13 Best Open Source Insightly Alternatives
A curated collection of the 13 best open source and self-hosted alternatives to Insightly in 2026.
Looking for a free, privacy-friendly, or self-hosted replacement for Insightly in 2026? The top open-source alternative is CRM — Agentic CRM that automates pipeline management.
Other highly rated open-source Insightly alternatives include Macro CRM, Odoo and Twenty.
Agentic CRM that automates pipeline management
Comp AI CRM is the first agentic CRM experience that automates traditional CRM tasks. Built for sales and customer success teams, it leverages durable research agents to read inboxes, enrich company and contact data, and create autonomous workflows. - Automated Record Enrichment: Agents automatically populate company domains, industries, logos, and last activity from inbox threads. - Agentic Workflows: Describe processes in plain language, and agents generate and execute workflows (e.g., re-enrich contacts, flag inactive deals). - Self-Scheduling Follow-Ups: Agents book and manage follow-ups based on customizable rules and timelines. - Real-Time Company Intelligence: Agents analyze company websites and historical interactions to provide context-rich insights. - Custom Agent Creation: Define tasks like "ping the owner when a deal hits Closed Won" and agents handle the rest. - Open-Source Core: Fully self-hostable with a permissive license for full data control. Comp AI CRM is built with Next.js and Vercel, designed for easy self-hosting. The project is open-source (MIT License) and available on GitHub. Setup requires minimal configuration, and the system scales with your team's needs.
CRM that builds itself from your email
Macro CRM transforms your email into a fully functional CRM system. By connecting to your inbox, it automatically extracts and organizes contacts, companies, enrichment data, and deal context—eliminating manual data entry and keeping records current. - Self-Building CRM: Automatically creates contacts and companies from incoming emails without any import or setup - Auto-Enrichment: Fills in firmographics, headcount, roles, and funding details in real-time - Full Email Context: Attaches all email threads, calls, notes, and tasks directly to contact records - AI Agent Maintenance: Continuously updates stale fields and flags at-risk deals before they slip - Shared Visibility: All records are team-visible by default, preventing information silos - Risk Detection: Agent surfaces stale accounts and drafts follow-up messages automatically - Integration-Free Setup: Works with your existing email workflow, no complex integrations required Macro CRM is a cloud-based SaaS solution with no self-hosting option available. The platform connects securely to your Gmail account via OAuth and processes data in real-time. All infrastructure is managed by Macro Inc. with SOC 2 compliance and enterprise-grade security standards.
Open source ERP and CRM suite
Odoo is a comprehensive open-source suite of business applications designed to streamline operations across finance, sales, marketing, HR, and supply chain management. - Modular Design: Choose from over 30+ integrated apps (CRM, Accounting, Inventory, eCommerce, etc.) - Self-Hosting: Deploy on your own infrastructure or use Odoo's cloud platform - Customization: Build custom workflows with Odoo Studio or third-party apps - Industry-Specific Solutions: Pre-configured modules for retail, manufacturing, real estate, healthcare, and more - Integrated AI: Built-in artificial intelligence for automation and insights - Multi-Channel Support: POS, live chat, email marketing, and eCommerce tools - Global Compliance: Supports multiple currencies, languages, and tax regulations - Community & Enterprise: Free open-source version with optional paid support and features - Tech Stack: Python, PostgreSQL, JavaScript (Owl framework) - Self-Hosting: Fully self-hostable with Docker, Kubernetes, or traditional server setups - Deployment Options: On-premise, cloud (Odoo.sh), or third-party hosting - Database: PostgreSQL (primary), with support for MySQL and others - Scalability: Designed for small businesses to large enterprises
Open source CRM for modern teams
Twenty is the #1 open-source CRM designed for modern technical teams. It provides the building blocks to create a custom CRM that meets complex business requirements while adapting quickly to changing needs. - Modular Architecture: Build a CRM tailored to your specific workflows and requirements. - Scalable Infrastructure: Handles enterprise-level data and user loads efficiently. - Customizable Workflows: Create and automate business processes with visual workflow builders. - Real-time Collaboration: Shared dashboards, tasks, and notes for team coordination. - AI-Powered Insights: Leverage AI for predictive analytics and intelligent automation. - Open Source Core: Full transparency and control over your CRM infrastructure. - Self-Hosting Capability: Deploy on your own infrastructure for complete data ownership. - Integration Hub: Connect with existing tools and services via APIs and webhooks. Twenty is built with modern web technologies including React, TypeScript, and PostgreSQL. The platform supports self-hosting via Docker containers, Kubernetes, or direct deployment on cloud providers. Comprehensive documentation and community support are available for technical teams implementing the solution. For developers, the GitHub repository provides access to source code, issue tracking, and contribution guidelines. The project follows open-source best practices with regular updates and community-driven development.
