a different set of features rather than simply adding capacity; 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: Cloze covers Communication history, Insightly covers Deal tracking.
Where they differ
Only the attributes on which Cloze and Insightly actually diverge.
Identical on both: pricing model (subscription), platforms (Web, Ios, Android), user rating (Not yet rated), category (Unknown).
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 Cloze
- Communication history
- Relationship insights
- Integration aggregation
- Gmail
- Outlook
- Phone
Only in Insightly
- Deal tracking
- Project management
- Email integration
- Reporting
- Mobile app
- Mailchimp
- Slack
- Zapier
Both cover
- Contact management
- Task management
- GDPR
- Cloud deployment
- Web support
- Ios support
- Android support
What people use each for
The jobs each tool is most often brought in to do.
Cloze
- CRM that builds contact records automatically from email and calendarnot Insightly
- Tracking relationships and follow ups without manual data entrynot Insightly
Insightly
- CRM with project delivery tracking after the salenot Cloze
- Managing leads, opportunities and customer projects in one record setnot Cloze
Where each one falls short
Documented limitations, not opinions. Every one is a constraint you would hit in normal use.
Cloze
- Four paid tiers run from $17 to $42 per user per month, and each withholds a different set of features rather than simply adding capacity
- Campaign automation, marketing mail and generative AI require the Business Platinum plan at $42 per user per month
- Lead routing, sub team hierarchies and enterprise controls are Platinum only
- Even the Business Gold plan at $29 per user excludes the matching engine and lead capture
- The concierge service is an add on at $20 per user per month with a $500 monthly minimum
- Every published rate assumes annual billing
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
Cloze
$50/month- Professional$50/month
- Contact management
- Communication history
- Insights
- Team$100/month
- Everything in Professional
- Team collaboration
- Advanced analytics
Insightly
Free- FreeFree
- Up to 2 users
- Contact management
- Plus$29/month
- Everything in Free
- CRM features
- Project management
- Professional$59/month
- Everything in Plus
- Advanced reporting
- Custom fields
Which should you pick?
Choose Cloze if
- You need communication history.
- You work on Web, Ios, Android.
- You also want relationship insights.
Choose Insightly if
- You need deal tracking.
- You want to start without paying.
- You work on Web, Ios, Android.
- You also want project management.
Questions people ask
- Is Cloze or Insightly better?
- Neither clearly leads. Cloze starts at $50/month and Insightly at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
- Which is cheaper, Cloze or Insightly?
- Insightly has a free tier; the other does not. Paid plans start at $50/month for Cloze and Free for Insightly.
- Does Cloze or Insightly run on more platforms?
- Both run on Web, Ios, Android, so platform support will not decide this one for you.
- Can I use Insightly for free?
- Yes. Insightly has a free tier, so you can try it without paying. Cloze starts at $50/month.
- What is Cloze best used for?
- Cloze is most often used for crm that builds contact records automatically from email and calendar, tracking relationships and follow ups without manual data entry. Of those, crm that builds contact records automatically from email and calendar and tracking relationships and follow ups without manual data entry are not what Insightly is typically brought in for.
- What can Cloze do that Insightly cannot?
- Cloze covers Communication history, Relationship insights, Integration aggregation, Gmail. Insightly covers Deal tracking, Project management, Email integration, Reporting. Both handle Contact management, Task management, GDPR, Cloud deployment.