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CRM · head to head

Insightly vs Level AI

Insightly logo

Insightly

CRM

CRM & project management for any business

From
Free
Free plan
Yes
Full reviewWebsite
Level AI logo

Level AI

Customer Support

AI quality assurance and agent assist for mid-market and enterprise contact centres

From
On request
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; Level AI pricing combines a per-agent fee, a platform licence and usage-based components, so the number quoted per agent is not the number you pay and budgets set from a per-seat figure alone come in short.
  • They diverge on capability: Insightly covers Contact management, Level AI covers Automated QA scoring.
  • Prices and features above were last checked on 31 August 2026.

Where they differ

Only the attributes on which Insightly and Level AI actually diverge.

Attributes where Insightly and Level AI differ
AttributeInsightlyLevel AI
Starting priceFreeOn request
Pricing modelsubscriptionquote
Free tierYesNo
PlatformsWeb, Ios, AndroidWeb
CategoryCRMCustomer Support
Founded2010Unknown

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 Level AI

  • Automated QA scoring
  • Semantic intent search
  • Agent assist
  • Coaching workflows
  • Custom scorecards
  • Voice of customer analytics
  • Dispute and calibration
  • CCaaS integrations

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 Level AI
  • Managing leads, opportunities and customer projects in one record setnot Level AI

Level AI

  • A 400-seat support organisation reviewing 2 per cent of calls manually and wanting compliance coverage across the whole volume without adding QA headcountnot Insightly
  • A regulated financial services contact centre that must evidence disclosure wording on every recorded call rather than on a samplenot Insightly
  • A support operation onboarding a new outsourced site and needing week-one visibility into how the vendor agents actually handle contactsnot Insightly
  • A CX team trying to work out why average handle time rose 20 per cent by clustering contact drivers across a quarter of interactionsnot 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

Level AI

  • Pricing combines a per-agent fee, a platform licence and usage-based components, so the number quoted per agent is not the number you pay and budgets set from a per-seat figure alone come in short.
  • Integration to each contact centre or CRM system is charged as a separate implementation fee, which means a team running voice on one platform and chat on another pays twice before a single interaction is scored.
  • The unit economics do not work below roughly a hundred agents; smaller teams get quoted enterprise minimums that cost more than the QA analyst they were trying to avoid hiring.
  • Automated scores are only as good as the scorecard behind them, and the calibration work to get semantic questions scoring consistently falls on your QA team over several weeks before anyone trusts the output.
  • Transcription and semantic accuracy degrade on heavily accented speech, poor telephony audio and languages outside the main supported set, so multilingual operations often end up running manual QA in parallel for some queues anyway.

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

Level AI

On request
  • Level AI$undefined/year
    • Automated QA on all interactions
    • Custom scorecards
    • Semantic search

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 Level AI if

  • You need automated qa scoring.
  • You also want semantic intent search.
Level AI review

Questions people ask

Is Insightly or Level AI better?
Neither clearly leads. Insightly starts at Free and Level AI at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Insightly or Level AI?
Insightly has a free tier; the other does not. Paid plans start at Free for Insightly and On request for Level AI.
Does Insightly or Level AI run on more platforms?
Insightly runs on Web, Ios, Android. Level AI runs on Web.
Can I use Insightly for free?
Yes. Insightly has a free tier, so you can try it without paying. Level AI 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 Level AI is typically brought in for.
What can Insightly do that Level AI cannot?
Insightly covers Contact management, Deal tracking, Project management, Task management. Level AI covers Automated QA scoring, Semantic intent search, Agent assist, Coaching workflows.

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
Level AI: Does Level AI publish pricing?

No. Quotes are built per deployment from agent count, channel mix and product modules, and integration fees are added on top.

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
Level AI: Can it replace our QA analysts?

It replaces the sampling and scoring work, not the judgement. Teams typically keep analysts for calibration, disputes and coaching design.

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
Level AI: Does it work without a cloud contact centre platform?

It needs recordings and metadata from somewhere. If your telephony does not expose those through an integration or API, this is not a fit.

Level AI: How long does implementation take?

Expect weeks, not days. Connecting systems is quick; getting scorecards calibrated to the point where team leaders act on the scores takes longer.

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