Insightly vs Kashoo
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.
Kashoo
Kashoo is a simple cloud accounting platform designed for small businesses and freelancers who want straightforward bookkeeping without complexity. It offers automatic transaction categorization powered by AI, invoicing, and basic financial reporting. Kashoo is known for its simplicity and flat-rate annual pricing with no per-user fees, making it one of the most affordable full-featured accounting options available.
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 simple and easy to use — ideal for non-accountants
- ✓Flat annual pricing with unlimited users — no per-seat fees
- ✓AI-powered transaction categorization saves time
- ✓Affordable compared to QuickBooks and Xero
Cons
- ✗Less feature-rich than QuickBooks or Xero
- ✗Limited integrations compared to larger platforms
- ✗Not suitable for businesses with complex accounting needs
- ✗Less widely known — fewer accountants familiar with it
Insightly vs Kashoo: Side by Side
| Factor | Insightly | Kashoo |
|---|---|---|
| User Rating | N/A | N/A |
| Category | CRM Software | Accounting Software |
| Pricing Model | Freemium | Paid |
| Starting Price | Free | $216/yr |
| Best For | Growing businesses that need CRM and project management in one platform | Very small businesses and freelancers wanting the simplest, most affordable accounting solution |
| Our Pick | — | — |
Insightly Features
- ✓Contact and lead management
- ✓pipeline management
- ✓project management
- ✓workflow automation
- ✓email marketing
- ✓reporting
- ✓integrations
Kashoo Features
- ✓AI-powered transaction categorization
- ✓invoicing
- ✓expense tracking
- ✓bank connections
- ✓financial reporting
- ✓tax preparation
- ✓multi-currency support
- ✓unlimited users
- ✓mobile app
Pricing Comparison
Our Take
Choose Insightly if growing businesses that need crm and project management in one platform. Choose Kashoo if very small businesses and freelancers wanting the simplest, most affordable accounting solution.
Best For
Growing businesses that need CRM and project management in one platform
Best For
Very small businesses and freelancers wanting the simplest, most affordable accounting solution
Also Consider
If neither Insightly nor Kashoo 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 Kashoo?
Insightly is best for growing businesses that need crm and project management in one platform. Kashoo is best for very small businesses and freelancers wanting the simplest, most affordable accounting solution.
Which is better, Insightly or Kashoo?
Choose Insightly if growing businesses that need crm and project management in one platform. Choose Kashoo if very small businesses and freelancers wanting the simplest, most affordable accounting solution.
How much does Insightly cost?
Insightly starts at Free. Pricing model: Freemium.
How much does Kashoo cost?
Kashoo starts at $216/yr. Pricing model: Paid.
Who should use Insightly?
Growing businesses that need CRM and project management in one platform
Who should use Kashoo?
Very small businesses and freelancers wanting the simplest, most affordable accounting solution