Insightly vs Klaviyo
A head-to-head comparison to help you pick the right tool
Last updated: April 30, 2026
Klaviyo is our recommended pick for most teams — b2c brands wanting an ai-powered crm that combines marketing automation, analytics, and customer service in one platform.
Try Klaviyo →Read our full Klaviyo review →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.
Klaviyo
Klaviyo is the AI-first CRM built for B2C brands. Powered by its built-in data platform and AI insights, Klaviyo combines marketing automation, analytics, and customer service into one unified solution.
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
- ✓AI-powered customer insights
- ✓Strong marketing automation
- ✓Built-in data platform
- ✓Unified marketing and customer service
- ✓Purpose-built for B2C brands
Cons
- ✗Less suitable for B2B sales teams
- ✗Can be expensive at scale
- ✗Learning curve for full platform
- ✗Overkill for very small businesses
Insightly vs Klaviyo: Side by Side
| Factor | Insightly | Klaviyo |
|---|---|---|
| User Rating | N/A | 4.5/5 ★ |
| Category | CRM Software | CRM Software |
| Pricing Model | Freemium | Paid |
| Starting Price | Free | $20/mo |
| Best For | Growing businesses that need CRM and project management in one platform | B2C brands wanting an AI-powered CRM that combines marketing automation, analytics, and customer service in one platform. |
| Our Pick | — | 🏆 Recommended |
Insightly Features
- ✓Contact and lead management
- ✓pipeline management
- ✓project management
- ✓workflow automation
- ✓email marketing
- ✓reporting
- ✓integrations
Klaviyo Features
- ✓Email marketing
- ✓SMS marketing
- ✓audience segmentation
- ✓automation flows
- ✓A/B testing
- ✓revenue attribution
Pricing Comparison
Klaviyo
PaidStarts at $20/mo
Free: $0 (250 contacts) · Email: from $20/mo · Email & SMS: from $35/mo
See full pricing →Best Use Cases
Klaviyo
- →Ecommerce businesses running email and SMS campaigns
- →Shopify stores wanting advanced customer segmentation
- →DTC brands automating abandoned cart and post-purchase flows
Who Should NOT Use These Tools
Klaviyo is NOT ideal for:
- ✗Non-ecommerce businesses without a product catalog
- ✗B2B companies with long sales cycles
- ✗Small businesses that only need basic email newsletters
Integrations
Klaviyo
Shopify, WooCommerce, Magento, BigCommerce, Salesforce, Stripe, Recharge, Gorgias
Our Take
Choose Insightly if growing businesses that need crm and project management in one platform. Choose Klaviyo if b2c brands wanting an ai-powered crm that combines marketing automation, analytics, and customer service in one platform.
Best For
Growing businesses that need CRM and project management in one platform
Best For
B2C brands wanting an AI-powered CRM that combines marketing automation, analytics, and customer service in one platform.
How Insightly and Klaviyo Are Similar
- •Both are CRM Software platforms designed for business teams
- •Both offer web-based access with no software installation required
- •Both provide customer support and onboarding resources
- •Both integrate with popular third-party business tools
- •Both offer a trial or demo to evaluate before purchasing
Also Consider
If neither Insightly nor Klaviyo 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 Klaviyo?
Insightly is best for growing businesses that need crm and project management in one platform. Klaviyo is best for b2c brands wanting an ai-powered crm that combines marketing automation, analytics, and customer service in one platform.
Which is better, Insightly or Klaviyo?
Choose Insightly if growing businesses that need crm and project management in one platform. Choose Klaviyo if b2c brands wanting an ai-powered crm that combines marketing automation, analytics, and customer service in one platform.
How much does Insightly cost?
Insightly starts at Free. Pricing model: Freemium.
How much does Klaviyo cost?
Klaviyo starts at $20/mo. Pricing model: Paid.
Who should use Insightly?
Growing businesses that need CRM and project management in one platform
Who should use Klaviyo?
B2C brands wanting an AI-powered CRM that combines marketing automation, analytics, and customer service in one platform.