| Score | 9.6 / 10 | 9.2 / 10 | 9.2 / 10 | 9.1 / 10 | 8.8 / 10 | 8.7 / 10 | 8.6 / 10 | 8.6 / 10 | 8.4 / 10 | 8.4 / 10 | 8.2 / 10 | 8.0 / 10 | 7.9 / 10 | 7.9 / 10 | 7.8 / 10 |
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| CRM plan | $10/monthBilled yearly14-day free trial · All features included | $49/user /monthPro · Billed yearly · Free email tools availableFree trial available | $24/user /monthBasic · Billed yearlyFree trial available | FreeFree plan · Paid upgrades availableFree trial availableFree plan limits2 users1,000 contacts1,000 recordsAcross other standard object types Gmail integration included Gmail logging and tracking are included. Email sequences and advanced automation require a paid plan. - Advanced sales tools and expanded limits require a paid plan.
| $24.90/user /monthBusiness · Billed yearlyFree trial available | $29/user /monthGrowth · Billed yearlyFree trial available | $23/user /monthBasic · Billed yearlyFree trial available | $24/user /monthStandard · Billed yearlyFree trial available | $29/user /monthPlus · Billed yearlyFree trial available | $14/user /monthLite · Billed yearlyFree trial available | $14/user /monthStandard · Billed yearlyFree trial availableFree plan limits3 users5,000 recordsAcross all modules10 MB data storage1 GB file storage Gmail access has restrictions The Gmail add-on requires Standard or higher. Free access for the browser extension is unverified; full email sync also needs a paid plan. - The 5,000-record limit is shared across all modules.
- Gmail add-on access requires a paid plan.
| $22/user /monthBusiness · Billed yearly · CRM featuresFree trial available | $25/user /monthStarter Suite · Billed monthly · Free Suite also available; Gmail eligibility varies by editionFree trial availableFree plan limits2 users10 GB data storage100 marketing emails / month25 custom fieldsPer object Gmail access has restrictions Free Suite includes basic Google email and calendar integration. Automatic activity capture through Einstein Activity Capture requires an eligible paid edition. - Two users; no custom objects. Contact and record count limits are unverified.
- Sign in at least once every 60 days to keep Free Suite active.
| FreeFree plan · Up to 2 usersFree trial availableFree plan limits2 users250 contacts5 custom fields1 sales pipeline1 project board50 MB file storage Gmail integration included The Gmail add-on is included. Broader automatic contact-level email capture requires Growth or higher. - Larger limits and advanced reporting require paid plans.
| $12/user /monthStarter · Billed yearlyFree trial available |
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| Gmail integration | Inside Gmail | Inside Gmail | Inside Gmail | Connected CRM | Connected CRM | Connected CRM | Connected CRM | Connected CRM | Connected CRM | Connected CRM | Connected CRM | Inside Gmail | Connected CRM | Connected CRM | Inside Gmail |
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| Connection methods | Browser extensionEmail sync | Browser extensionGmail add-onEmail sync | Browser extensionGmail add-onEmail sync | Browser extensionEmail sync | Browser extensionEmail sync | Browser extensionEmail sync | Browser extensionEmail sync | Browser extensionEmail sync | Gmail add-onEmail sync | Gmail add-onEmail sync | Browser extensionGmail add-onEmail sync | Browser extensionGmail add-onEmail sync | Browser extensionGmail add-onEmail sync | Gmail add-onEmail sync | Browser extensionEmail sync |
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| Interface languages | English + 7English, German, Spanish, Russian, Polish, Romanian, Italian, Ukrainian Change the desktop CRM language in Settings → Language. A saved choice overrides the browser default. Your own contacts, project names and notes keep their original language. | Not verifiedInterface language list not verified. The full CRM interface language list is unconfirmed. The Chrome Web Store lists 43 extension locales; check the CRM translation you need. | English + 4English, Spanish, Russian, Ukrainian, Polish Polish appears in the Settings → Preferences guide but is missing from the general FAQ. Confirm its availability in the app. Mobile and Gmail add-on languages may differ. | English + 16Traditional Chinese, Danish, Dutch, English, Finnish, French, German, Italian, Japanese, Korean, Norwegian Bokmål, Polish, Brazilian Portuguese, Simplified Chinese, Spanish, Swedish, Thai These 17 CRM languages are available on all plans. Some features, including search, may receive translations later. Gmail extension languages may differ. | EnglishEnglish Nimble is available in English. Customer data and message content can use other languages without changing the CRM interface. | English + 7English, French, German, Italian, Spanish, Dutch, Portuguese, Brazilian Portuguese Choose an app language in Regional settings. A supported browser language sets the initial default. European and Brazilian Portuguese are included. Gmail sidebar language coverage is unconfirmed. | English + 5English, French, Spanish, Dutch, German, Italian Choose a CRM language in My Preferences. Date format, currency and time zone are separate settings. Mobile and Gmail extension language coverage is unconfirmed. | English + 1English, French Select English or French in Settings → Profile. Region controls date and currency formats separately. | English + 5English, German, Spanish, French, Italian, Portuguese Six CRM languages are available in User Settings. The Portuguese variant and full Gmail sidebar language coverage are unconfirmed. | English + 21English, French, German, Brazilian Portuguese, Latin American Spanish, Spanish, Traditional Chinese, Czech, Dutch, Estonian, Finnish, Indonesian, Italian, Japanese, Korean, Latvian, Norwegian