RationalPlan vs Insightly vs Bigin by Zoho CRM Comparison
RationalPlan
Starting at $4 /User/Month
- Free Trial
- Freelancers / Consultants
- Large Enterprises
RationalPlan Project Management Software is a simple and easy to use project planning software for small organizations. It is easy to learn, affordable, and includes powerful features to plan, manage and report projects.…
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…
Bigin by Zoho CRM
Starting at $7 /User/Month
- Free Trial
- Small Business
Bigin is Zoho's lightweight CRM designed for small teams under 50 people running straightforward sales cycles. Its drag-and-drop pipeline and email sync with Gmail and Outlook allow reps to get productive within a day wi…
RationalPlan leads on user satisfaction with a 4.7-star rating across 25 reviews.
RationalPlan vs Insightly vs Bigin by Zoho CRM — at a glance
| Feature | RationalPlan | Insightly | Bigin by Zoho CRM |
|---|---|---|---|
| Rating | 4.7 / 5 | 4.3 / 5 | 4.6 / 5 |
| Reviews | 25 | 717 | 243 |
| Starting price | $4 /User/Month | $29 /User/Month | $7 /User/Month |
| Free trial | Yes | Yes | Yes |
| Free version | No | No | No |
| Best for | Freelancers / Consultants, Large Enterprises, Medium Business | Freelancers / Consultants, Large Enterprises, Medium Business | Small Business |
| Category | Project Management Software | CRM Software | CRM Software |
| Platforms | SaaS/Web/Cloud, Installed - Windows, Installed - Mac | SaaS/Web/Cloud, Mobile - Android, Mobile - iOS | SaaS/Web/Cloud, Mobile - Android, Mobile - iOS |
| API | — | Available | Available |
| Support modes | Business Hours, Online | Business Hours, Online | Business Hours, Online |
| Certifications | — | SOC 2, HIPAA, GDPR | — |
| Data residency | — | US | Global |
Key differences between RationalPlan and Insightly
- Pricing: RationalPlan starts at $4 /User/Month, while Insightly starts at $29 /User/Month.
- User satisfaction: RationalPlan scores higher with a 4.7-star average.
- Deployment: RationalPlan supports SaaS/Web/Cloud, Installed - Windows, Installed - Mac; Insightly supports SaaS/Web/Cloud, Mobile - Android, Mobile - iOS.
Compare RationalPlan vs Insightly vs Bigin by Zoho CRM — and walk away knowing which one fits.
Which tool fits your team best
Which is actually cheaper for your team size
Where each product wins, per real buyers
Most Project Management 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
Talk to an expert Talk to an expert |
Free PDF comparison
Download this RationalPlan vs Insightly vs Bigin by Zoho CRM comparison
Get the full side-by-side as a PDF — these picks plus the top Project Management Software tools, with verified ratings, pricing and features.
- Side-by-side on pricing, features & ratings
- Plus the category top 10, scored & ranked
- Emailed to you — no on-screen download
No file downloads on screen — we email it to you. One-click unsubscribe anytime.
Biggest differences
Start here before you go deeper into features.
Freelancers / Consultants, Large Enterprises, Medium Business
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.
Small Business
RationalPlan typically suits Freelancers / Consultants and Large Enterprises. Insightly tends to fit Freelancers / Consultants and Large Enterprises better. The right choice depends on your team size, workflow, and whether a free trial matters.
Description | RationalPlan Project Management Software is a simple and easy to use project planning software for small organizations. It is easy to learn, affordable, and includes powerful features to ... Read More about RationalPlan | 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 | Bigin is Zoho's lightweight CRM designed for small teams under 50 people running straightforward sales cycles. Its drag-and-drop pipeline and email sync with Gmail and Outlook allow reps to ... Read More about Bigin by Zoho CRM |
|---|---|---|---|
Entry Level Pricing |
|
|
|
Free Trial Availability |
| ||
SpotScoreWhat's this? ↗ | 8.8/10 | 9.3/10 | 9.0/10 |
User RatingsBased on verified Spotsaas reviews | |||
Best Company Size | 10 to 500 employees | 1-50 employees51-500 employees | — |
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
- Multi-Project Management: RationalPlan allows users to manage multiple projects simultaneously, providing a centralized view of all ongoing tasks and resources.
- Gantt Chart and Kanban Views: The software offers both Gantt chart and Kanban board views, catering to different project management preferences and methodologies.
