Softwr

Customer Support · head to head

Customerly vs Insightly

Customerly logo

Customerly

Customer Support

Customer service suite with live chat and automation

From
Free
Free plan
Yes
Full reviewWebsite
Insightly logo

Insightly

CRM

CRM & project management for any business

From
Free
Free plan
Yes
Full reviewWebsite

The short version

  • Each has a real cost: Customerly usage-based pricing of 0.50 EUR per conversation can become expensive at scale; 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: Customerly covers Live chat, Insightly covers Contact management.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which Customerly and Insightly actually diverge.

Attributes where Customerly and Insightly differ
AttributeCustomerlyInsightly
CategoryCustomer SupportCRM
Founded20152010

Identical on both: starting price (Free), pricing model (subscription), free tier (Yes), platforms (Web, Ios, Android), 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 Customerly

  • Live chat
  • Email marketing
  • Customer surveys
  • Help center
  • Automation
  • Video chat
  • WordPress
  • Shopify

Only in Insightly

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

Both cover

  • Slack
  • Zapier
  • GDPR
  • Web support
  • Ios support
  • Android support

What people use each for

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

Customerly

  • Customer supportnot Insightly
  • Lead generationnot Insightly
  • Email marketingnot Insightly
  • Customer feedbacknot Insightly

Insightly

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

Where each one falls short

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

Customerly

  • Usage-based pricing of 0.50 EUR per conversation can become expensive at scale
  • Limited to 11-50 employees according to company size metrics

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

Customerly

Free
  • FreeFree
    • 2 teammates
    • Live chat
    • Basic surveys
  • Essential$9/month
    • Unlimited chat
    • Help center
    • Automation
  • Startup$29/month
    • Video chat
    • Funnels
    • Priority support
  • Pro$79/month
    • White label
    • Advanced analytics
    • API access

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 Customerly if

  • You need live chat.
  • You want to start without paying.
  • You work on Web, Ios, Android.
  • You also want email marketing.
Customerly 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 Customerly or Insightly better?
Neither clearly leads. Customerly starts at Free and Insightly at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Customerly or Insightly?
Customerly starts at Free and Insightly at Free.
Does Customerly 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 Customerly for free?
Both have a free tier, so you can try either at no cost before committing.
What is Customerly best used for?
Customerly is most often used for customer support, lead generation, email marketing, customer feedback. Of those, customer support and lead generation are not what Insightly is typically brought in for.
What can Customerly do that Insightly cannot?
Customerly covers Live chat, Email marketing, Customer surveys, Help center. Insightly covers Contact management, Deal tracking, Project management, Task management. Both handle Slack, Zapier, GDPR, Web support.

Answered from the vendors’ own pages

Customerly: Where is Customerly's data stored?

All data is stored exclusively in the EU, providing GDPR compliance and data residency in European servers.

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
Customerly: What messaging channels does Customerly support?

Customerly integrates live chat, email, WhatsApp, Facebook Messenger, Instagram DMs, and mobile apps into a single unified inbox for managing customer conversations.

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
Customerly: How much of customer support can Customerly automate?

Customerly's AI assistant (Aura) handles up to 60 percent of customer conversations automatically, with the platform designed to handle 71 percent of support volume through automation.

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
Share

Related pages

More on Customerly

More on Insightly

Keep looking

Other head to heads