Bokmål, Polish, Russian, Swedish, Turkish, Ukrainian Pipedrive lists 22 CRM languages, with separate Spanish options for Spain and Latin America. Each user chooses a language. Confirm the locale you need; the current full list and Gmail add-on coverage are unconfirmed. | British English + 27Arabic (Egypt), Indonesian, Bulgarian, Simplified Chinese, Traditional Chinese, Croatian, Czech, Danish, Dutch (Netherlands), British English, American English, French, German, Hebrew (Israel), Hindi, Hungarian, Italian, Japanese, Korean, Polish (Poland), Brazilian Portuguese, Portuguese, Russian, Spanish, Swedish, Thai, Turkish, Vietnamese These 28 locales have full CRM interface support. Other languages need administrator-supplied label translations, while some system text stays in the default language. Gmail add-on languages may differ. | EnglishEnglish The Chrome Web Store lists English for the Sortd Gmail extension. The full language set for the web and mobile apps is unconfirmed. | British English + 34Arabic, Bulgarian, Simplified Chinese, Traditional Chinese, Croatian, Czech, Danish, Dutch (Netherlands), British English, American English, Finnish, French, German, Greek, Hebrew, Hungarian, Indonesian, Italian, Japanese, Korean, Norwegian Bokmål, Polish, Brazilian Portuguese, Portuguese, Romanian, Russian, Slovak, Slovenian, Spanish, Mexican Spanish, Swedish, Thai, Turkish, Ukrainian, Vietnamese Sales Cloud has 18 fully supported locales and 17 end-user locales. End-user translations exclude Setup, admin pages and Help; Thai Help remains in English. Gmail integration and individual cloud features may support fewer languages. | British English + 4British English, American English, Spanish, French, Brazilian Portuguese Choose a CRM language in My Preferences, including separate UK and US English options. Gmail add-on language coverage is not separately confirmed. | English + 34German, English, British English, American English, Filipino, Dutch, Vietnamese, Turkish, Danish, Estonian, Spanish, Latin American Spanish, French, Croatian, Italian, Hungarian, Norwegian Bokmål, Polish, Brazilian Portuguese, Portuguese, Romanian, Slovenian, Finnish, Swedish, Czech, Greek, Serbian, Ukrainian, Hebrew, Arabic, Hindi, Thai, Simplified Chinese, Japanese, Korean The Chrome Web Store lists 35 locales for the Drag Gmail extension. Web, desktop and mobile app languages may differ. |
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| Workflows | ContactsProjectsTasksNotesFilesWorkflow automationWeb capture | Sales pipelinesProjectsContactsOutreachTasksNotesFilesWorkflow automation | Sales pipelinesContactsOutreachTasksNotesFilesWorkflow automation | Sales pipelinesContactsMarketingShared inboxProjectsOutreachTasksNotesFilesWorkflow automation | ContactsSales pipelinesOutreachMarketingTasksNotesFilesWorkflow automation | Sales pipelinesContactsOutreachTasksNotesFilesWorkflow automation | ContactsSales pipelinesProjectsOutreachTasksNotesFilesWorkflow automation | ContactsSales pipelinesOutreachTasksNotesFilesWorkflow automation | ContactsSales pipelinesProjectsTasksNotesFilesWorkflow automation | Sales pipelinesContactsProjectsOutreachShared inboxTasksNotesFilesWorkflow automation | Sales pipelinesContactsOutreachProjectsTasksNotesFilesWorkflow automation | Shared inboxProjectsSales pipelinesContactsTasksNotesFilesWorkflow automation | Sales pipelinesContactsOutreachTasksNotesFilesWorkflow automation | ContactsProjectsSales pipelinesShared inboxTasksNotesFilesWorkflow automation | Shared inboxSales pipelinesContactsTasksNotesFilesWorkflow automation |
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| Accounts | | | | | | | | | | | | | | | |
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Personal GmailSupport for a personal Gmail account, not only a Google Workspace organization. | Available | Available | Available | Available | AvailableConnect personal Gmail to sync messages into Nimble. | Available | Available | Available | Not verified | Available | Plan-dependentThe Gmail add-on requires Standard or higher and supports personal and organization Gmail accounts. | AvailablePersonal Gmail and Google Workspace have different sending limits and feature requirements. | Not verifiedThe beta add-on uses managed Google Workspace domain installation; personal Gmail eligibility is not verified. The Chrome extension has separate Workspace requirements. | AvailableUse the Gmail add-on with personal Gmail to save conversations and create CRM records. | Not verified |
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Google WorkspaceSupport for Google Workspace Gmail accounts; administrator approval may be required. | Available | Available | Available | Available | AvailableConnect Google Workspace to sync Gmail messages into Nimble. | Available | Available | Available | AvailableUse the same Google Workspace account to sign in to Insightly and its Gmail add-on. Install on desktop before using the add-on in Gmail on Android or iOS. | Available | Plan-dependentThe Gmail add-on requires Standard or higher and supports personal and organization Gmail accounts. | Available | AvailableThe beta Gmail add-on supports Free Suite through administrator-managed Google Workspace installation. The Chrome extension has separate edition and setup requirements. | AvailableUse the Gmail add-on with Google Workspace to save conversations and create CRM records. | Available |
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| Customer records | | | | | | | | | | | | | | | |
