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Software · head to head

Insightly vs Ontraport

Insightly logo

Insightly

Software

CRM & project management for any business

From
Free
Rated
-
Full reviewWebsite
Ontraport logo

Ontraport

Software

All-in-one CRM and marketing automation

From
$24/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; Ontraport no plan name, monthly price, contact band, user count or email send limit is published on the pricing page
  • They diverge on capability: Insightly covers Deal tracking, Ontraport covers Sales pipeline.

Where they differ

Only the attributes on which Insightly and Ontraport actually diverge.

Attributes where Insightly and Ontraport differ
AttributeInsightlyOntraport
Starting priceFree$24/month
Free tierYesNo
PlatformsWeb, Ios, AndroidWeb
Founded20102009

Identical on both: pricing model (subscription), 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
  • Mobile app
  • Mailchimp
  • Google Drive
  • DocuSign

Only in Ontraport

  • Sales pipeline
  • Email marketing
  • Marketing automation
  • Automation
  • Landing pages
  • Stripe
  • English language support

Both cover

  • Contact management
  • Reporting
  • 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 Ontraport
  • Managing leads, opportunities and customer projects in one record setnot Ontraport

Ontraport

  • CRM with marketing automation and campaign buildingnot Insightly
  • Managing contacts, pages and email sequences in one platformnot 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

Ontraport

  • No plan name, monthly price, contact band, user count or email send limit is published on the pricing page
  • Reaching a figure requires a trial signup or a sales conversation
  • The two months free saving requires 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

Ontraport

$24/month
  • Plus$24/month
    • Contact management
    • Email marketing
  • Pro$79/month
    • Everything in Plus
    • Automation
    • CRM
  • Pro+$149/month
    • Everything in Pro
    • Advanced features
    • API access

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 Ontraport if

  • You need sales pipeline.
  • You also want email marketing.
Ontraport review

Questions people ask

Is Insightly or Ontraport better?
Neither clearly leads. Insightly starts at Free and Ontraport at $24/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Insightly or Ontraport?
Insightly has a free tier; the other does not. Paid plans start at Free for Insightly and $24/month for Ontraport.
Does Insightly or Ontraport run on more platforms?
Insightly runs on Web, Ios, Android. Ontraport runs on Web.
Can I use Insightly for free?
Yes. Insightly has a free tier, so you can try it without paying. Ontraport starts at $24/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 Ontraport is typically brought in for.
What can Insightly do that Ontraport cannot?
Insightly covers Deal tracking, Project management, Task management, Email integration. Ontraport covers Sales pipeline, Email marketing, Marketing automation, Automation. Both handle Contact management, Reporting, Slack, Zapier.
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