Softwr

Software · head to head

Insightly vs Clay

Insightly logo

Insightly

Software

CRM & project management for any business

From
Free
Rated
-
Clay logo

Clay

Software

Data platform for sales teams

From
On request
Rated
-

The short version

  • Only Insightly has a free tier, so it costs nothing to try first.
  • Each has a real cost: Insightly record counts are capped by plan, at 100,000 on Plus and 500,000 on Enterprise, so the database size decides the tier; Clay two separate meters run at once, actions and data credits, and a plan can exhaust either independently
  • They diverge on capability: Insightly covers Deal tracking, Clay covers Data enrichment.

Where they differ

Only the attributes on which Insightly and Clay actually diverge.

Attributes where Insightly and Clay differ
AttributeInsightlyClay
Starting priceFreeOn request
Pricing modelsubscriptionquote
Free tierYesNo
PlatformsWeb, Ios, AndroidWeb
Founded20102021

Identical on both: 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 Insightly

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

Only in Clay

  • Data enrichment
  • Workflow automation
  • Integration
  • API access
  • Salesforce
  • HubSpot
  • English language support

Both cover

  • Contact management
  • Slack
  • Zapier
  • GDPR
  • Cloud deployment
  • Web support

What people use each for

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

Insightly

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

Clay

  • Enriching prospect lists from multiple data providers in one tablenot Insightly
  • Building automated outbound research and outreach workflowsnot Insightly

Where each one falls short

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

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

Clay

  • Two separate meters run at once, actions and data credits, and a plan can exhaust either independently
  • Data credit overage is sold at a 30% premium over the plan rate, so exceeding the allowance costs more per unit than planning for it
  • The free plan allows 500 actions, 100 data credits and 200 rows per table
  • The entry paid plan starts at $167 a month, and both paid prices are starting figures rather than fixed
  • The free plan cannot buy overage at all, so hitting the limit stops work rather than billing for it

Pricing, plan by plan

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

Clay

On request
  • Pricing upon request$undefined/month
    • Data enrichment
    • Integration
    • Support

Which should you pick?

Choose Insightly if

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

Choose Clay if

  • You need data enrichment.
  • You also want workflow automation.

Questions people ask

Is Insightly or Clay better?
Neither clearly leads. Insightly starts at Free and Clay at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Insightly or Clay?
Insightly has a free tier; the other does not. Paid plans start at Free for Insightly and On request for Clay.
Does Insightly or Clay run on more platforms?
Insightly runs on Web, Ios, Android. Clay runs on Web.
Can I use Insightly for free?
Yes. Insightly has a free tier, so you can try it without paying. Clay starts at On request.
What is Insightly best used for?
Insightly is most often used for crm with project delivery tracking after the sale, managing leads, opportunities and customer projects in one record set. Of those, crm with project delivery tracking after the sale and managing leads, opportunities and customer projects in one record set are not what Clay is typically brought in for.
What can Insightly do that Clay cannot?
Insightly covers Deal tracking, Project management, Task management, Email integration. Clay covers Data enrichment, Workflow automation, Integration, API access. Both handle Contact management, Slack, Zapier, GDPR.

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