Insightly vs Confluence
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.
Confluence
Confluence is Atlassian's team wiki and knowledge management tool, widely used alongside Jira for documentation, project planning, and team collaboration. It is the standard for engineering and product teams.
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
- ✓Excellent documentation and wiki features
- ✓Deep Jira integration
- ✓Strong template library
- ✓Good for async collaboration
- ✓Widely adopted in tech teams
Cons
- ✗Not a true project management tool
- ✗Can become disorganized without governance
- ✗Interface feels dated
- ✗Search can be unreliable
Insightly vs Confluence: Side by Side
| Factor | Insightly | Confluence |
|---|---|---|
| User Rating | N/A | N/A |
| Category | CRM Software | Project Management |
| Pricing Model | Freemium | Freemium |
| Starting Price | Free | Contact for pricing |
| Best For | Growing businesses that need CRM and project management in one platform | Engineering and product teams using Jira who need a powerful wiki and documentation tool alongside their projects |
| Our Pick | — | — |
Insightly Features
- ✓Contact and lead management
- ✓pipeline management
- ✓project management
- ✓workflow automation
- ✓email marketing
- ✓reporting
- ✓integrations
Confluence Features
- ✓Team wikis
- ✓project pages
- ✓knowledge base
- ✓real-time collaboration
- ✓Jira integration
- ✓templates
Pricing Comparison
Our Take
Choose Insightly if growing businesses that need crm and project management in one platform. Choose Confluence if engineering and product teams using jira who need a powerful wiki and documentation tool alongside their projects.
Best For
Growing businesses that need CRM and project management in one platform
Best For
Engineering and product teams using Jira who need a powerful wiki and documentation tool alongside their projects
Also Consider
If neither Insightly nor Confluence 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 Confluence?
Insightly is best for growing businesses that need crm and project management in one platform. Confluence is best for engineering and product teams using jira who need a powerful wiki and documentation tool alongside their projects.
Which is better, Insightly or Confluence?
Choose Insightly if growing businesses that need crm and project management in one platform. Choose Confluence if engineering and product teams using jira who need a powerful wiki and documentation tool alongside their projects.
How much does Insightly cost?
Insightly starts at Free. Pricing model: Freemium.
How much does Confluence cost?
Visit Confluence website for current pricing.
Who should use Insightly?
Growing businesses that need CRM and project management in one platform
Who should use Confluence?
Engineering and product teams using Jira who need a powerful wiki and documentation tool alongside their projects