VentureCapital.Gold

Attio vs Insightly

A side-by-side comparison of Attio and Insightly — two options for crm & pipeline. Pricing, features, and honest pros and cons.

Attio

4.3
Website

Insightly

4.0
Website
Category
CRM & Pipeline
CRM & Pipeline
Rating
4.3 / 5
4.0 / 5
Pricing
From $29/user/mo
From $29/user/mo
Best for
Emerging managers and solo GPs building a first real pipeline
Budget-conscious small funds and syndicates
Key features
  • Flexible custom objects and pipelines
  • Email and calendar sync with auto-capture
  • Workflow automation
  • Real-time collaborative records
  • Enrichment and integrations
  • Pipeline and opportunity management
  • Custom objects and page layouts
  • Built-in project management post-close
  • Marketing automation (separate module)
  • AppConnect integration builder
Pros
  • Affinity-style capture at a fraction of the price
  • Fast, modern interface the whole team will use
  • Free tier is genuinely usable for a solo GP
  • Strong value at the low end of the CRM market
  • Custom objects flex to fund workflows with effort
  • Project tracking after a closed deal is a nice touch
Cons
  • Fewer VC-specific features out of the box
  • Smaller ecosystem than incumbent CRMs
  • No venture data model — relationships and rounds are DIY
  • No email/network auto-capture like relationship-intelligence CRMs
  • Advanced features gate behind higher tiers