Apptivo vs Freshsales vs Insightly

Apptivo

Freemium · From Free

Best for: Budget-conscious SMBs that want CRM bundled with help desk, field service, and campaign tools in one no-code platform.

Freshsales

Freemium · From Free (up to 3 users); paid plans start at $9/user/month billed annually

Best for: Sales teams that want an AI-assisted deal pipeline with built-in phone and email, especially those already using other Freshworks products.

Insightly

Subscription · From $29/user/month (billed annually)

Best for: Teams that need CRM and project management combined natively, such as agencies or professional-services firms handing closed deals to a delivery team.

Apptivo

Freshsales

Insightly

Apptivo

Pros

• Broad, all-in-one suite covering CRM, help desk, field service, and marketing
• Free Starter tier and low-cost entry-level paid plans relative to enterprise CRM suites
• No-code customization for building app-specific workflows
• Industry-specific configurations for several verticals

Cons

• Breadth of modules can mean a steeper learning curve than single-purpose CRM tools
• Higher tiers needed to unlock more advanced automation and reporting
• Some reported pricing figures vary slightly across third-party sources, so current plan details should be confirmed on Apptivo's own pricing page

Freshsales

Pros

• Free plan available for very small teams up to 3 users
• Lower cost than Salesforce at comparable functionality for SMBs
• Built-in phone and email reduce need for separate sales tools
• Integrates natively with other Freshworks products (Freshdesk, Freshservice)

Cons

• AI lead scoring and sales sequences require upgrading to the Pro tier or higher
• Less deep customization and ecosystem than Salesforce for complex enterprise sales processes
• Marketing automation is a separate product (Freshmarketer), not bundled into Freshsales
• Free and Growth tiers lack advanced reporting

Insightly

Pros

• Combines CRM and project management natively in one platform
• Three clear pricing tiers with a free 14-day trial
• Native iOS and Android mobile apps
• AI Copilot and workflow automation available on mid-tier plans
• Strong reporting with pre-built business intelligence dashboards

Cons

• REST API and webhooks require the Professional tier or above
• Some reviews note additional onboarding and premium support fees beyond listed pricing
• Recent private-equity acquisition and Unbounce merger create some brand and roadmap uncertainty
• AI Copilot query limits on lower tiers may be restrictive for heavy users
• Entry-level Plus plan lacks workflow automation and API access

Apptivo

• Unified CRM and support — Manage sales pipelines and customer support tickets in one connected platform.
• Mobile field service management — Dispatch and track a mobile workforce with native mobile apps.

Freshsales

• Small sales team pipeline management — Small teams use Freshsales' free or Growth plan to track contacts and deals through a visual pipeline without heavy setup.
• AI-assisted lead prioritization — Growing sales organizations use Freddy AI lead scoring and sales sequences on the Pro plan to prioritize outreach and automate follow-ups.
• Multi-region or multi-product sales operations — Larger sales organizations use Freshsales Enterprise's multiple pipelines, territory management, and custom modules to model complex sales structures.

Insightly

• Sales pipeline management — Sales teams track leads and opportunities through a Kanban-style pipeline from first contact to close.
• Post-sale project delivery — Teams convert closed deals directly into tracked delivery projects without switching to a separate project management tool.
• Marketing and CRM integration — Businesses combine Insightly's CRM with Unbounce's landing-page tools for connected lead capture and pipeline management.