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Customer Support · head to head

HappyFox vs Insightly

HappyFox logo

HappyFox

Customer Support

Help desk software for happy customers

From
$29/month
Free plan
No
Insightly logo

Insightly

CRM

CRM & project management for any business

From
Free
Free plan
Yes

The short version

  • Only Insightly has a free tier, so it costs nothing to try first.
  • Each has a real cost: HappyFox specific pricing tiers and costs not listed on main pricing page; requires contacting sales or booking a pricing call; 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: HappyFox covers Ticketing, Insightly covers Contact management.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which HappyFox and Insightly actually diverge.

Attributes where HappyFox and Insightly differ
AttributeHappyFoxInsightly
Starting price$29/monthFree
Free tierNoYes
CategoryCustomer SupportCRM
Founded20122010

Identical on both: pricing model (subscription), 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 HappyFox

  • Ticketing
  • Knowledge base
  • Automation
  • SLA management
  • Self-service portal
  • Salesforce
  • Microsoft Teams
  • Jira

Only in Insightly

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

Both cover

  • Reporting
  • Slack
  • Zapier
  • SOC2
  • GDPR
  • ISO27001
  • Web support
  • Ios support
  • Android support

What people use each for

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

HappyFox

  • Help desk ticketing across email, chat and phonenot Insightly
  • Managing internal and customer support requests in one queuenot Insightly

Insightly

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

Where each one falls short

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

HappyFox

  • Specific pricing tiers and costs not listed on main pricing page; requires contacting sales or booking a pricing call
  • Basic plan limited to 5 agents
  • Multiple separate product pricing pages (Help Desk, AI Contact Center, CRM, Service Desk, HappyFox AI, Autopilot, Assist AI, Chatbot, Workflows)

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

HappyFox

$29/month
  • Mighty$29/month
    • Omnichannel ticketing
    • SLA management
    • Basic reporting
  • Fantastic$49/month
    • Everything in Mighty
    • Custom fields
    • Asset management
  • Enterprise$69/month
    • Everything in Fantastic
    • Task management
    • Advanced automation
  • Enterprise Plus$89/month
    • Agent scripting
    • Custom roles
    • Sandbox

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 HappyFox if

  • You need ticketing.
  • You work on Web, Ios, Android.
  • You also want knowledge base.

Choose Insightly if

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

Questions people ask

Is HappyFox or Insightly better?
Neither clearly leads. HappyFox starts at $29/month and Insightly at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, HappyFox or Insightly?
Insightly has a free tier; the other does not. Paid plans start at $29/month for HappyFox and Free for Insightly.
Does HappyFox 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. HappyFox starts at $29/month.
What is HappyFox best used for?
HappyFox is most often used for help desk ticketing across email, chat and phone, managing internal and customer support requests in one queue. Of those, help desk ticketing across email, chat and phone and managing internal and customer support requests in one queue are not what Insightly is typically brought in for.
What can HappyFox do that Insightly cannot?
HappyFox covers Ticketing, Knowledge base, Automation, SLA management. Insightly covers Contact management, Deal tracking, Project management, Task management. Both handle Reporting, Slack, Zapier, SOC2.

Answered from the vendors’ own pages

HappyFox: Does HappyFox offer a free trial?

Yes, every HappyFox plan starts with a 14-day free trial with no credit card required.

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
HappyFox: What is HappyFox's pricing model?

HappyFox uses per-agent pricing with monthly charges for each support agent. Annual billing offers 20% savings. The Basic plan is limited to 5 agents; higher tiers include unlimited agents.

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
HappyFox: What discounts does HappyFox offer?

HappyFox offers 20% annual billing discount, free one-year licenses for eligible startups on HappyFox CRM (with unlimited users and 50,000 AI credits), and discounts for non-profits and educational institutions on all plans.

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
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