Capsule vs Insightly: Capsule fits most teams of 5
Start here: Capsule
Small and medium businesses on tight budgets
Our pick for most teams
/ 100
- Price
- From $216/user/yr (yearly only)
- Free plan
- Max 2 users, 250 contacts, 5 custom fields, 1 sales pipeline
vs/ 100
- Price
- From $348/user/yr (yearly only)
- Free plan
- No free plan
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Which one fits your team
- Checked 2026-10-14
- 3 sources
The score is worked out from the facts below. How we score tools. What we earn is not part of it.
Capsule: who it fits and who it does not
- Good for
- Small and medium businesses on tight budgets
- Small teams and independent agencies
- Relationship-based service businesses
- Non-technical users wanting an easy interface
- Not for
- Teams needing advanced features or deep marketing automation
- Large organizations and complex customization needs
- Users who need phone or live-chat support
- The catch
- Easy and affordable, but reporting, marketing automation and customization are basic and support is email-only.
Data last verified: 2026-10-14
How we make money · How we score tools
Insightly: who it fits and who it does not
- Good for
- Small to mid-sized businesses wanting a user-friendly CRM
- Service and project-driven firms (agencies, consultancies, manufacturers)
- Teams wanting sales and project delivery in one tool
- Not for
- Teams that only track leads and need a lighter, cheaper tool
- Large enterprises with very complex workflows
- Users needing 24/7 live support or advanced social tools
- The catch
- Combines CRM and project delivery, but workflow automation and AI are gated to higher-priced plans and premium support is expensive.
Data last verified: 2026-10-14
How we make money · How we score tools
What each one costs over five years
Same team size, cheapest plan of each, paid monthly or yearly.
Capsule
Five years for a team of 5, paid yearly: $5,400
On the Starter plan, at today's price. We do not assume a rise.
- Paid monthly, one year
- Not verified
- Paid yearly, one year
- $1,080
- "Starter" has no verified monthly price
Change the number to see your own total. Nothing is sent anywhere.
Vendor pricing page · checked 2026-10-18Insightly
Five years for a team of 5, paid yearly: $8,700
On the Plus plan, at today's price. We do not assume a rise.
- Paid monthly, one year
- Not verified
- Paid yearly, one year
- $1,740
- "Plus" has no verified monthly price
Change the number to see your own total. Nothing is sent anywhere.
Vendor pricing page · checked 2026-10-18The four facts that decide it
Every figure comes from the vendor's own pages, listed under Sources. | Capsule | Insightly |
|---|
| Score out of 100 | 96.1 | 55.1 |
|---|
| Cheapest plan | Starter | Plus |
|---|
| Free plan | Max 2 users, 250 contacts, 5 custom fields, 1 sales pipeline | No free plan |
|---|
| Works with (apps) | 7 | 10 |
|---|
Every figure comes from the vendor's own pages, listed under Sources.
Capsule
- Score out of 100
- 96.1
- Cheapest plan
- Starter
- Free plan
- Max 2 users, 250 contacts, 5 custom fields, 1 sales pipeline
- Works with (apps)
- 7
Insightly
- Score out of 100
- 55.1
- Cheapest plan
- Plus
- Free plan
- No free plan
- Works with (apps)
- 10
Feature by feature, on the same list
Open a row for the vendor's own wording and the page we read it on.
Contact managementCapsule: YesInsightly: Yes▾
- Capsule
- 250 contacts on Free up to 120,000 on Advanced
Vendor page · checked 2026-10-14- Insightly
- Contact and organization management on all CRM plans
Vendor page · checked 2026-10-14
Track deals in stagesCapsule: YesInsightly: Yes▾
- Capsule
- 1 pipeline on Free; multiple on Growth; 50 on Advanced
Vendor page · checked 2026-10-14- Insightly
- Customizable sales processes on all CRM plans
Vendor page · checked 2026-10-14
Works with your emailCapsule: YesInsightly: Yes▾
- Capsule
- Gmail/Outlook sending on Free; Shared Mailbox and templates on Starter; Email Sync on Growth
Vendor page · checked 2026-10-14- Insightly
- Bidirectional email sync on all CRM plans
Vendor page · checked 2026-10-14
Automatic follow-up emailsCapsule: YesInsightly: Not verified▾
- Capsule
- Via Transpond marketing automation add-on: 'Create triggers and sequences for communications'
Vendor page · checked 2026-10-14- Insightly
- Not verified: the vendor gives no detail.
Not verified
Does routine steps for youCapsule: YesInsightly: Yes▾
- Capsule
- 'Workflow Automations' on Growth; not included on Free
Vendor page · checked 2026-10-14- Insightly
- Complete workflow automation on Professional and Enterprise; not Plus
Vendor page · checked 2026-10-14
Reports and dashboardsCapsule: YesInsightly: Yes▾
- Capsule
- Basic Reporting on Starter; Advanced Sales Reporting and Reporting Dashboards on Growth
Vendor page · checked 2026-10-14- Insightly
- Built-in dashboards on all plans; custom insight cards limited on Professional, unlimited on Enterprise
Vendor page · checked 2026-10-14
Forms that capture leadsCapsule: YesInsightly: Yes▾
- Capsule
- Via the Transpond marketing add-on (from $11/month), which shows lead capture forms
Vendor page · checked 2026-10-14- Insightly
- Web-to-lead capture on all CRM plans
Vendor page · checked 2026-10-14
Your own fieldsCapsule: YesInsightly: Yes▾
- Capsule
- 5 custom fields on Free
Vendor page · checked 2026-10-14- Insightly
- 50 on Plus, 100 on Professional, 200 on Enterprise
Vendor page · checked 2026-10-14
Mobile appCapsule: YesInsightly: Yes▾
- Capsule
- iOS and Android apps linked from the site; not plan-specific
Vendor page · checked 2026-10-14- Insightly
- Insightly mobile app on all CRM plans
Vendor page · checked 2026-10-14
Connects to your other apps (API)Capsule: YesInsightly: Yes▾
- Capsule
- 'API for Developers' linked in footer; plan-level terms not stated
Vendor page · checked 2026-10-14- Insightly
- REST public API on all CRM plans; webhooks not on Plus
Vendor page · checked 2026-10-14
What you risk by starting
Capsule
Trial, refunds and getting your data out of Capsule.
- Free trial
- 14-day free trial
- Vendor page · checked 2026-10-18
- Card required to start
- No
- Vendor page · checked 2026-10-18
- Refund policy
- Not verified
- Vendor page · checked 2026-10-18
- Getting your data out
- Not verified
- Vendor page · checked 2026-10-18
- Effort to switch away
- Not verified
- Vendor page · checked 2026-10-18
Insightly
Trial, refunds and getting your data out of Insightly.
- Free trial
- 14-day free trial
- Vendor page · checked 2026-10-18
- Card required to start
- No
- Vendor page · checked 2026-10-18
- Refund policy
- Not verified
- Vendor page · checked 2026-10-18
- Getting your data out
- Not verified
- Vendor page · checked 2026-10-18
- Effort to switch away
- Not verified
- Vendor page · checked 2026-10-18
Where these facts come from
What to do next
You can leave now. Nothing here expires.
Data last verified: 2026-10-14