Cloze vs Insightly: The Honest Comparison
Cloze and Insightly solve different problems for different buyers. The Cloze vs Insightly decision comes down to this: one is built for real estate agents who want AI relationship tracking, the other's a general-purpose SMB platform that doubles as project management. Pick the wrong one and you'll waste months of onboarding you won't get back.
30-Second Verdict
Pick Cloze if you're in real estate and want zero-data-entry relationship tracking with AI follow-up reminders.
Pick Insightly if you're a general SMB that needs CRM plus project management in one tool - and you can budget $49/user/mo for workflow automation.
Skip both if your real problem is finding verified prospect emails and phone numbers. Neither CRM solves that.
What Cloze Does Best
Cloze pulls every email, call, meeting, and message into one timeline per contact, then uses AI to surface follow-up reminders and action items. No manual data entry. For relationship-heavy roles - especially real estate agents juggling dozens of active conversations - that's genuinely useful.
The product is positioned heavily toward real estate brokerages. Marketing, lead routing, and AI insights are all built for that vertical. On G2, users also flag limited customization and poor search. The G2 rating sits at 3.7/5 from 33 reviews, which is a small sample.
Here's the biggest red flag: Cloze's automatic contact merging can corrupt your data. Reviewers warn that the "smart" merge feature combines contacts incorrectly, and at least one detailed review describes long-running issues with no way to turn the behavior off. If you're managing hundreds of contacts, that's not a minor annoyance - it's a data integrity risk.
Pricing runs $17-$42/user/mo on annual billing ($19.99-$49.99 month-to-month). No free plan, just a 14-day trial.
What Insightly Does Best
Insightly is the CRM you pick when you also need lightweight project management. Close a deal, convert it to a project, track delivery - all in one platform. For service businesses and agencies, that workflow continuity is the killer feature.
The numbers back up broader appeal: 4.2/5 on G2 from 932 reviews, with users praising ease of use, customization, and pipeline visibility. That review volume alone gives you a much clearer signal than Cloze's 33-review base.
Let's be honest, though. Workflow automation - the feature that makes Insightly worth using - is locked behind the Professional tier at $49/user/mo. The $29 Plus plan gives you lead management, project management, and reporting, but no automated workflows. That's a meaningful gap for teams trying to scale without hiring. PCMag also notes that Insightly's AI Copilot, available at the Professional tier, underwhelms compared to its workflow automation strengths.
Other weak spots: the mobile app misses advanced features, social media integration is basic, and support can be slow for entry-level users.
Cloze and Insightly both manage relationships - but neither finds them. Your CRM pipeline starts with accurate contact data. Prospeo delivers 300M+ profiles with 98% email accuracy on a 7-day refresh cycle, so every record you import actually connects to a real person.
Stop debating CRMs. Fix the data going into them.
Pricing Compared
Cloze CRM Pricing
| Plan | Annual | Month-to-Month |
|---|---|---|
| Pro | $17/mo | $19.99/mo |
| Business Silver | $21/user/mo | $24.99/user/mo |
| Business Gold | $29/user/mo | $34.99/user/mo |
| Business Platinum | $42/user/mo | $49.99/user/mo |
Insightly CRM Pricing
| Plan | Price (Annual) |
|---|---|
| Free | $0 (up to 2 users) |
| Plus | $29/user/mo |
| Professional | $49/user/mo |
| Enterprise | $99/user/mo |
Watch the module costs. Insightly's CRM pricing is just the start. Marketing automation adds $99-$999/mo. AppConnect runs $249-$1,899/mo plus a $3,000 setup fee.
Here's what it looks like in real dollars for a 10-person team:
- CRM Professional alone: $490/mo
- Add Marketing Plus ($99/mo): $589/mo
- Add Marketing Professional ($499/mo): $989/mo
That's all before AppConnect. We've seen teams budget for CRM and then get blindsided by these add-on costs three months in.
Ratings at a Glance
| Metric | Cloze | Insightly |
|---|---|---|
| G2 Score | 3.7/5 (33 reviews) | 4.2/5 (932 reviews) |
| TrustRadius | 9.9/10 (4 responses) | 7.7/10 |
| Would Buy Again | 80% | 88% (115 answers) |
Cloze's TrustRadius score looks incredible - until you realize it's based on 4 responses. Trust the G2 numbers more here.
What Neither CRM Solves
Neither Cloze nor Insightly sources verified B2B contact data, runs email verification, or provides intent signals. They're containers for data, not data providers. And in our experience, this is where most small teams get stuck: they spend weeks picking a CRM, import a messy spreadsheet of contacts, and wonder why nothing converts.
Prospeo fills that gap with 300M+ professional profiles, 98% email accuracy, and 125M+ verified mobile numbers on a 7-day refresh cycle. Export verified contacts as CSV or push them through Zapier and Make into either CRM.
If your average deal size is under five figures, your CRM choice matters less than your data quality. Most teams agonize over which CRM to pick when their real bottleneck is a sales prospecting database full of bounced emails and dead phone numbers.
Teams waste months picking between Cloze and Insightly, then import a CSV full of bounced emails. Prospeo gives you 143M+ verified emails and 125M+ mobile numbers that push directly into HubSpot, Salesforce, or any CRM via Zapier and Make - no sales call required.
Start with clean data at $0.01 per verified email.
The Final Call
Pick Cloze if you're a real estate brokerage that wants AI-driven relationship tracking and can live with limited customization and the occasional data merge headache.
Pick Insightly if you're a general SMB that needs CRM plus project management and you'll commit to the $49/user/mo Professional tier. The free plan is a decent way to test the waters with up to 2 users.
Pick neither if your bottleneck is finding accurate prospect data, not managing it. In the Cloze vs Insightly debate, the real answer for many teams is better data upstream.
FAQ
Does Insightly have a free plan?
Yes. Insightly offers a free tier for up to 2 users with basic contact and project management but no workflow automation. Cloze doesn't have a free plan - only a 14-day trial. For solo founders testing CRM workflows, Insightly's free option is the lower-risk starting point.
Is Cloze only for real estate?
Technically no, but Cloze's AI features, marketing tools, and product roadmap heavily target real estate brokerages. Users in other verticals frequently cite limited customization and realtor-focused design choices as frustrations on G2. General SMBs are better served by Insightly or HubSpot's free CRM.