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ContactsCreate and maintain CRM records for individual people. | Available | Available | Available | Available | Available | Available | Available | Available | Available | Available | Available | Plan-dependentShared CRM contacts require Business. | Available | Available | Plan-dependentPlus and Pro include shared contacts with separate People and Organizations views. |
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CompaniesStore company information and link it to customer work through company records or fields on contacts. | AvailableCompany details are stored on contact records alongside phone numbers, websites and email addresses. | Available | Available | Available | Available | Available | Available | Available | Available | Available | Available | Plan-dependentShared company records require Business. | Available | Available | Plan-dependentPlus and Pro include shared contacts with separate People and Organizations views. |
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Custom fieldsUser-defined fields on CRM records, beyond changing a layout or renaming a status. | Available | Available | Available | Available | Available | Available | Available | Available | AvailableCustom field counts and advanced field types vary by plan. | Available | Plan-dependentStandard or higher. | Plan-dependentEssentials and above include basic custom fields. Advanced fields require Business. | AvailableFree and Starter include 25 custom fields per object; Pro includes 100. Advanced customization varies by edition. | Available | Plan-dependentRequires Pro. |
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Contact syncKeep Google Contacts and the CRM in sync in one or both directions. A one-time import or browser capture is not ongoing sync. | Not verifiedOngoing Google Contacts synchronization has not been verified. | Not availableCSV and support-assisted Google Contacts imports run once; they do not provide ongoing synchronization. | AvailableOne-way sync from Google Contacts into NetHunt runs daily on Basic, Basic+ and Business, and hourly on Business+. Custom frequency is negotiated. | AvailableOne-way or two-way sync with the main Google Contacts list. Custom field mappings require a Data Hub subscription. | AvailableNew Google Contacts are imported into Nimble weekly. Changes in Nimble do not sync back to Google. | Plan-dependentRequires a Zapier workflow. The example syncs Google Contacts updates into Salesflare; reverse sync and connector limits depend on that configuration. | AvailableOne-way sync creates and updates Google Contacts from Copper on all plans. Google Contacts edits do not sync back. | AvailableReal-time, one-way sync imports Google Contacts into folk; folk edits do not sync back. Standard allows 1 connected account per member, Premium 5 and Enterprise a custom limit. | AvailablePaid CRM plans: contacts sync from Insightly to Google after administrator enablement. Changes in Google do not sync back. | AvailableGoogle Contacts sync supports one-way or two-way updates on all current plans. | Plan-dependentStandard or higher. Scheduled one-way or two-way Google Contacts sync with field mapping and configurable conflict handling. | Not verifiedOngoing synchronization with Google Contacts was not verified. | Plan-dependentEinstein Activity Capture syncs Google contacts both ways by default; administrators can change the direction. Requires Google Workspace and an eligible edition or license. | AvailableAll plans: contacts sync from Capsule to Google. Records need at least one standard contact detail. Changes in Google do not sync back. | Not verifiedOngoing synchronization with Google Contacts was not verified. |
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| Work management | | | | | | | | | | | | | | | |
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Sales pipelinesTrack sales opportunities or deals through defined stages. A general project list is not a sales pipeline. | Not verified | Available | Available | Available | Available | Available | Available | AvailableUse contact-based pipeline views. Dedicated deal records require Premium. | Available | Available | Available | Plan-dependentDedicated CRM sales pipelines require Business. | Available | Available | AvailableMove email conversations through configurable sales stages as deal cards. |
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DealsTrack sales opportunities with a status or stage. This includes projects used to manage deals. | AvailableProjects track deals with configurable statuses, contacts, notes, tasks and linked email history. | Available | Available | Available | Available | Available | Available | Plan-dependentDedicated Deals and custom objects require Premium or Enterprise. | Available | Available | Available | Plan-dependentBusiness includes sales deals with stages and values. | Available | Available | AvailableEmail conversations become deal cards with configurable sales stages. |
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ProjectsManage projects through dedicated records or workflows beyond tracking a sales opportunity. | Available | AvailableTrack project work through configurable pipeline records. | Not verified | AvailableA Super Admin can activate Projects records on any plan. Tags, pipeline rules and project workflow actions have additional subscription requirements. | Not verified | Not verified | Available | Not verified | Available | Plan-dependentPremium or higher, or the Projects add-on. | Plan-dependentRequires the Zoho Projects integration, configuration and eligible Zoho Projects users. | Available | Not verified | Available | AvailableCombine email cards and standalone tasks on project boards, with owners, deadlines, checklists and notes. |
