Insightly CRM vs Odoo CRM

Insightly CRM helps businesses manage customer relationships, leads, sales pipelines and reports. The company positions it for mid-market firms seeking a customizable system that can scale with growth. Sales functions include capturing and prioritizing leads, distributing them, managing opportunities and configuring pipelines. Workflow automation can send emails, update records, run custom code and trigger webhooks. Closed opportunities can become projects with related records, details and tasks carried over. The CRM includes email sync, mobile apps and AI features, including AI Copilot and AI-assisted email summaries and replies. Professional supports up to 100 shareable dashboards, while Enterprise supports unlimited dashboards. AppConnect provides no-code integration and workflow building for hundreds of apps; listed examples include QuickBooks Online, Slack, Shopify, Xero, Gmail and DocuSign. Insightly states it has SOC 2 Type II attestation and GDPR-related data processing terms and controls. Its compliance page reports 99.95 percent continuous uptime every year. Each plan includes setup guidance, help-center resources and phone or email support. There is no free plan; the CRM trial lasts 14 days and does not require a credit card. Plans are priced per user, billed annually: Plus is $29 a month, Professional $49 a month and Enterprise $99 a month.

Odoo CRM helps teams track sales opportunities, plan follow-ups and forecast sales through a Kanban pipeline. Leads can come from email, VoIP calls, social reactions, website visitors, event attendees and support tickets; predictive criteria including past performance estimate their likelihood of success. Users can automate lead creation, team assignment and scheduled activities. Communication channels include email, live chat, SMS and VoIP. CRM reporting includes lead and opportunity analysis, cohort analysis, dashboards and sales KPIs. Odoo Calendar can sync with Google Calendar and Outlook, and opportunity records can be used to create meetings. The Outlook plugin can create opportunities from an email panel in desktop or web Outlook. One App Free costs nothing for one app with unlimited users. Standard costs $24.90 a month billed yearly and the page also shows US$ 31.10 per user per month. Custom costs $49 a month billed yearly and also shows US$ 61.00 per user per month; Odoo.sh hosting costs extra. Odoo is open source, and its Custom plan includes external API access.