# Compare Wise Agent vs Insightly 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Wise Agent and Insightly based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/20680-130671/The-Wise-Agent-vs-Insightly

---

# Wise Agent vs Insightly Features and Cost Comparison

Last updated March 13th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

Wise AgentInsightly2/4 selected

[Wise Agent](https://www.capterra.com/p/20680/The-Wise-Agent/)[4.4 (531)](https://www.capterra.com/p/20680/The-Wise-Agent/reviews/)

[Insightly](https://www.capterra.com/p/130671/Insightly/)[4.0 (654)](https://www.capterra.com/p/130671/Insightly/reviews/)

[## Wise Agent](https://www.capterra.com/p/20680/The-Wise-Agent/)[4.4 (531)](https://www.capterra.com/p/20680/The-Wise-Agent/reviews/)

Starting Price

$49.00/month

Value-for-Money

4.5

Functionality

4.2

Ease of Use

4.1

Customer Service

4.6

Reviews Sentiment

Based on [531 reviews](#user-reviews)

Positive

477

Neutral

48

Negative

6

[## Insightly](https://www.capterra.com/p/130671/Insightly/)[4.0 (654)](https://www.capterra.com/p/130671/Insightly/reviews/)

Starting Price

$29.00/month

Value-for-Money

4

Functionality

3.9

Ease of Use

4

Customer Service

3.8

Reviews Sentiment

Based on [654 reviews](#user-reviews)

Positive

518

Neutral

86

Negative

50

## Not a match? Find software alternatives tailored to your priorities.

These software suggestions are similar to those you’re currently comparing.

Highest Rated

### Claritysoft CRM

4.5 (243)

* * *

Starting Price

$49.00

Per User,Per Month

Free Trial

Free Version

* * *

User rating

95%

of reviewers  
rated it above 4 stars

* * *

### Brevo

4.6 (3,406)

* * *

Starting Price

$9.00

Usage Based,Per Month

Free Trial

Free Version

* * *

User rating

94%

of reviewers  
rated it above 4 stars

* * *

### Clio

4.7 (1,691)

* * *

Starting Price

$49.00

Per User,Per Month

Free Trial

Free Version

* * *

User rating

94%

of reviewers  
rated it above 4 stars

* * *

### Bitrix24

4.2 (983)

* * *

Starting Price

€61.00

Flat Rate,Per Month

Free Trial

Free Version

* * *

User rating

82%

of reviewers  
rated it above 4 stars

* * *

## Summary

* * *

Key features rated by users

Features selected based on 17,267 reviews from crm software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

61%Fit

Missing features

Not enough reviews

Feature ratings

Data Security

NA

Contact Management

4.4

Lead Management

4.3

Sales Pipeline Management

4.3

Activity Dashboard

\--

71%Fit

Missing features

Feature ratings

Data Security

NA

Contact Management

4.4

Lead Management

4.2

Sales Pipeline Management

4.1

Activity Dashboard

5.0

User satisfaction

User satisfaction

4.4

User reviews[531](https://www.capterra.com/p/20680/The-Wise-Agent/reviews/)

Ease of use

4.1

Functionality

4.2

Value for money

4.5

Customer support

4.6

User satisfaction

4.0

User reviews[654](https://www.capterra.com/p/130671/Insightly/reviews/)

Ease of use

4.0

Functionality

3.9

Value for money

4.0

Customer support

3.8

Price starts from

Price starts from

$49Flat Rate, Per Month

-   Free version
-   Free trial

Price starts from

$29Per User, Per Month

-   Free version
-   Free trial

Best for

Best for

Wise Agent is an intuitive client influenced CRM and Real Estate software company. Built and loved by agents all over the US, it's no wonder why they're the most coach recommended CRM in the industry.

Best for

Fast-growing businesses in every vertical who want a cloud-based, powerful, affordable, scalable CRM.

## User reviews

Pros & cons

José Manuel M.

Sales Representative

> "I only used the 14-day free trial and found it a great CRM platform for Real Estate agents"

[See full review](https://www.capterra.com/p/20680/The-Wise-Agent/#Capterra___6709473)

RA

Ruben A.

Sales Agent

> "I don't know what happened but all of a sudden all calls are being handled by overseas agents that are completely lost."

[See full review](https://www.capterra.com/p/20680/The-Wise-Agent/#Capterra___6114614)

Ed B.

Reator

> "The many features available in one platform - contact management, transaction management, and calendar, to name a few."

[See full review](https://www.capterra.com/p/20680/The-Wise-Agent/#Capterra___4274177)

RA

Ruben A.

Sales Agent

> "Brandon...really? why did you destroy your customer service reputation like this..."

[See full review](https://www.capterra.com/p/20680/The-Wise-Agent/#Capterra___6114614)

SH

Shenequa H.

Co-Owner

> "The calendar helps keep me on track, the contact management helps keep me in touch with my clients, and the..."

[See full review](https://www.capterra.com/p/20680/The-Wise-Agent/#Capterra___3198408)

RL

Roxanne L.

Realtor

> "I requested assistance and the in speaking with \[SENSITIVE CONTENT\] for an overview of the product was not helpful at..."

[See full review](https://www.capterra.com/p/20680/The-Wise-Agent/#Capterra___3277364)

RA

Ruben A.

Sales Agent

> "Easy to use, easy to set up, and super easy to stay in contact with your database."

[See full review](https://www.capterra.com/p/20680/The-Wise-Agent/#Capterra___6114614)

RA

Ruben A.

Agent

> "It’s virtually useless since your contact has to opt in with an opt in link that you have to set up."

[See full review](https://www.capterra.com/p/20680/The-Wise-Agent/#Capterra___2700794)

Ed B.

Reator

> "Wise Agent has many features that I use every day."

[See full review](https://www.capterra.com/p/20680/The-Wise-Agent/#Capterra___4274177)

RA

Ruben A.

Agent

> "There are other issues such as emailing your database!"

[See full review](https://www.capterra.com/p/20680/The-Wise-Agent/#Capterra___2700794)

[View Reviews](https://www.capterra.com/p/20680/The-Wise-Agent/reviews/)

VR

Verified Reviewer

Founder and Financial Advisor

> "Setting up routine tasks and activity reminders was also straightforward, which made it easier to stay organized and maintain..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___7063285)

JK

Jamie K.

Head of Growth

> "Insightly was being used for various marketing and sales data processing and activation tasks when I joined, and the account was a..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6289050)

WA

Wilcox A.

Managing Solicitor

> "We can build functionalities that suites us without spending thousands of dollars with developers,Data can also be connected within..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6500256)

VR

Verified Reviewer

Founder and Financial Advisor

> "The integrations with other applications wasn't as strong as I was looking for at the time."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___7063285)

NS

Nancy S.

Program Specialist

> "Insightly has helped us to streamline our processes, making our mission easier to manage every day. And the reporting features have..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6252465)

Jake L.

Global Marketing Manager

> "It is lacking in some areas- automation workflows for marketing campaigns, and lead scporing on the entry level offer"

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6241262)

VR

Verified Reviewer

Founder and Financial Advisor

> "I liked how simple it was to connect related contacts and keep track of important life events and milestones."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___7063285)

JK

Jamie K.

Head of Growth

> "The lack of user management and access customisation means it is too easy to let poor spiral out of control and ruin your data."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6289050)

NS

Nancy S.

Program Specialist

> "We have evolved from the early days of our organization and Insightly has evolved with us. As we learn its capabilities, we..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6252465)

TB

Taylor B.

Director of Design and Engineering

> "Insightly is great a simple every day tasks, but does not handle complexity very well."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6324057)

EP

Elizabeth P.

Senior Customer Care Specialist

> "I like the project management, pipelines, and the ability and ease of adding tasks and comments to various objects."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6324002)

WD

Wil D.

