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CRM · head to head

Insightly vs Klaus

Insightly logo

Insightly

CRM

CRM & project management for any business

From
Free
Free plan
Yes
Full reviewWebsite
Klaus logo

Klaus

Customer Support

AI-powered quality management for support teams

From
$50/month
Free plan
No
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; Klaus no longer available as standalone product after Zendesk acquisition
  • They diverge on capability: Insightly covers Contact management, Klaus covers AI-powered QA.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which Insightly and Klaus actually diverge.

Attributes where Insightly and Klaus differ
AttributeInsightlyKlaus
Starting priceFree$50/month
Pricing modelsubscriptionUnknown
Free tierYesNo
PlatformsWeb, Ios, AndroidWeb
CategoryCRMCustomer Support
Founded20102017

Identical on both: 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 Insightly

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

Only in Klaus

  • AI-powered QA
  • Conversation reviews
  • Scorecards
  • Coaching
  • Performance analytics
  • Calibration
  • Zendesk
  • Intercom

Both cover

  • SOC2
  • GDPR
  • ISO27001
  • 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 Klaus
  • Managing leads, opportunities and customer projects in one record setnot Klaus

Klaus

  • Quality assurancenot Insightly
  • Agent coachingnot Insightly
  • Performance trackingnot 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

Klaus

  • No longer available as standalone product after Zendesk acquisition
  • Requires separate Zendesk subscription (not included in base plan)
  • Cannot be used with non-Zendesk help desk systems

Pricing, plan by plan

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

Klaus

$50/month
  • Workforce Engagement Bundle$50/month
    • Includes Zendesk QA (formerly Klaus)
    • Requires base Zendesk Support or Suite plan
    • 100% conversation review with AI

Which should you pick?

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

Choose Klaus if

  • You need ai-powered qa.
  • You also want conversation reviews.
Klaus review

Questions people ask

Is Insightly or Klaus better?
Neither clearly leads. Insightly starts at Free and Klaus at $50/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Insightly or Klaus?
Insightly has a free tier; the other does not. Paid plans start at Free for Insightly and $50/month for Klaus.
Does Insightly or Klaus run on more platforms?
Insightly runs on Web, Ios, Android. Klaus runs on Web.
Can I use Insightly for free?
Yes. Insightly has a free tier, so you can try it without paying. Klaus 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 Klaus is typically brought in for.
What can Insightly do that Klaus cannot?
Insightly covers Contact management, Deal tracking, Project management, Task management. Klaus covers AI-powered QA, Conversation reviews, Scorecards, Coaching. Both handle SOC2, GDPR, ISO27001, Web support.

Answered from the vendors’ own pages

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
Klaus: Is Klaus still available as a standalone product?

No. Klaus was acquired by Zendesk in February 2024 and is now integrated into Zendesk as Zendesk QA, requiring a paid Zendesk plan as the base.

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
Klaus: What QA features does Klaus provide?

Klaus automatically reviews 100% of customer interactions using AI, provides immediate performance insights, reduces QA time by 80%, and improves CSAT scores through targeted coaching.

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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