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CRM · head to head

Cloze vs Insightly

Cloze logo

Cloze

CRM

Relationship management for professionals

From
$50/month
Rated
-
Full reviewWebsite
Insightly logo

Insightly

CRM

CRM & project management for any business

From
Free
Rated
-
Full reviewWebsite

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.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which Cloze and Insightly actually diverge.

Attributes where Cloze and Insightly differ
AttributeClozeInsightly
Starting price$50/monthFree
Free tierNoYes
Founded20122010

Identical on both: pricing model (subscription), platforms (Web, Ios, Android), user rating (Not yet rated), category (CRM).

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
  • LinkedIn
  • Twitter
  • 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
  • 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 Cloze if

  • You need communication history.
  • You work on Web, Ios, Android.
  • You also want relationship insights.
Cloze review

Choose Insightly if

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

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.

Answered from the vendors’ own pages

Cloze: Does Cloze offer a free trial?

Yes. Cloze offers a 14-day free trial for all plans with no credit card required. This applies to Pro, Business Silver, Business Gold, and Business Platinum tiers.

Source
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
Cloze: What is the difference between monthly and annual billing at Cloze?

Cloze offers both month-to-month and annual subscription options. Annual billing provides a discount. For example, Cloze Pro is $17/month annually but $19.99/month on month-to-month billing.

Source
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
Cloze: What does Cloze's Business Platinum plan cost?

Cloze Business Platinum (their most popular plan) costs $42/user/month on annual billing or $49.99/user/month on month-to-month billing. It includes matching engine, smart templates, lead capture, campaign automation, and enterprise controls.

Source
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
Cloze: Does Cloze offer team collaboration features?

Yes, starting with Business Silver ($21/user/month annual). Team features include collaborative work, responsibility assignment, privacy settings management, and team analytics. Higher tiers unlock more advanced team controls and custom fields.

Source
Cloze: Does Cloze offer additional services beyond standard plans?

Yes. Cloze offers a Concierge Service at $20/user/month (minimum $500/month) that includes personalized training, a dedicated customer success manager, and data import assistance.

Source
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