- Resource and Cost Management: RationalPlan provides tools for resource allocation and cost estimation, helping organizations stay within budget and optimize resource utilization.
- 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.
No key benefits available yet.
Best fit
- 10 to 500 employees
- Construction, Engineering, Consulting, Software Development, Healthcare
- Project Managers, Operations Managers, Resource Planners, Portfolio Managers
- 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
No best-fit guidance available yet.
Reasons buyers look elsewhere
- RationalPlan's collaboration capabilities are relatively basic compared to other project management tools. Users have noted that it lacks advanced collaboration features, which can be a drawback for teams that require real-time communication and file sharing.
- Some users have reported that the software's user interface is not as intuitive as other project management tools. This can lead to a steeper learning curve and potentially slower adoption by team members.
- RationalPlan's mobile and web versions may not offer the full functionality available in the desktop application. This limitation can hinder users who need to access project data on the go.
- 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.
No alternatives guidance available yet.
Software Demo
Demo |
|---|
Need a second opinion?
Get shortlist help from a software advisor
Share your priorities, budget, and team needs, and we’ll help you narrow the options and understand the tradeoffs before you talk to vendors.
- Independent advice — matched to your business
- Understand the tradeoffs before you talk to vendors
- Free 15-min call with a software advisor.
Step 1 of 4
How big is your team?
We tailor recommendations to companies your size.
How do RationalPlan, Insightly and Bigin by Zoho CRM Compare on Features?
Total Features | 15 Features | 30 Features | 10 Features |
|---|---|---|---|
Unique Features | No unique features | No unique features | No unique features |
Get Quote | Get Quote |
Compare RationalPlan, Insightly and Bigin by Zoho CRM 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.
Pricing Option | |||
|---|---|---|---|
Starting From |
|
|
|
Pricing Plans |
|
| |
Pricing Page |  |  |  |
Other Details
Organization Types supported |
|
|
|
|---|---|---|---|
Platforms Supported |
|
|
|
Modes of support |
|
|
|
API Support |
|
|
|
Get help choosing | Get help choosing |
Security & Compliance
Certifications, data handling, and security controls for IT and compliance evaluators.
SOC 2 | — | ✓ Yes |
|---|---|---|
HIPAA | — | ✓ Yes |
GDPR | — | ✓ Yes |
Single Sign-On (SSO) | — | ✓ Yes |
Multi-Factor Auth (MFA) | — | ✓ Yes |
Data Encryption | — | ✓ Yes |
Audit Logs | — | ✓ Yes |
Data Residency | — | 🇺🇸 US |
RationalPlan vs Insightly User Reviews & Rating Comparison
User Ratings | |||
|---|---|---|---|
Rating Distribution | |||
Spotsaas Editor’s POV generated by AI | Buyer sentiment Buyer sentiment is very strong across 25 reviews, with consistently positive feedback. What buyers like
Common complaints
| 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 Buyer sentiment is very strong across 279 reviews, with consistently positive feedback. What buyers like
Common complaints
|
Pros and Cons |
|
|
|
Positive Reviews | No reviews available for the product | 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 | No reviews available for the product |
List of Customers
Customers |  Cisco  IBM  Toyota |  4over LLC  Savanta  Atlanta Eats |  Antech Microsystem Pvt.Ltd  Investacc  Hire |
|---|
Media and Screenshots
Screenshots | No screenshots available. |  9 Screenshots |
|---|---|---|
Videos |  1 Videos |  5 Videos |
Alternatives
Alternatives |
|---|
Add another option to compare side by side
Search by product name to compare pricing, fit, and buyer feedback in one view.Compare similar software options
Related Blogs and Articles for Crm Software
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, RationalPlan or Insightly?
- RationalPlan edges out the other on user ratings (4.7 vs 4.3). That said, the best pick depends on your use case — use the comparison tables above to evaluate each dimension.
- Do RationalPlan and Insightly offer a free trial?
- Yes, both RationalPlan and Insightly offer a free trial.
- What is the starting price of RationalPlan vs Insightly?
- RationalPlan starts at $4 /User/Month. Insightly starts at $29 /User/Month.
- What are the top alternatives to RationalPlan?
- Top alternatives to RationalPlan include Quickbase, Smartsheet, ClickUp, Microsoft PPM, Wrike.
- 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).