Insightly vs Dynamics 365

Salesforce Sales Cloud

Zoho CRM

Pipedrive

SAP Concur

NetSuite

SAP S/4HANA Cloud

Compare Insightly and Dynamics 365 based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and AI-based features.

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly is trusted by more than a million users worldwide.

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Activity/News Feed

Alerts/Notifications

Appointment Scheduling

Assignment Management

Batch Processing

Budgeting/Forecasting

Business Card/Badge Scanning

Calendar Sync

Calendar/Reminder System

Campaign Management

Collaboration Tools

Commenting/Notes

Commission Management

Configurable Workflow

Contact Database

Contact Management

Contract/License Management

Customer Database

Customer Engagement

Customer Segmentation

Customer Support

Customizable Branding

Customizable Fields

Customizable Reports

Customizable Templates

Dashboard

Dashboard Creation

Data Import/Export

Data Visualization

Deal Management

Document Management

Document Storage

Drag & Drop

Dynamic Modeling

Email Management

Email Marketing

Email Templates

Email Tracking

Event Triggered Actions

Field Sales Management

File Management

File Sharing

For Insurance Industry

For iPad Devices

For Mac Devices

For Sales Teams/Organizations

For Small Businesses

For Startups

Forecasting

Goal Setting/Tracking

Graphical Data Presentation

Interaction Tracking

Internal Chat Integration

Kanban Board

Lead Capture

Lead Distribution

Lead Generation

Lead Management

Lead Nurturing

Lead Qualification

Lead Segmentation

Marketing Automation

Mobile Access

Mobile App

Modeling & Simulation

Monitoring

Multi-Currency

Opportunity Management

Percent-Complete Tracking

Performance Metrics

Pipeline Management

Pipeline Reports

Prioritization

Process/Workflow Automation

Project Planning

Project Planning/Scheduling

Project Templates

Project Tracking

Proposal Generation

Prospecting Tools

Quotes/Estimates

Real-Time Analytics

Real-Time Data

Real-Time Notifications

Real-Time Reporting

Real-Time Updates

Recurring Tasks

Referral Tracking

Reminders

Reporting & Statistics

Reporting/Analytics

Reporting/Project Tracking

Role-Based Permissions

Sales Activity Management

Sales Forecasting

Insightly

Android

Web-based

Windows

iPad

iPhone

Freelance

Insight features a comprehensive feature set, and is easy to use, making it a popular choice for companies looking to streamline their operations and drive growth.

Project Manager

Insightly CRM is a great option to consider, it has all the needed features like dashboard, process workflow, lead management, opportunities , converting opportunities to project, etc.

COO and Technical Director

If we were paying more I would be really dissatisfied. Oh and they are just appalling at sharing their product roadmap.

Entrepreneur

I love the to-do list and the fact that it makes it so much easier in business to keep everyone on the same page. I also love the ease of use of this CRM.

Recruitment Consultant

There are community threads with problems that are unresolved from 3-4 years ago. Support is non existent and the staff are clueless about their own product.

GED 

I also love its ability to integrate with other tools like email and marketing automation, saving me time and increasing my productivity.

Account executive

It's easy to find information about  proposals and opportunities that coworkers are working on. It's easy to link  contacts, leads, and opportunities.

Vice President of Operations

The reporting is limited for our needs. Attachments are sometimes lost when we send emails through Insightly.

Vice President business development 

Has all the features a business needs like ease of use, robust reporting & customizations without the high cost that comes other well known CRMs.

Co-founder

The interface looks like something from 1998. The icons are goofy and the learning curve is terrible.

Director of Marketing

Cloud-based - I liked the ability to use on my handheld.

communications officer 

Task portion of the app is a bit complicated and takes too many steps. Hate that notes aren't automatically refreshed.

Founder

It was easy to use and setup. I like that it was integrated with G Suites, which is how I found out about it in the first place.

Marketing Assistant

Great for contact management from the perspective of customer support.

Manager

Interface helps you to get familiar with a CRM when you are recently introduce to customer administration matters.

Operations Manager

Overall, the system is good for a smaller organization that is not putting large stresses on their CRM.

Founder and Financial Advisor

I found Insightly to be very easy to get started with, and from a cost standpoint, it felt like a practical, cost-effective option.

co-director

Too many pebbles in the shoe. They move on with the sizzle, but ignore the steak.

Insightly screenshot: Gain valuable insight into the most important aspects of the business with reports and dashboards

Insightly screenshot: Powerful and flexible pipelines that automate your sales process

Insightly screenshot: Manage business relationships - customers, vendors and employees in one place

Insightly screenshot: Track lead activity and status so nothing falls through the crack

Insightly screenshot: Reports provide insight into sales and productivity performance

Insightly screenshot: Use pipelines or milestones to track project deliverables and progress

Insightly screenshot: Manage your business on the go with Insightly's mobile app

Freelancers

Large Enterprises

Mid Size Business

Non Profit

Small Business

NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

SAP S/4HANA Cloud is a cloud-based intelligent ERP system specifically developed for companies in all industries offering them a broad and flexible functionality.

SAP Concur is a leading cloud-based spend management solution that helps small, medium, and large businesses automate and simplify expense reporting, travel booking, and invoice processing. It’s designed to give organizations better control over their business spend by integrating near real-time data and using AI to audit 100% of transactions.

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

Insightly vs Dynamics 365 Comparison (2026)

Insightly

Dynamics 365

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives