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Insightly AI vs Freshworks AI

This comparison was retrieved by database IDs selected from the catalog.

Insightly AI favicon

Insightly AI

Insightly

Freshworks AI favicon

Freshworks AI

Freshworks

Overview
Rating
—
—
Category
Developer Tools
Developer Tools
Subcategory
AI CRM and Project Management Platform
AI Customer Service and CRM Platform
Company
Insightly
Freshworks
Status
Active
Active
Launch year
2022
2022
Tags
crmaiproject-managementsmbrelationship-intelligencemarketing
customer-serviceaicrmitsmchatbotsmb
Pricing
Starting price
FreeBest value
$15/mo
Pricing model
Freemium
Freemium
Free plan
No
Yes
Free trial
✓
✕
Pricing notes

Free plan (2 users). Plus $29/user/month. Professional $49/user/month. Enterprise $99/user/month.

Free plan (basic). Growth $15/agent/month. Pro $49/agent/month. Enterprise $79/agent/month. Publicly traded (FRSH).

Capabilities
Best for
AI CRM with integrated project deliveryRelationship intelligence for engagementCombined sales and post-sales trackingSMB marketing automationNo-code integrations
AI customer service for SMB and mid-marketAI chatbot and self-service deflectionAgent productivity and AI assistanceIT service management AICRM sales intelligence
Target audience
SMB founders and sales teamsProfessional services delivery teamsConsultants managing clients and projectsNon-profit organisationsCustomer success with project components
Customer support managersIT service desk teamsSales operations and CRM usersSMB and mid-market companiesCustomer experience leaders
AI type
ML Platform
Conversational AI Agent
Modalities
TextData
Text
Technical
Model provider
Insightly
OpenAIFreshworks
Model names
—
—
API available
✓
✓
Open source
✕
✕
Deployment
SaaS
SaaS
Platforms
WebiOSAndroid
WebiOSAndroid
Integrations
GmailOutlookQuickBooksSlack500+ AppConnectAPI
SlackJiraShopifyStripeHubSpotAPI
Team collaboration
✓
✓
Trust & security
Security

SOC 2 Type II. ISO 27001. GDPR compliant.

SOC 2 Type II. ISO 27001. GDPR compliant. HIPAA eligible. Enterprise data handling agreements.

Privacy notes

CRM and project data processed on Insightly cloud.

Customer, ticket, and service data processed on Freshworks' cloud infrastructure. Review Freddy AI data handling for AI-processed conversation content.

Verdict
Pros
  • SMB adoption across professional services and non-profit validates Insightly
  • Relationship Intelligence surfaces timing and risk signals for effective outreach
  • Combined CRM and project management eliminates context switching
  • Free plan for 2 users enables individual evaluation
  • Accessible pricing from $15/agent makes AI customer service available without enterprise budget
  • Freddy AI spans customer support, ITSM, and CRM across a unified product suite
  • Free plan with AI features enables genuine evaluation for small teams
  • No-code chatbot builder enables support teams to create AI self-service without developers
Cons
  • 4.2 rating reflects feature depth limitations vs. dedicated CRM or PM platforms
  • Competing with HubSpot, Freshsales (rank 943), and monday.com
  • Marketing automation less advanced than dedicated platforms
  • AI feature depth is growing but less sophisticated than specialised AI tools at enterprise scale
  • Free plan limitations become apparent for teams with significant ticket volume
  • Competing with Zendesk (covered), Intercom (covered), and ServiceNow for customer service AI

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