Insightly vs ClickUp Comparison
Insightly
Starting at $29 /User/Month
- Free Trial
- Freelancers / Consultants
- Large Enterprises
Insightly is CRM software for growing B2B sales and marketing teams that need pipeline tracking, contact management, and task automation without enterprise-level complexity. It integrates with Gmail and Outlook so reps c…
ClickUp
Starting at $7 /User/Month
- Free Trial
- Freelancers / Consultants
- Large Enterprises
ClickUp is a versatile cloud-based project management platform designed to cater to both individual project needs and the complex demands of enterprise-level teams. Offering a customizable planning experience, it allows…
ClickUp leads on user satisfaction with a 4.9-star rating across 2,716 reviews.
Insightly vs ClickUp — at a glance
| Feature | Insightly | ClickUp |
|---|---|---|
| Rating | 4.3 / 5 | 4.9 / 5 |
| Reviews | 717 | 2,716 |
| Starting price | $29 /User/Month | $7 /User/Month |
| Free trial | Yes | Yes |
| Free version | No | No |
| Best for | Freelancers / Consultants, Large Enterprises, Medium Business | Freelancers / Consultants, Large Enterprises, Medium Business |
| Category | CRM Software | Collaboration Software |
| Integrations | — | 1+ apps |
| Platforms | SaaS/Web/Cloud, Mobile - Android, Mobile - iOS | SaaS/Web/Cloud, Mobile - Android, Mobile - iOS, Installed - Windows, Installed - Mac |
| API | Available | Available |
| Support modes | Business Hours, Online | 24/7 (Live rep), Business Hours, Online |
| Certifications | SOC 2, HIPAA, GDPR | SOC 2, HIPAA, GDPR |
| Data residency | US | Global |
Key differences between Insightly and ClickUp
- Pricing: Insightly starts at $29 /User/Month, while ClickUp starts at $7 /User/Month.
- User satisfaction: ClickUp scores higher with a 4.9-star average.
- Deployment: Insightly supports SaaS/Web/Cloud, Mobile - Android, Mobile - iOS; ClickUp supports SaaS/Web/Cloud, Mobile - Android, Mobile - iOS, Installed - Windows, Installed - Mac.
Insightly vs ClickUp — find the better fit before you commit.
Which tool fits your team best
Which is actually cheaper for your team size
Where each product wins, per real buyers
Most CRM Software tools look identical on paper. This comparison cuts to the differences that matter — pricing structure, team fit, and what real buyers found after signing up.
Biggest differences
Features
Pricing
Buying details
Security
Buyer feedback
Integrations
Product tour
Other options
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Biggest differences
Start here before you go deeper into features.
Best for mid-sized teams needing flexible CRM with strong email integration.
- You want a unified platform managing contacts, leads, deals, and opportunities.
- Your team values built-in real-time messaging for seamless collaboration.
- You require syncing capabilities with Outlook and Gmail for streamlined workflows.
- You need advanced reporting and analytics beyond basic CRM capabilities.
- You rely heavily on mobile app features with full desktop parity.
Best for customizable, all-in-one project management in mid-to-large teams.
- You need highly customizable workflows adaptable to diverse project methods.
- Your team values an intuitive interface that streamlines task and workflow management.
- You want a single platform consolidating tasks, docs, goals, and chat.
- Your team lacks technical expertise and may struggle with a steep learning curve.
- You require extensive third-party app integrations and marketplace connectors.
Insightly: Best for mid-sized teams needing flexible CRM with strong email integration. ClickUp: Best for customizable, all-in-one project management in mid-to-large teams.
Description | Insightly is CRM software for growing B2B sales and marketing teams that need pipeline tracking, contact management, and task automation without enterprise-level complexity. It integrates ... Read More about Insightly | ClickUp is a versatile cloud-based project management platform designed to cater to both individual project needs and the complex demands of enterprise-level teams. Offering a customizable ... Read More about ClickUp |
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Entry Level Pricing |
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Free Trial Availability |
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SpotScoreWhat's this? ↗ | 9.3/10 | 9.8/10 |
User RatingsBased on verified Spotsaas reviews | ||
Best Company Size | 1-50 employees51-500 employees | 50-500 employeesLarge enterprises |
Get pricing help | Get pricing help |
Where each option fits best
See where each product is strongest, which teams it fits, and what causes buyers to keep looking — before you commit.
Based on buyer reviews and verified product data collected by Spotsaas.
Key strengths
- Project Management: With Insightly, teams can easily manage projects from initiation to completion. Tasks, deadlines, and milestones are organized in one intuitive platform, keeping everyone aligned and focused.
- Reliable CRM Capabilities: Insightly offers a powerful customer relationship management system that helps you maintain meaningful connections with clients. You'll find it easy to track interactions, manage leads, and build stronger relationships that drive sales.
- Customizable Workflows: Design workflows that fit your unique business needs. Administrators can automate repetitive tasks and maintain consistent processes across teams.