Free and open source ERP solution
ERPNext is a complete, open-source ERP solution designed to streamline business operations across finance, HR, inventory, sales, and project management. - Finance & Accounting: Invoicing, expense tracking, budgeting, and financial reporting. - Human Resources: Employee management, leave tracking, payroll, and recruitment. - Inventory Management: Stock tracking, warehouse management, and procurement. - Sales & CRM: Lead management, sales pipelines, and customer support. - Project Management: Task tracking, Gantt charts, and resource allocation. - Manufacturing: Bill of materials, production planning, and quality control. - Self-Hosted: Full control over data with on-premise or private cloud deployment. - Extensible: Customizable workflows, fields, and modules to fit unique business needs. ERPNext is built on Python, MariaDB, and Frappe Framework. It can be deployed on any Linux server or cloud platform using Docker, Kubernetes, or traditional installation methods. The system supports PostgreSQL as an alternative database and offers extensive documentation for customization and scaling.
Open source CRM built on Laravel
Krayin CRM is an open-source customer relationship management system built on the Laravel framework. Designed for businesses of all sizes, it provides a comprehensive suite of tools to manage leads, customers, sales pipelines, and marketing automation. - Lead & Customer Management: Track and manage leads, customers, and sales pipelines efficiently. - Industry-Specific Modules: Tailored solutions for B2B, B2C, automotive, event management, hospitality, banking, manufacturing, education, logistics, marketing, call centers, retail, insurance, and media industries. - AI-Powered Features: Includes AI agent tools, AI-powered CRM features, and AI-assisted installation for developers. - Marketing Automation: Automate marketing campaigns and customer engagement. - Sales Pipeline Optimization: Streamline sales processes with customizable pipelines. - Multi-Tenant SaaS Support: Enable super admins to provide CRM solutions to multiple tenants. - Integration Capabilities: Seamless integration with Google Workspace, WhatsApp, VoIP, and third-party apps. - Custom Solutions: End-to-end custom CRM development and migration services. - Extensions & Modules: Featured modules like CRM VoIP, Multi-Tenant CRM, Starter Pack, Purchase Order, and more. - White Label CRM: Launch branded CRM solutions without building from scratch. Krayin CRM is built on Laravel and can be self-hosted on your own infrastructure. It supports cloud hosting, custom development, and white-label solutions. The open-source version is available on GitHub, while additional services like support, maintenance, and custom development are offered through the official website.
A flexible and customizable CRM platform for managing contacts, deals, and customer relationships without the complexity or user-based pricing of traditional solutions.
A flexible and customizable CRM platform for managing contacts, deals, and customer relationships without the complexity or user-based pricing of traditional solutions.
