CataleoSoftware Get Your Software Listed Get Listed

CRM Comparison

Attio vs. Insightly

At a glance

At a glance

Attio

Best for

Best for startups and revenue teams that want an AI-native, highly customisable CRM they can automate and extend through an API.

  • Small and mid-sized
  • Enterprise

Insightly

Best for

Best for services and project-driven businesses that want a CRM with built-in project management to carry a deal through to delivery.

  • Small and mid-sized
  • Enterprise

Cataleo does not name a winner. Both statements come from the vendors themselves.

Full Comparison

Criterion Attio Insightly
Starting price Free plan; paid from $35 / user / month Plus $44/month or $35 billed annually, Pro $99/month or $79 billed annually, Enterprise custom. Around 20% off with annual billing. Prices in US dollars. lower value From $29 / user / month Billed annually. Plus $29, Professional $49 and Enterprise $99 per user/month. Prices are in US dollars.
Free trial Free plan available 14-day free trial, no credit card required
API Yes, a REST API and webhooks on all paid plans, plus an App SDK and an MCP server Yes, REST API and AppConnect integrations
Hosting Cloud (SaaS) Cloud (SaaS)
Contacts and companies Yes, contacts and companies on a flexible, customisable data model that syncs and enriches records Yes, contacts and organizations as a single source of truth for every relationship
Deal pipeline Yes, deal pipelines to orchestrate any revenue motion Yes, customizable pipelines to track, manage and nurture deals through their stages
Email and calendar Yes, email and calendar sync, one to three or more accounts per user by plan, with email sequences Yes, two-way email sync with visibility of every customer email interaction
Workflow automation Yes, automations and workflows, with AI through Ask Attio Yes, workflow automation for emails, reminders and onboarding processes
Reporting and forecasting Yes, real-time reporting, plus AI call recording and analysis Yes, customizable dashboards, up to 100 on Professional and unlimited on Enterprise
Integrations and API Yes, a REST API and webhooks on all paid plans, plus an App SDK and an MCP server Yes, REST API and AppConnect integrations with Microsoft, DocuSign, Shopify and QuickBooks
AI features stated Yes No
MCP-ready stated Yes No
Deployment Cloud (SaaS), Browser-based Cloud (SaaS), Browser-based
Support Email helpdesk, Chat more entries Email helpdesk, Phone, Chat
Onboarding Documentation and knowledge base more entries Documentation and knowledge base, Video tutorials, Guided onboarding
Company size Small and mid-sized, Enterprise Small and mid-sized, Enterprise
Integrations more entries Gmail, Outlook, Slack, Zapier, Zoom, Google Meet, Microsoft Teams, Aircall, Fireflies.ai, Linear, Asana, Stripe, PandaDoc, Typeform, Calendly, Segment, Apollo, Clay, lemlist, Mailchimp, Outreach, Airtable, Google Sheets, Google Drive Microsoft, DocuSign, Shopify, QuickBooks

Compare more tools

Row where the values differ The small markers point at the lower number, the longer list or the stated feature. They describe the data, they are not a verdict.

The short version

Key Differences

  • Starting price Attio Free plan; paid from $35 / user / month Insightly From $29 / user / month
  • Free trial Attio Free plan available Insightly 14-day free trial, no credit card required
  • Support Attio Email helpdesk, Chat Insightly Email helpdesk, Phone, Chat
  • AI features Attio Yes Insightly No
  • MCP-ready Attio Yes Insightly No

Every line is one datapoint from the table above, picked automatically. Nothing here is written text.

The trade-offs

Strengths and Limitations

Attio

Strengths

  • AI-native: Ask Attio searches and creates records, with AI call recording and analysis
  • Flexible, customisable data model that syncs and enriches records
  • REST API, webhooks, an App SDK and an MCP server on paid plans
  • Free plan for getting started

Limitations

  • Call intelligence and higher automation limits sit on Pro and Enterprise
  • Priced per seat

Insightly

Strengths

  • CRM with built-in project management: convert a won deal into a project
  • Two-way email sync, customizable pipelines and dashboards
  • REST API and AppConnect integrations

Limitations

  • No permanent free plan, only a 14-day trial
  • Unlimited dashboards and the top features require Professional or Enterprise

Plans

Pricing

Attio

  • Free $0 For getting started.
  • Plus $44 Per user/month, or $35 billed annually.
  • Pro $99 Per user/month, or $79 billed annually.
  • Enterprise Not stated Custom pricing.
Visit site

Insightly

  • Plus $29 Per user/month billed annually.
  • Professional $49 Per user/month billed annually.
  • Enterprise $99 Per user/month billed annually.
Visit site

What users say

Review Scores · opens after launch

Attio

Ease of use
Not rated yet
User interface
Not rated yet
Onboarding
Not rated yet
Support and service
Not rated yet
Value for money
Not rated yet
Features
Not rated yet

No reviews yet. Nothing has been published here yet, and no score is shown. How a review is checked before it appears is described below.

Insightly

Ease of use
Not rated yet
User interface
Not rated yet
Onboarding
Not rated yet
Support and service
Not rated yet
Value for money
Not rated yet
Features
Not rated yet

No reviews yet. Nothing has been published here yet, and no score is shown. How a review is checked before it appears is described below.

How we check reviews

Reviews are not published yet. The form on a tool's page works and reaches us, but nothing from it appears on this site, so no score here is based on a review. The rules below are the ones that will apply once reviews go live.

Every review is read by a person before it appears. We require a working email address and use it to come back to the author, so a review has a reachable sender rather than being anonymous. We publish positive and negative reviews alike, we pay nothing and offer nothing for a review, and we accept none that was bought or incentivised.

What we cannot do is verify a purchase. There is no shop here and no account, so whether the author really used the tool rests on what they tell us, plus the plausibility of what they write. We say so rather than implying a check that does not exist.

A vendor cannot have a review removed, cannot buy one, and cannot have one changed. Paid placement and a paid listing have no effect on which reviews appear or on any score.

Where this comes from

Where this comes from

Attio https://attio.com · checked against the official source on 2026-08-22

Insightly https://www.insightly.com · checked against the official source on 2026-08-19

This table lists factual criteria taken from information the vendors publish themselves. For how we put it together, see the methodology.