Maximizer CRM vs Insightly CRM – Features, pricing, pros and cons explained
What is Maximizer CRM?
Maximizer CRM is designed for UK sales teams and small to medium-sized businesses to manage client data, communications, and workflows all in one platform. It provides scheduling, reminders, opportunity tracking, and tools for sales, marketing, and customer service to deliver timely, personalised interactions. The platform supports regulatory compliance with secure data handling and thorough record-keeping. Maximizer CRM also includes AI-powered IQ Boost as an added feature to provide insights, recommendations, and predictive analytics that help advisors make smarter decisions. With highly customisable workflows, fields, and dashboards, and easy integration with common business applications, Maximizer CRM adapts to unique business processes. Its flexible cloud and on-premise deployment options make it ideal for small and medium-sized UK businesses managing complex client relationships. Now let’s compare Maximizer CRM vs. Insightly CRM.
What is Insightly CRM?
Insightly CRM is a versatile platform designed for growing businesses to manage leads, opportunities, projects, and customer communications. It provides customisable pipelines, automation, AI features for email summaries and replies, and the ability to convert deals directly into projects. Insightly also includes mobile access, data validation, permissions, and customisable dashboards, helping teams stay organised, collaborate effectively, and maintain visibility into business processes while supporting growth.
Maximizer CRM vs Insightly CRM: At-a-glance comparison table
Feature-by-feature comparison table
| Category | Maximizer CRM | Insightly CRM |
|---|---|---|
| Focus | CRM designed specifically for UK sales teams and small to medium-sized businesses. | Targeted at fast-growing companies across industries |
| Core Strengths | Excels at client engagement, organisation, and regulatory compliance | Focused on lead, opportunity, and project management with automation |
| Key Features | Comprehensive client data tracking, highly customisable workflows, sales-specific tools, AI-powered IQ Boost, and pipeline management | Custom pipelines, AI tools, automation, and project conversion |
| Security & Compliance | Strong regulatory compliance with a focus on UK privacy standards | Advanced permissions, validation rules, and broad compliance coverage |
| Deployment | Flexible cloud or on-premise options to suit different business needs | Cloud-based with mobile access only |
| Customisation | Highly customisable workflows and dashboards tailored to advisors’ processes | Custom fields, dashboards, and automation for general workflows |
| Ideal Users | Small to medium-sized UK sales teams and businesses seeking secure, specialised CRM | Growing teams looking for a scalable, modern CRM solution |
| Communication Tools | Built-in tracking, reminders, and follow-up tools to ensure timely, personalised client interactions | Email management, two-way sync, and AI-assisted email features |
| Reporting | Detailed compliance and organisational reporting for informed decision-making | Real-time dashboards and KPIs for performance insights |
Detailed comparison: Maximizer CRM vs Insightly CRM
1. Pricing & plans
Maximizer CRM pricing
Here is the corrected pricing section:
1. Pricing & plans
Maximizer CRM pricing
Starter: £15/user/month (€19/user/month) – includes Contact and Lead Management, Calendar, Task Management, and Mobile and Outlook access.
Core: £50/user/month (€58/user/month) – includes Manage Contacts, Set Tasks and Reminders, Track Interactions, Work On The Go Via Mobile, and Work Directly From Outlook.
Business: £55/user/month (€63/user/month) – includes everything in Core, plus Manage Opportunities On Kanban Boards, Visualise Sales Pipelines and Funnels, Build Custom Dashboards, and See Real-Time Reporting and Analytics.
Business+: £69/user/month (€79/user/month) – includes everything in Business, plus Surface AI-Powered Insights, Automate Workflows, Deal Coaching, and Personalised Meeting Prep Assistant.
On-premise: Custom pricing – self-hosted, includes pipeline and case management, contact tracking, and basic dashboards for organisations needing local control.
Insightly CRM pricing
The Plus plan: £22/user/month (€25/user/month), helps small teams stay organised and move quickly with tools for lead management, project tracking, advanced reports, and pre-built dashboards.
The Professional plan: £37/user/month (€42/user/month), adds automation, performance tracking, lead routing, and custom page layouts for growing businesses.
The Enterprise plan: £74/user/month (€84/user/month), provides large organisations with advanced customisation, security, integrations, sandboxes, pricing tools, and detailed audit logging.
Pricing comparison table
| Plan | Maximizer CRM | Insightly CRM |
|---|---|---|
| Entry Plan | Starter – £15/user/month (€19/user/month) |
Plus – £22/user/month (€25/user/month) |
| Mid-Tier Plan |
Core – £50/user/month (€58/user/month) |
Professional – £37/user/month (€42/user/month) |
| Industry-Specific Plan |
Business – £55/user/month (€63/user/month) |
— |
| Enterprise / Advanced Plan | Business+ – £69/user/month (€79/user/month) |
Enterprise – £74/user/month (€84/user/month) |
2. Sales pipeline & opportunity tracking
Maximizer CRM
Maximizer CRM organises opportunities and client interactions through structured workflows, keeping every stage of your sales process clear. It tracks communications, schedules, and follow-ups to ensure timely engagement with clients. The platform also provides strong data security and built-in tools for sales, service, and marketing, helping teams stay organised and efficient.
