Insightly vs ClickUp
A head-to-head comparison to help you pick the right tool
Last updated: April 30, 2026
Insightly
Insightly is a CRM and project management platform designed for growing businesses. It uniquely combines sales pipeline management with post-sale project delivery so teams can manage the full customer lifecycle in one place. Insightly is popular with professional services firms and companies that need to track complex projects alongside their sales pipeline.
ClickUp
ClickUp is an all-in-one productivity platform that combines project management, docs, goals, and chat in a single tool. It is known for its extreme flexibility and customization, allowing teams to build their own workflows. ClickUp positions itself as a replacement for multiple tools with one of the most generous free plans in the market.
Pros
- ✓Unique combination of CRM and project management in one tool
- ✓Good free plan for up to 2 users
- ✓Strong workflow automation on paid plans
- ✓Good fit for professional services businesses
Cons
- ✗Interface feels dated compared to modern CRM tools
- ✗Customer support can be slow on lower tiers
- ✗Mobile app is less polished than competitors
Pros
- ✓Extremely feature-rich with one of the most generous free plans available
- ✓Highly customizable to fit any workflow or team structure
- ✓Built-in docs, chat, and time tracking reduce need for other tools
- ✓Regular feature updates based on user feedback
Cons
- ✗Can be overwhelming due to the sheer number of features and options
- ✗Performance can slow down with very large workspaces
- ✗Steep learning curve for new users setting up complex workflows
Insightly vs ClickUp: Side by Side
| Factor | Insightly | ClickUp |
|---|---|---|
| User Rating | N/A | N/A |
| Category | CRM Software | Project Management |
| Pricing Model | Freemium | Freemium |
| Starting Price | Free | Free |
| Best For | Growing businesses that need CRM and project management in one platform | Teams wanting an all-in-one productivity tool to replace multiple apps |
| Our Pick | — | — |
Insightly Features
- ✓Contact and lead management
- ✓pipeline management
- ✓project management
- ✓workflow automation
- ✓email marketing
- ✓reporting
- ✓integrations
ClickUp Features
- ✓Tasks
- ✓docs
- ✓goals
- ✓chat
- ✓whiteboards
- ✓time tracking
- ✓dashboards
- ✓automation
- ✓multiple views
- ✓integrations
- ✓AI assistant
Pricing Comparison
Our Take
Choose Insightly if growing businesses that need crm and project management in one platform. Choose ClickUp if teams wanting an all-in-one productivity tool to replace multiple apps.
Best For
Growing businesses that need CRM and project management in one platform
Best For
Teams wanting an all-in-one productivity tool to replace multiple apps
Also Consider
If neither Insightly nor ClickUp is the right fit, Monday.com CRM is worth evaluating.
Monday.com CRM
Teams that want CRM and project management combined in one visual platform
From $12/user/mo
Frequently Asked Questions
What is the difference between Insightly and ClickUp?
Insightly is best for growing businesses that need crm and project management in one platform. ClickUp is best for teams wanting an all-in-one productivity tool to replace multiple apps.
Which is better, Insightly or ClickUp?
Choose Insightly if growing businesses that need crm and project management in one platform. Choose ClickUp if teams wanting an all-in-one productivity tool to replace multiple apps.
How much does Insightly cost?
Insightly starts at Free. Pricing model: Freemium.
How much does ClickUp cost?
ClickUp starts at Free. Pricing model: Freemium.
Who should use Insightly?
Growing businesses that need CRM and project management in one platform
Who should use ClickUp?
Teams wanting an all-in-one productivity tool to replace multiple apps