Owner and Chief Creative Designer

> "As a solopreneur, I did not like that a lot of the features available didn't seem designed for me and I felt like I was paying for..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4996741)

NS

Nancy S.

Program Specialist

> "From the customizable fields to the reporting features, it does everything we need for it to do."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6252465)

MT

Megan T.

Case Manager

> "App Connect is very expensive."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6331899)

MB

Mark B.

Owner Broker

> "Good amount of Task Management Features and strong Team Collaboration features."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___7011870)

VR

Verified Reviewer

Client Lead

> "Relatively expensive"

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6239438)

MT

Marek T.

CEO

> "The reporting and analytics capabilities provided valuable insights into my business performance. Although there were limitations in..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4809973)

Andrew E.

Managing Director

> "However for some of the tasks we need it for, there are often gaps in the UI and areas where the documentation is severely lacking."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3744103)

MB

Mark B.

Owner Broker

> "It offers very good Security, has a fair Value for Money for individuals and teams."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___7011870)

VR

Verified Reviewer

Chief of Staff

> "There are limitations of features based on what product you are using and the cost jumps between products can be up to double the..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4651623)

LSA

Liliana Sofia A.

GED

> "With this platform, I can organize and manage all my contacts, leads, and tasks in one place efficiently."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4934881)

SR

Scott R.

Sales manager

> "Sometimes finding the right space to put notes becomes a little onerous and can be clunky when trying to find a contact within a..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4023235)

AC

Amanda C.

Director of Customer Service

> "Custom modules have their limitations but have worked very well for our business so far."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6339575)

SC

Shelley C.

National Marketing Manager

> "Having the tiers of product offering based on pricing with limited functionality is disappointing at times especially when it comes..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3979043)

MT

Marek T.

CEO

> "Additionally, the reporting and analytics tools provided valuable insights into my sales pipeline and overall business performance."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4809973)

David H.

CEO

> "We switched over from Zoho which was universally hated by our sales guys."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___5079007)

MB

Mark B.

Owner Broker

> "Good expensive Customer Support if needed."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___7011870)

Denise W.

Marketing Specialist

> "For some reason, the columns on the Relate and Activity tabs don't remember my saved column width."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3811544)

Jake L.

Global Marketing Manager

> "At the same time, it is priced quite low at the entry level so may fit your needs!"

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6241262)

MS

Matthew S.

Head of Client Engagement & Services

> "So I need to select the item from within the report and change the value. But I cant do this quickly from within the report."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3981056)

LSA

Liliana Sofia A.

GED

> "I love being able to customize the CRM to my needs and follow the entire customer lifecycle from start to finish."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4934881)

RM

Rosalina M.

Executive Assistant/ Freelancer

> "Client care: A few clients generally disapprove of client care, especially around reaction times and the nature of help gave."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4633742)

Sai R.

Client Project Manager

> "Insightly is an exceptional CRM platform that allows sales, customer success teams to be efficient and collaborative."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4924601)

PN

Patrick N.

office manager

> "The entire interface and user experience is very poor."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___5039601)

NS

Nancy S.

Program Specialist

> "We have used Insightly for 8 years now and it has been so user-friendly to build our Program database."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6252465)

MC

Monique C.

Sales manager

> "It didn’t help improve work flow and it’s hard to organize data"

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3977730)

MT

Marek T.

CEO

> "The task and project management capabilities were robust, helping me stay organized and collaborate effectively with my team."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4809973)

TA

Taig A.

proposal review

> "it takes a secound to load and there can be issues updating accounts"

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4022522)

HB

Hemal B.

CEO

> "I have connected multiple apps, such as QuickBooks Online, Google Drive, Twilio, Slack, and many more."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4997928)

MS

Matthew S.

Head of Client Engagement & Services

> "This is a terrible UI and UX for a modern product today that is now significantly behind the the currently expected standard."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3981056)

NG

Natalie G.

Operations & Training Manager

> "We love Insightly and have solved the major issue of project management as well as integration with Quickbooks so we can have a high..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4646099)

SJ

Scott J.

