Insightly vs Countingup
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.
Countingup
Countingup is a UK business current account with built-in accounting software. It combines banking and bookkeeping in one app, automatically categorizing transactions and generating tax estimates in real time.
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
- ✓Business banking and accounting in one app
- ✓Automatic transaction categorization
- ✓Real-time tax estimates
- ✓Simple flat monthly pricing
- ✓Great for sole traders
Cons
- ✗UK only
- ✗Limited accounting features for complex businesses
- ✗Not a replacement for full accounting software at scale
- ✗No multi-user access
Insightly vs Countingup: Side by Side
| Factor | Insightly | Countingup |
|---|---|---|
| User Rating | N/A | N/A |
| Category | CRM Software | Accounting Software |
| Pricing Model | Freemium | Paid |
| Starting Price | Free | Contact for pricing |
| Best For | Growing businesses that need CRM and project management in one platform | UK sole traders and freelancers wanting a combined business bank account and simple accounting tool in one app |
| Our Pick | — | — |
Insightly Features
- ✓Contact and lead management
- ✓pipeline management
- ✓project management
- ✓workflow automation
- ✓email marketing
- ✓reporting
- ✓integrations
Countingup Features
- ✓Receipt scanning
- ✓expense categorization
- ✓VAT tracking
- ✓supplier management
- ✓bank feed integration
- ✓reporting
Pricing Comparison
Our Take
Choose Insightly if growing businesses that need crm and project management in one platform. Choose Countingup if uk sole traders and freelancers wanting a combined business bank account and simple accounting tool in one app.
Best For
Growing businesses that need CRM and project management in one platform
Best For
UK sole traders and freelancers wanting a combined business bank account and simple accounting tool in one app
Also Consider
If neither Insightly nor Countingup 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 Countingup?
Insightly is best for growing businesses that need crm and project management in one platform. Countingup is best for uk sole traders and freelancers wanting a combined business bank account and simple accounting tool in one app.
Which is better, Insightly or Countingup?
Choose Insightly if growing businesses that need crm and project management in one platform. Choose Countingup if uk sole traders and freelancers wanting a combined business bank account and simple accounting tool in one app.
How much does Insightly cost?
Insightly starts at Free. Pricing model: Freemium.
How much does Countingup cost?
Visit Countingup website for current pricing.
Who should use Insightly?
Growing businesses that need CRM and project management in one platform
Who should use Countingup?
UK sole traders and freelancers wanting a combined business bank account and simple accounting tool in one app