Same-subcategory comparison

Creatio CRMvsInsightly CRM

Compare buyer fit, pricing, capability depth, and purchase constraints within one buying category. A higher score is not a universal winner.

Comparison summary

How to choose

These conclusions apply to this subcategory and the buyer conditions shown here. They do not make one product universally better.

Creatio CRM

Consider when

Mid-market and enterprise organizations running connected sales, marketing, and service workflows
Revenue and operations teams that need a configurable CRM system of record

Check before choosing

Buyers needing a simple fixed public price for a complete CRM suite
Very small teams seeking a permanent free CRM edition

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Insightly CRM

Consider when

Small and mid-market sales organizations replacing spreadsheets with a configurable cloud CRM
Teams that need lead-to-opportunity pipeline management alongside post-sale project delivery

Check before choosing

Buyers seeking a permanent free CRM plan
Teams that require marketing automation, customer support ticketing, or AppConnect included in the standalone CRM price

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Comparison summary

Most material score differences

These are the stored dimension rationales returned with each score. They explain the buyer conditions behind the gap without speculating about hidden model reasoning.

Workflow automation fit

21 pts

Creatio CRM · 89/100: Creatio directly supports no-code visual and natural-language workflow configuration plus predictive, generative, and agentic AI automation, which is a strong fit for workflow-heavy sales teams. The score is slightly below maximum because the facts do not specify every automation boundary or control surface.
Insightly CRM · 68/100: Workflow automation, webhooks, and related process tools are positioned at higher plan levels while Plus omits complete automation and lead routing, so buyers needing rules-driven handoffs must budget for Professional or Enterprise.

Customization and scalability

16 pts

Creatio CRM · 87/100: The composable platform supports extensive customization through no-code configuration, and scales up to unlimited users, custom agents, and workflows under the Unlimited edition.
Insightly CRM · 71/100: Sets hard record limits from 100,000 to 500,000 and requires the Enterprise plan for sandboxes, SAML/SCIM, and audit logs.

Activity management quality

14 pts

Creatio CRM · 63/100: A mobile application enables field and remote sales access for activity work, while day-to-day activity handling relies on the broader configured CRM workflows rather than specialized activity tooling.
Insightly CRM · 77/100: Bidirectional email synchronization, email templates, native tasks, and opportunity-to-project conversion support ongoing communication and follow-up tracking, though deeper activity orchestration still depends on higher-plan automation.