President

> "The tasks, leads, sales pipeline seems cumbersome. "

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4646119)

RM

Roejan M.

lead gen admin

> "Streamlining communication: Insightly helps to keep all customer interactions, emails, and calls in one central location, which..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4684943)

AT

Anupam T.

Salea Executive

> "The software stuck a lot when multiple users use at same time."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4621711)

AM

Alex M.

Media Coordinator

> "I appreciate how Insightly easily allows us to organize large amounts of data, create clearly-readable reports, and allow each..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4635518)

EN

Enni N.

communications coordinator

> "The software is a bit pricey compared to other similar services."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4477342)

NH

Natalie H.

Executive Assistant and Founder

> "Really solving the previous bulky way of handover info by email, this software enables us all to see where projects are at, what..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4180718)

LR

Louisa R.

Admin/Advice

> "The cost to the business - I don't feel as though we use all the features we pay for"

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3982853)

LS

Lizzie S.

Client Services Manager

> "We use Insightly to organize our clients data internally, but also have it available to the necessary personnel in our company and..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3977762)

SG

Susan G.

Chief Marketing Officer

> "The graphical elements are uninspiring."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4669547)

MC

Michele C.

Account Manager and Exec Admin

> "The visual simplicity and the ease of use for end users"

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6252204)

MS

Matthew S.

Head of Client Engagement & Services

> "The user interface is very old fashioned and clunky."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3981056)

DJ

Daniel J.

Accountant

> "I use the free version of the software as we have been a startup accountancy firm and it was the best system we found among quite a..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3824689)

VR

Verified Reviewer

Account Manager Assistant

> "I am not able to utilize all of the features of Insightly"

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4023889)

AL

Amber L.

Project Manager

> "Secondly, the customization Insightly allows with the custom objects has really allowed a level of visibility within the company that..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4635537)

MX

Mai X.

Proposal review

> "With a lot of tabs, it’s not grouped together"

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4023255)

MT

Marek T.

CEO

> "The platform provided a user-friendly interface that made it easy to manage and track customer relationships."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4809973)

Austin T.

Manager of Information Systems

> "My company switched from Salesforce to Insightly due to Salesforce's high-pressured sales people and lack of being customer-focused."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___2885969)

RM

Rosalina M.

Executive Assistant/ Freelancer

> "Customization choices: Insightly offers a serious level of customization, permitting organizations to fit the product to meet their..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4633742)

VR

Verified Reviewer

Owner

> "no customer service / expensive for the type of tool"

[See full review](https://www.capterra.com/p/130671/Insightly/#GetApp___4092696)

HM

Hanane M.

Freelance

> "Insight features a comprehensive feature set, and is easy to use, making it a popular choice for companies looking to streamline..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6149179)

SC

Sharon C.

Data Analyst

> "could be difficult to get exactly the data I was looking for."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3978345)

AW

Adam W.

Data Administrator

> "I use it every day to track individual tasks and projects and its a great way for my manager to keep track of where I am up to"

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4657576)

SC

Sharon C.

Data Analyst

> "uploads did not always work as intended."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3978345)

JS

Jonathan S.

Executive Director

> "It also manages and tracks our teams progress on projects, events, and programs much better than using spreadsheets or other options..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4046877)

NG

Natalie G.

Operations & Training Manager

> "They aren't as easy to use and can be clunky at times."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4646099)

DC

Divaldo C.

CEO

> "It was one of my first contacts with CRM many years ago, I was delighted to be able to control all contacts centrally."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4940057)

RS

Ross S.

Director of Sales & Marketing

> "Instead, they are add-ons."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4081600)

LSA

Liliana Sofia A.

GED

> "The intuitive and easy-to-use interface makes it a breeze to organize and access my contacts, leads, and tasks."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4934881)

VR

Verified Reviewer

Director of Marketing and Business Development

> "I think it is kind of expensive per user."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3603341)

MW

Matthew W.

School Support Lead

> "Insighty is super easy to use."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6268817)

HD

Harley D.