- Streamlined Project Management: ClickUp offers an intuitive platform that simplifies project management, allowing teams to easily collaborate, set priorities, and track progress. As a manager, you’ll find that this clarity boosts productivity across your organization.
- Customizable Workflows: ClickUp's flexible features let you design workflows for your specific needs. Whether you're an administrator looking to speed up processes or an executive wanting a bird's-eye view of operations, this adaptability keeps everyone aligned.
- All-in-One Tool: Say goodbye to juggling multiple applications. ClickUp brings together tasks, docs, goals, and chat in one smooth experience. This means less time switching between tools and more time focusing on what truly matters—driving results.
Best fit
- 1 to 500 employees
- SaaS, Consulting, Marketing Technology (Martech), and Sales Automation
- roles such as Sales Managers, Account Executives, Business Development Representatives, and CRM Administrators
- 50 to 500 employees
- Martech, SaaS, Consulting, Fintech, Project Management, and Creative Agencies
- Project Managers, Product Managers, Marketing Coordinators, Team Leaders, and Operations Managers
Reasons buyers look elsewhere
- Users may seek alternatives if they require more advanced customization options for workflows and dashboards, as Insightly's flexibility might not meet specific business needs or unique processes.
- Businesses looking for enhanced reporting capabilities may explore other CRM solutions that offer more robust analytics tools, which can provide deeper insights into customer interactions and sales performance.
- Companies with larger teams might consider alternatives that support more extensive user management features, as Insightly's user limits and pricing tiers could be restrictive for growing organizations.
- Simpler interfaces appeal to teams with low technical expertise — Asana and Monday.com both score higher on ease-of-use reviews
- Overwhelming feature set drives migration to Trello, Jira, or Notion for teams needing focused workflows without configuration overhead
- Lower-cost alternatives like Asana ($10.99/user/month) and Monday.com ($8/user/month) compete on price; ClickUp starts at $7/user/month but requires paid add-ons for core features
Software Demo
Demo |
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How do Insightly and ClickUp Compare on Features?
Total Features | 30 Features | 44 Features |
|---|---|---|
Unique Features | No unique features | No unique features |
Get Quote | Get Quote |
Compare Insightly and ClickUp on pricing
Review starting price, plan structure, and free-trial access side by side so you can see which option fits your budget and buying process.
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Other Details
Organization Types supported |
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API Support |
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Get help choosing | Get help choosing |
Security & Compliance
Certifications, data handling, and security controls for IT and compliance evaluators.
SOC 2 | ✓ Yes | ✓ Yes |
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HIPAA | ✓ Yes | ✓ Yes |
GDPR | ✓ Yes | ✓ Yes |
ISO 27001 | — | ✗ No |
Single Sign-On (SSO) | ✓ Yes | ✓ Yes |
Multi-Factor Auth (MFA) | ✓ Yes | ✓ Yes |
Data Encryption | ✓ Yes | ✓ Yes |
Audit Logs | ✓ Yes | ✓ Yes |
Data Residency | 🇺🇸 US | 🌐 Global |
Insightly User Reviews & Rating Comparison
User Ratings | ||
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Rating Distribution | ||
Spotsaas Editor’s POV generated by AI | Buyer sentiment Overall positive sentiment highlights ease of use, collaboration features, and integration capabilities, with some concerns about mobile functionality and pricing. What buyers like
Common complaints
| Buyer sentiment Overall positive sentiment highlighting versatility, customization, and strong customer support, tempered by concerns over initial learning difficulty and limited marketplace options. What buyers like
Common complaints
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Pros and Cons |
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Positive Reviews | No reviews available for the product | No reviews available for the product |
| Negative Reviews | No reviews available for the product | No reviews available for the product |
Integrations
Integration with other apps | No Integration information available. |
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List of Customers
Customers |  4over LLC  Savanta  Atlanta Eats |  Samsung  IBM  Booking.com |
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Media and Screenshots
Screenshots |  9 Screenshots |  5 Screenshots |
|---|---|---|
Videos |  5 Videos |  5 Videos |
Top Alternatives to Insightly and ClickUp in 2026
Alternatives |
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
Frequently asked questions
- Which is better, Insightly or ClickUp?
- ClickUp edges out the other on user ratings (4.9 vs 4.3). That said, the best pick depends on your use case — use the comparison tables above to evaluate each dimension.
- Do Insightly and ClickUp offer a free trial?
- Yes, both Insightly and ClickUp offer a free trial.
- What is the starting price of Insightly vs ClickUp?
- Insightly starts at $29 /User/Month. ClickUp starts at $7 /User/Month.
- What are the top alternatives to Insightly?
- Top alternatives to Insightly include Bigin by Zoho CRM, Hubspot Marketing Hub, ClickUp, Zoho CRM, Agentforce Sales (formerly Salesforce Sales Cloud).
- What are the top alternatives to ClickUp?
- Top alternatives to ClickUp include Basecamp, Trello, TeamGantt, Asana, Teamwork.