Dimension	Creatio CRM	Insightly CRM
Category buying score	77Higher category-fit score	75
Rank	#8	#12
Context	Sales & CRM / CRM Software	Sales & CRM / CRM Software
Pricing and trial	Creatio's published model starts with Growth or Enterprise platform licensing and allows buyers to add Sales, Marketing, and Service products separately or as a suite. Growth starts at $40 per user/month and Enterprise starts at $55 per user/month. Each separately selectable CRM product is stated at $15 per user/month…	Insightly CRM has three paid editions: Plus, Professional, and Enterprise. Current public CRM rates are USD 29, USD 49, and USD 99 per user per month respectively, with prices billed annually. Plus and Professional have a public 14-day trial path, while Enterprise directs buyers to sales.
Best for	Mid-market and enterprise organizations running connected sales, marketing, and service workflows Revenue and operations teams that need a configurable CRM system of record Organizations seeking guided selling, pipeline visibility, forecasting, and customer relationship management	Small and mid-market sales organizations replacing spreadsheets with a configurable cloud CRM Teams that need lead-to-opportunity pipeline management alongside post-sale project delivery Revenue and operations teams that need configurable workflows, reporting, integrations, and CRM data governance
Not for	Buyers needing a simple fixed public price for a complete CRM suite Very small teams seeking a permanent free CRM edition Teams that prefer a minimally configurable CRM with little process-design learning curve	Buyers seeking a permanent free CRM plan Teams that require marketing automation, customer support ticketing, or AppConnect included in the standalone CRM price Entry-tier buyers requiring AI Copilot, complete workflow automation, lead routing, or enterprise governance features
Source check	84/100	91/100
Key features	Unified AI CRM and workflow platform for sales, marketing, and service Customer relationship and Customer 360-oriented sales workflows Lead and opportunity management Guided selling processes Sales forecasting	Lead, contact, organization, and opportunity management Customizable sales pipelines and Kanban view Web-to-lead capture and email templates Bidirectional email synchronization Native project and task management with opportunity-to-project conversion
Cons	The complete deployed cost depends on selected platform and CRM product components public sources do not establish one all-in suite price. Unlimited requires a custom quote based on organization scale	Published CRM rates are billed annually the current pricing page does not provide a public monthly-billed amount for each CRM plan. Plan selection applies across the entire account, so teams cannot mix Plus, Professional, and Enterprise users within one account.
Pipeline management depth	84The platform delivers structured lead and opportunity management alongside guided selling processes, but specific interactive pipeline visualization features are not explicitly verified.	83Delivers custom pipelines, Kanban boards, and post-sale project conversion, but restricts pricebooks, products, and quotes to the Enterprise tier.
Relationship data depth	78Creatio CRM is positioned around unified customer data and Customer 360-oriented sales workflows, which supports relationship context for sales teams. The facts do not enumerate deeper relationship objects or record-level constraints, so the score reflects solid CRM relationship coverage without claiming more structure than is stated.	78Lead, contact, organization, and opportunity objects form a complete core relationship model, with custom fields scaling from 50 on Plus to 200 on Enterprise, so most B2B account hierarchies can be represented inside plan limits.
Sales reporting and forecasting	76Sales forecasting is natively supported as a verified capability, but the specific operational dashboard formats and advanced analytics options are not detailed.	73Custom dashboards, reports, and real-time insight cards provide visible sales reporting capability, but the supplied facts do not show a specific forecasting engine or forecast governance features, so forecasting fit is only partially established.
Workflow automation fit	89Creatio directly supports no-code visual and natural-language workflow configuration plus predictive, generative, and agentic AI automation, which is a strong fit for workflow-heavy sales teams. The score is slightly below maximum because the facts do not specify every automation boundary or control surface.	68Workflow automation, webhooks, and related process tools are positioned at higher plan levels while Plus omits complete automation and lead routing, so buyers needing rules-driven handoffs must budget for Professional or Enterprise.
Activity management quality	63A mobile application enables field and remote sales access for activity work, while day-to-day activity handling relies on the broader configured CRM workflows rather than specialized activity tooling.	77Bidirectional email synchronization, email templates, native tasks, and opportunity-to-project conversion support ongoing communication and follow-up tracking, though deeper activity orchestration still depends on higher-plan automation.
Customization and scalability	87The composable platform supports extensive customization through no-code configuration, and scales up to unlimited users, custom agents, and workflows under the Unlimited edition.	71Sets hard record limits from 100,000 to 500,000 and requires the Enterprise plan for sandboxes, SAML/SCIM, and audit logs.
Sales ecosystem data sync	59The facts confirm a unified platform and standalone-or-suite deployment across Sales, Marketing, and Service, plus Unlimited API calls on the Unlimited plan. They do not establish synchronization depth, bidirectional behavior, or reliability across systems, so the score is moderate.	64Bidirectional email synchronization, web-to-lead, and higher-plan API plus webhooks enable core data movement, while AppConnect is sold separately and broader connector reliability is not established in the supplied scope.
Rep adoption experience	67Guided selling processes and a mobile application can support daily rep work on structured deals and field tasks, though the platform’s configurability may require onboarding when processes change.	74Android and iOS mobile apps, Kanban pipeline views, and AI email assistance on Professional and Enterprise lower daily friction for reps, supported by a 14-day trial path on the lower paid editions.
Full profile	Full profile	Full profile

Research basis

This page uses stored product facts, official evidence, and category scoring rationales. It is not an account-based hands-on test, and third-party user ratings are not folded into the category buying score.

Creatio CRM: Fact confidence: 84% · Fact checked: 2026-07-26
Insightly CRM: Fact confidence: 91% · Fact checked: 2026-07-26

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