Smartsheet vs Insightly vs Bigin by Zoho CRM Comparison
Smartsheet
Starting at $9 /month
- Free Trial
- Freelancers / Consultants
- Large Enterprises
Smartsheet is a dynamic project management tool that simplifies tracking and planning for teams of all sizes. Offering a user-friendly interface, it’s designed to adapt to your unique workflows, whether you're managing s…
Insightly
Starting at $29 /User/Month
- Free Trial
- Freelancers / Consultants
- Large Enterprises
Insightly is a sales and marketing software that will help you manage your contacts, leads, deals and opportunities. You can organize your contacts into lists, collaborate with teammates via real time messaging, sync con…
Bigin by Zoho CRM
Starting at $7 /User/Month
- Free Trial
- Small Business
Bigin by Zoho CRM is a solution for managing business contacts, creating sales opportunities, monitoring the pipeline and recording activities. The solution integrates email, calendar, tasks and more. It can be accessed…
Smartsheet leads on user satisfaction with a 4.6-star rating across 2,444 reviews.
Smartsheet vs Insightly vs Bigin by Zoho CRM — at a glance
| Feature | Smartsheet | Insightly | Bigin by Zoho CRM |
|---|---|---|---|
| Rating | 4.6 / 5 | 4.2 / 5 | 4.6 / 5 |
| Reviews | 2,444 | 879 | 294 |
| Starting price | $9 /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, Mobile - Android, Mobile - iOS, Installed - Windows, Installed - Mac | SaaS/Web/Cloud, Mobile - Android, Mobile - iOS | SaaS/Web/Cloud, Mobile - Android, Mobile - iOS |
| API | Available | Available | Available |
| Support modes | Business Hours, Online | Business Hours, Online | Business Hours, Online |
| Certifications | SOC 2, HIPAA, GDPR, ISO 27001 | SOC 2, HIPAA, GDPR | — |
| Data residency | US | US | Global |
Key differences between Smartsheet and Insightly
- Pricing: Smartsheet starts at $9 /month, while Insightly starts at $29 /User/Month.
- User satisfaction: Smartsheet scores higher with a 4.6-star average.
- Deployment: Smartsheet supports SaaS/Web/Cloud, Mobile - Android, Mobile - iOS, Installed - Windows, Installed - Mac; Insightly supports SaaS/Web/Cloud, Mobile - Android, Mobile - iOS.
Compare Smartsheet 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
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Biggest differences
Start here before you go deeper into features.
Best for teams needing customizable, spreadsheet-style project management with automation.
- You require flexible workflows adaptable to complex project plans and diverse teams.
- You want strong project management features like Gantt charts, dashboards, and resource tracking.
- You value automation to reduce manual errors and save time in project execution.
- Your team needs extensive offline functionality due to unreliable internet access.
- You prefer simple, ready-to-use workflows without investing time in customization or training.
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
Smartsheet: Best for teams needing customizable, spreadsheet-style project management with automation. Insightly: Best for mid-sized teams needing flexible CRM with strong email integration.
Description | Smartsheet is a dynamic project management tool that simplifies tracking and planning for teams of all sizes. Offering a user-friendly interface, it’s designed to adapt to your unique ... Read More about Smartsheet | Insightly is a sales and marketing software that will help you manage your contacts, leads, deals and opportunities. You can organize your contacts into lists, collaborate with teammates ... Read More about Insightly | Bigin by Zoho CRM is a solution for managing business contacts, creating sales opportunities, monitoring the pipeline and recording activities. The solution integrates email, calendar, ... Read More about Bigin by Zoho CRM |
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Spotsaas ScoreWhat's this? ↗ | 9.8/10 | 9.3/10 | 9.0/10 |
User RatingsBased on verified Spotsaas reviews | |||
Best Company Size | 50-500 employees501-5,000 employees | 1-50 employees51-500 employees | — |
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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
- Streamlined Collaboration: With Smartsheet, teams can easily collaborate in real-time, ensuring that everyone is on the same page. I’ve seen how this fosters transparency and accountability within projects, making it easier for managers to keep track of progress.
- Customizable Dashboards: Smartsheet offers customizable dashboards that allow you to visualize project data at a glance. This feature empowers executives to make informed decisions quickly, as they can monitor key metrics without digging through extensive reports.
- Automation Capabilities: By automating repetitive tasks, Smartsheet saves time and reduces errors. Administrators will appreciate how this feature allows them to focus on higher-value activities rather than getting bogged down with manual processes.
- Streamlined Project Management: With Insightly, teams can effortlessly manage projects from initiation to completion. You’ll appreciate how tasks, deadlines, and milestones are organized in one intuitive platform, ensuring everyone is aligned and focused.
- Robust 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 ultimately foster stronger relationships that drive sales.
- Customizable Workflows: Tailor your workflows to fit your unique business needs. Administrators will love the flexibility Insightly provides, allowing for automation of repetitive tasks and ensuring that processes are efficient and consistent across teams.
No key benefits available yet.
Best fit
- 50-5,000 employees.
- Industries include Project Management, IT Services, Marketing Technology (Martech), Financial Technology (Fintech), Consulting, and SaaS.
- Typical users are Project Managers, Operations Managers, Marketing Coordinators, IT Directors, and Business Analysts.
- 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
- Users may seek alternatives to Smartsheet due to budget constraints, as some organizations find more cost-effective project management solutions that fit their needs without compromising essential features.
- Teams looking for specialized tools might consider alternatives that offer specific functionalities tailored for industries like construction or software development, which may not be as robust in Smartsheet.
- Some users may desire a more intuitive user interface and simpler navigation, leading them to explore alternatives that prioritize ease of use and require less training for team members.
- 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.
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How do Smartsheet, Insightly and Bigin by Zoho CRM Compare on Features?
Total Features | 21 Features | 30 Features | 10 Features |
|---|---|---|---|
Unique Features | No unique features | No unique features | No unique features |
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Compare Smartsheet, 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.
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Other Details
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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 | ✓ Yes | — |
Single Sign-On (SSO) | ✓ Yes | ✓ Yes |
Multi-Factor Auth (MFA) | ✓ Yes | ✓ Yes |
Data Encryption | ✓ Yes | ✓ Yes |
Audit Logs | ✓ Yes | ✓ Yes |
Data Residency | 🇺🇸 US | 🇺🇸 US |
Smartsheet vs 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 Smartsheet’s flexibility, collaboration features, and powerful project management tools, tempered by concerns about learning curve and offline limitations. 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
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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 | 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 |  Pfizer  Whirlpool  Western Digital |  4over LLC  Savanta  Atlanta Eats |  Antech Microsystem Pvt.Ltd  Investacc  Hire |
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Media and Screenshots
Screenshots |  7 Screenshots |  9 Screenshots |
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Videos |  4 Videos |  5 Videos |
Alternatives
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, Smartsheet or Insightly?
- Smartsheet edges out the other on user ratings (4.6 vs 4.2). That said, the best pick depends on your use case — use the comparison tables above to evaluate each dimension.
- Do Smartsheet and Insightly offer a free trial?
- Yes, both Smartsheet and Insightly offer a free trial.
- What is the starting price of Smartsheet vs Insightly?
- Smartsheet starts at $9 /month. Insightly starts at $29 /User/Month.
- What are the top alternatives to Smartsheet?
- Top alternatives to Smartsheet include Quickbase , ClickUp, Jira, Microsoft PPM, Trello.
- What are the top alternatives to Insightly?
- Top alternatives to Insightly include Bigin by Zoho CRM, Hubspot Marketing Hub, ClickUp, Zoho CRM, Salesforce.