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CRM & Sales · head to head

Insightly vs Cloze

Insightly logo

Insightly

CRM & Sales

CRM & project management for any business

From
Free
Rated
-
Full reviewWebsite
Cloze logo

Cloze

CRM & Sales

Relationship management for professionals

From
$50/month
Rated
-
Full reviewWebsite

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; 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
  • They diverge on capability: Insightly covers Deal tracking, Cloze covers Communication history.

Where they differ

Only the attributes on which Insightly and Cloze actually diverge.

Attributes where Insightly and Cloze differ
AttributeInsightlyCloze
Starting priceFree$50/month
Free tierYesNo
Founded20102012

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

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
  • Email integration
  • Reporting
  • Mobile app
  • Mailchimp
  • Slack
  • Zapier

Only in Cloze

  • Communication history
  • Relationship insights
  • Integration aggregation
  • Gmail
  • Outlook
  • LinkedIn
  • Twitter
  • Phone

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.

Insightly

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

Cloze

  • CRM that builds contact records automatically from email and calendarnot Insightly
  • Tracking relationships and follow ups without manual data entrynot 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

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

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

Cloze

$50/month
  • Professional$50/month
    • Contact management
    • Communication history
    • Insights
  • Team$100/month
    • Everything in Professional
    • Team collaboration
    • Advanced analytics

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.
Insightly review

Choose Cloze if

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

Questions people ask

Is Insightly or Cloze better?
Neither clearly leads. Insightly starts at Free and Cloze at $50/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Insightly or Cloze?
Insightly has a free tier; the other does not. Paid plans start at Free for Insightly and $50/month for Cloze.
Does Insightly or Cloze 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 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 Cloze is typically brought in for.
What can Insightly do that Cloze cannot?
Insightly covers Deal tracking, Project management, Email integration, Reporting. Cloze covers Communication history, Relationship insights, Integration aggregation, Gmail. Both handle Contact management, Task management, GDPR, Cloud deployment.
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Related pages

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