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TasksCreate actionable tasks with an owner, status or due date. | Available | Available | Available | Available | Available | Available | Available | Available | Available | Available | Available | Available | Available | Available | Available |
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NotesSave internal notes associated with a contact, email or CRM record. | AvailableSave text, website links, selected text with its source or a confirmed private area crop to project notes. Website capture creates a new note with an optional comment. Gmail and protected Google pages are excluded. The optional button beside selected text requires Talvu 0.1.39 or later and Chrome website permission. | Available | AvailableAdd comments, call logs and meeting notes to records. | Available | Available | Available | Available | Available | AvailableSave notes on contacts, organizations, opportunities and projects. Notes can be exported separately. | Available | Available | Available | Available | Available | Available |
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FilesFind, attach or download files linked to CRM records or conversations. Files may be stored in the CRM, linked from cloud storage or retrieved from email. | AvailableFind ordinary attachments from linked project conversations, sort loaded files by email date, size or type, and download a file or open its source in Gmail. Talvu keeps no server copies; file contents pass through only for a requested download. Embedded images are excluded. Files and the list are excluded from CRM export. Requires an extension version with Files. | AvailableAutomatically extract email attachments, upload files or add files from Google Drive to CRM boxes. Filter the box timeline to find them. Included on Pro, Pro+ and Enterprise; the free email-tools plan does not include CRM boxes. | AvailableAttach computer, Google Drive or Shared Drives files to records and find them through the timeline filter. You can also link Drive folders. Computer uploads are stored in your selected Google Drive folder; existing Drive files stay in their original folder. Drive and Shared Drives integration starts on Basic. | AvailableUpload files or select existing HubSpot files to attach to CRM records and activities on any plan. Record/activity permissions apply; team-specific permissions require Professional or Enterprise. Email attachment capture has separate rules. | AvailableAttach files from a computer, Google Drive, OneDrive or Dropbox to contacts and deals. Selected files can also appear on workflow cards. The file list shows each attachment's source. Storage is 2 GB per seat; extra capacity costs more. | AvailableUpload files to contacts and opportunities through Files fields, or to accounts through the Files tab. Email attachments also appear in the account's Files tab. Storage quotas and any higher-plan requirement were not verified. | AvailableLink Google Drive files or folders in a record's Files section. Email attachments can also be linked automatically to a person and related company or opportunity. Preview those files or attach them to future emails. Google Drive integration and file uploads are included across the CRM plans. | AvailableAttach images and files to notes on people, companies or deals. Notes follow record access unless made private by the author. Notes start on Standard; dedicated deal records require Premium or Enterprise. A separate Gmail attachment browser has not been verified. | AvailableUpload files under 20 MB to a record's Related > Files section. Bulk downloads allow up to 50 files and 1 GB and require read permission. Google Drive, Dropbox, Box and OneDrive links keep files in the source service, with its access permissions. | AvailableAll current plans include uploads from your computer or Google Drive to leads, deals and contacts. Find files in record history or search and download them, subject to record visibility. HEIC files cannot be opened or downloaded. | AvailableAttach files or document-library items to CRM records and download them, subject to profile permissions. Each upload batch allows up to 10 files totaling 100 MB. Free includes 1 GB of file storage and cannot buy extra storage; paid allowances vary. | Plan-dependentEssentials and above include Drive Uploads. Google Drive attachments and a File custom-field type are documented. Separate Sortd-hosted file storage and its quotas were not verified. | AvailableUpload and attach files to CRM records through the Files related list; an administrator may need to add it to the layout. Record/file permissions, upload limits and edition storage quotas apply. Gmail attachment logging has separate rules. | AvailableUpload files to activities and find them in a contact, project or opportunity's Files tab. Activity and email attachments count toward storage: 50 MB per account on Free, 10 GB per user on Starter. Higher-tier quotas vary. Download files individually; the full CRM export excludes attachments. | AvailableAttach PDFs, images and spreadsheets to email or standalone task cards alongside internal notes. File-size and storage quotas were not verified. |
