Insightly vs Maximizer CRM (2026): which should you pick?
As of Nov 12, 2026, Insightly grades higher than Maximizer CRM: 2.2 against 1.6 out of 4.0.
Checked Oct 5, 2026 and Nov 12, 2026 · graded Oct 10, 2026 and Nov 12, 2026 by ToolGPA
Insightly grades higher on the free plan and features. They get the same grade on value for money, ease of use and platforms.
Price, platforms and features side by side. The table says where each price was read and when.
Insightly
CRM with built-in project management for after the sale
Maximizer CRM
Customizable CRM that works from Outlook, with a finance edition
Which one is for you
Pick Insightly if
- Fits if you deliver a project after every sale and want both in one system
- Works for teams that need custom fields and role-based permissions from the start
Look elsewhere if
- Pricey if you need workflow automation, lead routing or the AI Copilot, which start on Professional at $49 a user
- Skip it if you want to pay monthly, as the pricing page gives annual rates only
- Not for you if you want a free plan, because there's only a 14-day trial
- Watch out: quotes and price books need Enterprise at $99 a user, and marketing and ticketing are separate products
- Tight if your database is big: records stop at 100,000 on Plus and 250,000 on Professional
Pick Maximizer CRM if
- Fits if your team lives in Outlook and Microsoft 365
- Makes sense if you need the CRM installed on your own servers
Look elsewhere if
- Pricey if you are one person: Core is $65 a user and the pipeline needs $79
- Skip it if you want automation or AI, because both start on Business + at $89
- Watch out: billing basis isn't stated, and Enterprise and On-Premise have no published price
- Not for you if you want to try before talking to sales, as no trial is listed
How we grade them
| 2.2GPAInsightlyFair | 1.6GPAMaximizer CRMWeak | |
|---|---|---|
| Value for money | DPlus is $29 a user a month against a middle of $24 for the CRMs here, and that's before you notice what's missing from it. Workflow automation, lead routing and the AI Copilot need Professional at $49, quotes and price books Enterprise at $99, and the pricing page shows annual billing only. | D$65 a user for Core, and the pipeline views start at $79 and the workflows and AI at $89, against a category middle of $25. |
| Free plan and trial | CThe pricing page lists no free plan, just a 14-day trial, though at least it doesn't ask for a card. After that the only prices shown are for a year at a time, so there's no single month to pay for while you think it over. | FNo free plan and no trial; the pricing page points to a demo. |
| Features | BLead and opportunity pipelines, projects made from won deals, workflow automation, advanced reports and dashboards, an AI Copilot, and sidebars for Gmail and Outlook. That's the CRM job plus the delivery work after it. Marketing automation and support ticketing are separate products you buy. | CContacts, pipeline, forecasting and workflows. AI insights and automation need Business +, and investment data for advisers is still listed as coming soon. |
| Ease of use | CNo rating on record, and getting going means building pipelines, custom fields and permissions rather than opening an app and typing. The Gmail and Outlook sidebars help once you're set up, and the phone apps scan business cards and take voice notes. | CNo store rating on record. Adding Outlook, dashboards and workflows takes setup. |
| Platforms and integrations | BWeb, iPhone and Android, with sidebars for Gmail and Outlook, but no desktop app. It connects to Slack, QuickBooks Online, Xero, Shopify, Jira and Calendly, and there's an API. | BWeb, Microsoft Outlook and Microsoft 365, a mobile access feature, and an on-premise version. The list of integrations is short. |
| Best for | teams that deliver projects after the sale | a CRM that works from inside Outlook |
The GPA is the average of the five grades: an A is 4 points, an F is none. The full reasons are on each tool's page: Insightly and Maximizer CRM. How we grade
Price against what you get
Insightly starts at $29 a month for each person and scores 2.7 out of 4 on features, ease of use and platforms. Maximizer CRM starts at $65 a month for each person and scores 2.3.
Insightly scores higher and starts $36 a month lower. Of the other CRM tools on the chart, 6 score higher than Insightly for less, and 35 score higher than Maximizer CRM for less.
