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CRM · head to head

Insightly vs Richpanel

Insightly logo

Insightly

CRM

CRM & project management for any business

From
Free
Free plan
Yes
Full reviewWebsite
Richpanel logo

Richpanel

Customer Support

AI-native helpdesk for e-commerce customer support

From
$99/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; Richpanel primarily focused on e-commerce, not ideal for other industries
  • They diverge on capability: Insightly covers Contact management, Richpanel covers AI-native agent.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which Insightly and Richpanel actually diverge.

Attributes where Insightly and Richpanel differ
AttributeInsightlyRichpanel
Starting priceFree$99/month
Pricing modelsubscriptionPer-seat plus per-conversation for AI agents
Free tierYesNo
PlatformsWeb, Ios, AndroidWeb, Mobile, API
CategoryCRMCustomer Support
Founded20102020

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 Richpanel

  • AI-native agent
  • Multi-channel inbox
  • E-commerce integrations
  • QA Agent
  • Social Media Agent
  • Self-Service Portal
  • AI Safety features
  • Copilot mode

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

Richpanel

  • Automating e-commerce customer support with AInot Insightly
  • Resolving returns and exchanges automaticallynot Insightly
  • Responding to social media inquiries at scalenot Insightly
  • Providing full customer context across all support channelsnot Insightly
  • Reducing support costs while improving response timesnot 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

Richpanel

  • Primarily focused on e-commerce, not ideal for other industries
  • AI conversation pricing ($0.20 per conversation) requires monitoring to control costs
  • Minimum $200 monthly charge for AI agents may not suit small businesses
  • Heavy emphasis on e-commerce integrations (Shopify, Recharge) limits flexibility
  • No published pricing for enterprise or custom plans

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

Richpanel

$99/month
  • Helpdesk Seat$99/month
    • Unified inbox across all channels
    • Round-robin assignment
    • CSAT reporting
  • AI Agent$0.2/conversation
    • End-to-end conversation resolution
    • Multi-channel automation
    • Customer context from Shopify, Recharge, Loop, Yotpo
  • Returns & Exchanges$99/month
    • Automated returns and exchange policies
    • Exchange incentives
    • Fraud prevention

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 Richpanel if

  • You need ai-native agent.
  • You work on Web, Mobile, API.
  • You also want multi-channel inbox.
Richpanel review

Questions people ask

Is Insightly or Richpanel better?
Neither clearly leads. Insightly starts at Free and Richpanel at $99/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Insightly or Richpanel?
Insightly has a free tier; the other does not. Paid plans start at Free for Insightly and $99/month for Richpanel.
Does Insightly or Richpanel run on more platforms?
Insightly runs on Web, Ios, Android. Richpanel runs on Web, Mobile, API.
Can I use Insightly for free?
Yes. Insightly has a free tier, so you can try it without paying. Richpanel starts at $99/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 Richpanel is typically brought in for.
What can Insightly do that Richpanel cannot?
Insightly covers Contact management, Deal tracking, Project management, Task management. Richpanel covers AI-native agent, Multi-channel inbox, E-commerce integrations, QA Agent.

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
Richpanel: What is the guarantee on AI automation?

Richpanel guarantees 50% automation within 30 days, or refunds every dollar back. The company also guarantees 30% lower bills compared to competitive AI and helpdesk stacks.

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
Richpanel: How much does AI cost per conversation?

AI-handled conversations cost $0.20 each with a $200 minimum monthly charge. This covers all AI features including QA Agent, Social Media Agent, and Copilot functionality.

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
Richpanel: Which e-commerce platforms does Richpanel integrate with?

Richpanel integrates with Shopify, Recharge, Loop, and Yotpo to provide full customer context during support interactions.

Source
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