Insightly CRM
Insightly CRM captures detailed lead information and prioritises distribution based on criteria. It offers real-time visibility into the pipeline and customisable opportunity tracking. Users can manage quotes, products, and identify sales risks, supporting project and deal management across teams.
3. Project & task management
Maximizer CRM
Maximizer CRM tracks tasks, reminders, and workflows to keep client and sales activities on schedule. It centralises visibility into follow-ups and ensures consistent execution across teams. Standardised processes combined with flexible workflow adjustments allow teams to maintain productivity without losing adaptability.
Insightly CRM
Insightly converts opportunities directly into projects, carrying all details forward. It provides pipelines, milestones, and customisable project workflows to coordinate work across teams. These tools help improve collaboration and accelerate project delivery.
4. Customisation & flexibility
Maximizer CRM
Maximizer CRM offers no-code customisation for workflows, fields, and dashboards, enabling teams to tailor the platform to their specific processes. Adjustments can be made easily in-house without technical expertise, and the system scales with evolving business needs.
Insightly CRM
Insightly provides customisable pipelines, fields, page layouts, and automations. Intuitive configuration tools reduce reliance on developers, and the CRM can be aligned with business workflows to improve collaboration and consistency.
5. Automation, customer retention & workflows
Maximizer CRM
Maximizer CRM emphasises customer retention and long-term value. It automates reminders, follow-ups, and personalised communications, helping teams engage clients proactively. The system also identifies at-risk customers and tracks loyalty and engagement to support stronger relationships.
Insightly CRM
Insightly automates repetitive tasks and workflows, reducing errors and improving efficiency. It enhances data accuracy, compliance, and productivity, while supporting role-based access, reminders, and onboarding automation.
6. Reporting & analytics
Maximizer CRM
Maximizer CRM delivers customisable dashboards and reports that provide insights into sales performance, client interactions, and team productivity. Key metrics can be tracked easily, and role-based visibility ensures relevant information reaches the right users.
Insightly CRM
Insightly provides real-time dashboards with customisable KPIs. Teams can create multiple shareable dashboards to analyse performance and support data-driven decision-making.
7. Integrations & app ecosystem
Maximizer CRM
Maximizer CRM integrates with Microsoft 365 and other commonly used business tools. It supports third-party apps to expand functionality, enabling smooth workflow management and consistent data across systems.
Insightly CRM
Insightly offers a wide range of integrations via AppConnect and APIs. It allows data to flow across systems, helping teams maintain organised operations.
8. Deployment options
Maximizer CRM
Maximizer CRM provides flexible cloud and on-premise deployment to meet diverse business needs and security requirements. The platform scales for SMBs and enterprises and adheres to local compliance and security standards.
Insightly CRM
Insightly is a cloud-based SaaS accessible via web and mobile apps. While it lacks an on-premise option, it supports remote work with secure, compliant access.
Pros and cons: Maximizer CRM vs. Insightly CRM
| CRM | Pros | Cons |
|---|---|---|
| Maximizer CRM | -Customisable no-code workflows, fields, and dashboards -Supports both cloud and on-premise deployment -Strong focus on client retention and sales advisory processes -Trusted by 120,000+ users with 35+ years of experience -Integrates with Microsoft 365 and common business tools |
-Interface can feel less modern compared to newer CRMs -Reporting and analytics may require some setup to fully optimise -Primarily suited for SMBs and sales teams, less targeted for other industries |
| Insightly CRM | -Highly intuitive, cloud-based CRM with mobile access -Strong automation and AI features for workflow efficiency -Customisable pipelines, fields, and project management tools -Extensive integration ecosystem and API access -Real-time dashboards and reporting for data-driven decisions |
-No on-premise deployment option -Can be less specialised for businesses needing compliance or data control -Some advanced features require higher-tier plan |
How to choose between Maximizer CRM and Insightly CRM
When Maximizer CRM is the better choice:
Maximizer CRM is ideal if your priority is analytics, reporting, and traditional contact and account management for sales teams and SMBs. It works well for companies that want either an on–premise or cloud option with strong data control and a more classic CRM approach. If your sales process is straightforward and you value data security, consistency, and stable reporting over frequent new feature updates, Maximizer CRM is often the better fit.
When Insightly CRM is the better choice:
Insightly CRM is best for businesses needing a modern, cloud-based platform that integrates smoothly with other tools like Gmail, Outlook, and marketing apps. It suits small to medium-sized teams looking for an intuitive interface and flexible customisation without heavy setup. Additionally, for businesses that manage projects or deliver services alongside sales, Insightly’s project and task management features make it a strong choice.
FAQs
1. Which is better: Maximizer CRM or Insightly CRM?
It depends on your needs: Maximizer CRM is stronger for UK sales teams and SMBs needing data control and regulatory compliance, while Insightly is ideal for growing businesses needing project and workflow management.
2. Does Maximizer CRM offer on-premise deployment?
Yes, Maximizer CRM offers both cloud and on-premise deployment options.
3. Which CRM is better for sales teams and small businesses?
Maximizer CRM is generally better for sales teams and small businesses due to its client management.
4. Do Maximizer CRM and Insightly CRM integrate with Outlook?
Yes, both Maximizer CRM and Insightly CRM integrate with Outlook to manage emails and calendar events within the CRM.
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