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Web captureSave a webpage link, selected text or an area capture directly from the browser into a CRM note or task. Contact extraction, manual copy and paste, and a URL field alone do not count. | AvailableSave a page link, selected text with its source or a confirmed private area crop from an ordinary website to a new project note. Choose the account and project and add an optional comment. The optional button beside selected text requires Talvu 0.1.39 or later and Chrome website permission. Toolbar, context-menu and Alt+Shift+S capture are alternatives. Gmail and protected Google pages are excluded. | Not verifiedSaving webpage links, selected text or area captures directly to CRM notes or tasks has not been verified. | Not verifiedSaving webpage links, selected text or area captures directly to CRM notes or tasks has not been verified. | Not verifiedThe Sales Chrome extension creates notes and tasks while you browse. Direct capture of a webpage URL, selected text or screen area into those notes or tasks is not verified. | Not verifiedProspector captures contact profiles and lets you add notes or tasks from its browser panel. Saving a webpage URL, selected text or a page area directly into a CRM note or task was not verified. | Not verifiedSidebars support LinkedIn contact/account capture and CRM work beside email. Direct capture of a webpage URL, selected text or screen area into a Salesflare note or task is not verified. | Not verifiedSaving webpage links, selected text or area captures directly to CRM notes or tasks has not been verified. | Not verifiedfolkX extracts company details from websites and can create Research notes. Saving webpage links, selected text or area captures directly to CRM notes or tasks has not been verified. | Not verifiedCopy selected Evernote items into a record's Notes subtab using Add Evernote within Insightly. Direct browser capture of a webpage URL, selected text or page area into a CRM note or task was not verified. Sharing Evernote notes requires Evernote Enterprise. | Not verifiedThe Gmail add-on creates notes and activities beside email. Direct capture of a webpage URL, selected text or screen area into a CRM note or task is not verified. | Not verifiedZoho Notebook's Web Clipper saves pages, selections and screenshots to Notebook. Its CRM integration creates record-linked notes, but direct web clipping into a CRM note or task is not verified. | Not verifiedSortd creates task cards from email and supports standalone tasks. Direct browser capture of a webpage URL, selected text or page area into those tasks or notes was not verified. | Not verifiedSales Cloud Everywhere creates tasks and CRM records from its browser sidebar and extracts prospect details. Direct capture of a webpage URL, selected text or screen area into a CRM note or task is not verified. | Not verifiedMagical and Add to CRM transfer prospect and company data into contact records. Saving a webpage, selected text or page area into Capsule notes or tasks was not verified. Magical requires its own account and a Chrome or Edge extension. | Not verifiedDrag creates task cards from email and supports standalone tasks with internal notes. Direct browser capture of a webpage URL, selected text or page area into those tasks or notes was not verified. |
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RemindersDate-based or message-triggered reminders for a follow-up or task. | AvailableA project note appears on matching new incoming emails until you mark the reminder done. | Available | Available | Available | AvailableSet date-based reminders or follow up when an email receives no reply. | Available | Available | Available | AvailableOnly the task owner can set and receive its reminder. | Available | Available | Available | AvailableSupports task assignment notifications and reminders, including in the Salesforce mobile app. | Available | AvailableSet follow-up dates on email deal cards. |
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Calendar syncKeep Google Calendar and the CRM in sync. Creating a single event or sharing a booking link is not ongoing sync. | Not verifiedTalvu tasks do not automatically sync to Google Calendar. Other ongoing Calendar synchronization has not been verified. | AvailableDated Streak tasks create Google Calendar events, and due-date changes update those events. Syncing Calendar edits back to Streak has not been verified. | AvailableCreate and update Google Calendar events from NetHunt and show linked events on record timelines, starting on Basic. Syncing edits and deletions in the reverse direction has not been verified. | AvailableSyncs meetings with the primary Google Calendar. Google-side edits and deletions update HubSpot; deleting a HubSpot meeting does not delete its Google event. | AvailableTwo-way integration with multiple Google calendars. Google events refresh hourly while signed in to Nimble and every three hours otherwise. Edit or delete events in Google Calendar. | AvailableBuilt-in sync brings Google Calendar meetings into Salesflare. Sending Salesflare tasks back to Google Calendar requires Zapier. | AvailableOptionally sync Copper tasks to Google Calendar. Meetings are logged automatically against matching CRM records. Full two-way event editing has not been verified. | AvailableGoogle Calendar interactions sync into folk in real time. Recurring events, events with over 20 attendees and events more than a month away are excluded. Up to five upcoming interactions appear. Account and history limits depend on the plan. | AvailablePaid CRM plans: events sync with the default Google Calendar in both directions. Edit externally created events in their original calendar. Task and milestone feeds are read-only. | AvailableAll current plans support one-way Pipedrive-to-Google or two-way sync. Only your own activities and future external events sync. | Plan-dependentStandard or higher. One-way sync in either direction or two-way Google Calendar sync; recurring events do not sync. | Plan-dependentEssentials and above show Google Calendar items in the day planner. Updates back to Google Calendar were not verified. | Plan-dependentEinstein Activity Capture supports Google Calendar event sync in either direction or both ways. Requires an eligible edition or license and administrator setup. | AvailableAll plans: view Google Calendar events in Capsule. A separate read-only feed shows Capsule tasks in Google Calendar. Edit items in the app where they were created. | Not verifiedCreate Google Calendar events from task due dates. Ongoing updates between the apps were not verified. |
