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.
Kado
Kado is a relationship management tool that transforms your Outlook or Gmail inbox into a searchable database to help you track interactions and manage contacts effortlessly.
Quick Comparison
| Feature | Insightly | Kado |
|---|---|---|
| Website | insightly.com | kado.email |
| Pricing Model | Freemium | Subscription |
| Starting Price | Free | $15/month |
| FREE Trial | ✓ 14 days free trial | ✓ 14 days free trial |
| Free Plan | ✓ Has free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2009 | 2019 |
| Headquarters | San Francisco, USA | London, UK |
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.
Kado
Kado is a relationship management tool designed to sit directly inside your existing workflow. Instead of manually entering data into a complex CRM, you can capture contact information and interaction history automatically from your Gmail or Outlook inbox. It helps you stay on top of your professional network by surfacing forgotten connections and organizing your communication history without the administrative overhead of traditional platforms.
You can use Kado to build a searchable knowledge base of your team's interactions, making it ideal for small teams, recruiters, and consultants who live in their email. It solves the problem of 'lost' contacts and siloed information by creating a unified view of who you know and when you last spoke. Whether you are managing a sales pipeline or just keeping track of a growing network, it ensures no relationship falls through the cracks.
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.
Kado Features
- Automatic Contact Capture. Build your database automatically as Kado extracts contact details and social profiles directly from your incoming and outgoing emails.
- Interaction History. View a complete timeline of every email and meeting you've had with a contact so you always have full context.
- Relationship Intelligence. Identify which relationships are cooling off with automated reminders that prompt you to reach out at the right time.
- Centralized Search. Find anyone in your network instantly using powerful filters for company, job title, or specific keywords found in your correspondence.
- Team Collaboration. Share contact notes and interaction history with your colleagues to prevent overlapping outreach and stay aligned on key accounts.
- Email Integration. Manage your entire network without leaving your inbox through native extensions for both Gmail and Microsoft Outlook.
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
Kado Pricing
- Unlimited contact storage
- Full interaction history
- Gmail & Outlook integration
- Social profile enrichment
- Advanced search filters
- Everything in Pro, plus:
- Team-wide contact sharing
- Shared interaction timelines
- Administrative controls
- Priority email support
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
Kado
Pros
- Eliminates manual data entry by syncing with your inbox
- Very low learning curve for Gmail and Outlook users
- Surfaces social media profiles automatically for your contacts
- Lightweight alternative to bulky enterprise CRM systems
Cons
- Limited advanced sales automation compared to major CRMs
- Requires consistent email usage to be truly effective
- Mobile experience is primarily through the email client