AI-native experience operating system for modern businesses
erxes is an AI-native experience operating system that unifies frontline operations, revenue, and teams on a single platform. With over 100 modules, it provides a unified source of truth for modern businesses, eliminating tool sprawl and integration complexity. - Unified Workspace: Single inbox for all customer conversations (messenger, email, WhatsApp, calls, web chat) with full CRM context - AI Agents: Native AI steps in automation (classify, summarize, draft, decide) and real-time AI agents via MCP, CLI, or API - Pipeline Management: Kanban, list, calendar, and timeline views with AI-powered forecasting and win-probability tracking - Omnichannel Support: Voice, video, co-browsing, and SLA-based routing built-in - Automation Engine: Drag-and-drop workflows with 80+ triggers, versioning, and observability - Customer 360: Complete customer profile with deal history, tickets, NPS, and order data - Open Source Core: AGPLv3 licensed with Enterprise Edition for advanced features - Real-time Sync: All operations sync back to your workspace instantly - Open Source: AGPLv3 license with self-hosting support - Enterprise Edition: Available for advanced features and compliance (SOC 2, HIPAA) - Deployment: Self-hostable with Docker, Kubernetes, or cloud options - Integrations: Connects via MCP, CLI, REST API, or OpenAI/Claude models - Data Residency: EU-friendly with GDPR compliance options
Modern open-source accounting software
Modern open-source accounting software designed to automate business financial processes for small businesses. Control bookkeeping with automated accounting, intelligent reports, and real-time financial insights. - Automated Bookkeeping: Streamline financial processes with intelligent automation for faster decision-making. - Invoicing & Payments: Create, manage, and track sell/purchase invoices with recurring billing and payment tracking. - Financial Reporting: Generate real-time financial reports without waiting for month-end closures. - Inventory Management: Track stock levels automatically with smart inventory reports. - Multi-Currency Support: Handle transactions in any currency with real-time exchange rate conversions. - Expense Accounting: Centralize expense tracking from payroll to office rent with categorization and billing. - Accountant Collaboration: Invite users with role-based permissions for seamless collaboration. - Cloud Access: Securely store and access financial data from anywhere on any device. - 24/7 Customer Support: Free online support available even on free subscription plans. Bigcapital is open-source and can be self-hosted using Docker. Detailed deployment instructions are available in the official documentation. - Tech Stack: Node.js, React, PostgreSQL - Self-Hosting: Fully supported via Docker deployment - Hosting Options: Cloud or self-hosted - Scalability: Designed for small to medium-sized businesses
Open-source CRM software for managing customers, companies, projects and opportunities. Intuitive interface with cloud and self-hosted options available.
Open-source CRM software for managing customers, companies, projects and opportunities. Intuitive interface with cloud and self-hosted options available.
Open-source CRM toolkit for personalized solutions
Atomic CRM is a fully open-source, code-driven CRM toolkit designed for developers and end users alike. Whether you need a simple contact manager or a complex sales pipeline, Atomic CRM provides the flexibility to build a CRM that matches your company's vision. - Contact Management: Organize and access all contacts in one place with detailed profiles and avatars. - Task & Reminder System: Create tasks, set reminders, and stay on top of your to-do list. - Deal Pipeline: Visualize and manage sales processes with a customizable Kanban board. - Note-Taking: Capture and store important details and insights with intuitive note-taking. - Data Import/Export: Seamlessly transfer data in and out of the system with simple tools. - Activity Tracking: Monitor all interactions, including emails, tasks, and deal updates. - Single-Sign On (SSO): Log in using enterprise accounts like Google, Azure, Keycloak, and Auth0. - Email to Note: Automatically capture and save email communications as notes. - API Integration: Effortlessly connect with other systems via Atomic CRM's API. - Mobile App: Access customer data on the go with offline capabilities. - MCP Server: Integrate with AI assistants for natural language queries and updates. - Internationalization: Supports multilingual UI and localized numbers/dates. - Customizable UI: Theme every visual detail and swap components to match your brand. - Strong Typing: Built with TypeScript for early error detection and maintainability. - Extensible Data Model: Modify the database schema to include domain-specific features. - AI Harness: Use specialized AI roles (developer, reviewer, tester) to tweak workflows without technical expertise. Atomic CRM is built on a modern tech stack: - Frontend: React, TypeScript, Shadcn UI, Tailwind CSS - Backend: Supabase, Postgres - Data Layer: TanStack Query - Deployment: Supports Supabase and GitHub Pages with one-liner commands. The CRM is fully open-source, allowing for complete customization and data ownership. Deploy it on your own infrastructure or use Supabase for a managed solution. Explore the AI Harness
