CRM · head to head
Insightly vs Zendesk
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; Zendesk aI agents operate on per-resolution billing; customers pay only when an AI agent successfully resolves a ticket without escalation
- They diverge on capability: Insightly covers Contact management, Zendesk covers Ticket management.
- Prices and features above were last checked on 30 August 2026.
Where they differ
Only the attributes on which Insightly and Zendesk actually diverge.
Identical on both: pricing model (subscription), 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
- Zapier
Only in Zendesk
- Ticket management
- Omnichannel support
- Knowledge base
- Live chat
- Call center
- Analytics & reporting
- Automation
- Customer satisfaction
Both cover
- Mailchimp
- Slack
- SOC2
- ISO27001
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 Zendesk
- Managing leads, opportunities and customer projects in one record setnot Zendesk
Zendesk
- Help desk and ticketing system managementnot Insightly
- Omnichannel customer supportnot Insightly
- Knowledge base and self-service portalsnot Insightly
- AI-assisted customer servicenot 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
Zendesk
- AI agents operate on per-resolution billing; customers pay only when an AI agent successfully resolves a ticket without escalation
- Copilot and Contact Center features available as separate add-ons at £50+/agent/month
- Advanced routing, workforce engagement, and approval workflows limited to Enterprise tier
- Highest tier requires sales consultation and custom pricing
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
Zendesk
$19/monthNo published plan breakdown. See the Zendesk review.
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.
Questions people ask
- Is Insightly or Zendesk better?
- Neither clearly leads. Insightly starts at Free and Zendesk at $19/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
- Which is cheaper, Insightly or Zendesk?
- Insightly has a free tier; the other does not. Paid plans start at Free for Insightly and $19/month for Zendesk.
- Does Insightly or Zendesk run on more platforms?
- Insightly runs on Web, Ios, Android. Zendesk runs on Web.
- Can I use Insightly for free?
- Yes. Insightly has a free tier, so you can try it without paying. Zendesk starts at $19/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 Zendesk is typically brought in for.
- What can Insightly do that Zendesk cannot?
- Insightly covers Contact management, Deal tracking, Project management, Task management. Zendesk covers Ticket management, Omnichannel support, Knowledge base, Live chat. Both handle Mailchimp, Slack, SOC2, ISO27001.
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.
SourceZendesk: What is included in the free trial?
You'll have access to all features on the Zendesk Customer Service Suite Professional plan for 14 days, with Copilot included by default.
SourceInsightly: 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.
SourceZendesk: How is Zendesk pricing calculated?
Base subscription pricing is determined by your selected plan tier and the number of agent seats needed. Additional costs include usage-based features like App Builder and Voice, plus optional add-ons.
SourceInsightly: 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.
SourceZendesk: What are the contract terms?
Zendesk subscriptions are month to month, annual, or multi-year. Annual billing typically costs less than monthly payments.
SourceZendesk: Can I upgrade or downgrade my plan?
Yes, changes may apply immediately or at renewal depending on your subscription terms.
SourceRelated pages
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