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| Email | | | | | | | | | | | | | | | |
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Email linkingAssociate or log email conversations with a contact, project or CRM record. | AvailableLink conversations manually or through address-based rules. Message bodies stay in Gmail. | Available | Available | Available | AvailableConnected Gmail conversations are saved in Nimble. | AvailableSyncs emails from the connected mailbox regardless of the email client used. | Available | Available | AvailableUse the Gmail add-on with the same Google Workspace login as Insightly. Android and iOS access require desktop installation first. | AvailableAll plans include manual forwarding and email linking through Smart Bcc. | Plan-dependentThe Gmail add-on requires Standard or higher. | Available | AvailableFree Suite includes basic Gmail logging. The Chrome extension has edition, administrator setup and Enhanced Email requirements; supported Google accounts depend on the chosen route. | AvailableSave Gmail conversations and create related CRM records through the add-on. | AvailableConversation history appears on contact profiles and deal cards. |
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Email syncAutomatically update CRM email activity from new Gmail messages or their metadata, including rule-based capture. Copying message bodies or importing old mail is not required. Manual logging alone is not synchronization. | AvailableAn enabled address-to-project rule links new sent or received conversations that match From, To or Cc. Talvu uses email metadata and thread links; bodies and attachments remain in Gmail. Other historical threads need manual linking. | AvailableAutomatically capture and share email history on contact, company and deal records. | AvailableAutomatically link future incoming and outgoing emails to matching records. Link historical emails manually. | AvailableAutomatic rules log incoming and outgoing email for existing contacts. Reply-only mode covers previously logged threads; creating new contacts from incoming emails requires a beta option. | AvailableGmail messages sync automatically into Nimble. Personal Gmail and Google Workspace are supported. | AvailableSyncs emails from the connected mailbox regardless of the email client used. | AvailableChoose email visibility and related-file settings. Internal company-domain emails are excluded from sync. | AvailableEmail interactions update in real time, with some exclusions. Standard shows limited interaction history. | AvailableMessages sync when an existing Contact or Lead participates. Sync stops after 30 days of account inactivity. | Plan-dependentGrowth or higher. | Plan-dependentStandard or higher. POP3, IMAP and Gmail API integration has been available on Standard since July 2025. | AvailableInbox and sent messages update Sortd boards and automations while the mailbox is connected. | Plan-dependentStarter and Pro include Einstein Activity Capture. Other editions need eligible licenses and configuration. Free Suite includes basic Gmail integration; automatic capture on Free is not verified. | AvailableOn all plans, the Gmail add-on saves future messages in a conversation selected for tracking. Growth and above can automatically log emails for chosen contacts. | AvailableConnected shared mailboxes or Google Groups keep email conversations updated on shared board cards. |
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Email trackingTrack email opens, link clicks or both. | Not verified | AvailableThe free email tools include open and link tracking. | AvailableTrack email opens and link clicks. | Available | AvailableTrack opens and link clicks on personalized group messages. Sending limits apply. | Available | Plan-dependentOpen tracking requires Professional or Business; automatic link tracking requires Business. Emails sent from Gmail mobile are not tracked. | AvailableOpen and click tracking requires a Custom sender. Gmail Sender does not track opens, clicks or bounces. | AvailablePaid CRM plans: track opens and clicks on template emails sent from Insightly. Not available during trials. | Plan-dependentGrowth or higher. | Plan-dependentEmail Insights varies by edition. Standard includes response tracking and limited advanced filters. | Plan-dependentRequires Essentials or above. | Plan-dependentRequires the appropriate Inbox license and permission. | Not verified | AvailableTrack opens and link clicks. |
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Email templatesReusable email message templates or snippets. | Not verified | AvailableReuse email snippets. | Available | Available | Available | Available | Available | Available | AvailableUse templates in the Gmail add-on with the same Google Workspace login as Insightly. Install on desktop before using it on Android or iOS. | Plan-dependentRequires Email sync on Growth or higher. | Available | Plan-dependentShared templates require Essentials or above. | AvailableFree Suite includes custom and premade templates. Using templates in Gmail depends on the configured integration and Inbox tools. | Plan-dependentRequires Starter or above. Template quotas vary by plan. | Available |