Open-source AI-powered CRM with MCP tools
Relaticle is an open-source, self-hosted CRM designed for both human users and AI-powered workflows. It combines a traditional CRM interface with an integrated AI assistant (Rela) and 37 MCP tools for external agent integration, enabling seamless collaboration between your team and AI systems. - Built-in AI Assistant: Ask Rela anything about your CRM data with voice input, persistent searchable history, and safe approval workflows for destructive actions - MCP Integration: Connect any external AI agent (Claude, ChatGPT, Cursor, etc.) through 37 MCP tools for full CRUD operations, custom fields, and pipeline analysis - Customizable Data Model: 22 field types including entity relationships, conditional visibility, and per-field encryption for tailored CRM workflows - Company & Pipeline Management: Track companies with detailed profiles, linked contacts, and opportunity pipelines with customizable stages - REST API: Full programmatic access to all CRM functionality for custom integrations and automation - Self-Hosting: Deploy on your own infrastructure with Docker, AGPL-3.0 license, and weekly updates - Deployment: Docker-based self-hosting with AGPL-3.0 license - Updates: Weekly shipping cadence with 24,000+ Docker pulls - Integration: MCP server for external agent connectivity and REST API v1 for custom integrations - Permissions: Unified permission system across UI, chat, and agent interactions
Open-source self-hosted CRM alternative to Pipedrive
WarpDrive CRM is a self-hosted, open-source business development CRM designed to provide a privacy-focused alternative to Pipedrive. Built for sales teams, it offers robust pipeline management, contact organization, deal tracking, and automation features while ensuring full data ownership. - Self-hosted & Open Source: Deploy on your own infrastructure for complete data control and privacy. - Sales Pipeline Management: Visualize and manage sales pipelines with customizable stages and deal tracking. - Contact & Lead Management: Organize contacts, track interactions, and manage leads efficiently. - Automation & Workflows: Automate repetitive tasks and set up custom workflows to streamline sales processes. - Customizable Dashboards: Tailor dashboards to monitor key metrics and sales performance. - API & Integrations: Extensible API for integrating with other tools and services. - Multi-user Support: Collaborate with team members with role-based access control. - Data Export & Backup: Easily export data and set up automated backups for compliance and security. WarpDrive CRM is built with modern web technologies and can be self-hosted using Docker or Node.js. The project provides detailed documentation for deployment, including environment setup, database configuration, and scaling options. It supports PostgreSQL for data storage and includes scripts for easy installation and updates.
About Insightly
Insightly is a modern, scalable CRM platform designed to help businesses sell smarter, grow faster, and build lasting customer relationships. The platform centralizes customer data, automates workflows, and provides tools for sales, marketing, and customer support teams.
Key Features of Insightly
- Unified Customer Data: Single source of truth for all customer and pipeline data including lead status, contact info, emails, calls, and deals
- Lead Management: Auto-score leads and send automated follow-ups to prioritize high-value opportunities
- Marketing Automation: Create and automate campaigns for every stage of the customer journey with lead scoring based on engagement
- Workflow Automation: Streamline routine tasks with integrations that create tasks, coordinate teams, and deliver updates automatically
- Sales Pipeline Tracking: Visual pipeline boards to track deal stages, ticket history, and email open rates
- Industry-Specific Solutions: Tailored CRM solutions for agencies, consulting, finance, healthcare, manufacturing, professional services, and solar industries
- AI Features: Advanced AI capabilities for predictive analytics, automated insights, and enhanced customer interactions
- Integration Hub: AppConnect for seamless integration with hundreds of business applications
- Support & Ticketing: Tools to elevate customer support and exceed expectations
- Reporting & Analytics: Comprehensive reporting to measure performance and optimize strategies
Tech / Self-Hosting
Insightly is a cloud-based SaaS platform with no self-hosting option available. The service is fully managed with enterprise-grade security, automatic updates, and 99.9% uptime SLA. Data is hosted in secure AWS data centers with GDPR compliance and SOC 2 Type II certification.