Capsule vs Insightly: CRM Comparison (2026)
Capsule and Insightly both offer CRM platforms with free tiers and workflow automation. Capsule offers AI Pipeline Generator, while Insightly provides AI Copilot. Insightly includes project management and custom scoring models, which are not listed for Capsule. Capsule supports multiple sales pipelines, whereas Insightly provides pre-built business dashboards and advanced reports.
AI Citation Scorecard
How often each is cited by major AI engines when buyers ask crm questions. Last 90 days across ChatGPT, Perplexity, Gemini, Claude, and Copilot.
Probes run hourly; each (engine × query) combo retests every ~3 days.
Pricing
Key Features
- ✓250 Contacts
- ✓5 custom fields
- ✓1 Sales Pipeline
- ✓Advanced Mail Connection
- ✓Email Templates
- ✓Workflow Automations
- ✓AI Pipeline Generator
- ✓Multiple Sales Pipelines
- ✓Lead and contact management
- ✓Project management
- ✓Advanced reports
- ✓Pre-built business dashboards
- ✓AI Copilot
- ✓Workflow automation
- ✓Custom scoring models
- ✓Unlimited role-based permissions
When to choose Capsule
Capsule is suitable for users who need multiple sales pipelines and an AI Pipeline Generator. It also offers advanced mail connection and email templates. Its free tier is a permanent plan.
When to choose Insightly
Insightly is suitable for users who require project management, custom scoring models, and pre-built business dashboards. It offers an AI Copilot and advanced reports. Its free tier is a trial.