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Capsule vs Insightly: Capsule fits most teams of 5

Start here: Capsule

Small and medium businesses on tight budgets

Our pick for most teams

96.1/ 100

Price
From $216/user/yr (yearly only)
Free plan
Max 2 users, 250 contacts, 5 custom fields, 1 sales pipeline

55.1/ 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 2026-10-18

Insightly

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 2026-10-18

The four facts that decide it

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

Capsule

https://capsulecrm.com/pricing/ · checked 2026-10-14https://capsulecrm.com/features/ · checked 2026-10-14

Insightly

https://www.insightly.com/pricing/ · checked 2026-10-14

What to do next

You can leave now. Nothing here expires.

Data last verified: 2026-10-14