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Mail mergeSend personalized email to multiple contacts from one campaign or bulk-send workflow. | Not verified | AvailableDaily sending limits depend on your plan and Google account type. | Plan-dependentPersonalized email campaigns require Basic+ or higher. | Available | AvailableSend personalized group messages with open and click tracking. Sending limits apply. | Available | Plan-dependentBulk email is included on Professional and Business. | AvailableEmail campaigns use message credits and have sender-specific sending limits. | AvailableUse templates and personalized merge fields in batches of up to 50 contacts or leads. The daily sending quota is shared across the account. | Plan-dependentGrowth or higher. | Plan-dependentPersonalized mass email requires Standard or higher, with edition-based sending limits. | Not verifiedUses Gmail's native mail merge, with Google's account requirements and sending limits. | AvailableFree Suite supports List Sends to lists of leads or contacts, with 100 marketing sends per month. Merge-field preview is unavailable for Actionable Lists; higher editions raise sending limits. | Not verified | Not verified |
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Email schedulingSchedule an outgoing email for a future send time. | Not verified | AvailableSchedule the first message in a mail merge. | Plan-dependentScheduled email campaigns require Basic+ or higher. Workflow-driven drip campaigns require Business or higher. | AvailableRequires a connected individual email account. Predictive send-time options need a higher subscription. | Available | AvailableSchedule email workflows and set sending windows. | Plan-dependentDelayed sends through email automation require Professional or Business. A separate Gmail compose scheduler has not been verified. | AvailableSchedule campaigns on Standard. Scheduling a sequence requires a plan that includes sequences. | AvailablePlus, Professional and Enterprise: schedule messages within the next seven days. | Plan-dependentGrowth or higher; automated sequence email steps can be scheduled. | Plan-dependentScheduled individual email requires Enterprise or higher; mass-email scheduling requires Professional or higher. | Not verified | Plan-dependentStarter and Pro can schedule List Sends; Free sends them immediately. Inbox Send Later requires an eligible license and permission. | Not verified | Not verified |
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Email sequencesSend a scheduled outreach sequence with multiple email steps. A single reminder is not a sequence. | Not verified | AvailableAutomatic follow-ups stop when a recipient replies. | Plan-dependentEmail sequences require Business or higher. | Plan-dependentRequires Sales Hub or Service Hub Professional or Enterprise and an eligible assigned seat. | Available | Plan-dependentMulti-step email workflows require Pro or Enterprise. | Plan-dependentMulti-step email series require Business. | Plan-dependentRequires Premium or Enterprise and a Custom sender. Gmail Sender cannot send sequences. | Not verified | Plan-dependentGrowth or higher; automated sequence email steps can be scheduled. | Plan-dependentCadences require Standard or higher, with edition-based limits on email and task steps. | Not verified | Plan-dependentStarter and Pro include multi-email nurture campaigns. Sales Engagement cadences require an included or additional eligible license. | Not verified | Plan-dependentRequires Plus or Pro. |
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| Collaboration | | | | | | | | | | | | | | | |
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Shared inboxA shared email workspace where multiple people handle the same conversations. | Not verified | Not verified | AvailableSet up a shared Gmail alias separately, then use NetHunt records and task assignments with its conversations. | Available | Not verified | Not verified | Not verified | Not verified | Not verified | Plan-dependentRequires Premium or higher. | Not verified | Available | Not verified | Plan-dependentRequires Starter or above. | Available |
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Team assignmentAssign customer work, records, tasks or conversations to another team member. | Not verified | Available | Available | Available | Available | Available | Available | Available | Available | AvailableActivities can be assigned to users. | AvailableImport records for other users. Assignment rules have additional edition requirements. | Available | AvailableSupports task assignment notifications and reminders, including in the Salesforce mobile app. | Available | Available |
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| Automation | | | | | | | | | | | | | | | |
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Workflow automationUse configurable triggers or rules beyond ordinary email sync, including task or record actions and contextual note reminders. Background sync alone is not workflow automation. | AvailableRules link conversations by exact address and display saved notes on matching incoming emails. These rules cover email linking and note reminders; a general multi-step workflow builder has not been verified. | Plan-dependentIntegrations and automations require Pro+ or Enterprise. | Plan-dependentTrigger-and-action workflows require Business or higher. | AvailableFree allows one form-submission email action per simple workflow. More actions, sales automation and full CRM workflows require eligible paid subscriptions. | Available | AvailableGrowth supports continuous one-step email workflows triggered by contact filters, including opportunity stage. Multiple email steps require Pro or Enterprise; other CRM actions may use the API or external automation. | AvailableBasic includes task automation. Workflow automation requires Professional or Business. | AvailableWorkflow Assistant sends emails when records are created or fields change. Execution credits and sender requirements apply. | Plan-dependentRequires Professional or Enterprise. | Plan-dependentGrowth or higher. | AvailableFree includes limited workflow actions. Advanced rules and process tools vary by edition. | Available | AvailableFree and Starter include five flows per type. Advanced processes, custom objects and integrations vary by edition. | Plan-dependentRequires Growth or above. | AvailableStarter includes up to ten automation rules. Plus and Pro have unlimited rules. Advanced routing and service-level controls require Pro. |
