Original research · Which CRMs does AI recommend to small businesses?

How often AI recommends Insightly

We asked Claude 25 buyer questions about small business CRM, on 3 separate days. Here is where Insightly came up, and who was named instead.

Data collected 31 October – 2 November 2026 · 75 answers · Claude with web search · run 3 of 3

Insightly at a glance

Named in
10.7%8 of 75 answers
Rank
#17of 36 CRMs named
Average position
7.5where it appears in the list
Site read
13.3%answers that read insightly.com

Against the most named

Share of all 75 answers that named each CRM.

Insightly10.7%
HubSpot CRM94.7%
Pipedrive82.7%
Zoho CRM82.7%

Question by question

Each question was asked once per run. “Most named” is the CRM the answers to that question named most often, other than Insightly.

QuestionTypeInsightlyMost named
What's the best CRM for a small business?shortlistNot namedHubSpot CRM
Which CRM should a 10-person startup use?shortlistNot namedHubSpot CRM
What are the top CRM tools for small businesses in 2026?shortlistNamed 1 of 3 · best #16HubSpot CRM
Best CRM for a small sales team of 5 peopleshortlistNot namedPipedrive
What CRM do most small B2B companies use?shortlistNot namedHubSpot CRM
Best free CRM for a small businessconstraintNot namedHubSpot CRM
Cheapest CRM that's still good for a small businessconstraintNot namedHubSpot CRM
Best CRM for a small business that's easy to set up without IT helpconstraintNot namedHubSpot CRM
Best CRM for a small agency managing client projects and dealsconstraintNamed 3 of 3 · best #3monday sales CRM
Best CRM for small businesses that integrates with Gmail and Google WorkspaceconstraintNamed 2 of 3 · best #7Copper
Best CRM for a small business using Microsoft 365 and OutlookconstraintNot namedHubSpot CRM
Best CRM for a small real estate teamconstraintNot namedHubSpot CRM
Best CRM with built-in email marketing for a small businessconstraintNot namedHubSpot CRM
Best CRM for a small business in the UK with GDPR in mindconstraintNot namedCapsule CRM
Best CRM for a small business that sells mostly over the phoneconstraintNot namedClose
What are the best alternatives to Salesforce for a small business?alternativesNamed 2 of 3 · best #9Salesforce Starter
HubSpot is getting too expensive. What CRM should a small business switch to?alternativesNot namedHubSpot CRM
Alternatives to Pipedrive for a small teamalternativesNot namedPipedrive
HubSpot vs Pipedrive for a small businesscomparisonNot namedPipedrive
Zoho CRM vs HubSpot for a startupcomparisonNot namedHubSpot CRM
Pipedrive vs monday sales CRM for a small sales teamcomparisonNot namedPipedrive
Is HubSpot's free CRM good enough for a small business?validationNot namedHubSpot CRM
Is Zoho CRM good for small businesses?validationNot namedZoho CRM
Is Pipedrive worth it for a small business?validationNot namedHubSpot CRM
I run a 20-person B2B services company and need a CRM. What would you recommend and why?shortlistNot namedHubSpot CRM

By kind of question

Question typeAnswers naming Insightly
Shortlist6%
Constraint17%
Alternatives22%
Comparison0%
Validation0%

Want to move this number?

We run this check for Insightly across ChatGPT, Perplexity, Gemini and Google AI Overviews, show why the leaders get chosen, and fix what keeps you out of the answers. The full method is in the report.

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