Capsule CRM vs Insightly
Price, platforms and features side by side. The table says where each price was read and when.
Capsule CRM
Small-business CRM for contacts, sales pipelines and projects
Insightly
CRM with built-in project management for after the sale
Where they differ
- Capsule CRM starts at $18 per user / month, billed annually ($22 billed monthly). Insightly starts at $29 per user / month, billed annually.
- Capsule CRM has a free plan. Insightly does not, though it has a free trial.
- Capsule CRM also covers kanban boards.
At a glance
| Capsule CRM | Insightly | |
|---|---|---|
| Pricing | Free plan | Free trial |
| Starts at | $18 per user / month, billed annually ($22 billed monthly) | $29 per user / month, billed annually |
| Free plan | Free plan for up to 2 users: 250 contacts, 5 custom fields, 1 sales pipeline with custom milestones and a single project board. No time limit. | None |
| Free trial | 14-day free trial of any paid plan, no card required | 14-day free trial, no credit card required |
| Web | ||
| iOS | ||
| Android | ||
| Made by | Zestia Ltd | Insightly Inc. (an Unbounce company) |
| Price read from | capsulecrm.com | insightly.com |
| Checked | Oct 5, 2026 | Oct 5, 2026 |
Who each one suits
Capsule CRM
- Solo users and pairs who want a free CRM for up to 250 contacts
- Small businesses that manage both sales and client projects
- Nonprofits, which are offered a 30% discount
Insightly
- Businesses that deliver projects after the sale and want one system for both
- Teams that expect to need custom fields and role-based permissions
- Companies that also want marketing and support tools from the same vendor
Worth knowing
Capsule CRM
- The Free plan is limited to 2 users, 250 contacts, 5 custom fields and one sales pipeline.
- Workflow automations, email sync and multiple pipelines start at Growth, $36 per user / month billed annually ($40 monthly).
- Paid plans cap contacts: 30,000 on Starter, 60,000 on Growth, 120,000 on Advanced and 240,000 on Ultimate.
- Email campaigns come from a separate Marketing add-on, listed from $11 a month.
Insightly
- The pricing page lists no free plan, only a 14-day trial.
- Prices are shown for annual billing only; the pricing page gives no monthly rates.
- Lead routing, workflow automation and AI Copilot start at Professional; products, price books and quotes need Enterprise.
- Plans cap total records: 100,000 on Plus, 250,000 on Professional and 500,000 on Enterprise.
Key features
Capsule CRM
- Contact management
- Each contact record holds notes, emails and files. Contact limits rise with the plan, from 250 on Free to 240,000 on Ultimate.
- Sales pipeline
- Opportunities move through a kanban-style pipeline with custom milestones, and a pipeline dashboard shows conversion rate and forecast. Multiple pipelines need Growth or above.
- Project boards
- Project boards track the work delivered after a sale. The free plan has a single board, Growth allows multiple boards and Advanced lists 50.
- Workflow automations
- From the Growth plan, automations run a repeatable series of tasks, email notifications or stage changes on pipeline and project boards.
- AI tools
- Starter includes an AI pipeline generator. Growth adds AI summaries of recent activity, contact and business enrichment, and a meeting prep brief that is still in beta.
- Mobile apps
- The iOS and Android apps log calls automatically, sync changes made offline once reconnected, and show caller ID on iOS for unsaved numbers.
Insightly
- Pipelines and lead management
- Leads are captured, prioritized and distributed by criteria, and opportunities move through customizable pipelines. Lead assignment and routing start at Professional.
- Projects from won deals
- A won opportunity can be converted into a project and delivered with pipelines, milestones and tasks, so work after the sale stays in the same system.
- Workflow automation
- Automation takes over repetitive steps such as emails, reminders and onboarding tasks. Workflow automation is listed as a Professional plan feature.
- Dashboards and reports
- Advanced reports and pre-built business dashboards are included from the Plus plan, with customizable KPIs and dashboards that can be shared with the team.
- AI Copilot
- Copilot automates tasks, summarizes records and surfaces information from plain-language prompts. It is included from the Professional plan.
- Email sidebars and mobile apps
- Sidebars for Gmail and Outlook show and create leads and contacts from the inbox. The iOS and Android apps add business card scanning and voice notes.
Plans
Capsule CRM
Free$0
Maximum 2 users, with 250 contacts, 5 custom fields, 1 sales pipeline and custom sales milestones.
Starter$18
per user / month, billed annually ($22 billed monthly)
30,000 contacts, email templates, a shared mailbox, basic reporting, premium integrations, goals and the AI pipeline generator.
Growth$36
per user / month, billed annually ($40 billed monthly)
60,000 contacts, workflow automations, advanced sales reporting, multiple pipelines and project boards, email sync and AI summaries.
Advanced$54
per user / month, billed annually ($60 billed monthly)
Everything in Growth with 120,000 contacts, 50 sales pipelines and 50 project boards.
Ultimate$72
per user / month, billed annually ($75 billed monthly)
For teams of 5 or more: 240,000 contacts, a dedicated account manager, custom training and ongoing priority support.
Insightly
Plus$29
per user / month, billed annually
Lead and contact management, project management, advanced reports and pre-built dashboards. 100,000 records and 10 GB of file storage.
Professional$49
per user / month, billed annually
Adds lead assignment and routing, workflow automation and AI Copilot. 250,000 records and 100 GB of file storage.
Enterprise$99
per user / month, billed annually
Adds sandboxes, products, price books and quotes, and audit logging. 500,000 records and 250 GB of file storage.
Ways to pay less
Capsule CRM
- Annual discount
Save up to 18% by paying annually
Capsule's pricing page says paying annually saves up to 18%: Starter is $18 per user a month billed annually against $22 billed monthly.
- Nonprofit
30% discount for nonprofits
Capsule's page for nonprofit organizations says it offers them a 30% discount; nonprofits with special requirements are asked to get in touch.
Insightly
No public discounts listed.
