Palby CRM

Insightly alternative

An Insightly alternative that opens on who to follow up today

Palby CRM opens on who to follow up today, with each customer's chats, notes and payments on one record.

Book a walkthrough

30 minutes. You choose the day and the time.

The short version

Stay with Insightly if you run projects after the sale, or want marketing campaigns and a help desk from the same company as your CRM. Pick Palby CRM if your customers message you on WhatsApp and you want one list of who to follow up today.

Who should pick which

Stay with Insightly if

  • You hand each won deal to a project, and want projects in the same CRM
  • You want marketing campaigns and support tickets from the same company
  • You want to connect your other apps without code, through AppConnect

Pick Palby CRM if

  • Your customers write to you on WhatsApp, and you want each chat on their record
  • You want everyone due a follow-up today or overdue on one list
  • You want a pipeline that starts with your trade's stages, not a blank one

Side by side

Compared onPalby CRMInsightlySource
Built forPeople in Singapore who sell one to one: agents, coaches, consultants and small business ownersFast-growing companies, with a page for small businessesInsightly siteInsightly site
Today's follow-upsThe first view on every pipeline lists everyone due today or overdueLead scoring and follow-ups, with pipeline data in one placeInsightly site
WhatsAppLink the number you already use. Each chat sits on the customer's recordThe Insightly pages we read don't mention WhatsAppInsightly siteInsightly pricingInsightly siteWhatsApp Help Center site
After the saleSeveral deals per customer, and what each has paid against your goal, in S$Project management from the Plus planInsightly pricing
Other productsJust the CRMMarketing automation, support and ticketing, and AppConnect, sold beside itInsightly pricing
PriceNo public price yet. You get one on the walkthroughPlus US$29, Professional US$49, Enterprise US$99 a user a month, billed annually, in USDInsightly pricing
To startBook a 30-minute walkthroughA 14-day trial with no credit card on Plus and ProfessionalInsightly pricing
As of November 2026. Insightly's details are from its own pages, read on 2 November 2026. Plans and prices change, so check them before you pay.

Where Insightly is strong

Insightly keeps pipeline data, lead status, contact details, emails and calls on one record, scores leads and sends follow-ups. Projects come in from the Plus plan, so a won deal can turn into work without a second tool. Insightly also sells marketing automation and a support and ticketing product beside the CRM, and AppConnect links your other apps with no code. You can connect the CRM to AI assistants like Claude and ChatGPT, there's a mobile app, and every user can reach support by phone or email. If you want sales, projects and support from one company, Insightly is the safer pick.

The three differences that matter

Open on today's follow-ups

Every pipeline comes with ten ready-made views. The first, Next activity due, lists everyone whose follow-up is due today or overdue, by the Singapore calendar. A date you missed yesterday stays on the list until you change it.

Keep the WhatsApp chat on the customer

Link the number your customers already message, from your phone: Settings, Linked devices, Link a device. Each chat then sits on the customer's record, beside their notes, tasks and deals.

Start with your trade's stages

A new pipeline starts from one of eight stage sets: general sales, services and agencies, property, tuition, clinics and beauty, home services, recruitment, or insurance and financial advice. Rename any stage, and add your own fields.

Switching in three steps

  1. Book a 30-minute walkthrough, and bring your contacts as a CSV file.
  2. Import up to 2,000 rows. AI matches the columns, and one tap takes back the new contacts if something looks wrong.
  3. Give each open customer a follow-up date, and tomorrow's list is ready when you open it.

Before you switch

Questions people ask about leaving Insightly

Start tomorrow with a list of who to follow up

Bring your contacts as a CSV file.

Book a walkthrough

30 minutes. You choose the day and the time.