Owner

> "Customizing is limited and navigation sometimes a little clumsy and non intuitive, I wish it contained a split screen for some of the..."

[See full review](https://www.capterra.com/p/130671/Insightly/#SoftwareAdvice___2166085)

JA

Joseph A.

IT Expert

> "This CRM solution has been easy to use and dependable."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6278249)

SL

Samantha L.

Office Manager

> "There is no live chat support, which leaves me in a hard position to get the most out of the software."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___2400701)

MT

Marek T.

CEO

> "One of the things I liked most about Insightly was its comprehensive CRM functionality."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4809973)

VR

Verified Reviewer

Operations Manager

> "Developing tools and processes internally to accommodate for this was less desirable than just moving to a new product."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___2500117)

AM

Alex M.

Media Coordinator

> "Insightly is a great tool for organizations to manage large amounts of data and clearly visualize their progress via reports."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4635518)

VR

Verified Reviewer

Director of Marketing

> "Tried twice to ask for support via their email support system - NADA. Called, and got "please use email" and then got hung up on. "

[See full review](https://www.capterra.com/p/130671/Insightly/#GetApp___2603922)

[View Reviews](https://www.capterra.com/p/130671/Insightly/reviews/)

## User interface

[Wise Agent](https://www.capterra.com/p/20680/The-Wise-Agent/)

4.42 (531)

[Insightly](https://www.capterra.com/p/130671/Insightly/)

4.04 (654)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Activity Dashboard

207

Important

AI Copilot

150

Important

Alerts/Notifications

120

Important

Wise Agent

33/40

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   Customer Journey Mapping
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Data Security
-   Document Storage
-   Drag & Drop
-   Email Management
-   Email Marketing
-   Email Templates
-   Forecasting
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Lead Scoring
-   Marketing Automation
-   Mobile Access
-   Multi-Channel Communication
-   Predictive Analytics
-   Quotes/Estimates
-   Referral Tracking
-   Reminders
-   Reporting/Analytics
-   Sales Pipeline Management
-   Sales Reports
-   Segmentation
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/20680/The-Wise-Agent/#features)

Insightly

33/40

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   Customer Journey Mapping
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Data Security
-   Document Storage
-   Drag & Drop
-   Email Management
-   Email Marketing
-   Email Templates
-   Forecasting
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Lead Scoring
-   Marketing Automation
-   Mobile Access
-   Multi-Channel Communication
-   Predictive Analytics
-   Quotes/Estimates
-   Referral Tracking
-   Reminders
-   Reporting/Analytics
-   Sales Pipeline Management
-   Sales Reports
-   Segmentation
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/130671/Insightly/#features)

### Recognition

No recognitions have been awarded to Wise Agent

No recognitions have been awarded to Insightly

### Deployment & support

Wise Agent

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Insightly

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Wise Agent

-   By Wise Agent
-   Located in United States
-   Founded in 2001

Insightly

-   By Insightly
-   Located in United States
-   Founded in 2010

## Popular Comparisons

[Wise Agent](https://www.capterra.com/p/20680/The-Wise-Agent/)[4.42 (531)](https://www.capterra.com/p/20680/The-Wise-Agent/reviews/)

vs

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,766)](https://www.capterra.com/p/61368/Salesforce/reviews/)

$49/month

Price

$25/month

4.2

Features

4.4

4.1

Ease of Use

4.0

[View full comparison](https://www.capterra.com/compare/20680-61368/The-Wise-Agent-vs-Salesforce)

[Insightly](https://www.capterra.com/p/130671/Insightly/)[4.04 (654)](https://www.capterra.com/p/130671/Insightly/reviews/)

vs

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,766)](https://www.capterra.com/p/61368/Salesforce/reviews/)

$29/month

Price

$25/month

3.9

Features

4.4

4.0

Ease of Use

4.0

[View full comparison](https://www.capterra.com/compare/61368-130671/Salesforce-vs-Insightly)