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| Data | | | | | | | | | | | | | | | |
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ReportingBuilt-in CRM reporting or dashboards, including documented statistics views. | AvailableView statistics for CRM records and linked email. | Plan-dependentAdvanced reporting dashboards require Pro+ or Enterprise. | Plan-dependentBuilt-in sales and activity reports require Business or higher. A Looker Studio integration is also available. | Available | Available | Available | Plan-dependentReporting requires Professional or Business. | Plan-dependentCRM dashboards require Premium or Enterprise. Campaign analytics use a Custom sender. | Available | Available | Available | Plan-dependentSales reports require Business. | Available | AvailableFree includes the Sales Dashboard and filtered lists. Starter adds basic reporting. Growth and above add advanced sales reporting and dashboards. | Available |
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Data importImport CRM records from a file or another supported data source. | Not verified | Available | Available | Available | Available | Available | Available | Available | Available | Available | Available | Plan-dependentCRM contact imports require Business. | Available | Available | Not verified |
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Data exportExport CRM records or reports to a downloadable file. | AvailableExport CRM records to Excel or CSV. | AvailableExport pipeline activity to CSV or Google Sheets. | Available | Available | Available | Available | Available | AvailableExport one view at a time to CSV. Interactions, tasks and some fields are excluded. | AvailableAdministrator permission is required. Export formats have limited coverage of saved emails and files. | Available | Available | Plan-dependentBusiness supports exporting contacts and sales reports to a spreadsheet. | AvailableExport reports as CSV or XLS. Full-backup frequency depends on edition. | Available | Plan-dependentCSV export requires Plus or Pro. |
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API accessWork with CRM data through a documented developer API. A list of third-party integrations is not a developer API. | Not verified | AvailableStandard API access is included on Pro. Webhooks require Pro+ or Enterprise. | AvailableAPI access starts on Basic; higher plans increase the quotas. | Available | AvailableUse an admin-generated API token for account access. Older-account and third-party REST/OAuth access has separate application requirements. | Available | Plan-dependentAPI access requires Professional or Business. | Plan-dependentREST API access requires Premium or Enterprise. | Available | Available | Available | Plan-dependentAPI and MCP access require Business. | Plan-dependentWeb Services API is a $25 USD/user/month add-on for Pro Suite; higher editions include access. | Available | Plan-dependentRequires Pro. |
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| Mobile | | | | | | | | | | | | | | | |
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Mobile CRMOfficially supported CRM access through a mobile app or mobile web interface. | Not availableRequires desktop Chrome; a mobile CRM app is not supported. | AvailableSeparate apps for iOS, iPad and Android. | Available | Available | Available | Available | AvailableSeparate iOS and Android apps. | AvailableThe mobile app includes contacts, companies, notes and interactions. Deals are not included. | Available | Available | Available | Available | AvailableSupports task assignment notifications and reminders in the Salesforce mobile app. | Available | Available |
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Gmail mobileCRM functionality inside the Gmail Android or iOS application, normally through a Gmail add-on. | Not availableRequires desktop Chrome; a Gmail mobile add-on is not supported. | AvailableThe Gmail mobile add-on includes fewer features than the desktop extension. | AvailableThe Gmail app supports basic record linking and task actions. Some actions open NetHunt's separate mobile app. | Not verified | Not verified | Not verified | Not verified | Not verified | AvailableInstall the add-on on desktop first, then use it in Gmail on Android or iOS. The Google Workspace login must match Insightly. | Not verified | Plan-dependentThe Gmail add-on works in Gmail mobile on Standard or higher. | AvailableThe Gmail add-on can add tasks, reminders and sales deals to existing boards. It provides only part of the desktop functionality. | Not verified | AvailableThe add-on works in Gmail on Android, where you can save conversations and create CRM records. | Not verified |
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| A closer look | Explore Talvu | Explore Streak | Explore NetHunt CRM | Explore HubSpot | Explore Nimble | Explore Salesflare | Explore Copper | Explore folk | Explore Insightly | Explore Pipedrive | Explore Zoho CRM | Explore Sortd | Explore Salesforce | Explore Capsule | Explore Drag |
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Notes
