Insightly
Insightly is a modern CRM platform that combines sales tracking, marketing automation, and project management into a single solution to help you build lasting customer relationships and grow your business.
Klaviyo
Klaviyo is an intelligent marketing automation platform that uses deep data integration to help e-commerce businesses deliver personalized email, SMS, and mobile push notifications to their customers.
Quick Comparison
| Feature | Insightly | Klaviyo |
|---|---|---|
| Website | insightly.com | klaviyo.com |
| Pricing Model | Freemium | Freemium |
| Starting Price | Free | Free |
| FREE Trial | ✓ 14 days free trial | ✘ No free trial |
| Free Plan | ✓ Has free plan | ✓ Has free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2009 | 2012 |
| Headquarters | San Francisco, USA | Boston, USA |
Overview
Insightly
Insightly is a unified CRM platform designed to help you manage the entire customer journey from first contact to project delivery. Unlike basic contact managers, it connects your sales pipeline directly to post-sale project management, ensuring nothing falls through the cracks after a deal closes. You can track leads, manage complex sales processes, and automate marketing campaigns all within one interface.
The platform is built for teams that need more than just a spreadsheet but want to avoid the complexity of enterprise-level systems. You can visualize your sales stages, automate repetitive workflows, and generate detailed reports to see exactly where your revenue is coming from. It serves over 25,000 companies globally across various industries including manufacturing, professional services, and technology.
Klaviyo
Klaviyo is a data-driven marketing platform designed specifically to help you grow your e-commerce business through highly personalized communication. Instead of sending generic blasts, you can use real-time data from your online store to trigger automated emails and SMS messages based on exactly how your customers shop. You can track every interaction, from a first-time site visit to a completed purchase, and use those insights to build stronger relationships.
The platform centralizes your customer data, allowing you to create complex segments and automated workflows without needing a technical background. Whether you are looking to recover abandoned carts, welcome new subscribers, or reward loyal customers, you can manage all your cross-channel messaging from a single dashboard. It scales with your growth, offering a free tier for small lists and flexible pricing as your audience expands.
Overview
Insightly Features
- Relationship Linking Map complex webs of contacts, organizations, and opportunities to see exactly how everyone in your network is connected.
- Lead Routing Automatically assign leads to the right sales rep in real-time so you can follow up while interest is high.
- Workflow Automation Create multi-step business processes that trigger email alerts, update records, and generate tasks automatically without manual data entry.
- Integrated Project Management Convert won opportunities into active projects instantly to manage milestones and track delivery progress without leaving your CRM.
- Email Tracking Send personalized bulk emails and get notified the moment a prospect opens your message or clicks a link.
- Custom Dashboards Build visual data visualizations and shareable reports to track your team's performance and forecast future revenue accurately.
Klaviyo Features
- Predictive Analytics. Forecast future customer behavior like lifetime value and churn risk so you can target your most profitable shoppers.
- Dynamic Segmentation. Build automated lists that update in real-time based on purchase history, website activity, and specific product interests.
- Automated Flows. Set up pre-built automation triggers for abandoned carts, post-purchase follow-ups, and win-back campaigns to save time.
- Multi-Channel Messaging. Coordinate your email, SMS, and mobile push notifications in one place to reach customers on their preferred devices.
- Customizable Templates. Create professional, mobile-responsive emails quickly using a drag-and-drop editor and a library of proven e-commerce layouts.
- Real-Time Reporting. Track exactly how much revenue each campaign generates with detailed attribution that links clicks directly to purchases.
Pricing Comparison
Insightly Pricing
- Up to 2 users
- 2,500 record limit
- Lead and contact management
- Project management tools
- Standard reporting
- Everything in Free, plus:
- 100,000 record limit
- Lead management and routing
- Email templates and tracking
- Batch email scheduling
- Mobile app business card scanner
Klaviyo Pricing
- Up to 250 contacts
- 500 monthly email sends
- 150 monthly SMS/MMS credits
- Email support for first 60 days
- Standard templates and flows
- Everything in Free, plus:
- Up to 500 contacts
- 5,000 monthly email sends
- Ongoing chat and email support
- Predictive analytics tools
- Unlimited automated flows
Pros & Cons
Insightly
Pros
- Seamless transition from sales deals to active projects
- Highly customizable fields and page layouts for specific needs
- Intuitive interface that is easy for new teams to adopt
- Strong mobile app for managing deals on the road
Cons
- Customer support response times can be slow on lower tiers
- Reporting tools have a slight learning curve for beginners
- Email marketing features require a separate add-on subscription
Klaviyo
Pros
- Deep integration with Shopify and BigCommerce
- Highly specific and powerful segmentation capabilities
- Excellent revenue attribution for individual campaigns
- Large library of pre-built automation flows
- User-friendly drag-and-drop email builder
Cons
- Pricing increases significantly as lists grow
- Steep learning curve for advanced features
- Customer support can be slow on lower tiers