[Wise Agent](https://www.capterra.com/p/20680/The-Wise-Agent/)[4.42 (531)](https://www.capterra.com/p/20680/The-Wise-Agent/reviews/)

vs

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

$49/month

Price

$20/month

4.2

Features

4.4

4.1

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/20680-152373/The-Wise-Agent-vs-HubSpot-CRM)

[Insightly](https://www.capterra.com/p/130671/Insightly/)[4.04 (654)](https://www.capterra.com/p/130671/Insightly/reviews/)

vs

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

$29/month

Price

$20/month

3.9

Features

4.4

4.0

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/130671-152373/Insightly-vs-HubSpot-CRM)

[Wise Agent](https://www.capterra.com/p/20680/The-Wise-Agent/)[4.42 (531)](https://www.capterra.com/p/20680/The-Wise-Agent/reviews/)

vs

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

$49/month

Price

$14/month

4.2

Features

4.3

4.1

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/20680-155928/The-Wise-Agent-vs-Zoho-CRM)

[Insightly](https://www.capterra.com/p/130671/Insightly/)[4.04 (654)](https://www.capterra.com/p/130671/Insightly/reviews/)

vs

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

$29/month

Price

$14/month

3.9

Features

4.3

4.0

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/130671-155928/Insightly-vs-Zoho-CRM)

[Wise Agent](https://www.capterra.com/p/20680/The-Wise-Agent/)[4.42 (531)](https://www.capterra.com/p/20680/The-Wise-Agent/reviews/)

vs

[The Magazine Manager](https://www.capterra.com/p/77189/The-Magazine-Manager/)[4.76 (348)](https://www.capterra.com/p/77189/The-Magazine-Manager/reviews/)

$49/month

Price

Contact vendor for pricing

4.2

Features

4.6

4.1

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/20680-77189/The-Wise-Agent-vs-The-Magazine-Manager)

[Insightly](https://www.capterra.com/p/130671/Insightly/)[4.04 (654)](https://www.capterra.com/p/130671/Insightly/reviews/)

vs

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,809)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

$29/month

Price

$50/month

3.9

Features

4.3

4.0

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/130671-157279/Insightly-vs-Dynamics-365)

[Wise Agent](https://www.capterra.com/p/20680/The-Wise-Agent/)[4.42 (531)](https://www.capterra.com/p/20680/The-Wise-Agent/reviews/)

vs

[Google Contacts](https://www.capterra.com/p/203196/Google-Contacts/)[4.71 (700)](https://www.capterra.com/p/203196/Google-Contacts/reviews/)

$49/month

Price

Contact vendor for pricing

4.2

Features

4.6

4.1

Ease of Use

4.7

[View full comparison](https://www.capterra.com/compare/20680-203196/The-Wise-Agent-vs-Google-Contacts)

[Insightly](https://www.capterra.com/p/130671/Insightly/)[4.04 (654)](https://www.capterra.com/p/130671/Insightly/reviews/)

vs

[Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (722)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

$29/month

Price

$7/year

3.9

Features

4.5

4.0

Ease of Use

4.7

[View full comparison](https://www.capterra.com/compare/130671-204998/Insightly-vs-Bigin-by-Zoho-CRM)

[Wise Agent](https://www.capterra.com/p/20680/The-Wise-Agent/)[4.42 (531)](https://www.capterra.com/p/20680/The-Wise-Agent/reviews/)

vs

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,809)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

$49/month

Price

$50/month

4.2

Features

4.3

4.1

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/20680-157279/The-Wise-Agent-vs-Dynamics-365)

[Insightly](https://www.capterra.com/p/130671/Insightly/)[4.04 (654)](https://www.capterra.com/p/130671/Insightly/reviews/)

vs

[Odoo](https://www.capterra.com/p/135618/Odoo/) [4.21 (1,291)](https://www.capterra.com/p/135618/Odoo/reviews/)

$29/month

Price

$31.1/month

3.9

Features

4.2

4.0

Ease of Use

4.0

[View full comparison](https://www.capterra.com/compare/130671-135618/Insightly-vs-Odoo)