Features, ease of use and platforms, averaged
What paid plans start at, a month (each step along is roughly double) →
- The best score at each price
- Has a free plan
- No free plan
Where they differ
- Maximizer CRM is self-hostable, according to its own site.
- Insightly also covers tasks.
- Maximizer CRM also covers email campaigns and dashboards.
At a glance
| Insightly | Maximizer CRM | |
|---|---|---|
| Pricing | Free trial | Paid |
| Starts at | $29 per user / month, billed annually | $65 per user / month (billing basis not stated) |
| Free plan | None | None |
| Free trial | 14-day free trial, no credit card required | None listed |
| Web | ||
| iOS | ||
| Android | ||
| Made by | Insightly Inc. (an Unbounce company) | Maximizer Services Inc. |
| Price read from | insightly.com | maximizer.com |
| Checked | Oct 5, 2026 | Nov 12, 2026 |
Worth knowing
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.
Maximizer CRM
- The pricing page does not say whether the per-user prices are billed monthly or annually, and no trial is listed; it points to a demo.
- AI insights and workflow automation start on the Plus plans; Core has neither.
- Enterprise and On-Premise have no published price and are sold through sales.
- Investment and insurance data beside each client is listed as coming soon on the top financial services plan.
Key features
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.
Maximizer CRM
- Work from Outlook
- Emails and appointments sync to Maximizer from the inbox, and the Core plan includes working directly from Outlook.
- Pipeline and forecasting
- Business adds opportunities on kanban boards, a pipeline and forecast view and activity targets for reps and teams.
- AI insights
- The Plus plans add AI that flags deals needing attention, coaches deals, prepares meetings and summarizes calls, emails and notes.
- Financial services edition
- A separate plan set shows a whole book of business, family connections and client investments, and states audit logs and Canadian hosting.
- Workflows and email campaigns
- Automated workflows start on the Plus plans. The plan comparison also lists email campaigns, customer service cases and action plans.
- On-premise option
- The same CRM can run on the customer's own infrastructure, with control over when updates happen.
Plans
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.
Maximizer CRM
Core$65
per user / month, billing basis not stated
Contacts, tasks and reminders, interaction tracking, mobile access and working from Outlook.
Business$79
per user / month, billing basis not stated
Everything in Core, plus opportunities on kanban boards, pipeline and forecast views, custom dashboards and activity targets.
Business +$89
per user / month, billing basis not stated
Everything in Business, plus AI insights on deals, deal coaching and meeting prep, automated workflows and AI playbooks.
EnterpriseCustom
Custom solution development, a dedicated professional services team and an enterprise SLA. Sold through sales.
On-PremiseCustom
The same CRM deployed on the customer's own servers. Price on request; sold through sales.
Common questions
Which is cheaper, Insightly or Maximizer CRM?
As of Nov 12, 2026, Insightly is cheaper to start with: $29 a month for each person, against $65 a month for each person for Maximizer CRM. Insightly starts at $29 per user / month, billed annually, and Maximizer CRM starts at $65 per user / month (billing basis not stated).
Which has a free plan, Insightly or Maximizer CRM?
As of Nov 12, 2026, neither Insightly nor Maximizer CRM has a free plan. Insightly has a free trial.
Which platforms do Insightly and Maximizer CRM run on?
As of Nov 12, 2026, only Insightly lists iOS and Android apps. Both list a web app. A platform missing from a listing is one its maker's pages did not mention.
More comparisons
How this page was made
- The verdict at the top follows a fixed rule. When both tools are in the same category and either is in our top three for it, the verdict follows that ranking: the higher-placed tool is our pick. The top three weigh who each tool suits as well as its grades, so a pick can go against the GPA. Otherwise the page does not pick one and says which grades higher: the higher GPA first; on a tie, the one with a free plan, then the one that starts cheaper in dollars a month, counted the same way for both; if they are still level, what the choice depends on.
- The grades are our own, from each tool’s review or report card. The GPA is their average.
- Prices, plans and platforms come from each tool’s listing. The table above says where each price was read and when.
- The differences and the answers to the questions are worked out from those listings.