Insightly vs Lattice
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.
Lattice
Lattice is a people management platform that helps companies run performance reviews, set goals, and measure employee engagement. It combines performance management, OKRs, career development, and compensation tools in one platform. Lattice is widely used by tech companies that invest heavily in people development.
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
- ✓Best-in-class performance review and OKR tools
- ✓Strong engagement survey capabilities with actionable insights
- ✓Career development and growth tracking features
- ✓Good analytics for people managers and HR teams
Cons
- ✗No payroll or core HRIS functionality
- ✗Can be expensive when combining multiple modules
- ✗Some users find the platform complex to administer initially
Insightly vs Lattice: Side by Side
| Factor | Insightly | Lattice |
|---|---|---|
| User Rating | N/A | N/A |
| Category | CRM Software | HR Software |
| Pricing Model | Freemium | Paid |
| Starting Price | Free | $11/person/mo |
| Best For | Growing businesses that need CRM and project management in one platform | Mid-size companies focused on performance management |
| Our Pick | — | — |
Insightly Features
- ✓Contact and lead management
- ✓pipeline management
- ✓project management
- ✓workflow automation
- ✓email marketing
- ✓reporting
- ✓integrations
Lattice Features
- ✓Performance reviews
- ✓OKRs
- ✓employee engagement
- ✓career development
- ✓compensation
Pricing Comparison
Our Take
Choose Insightly if growing businesses that need crm and project management in one platform. Choose Lattice if mid-size companies focused on performance management.
Best For
Growing businesses that need CRM and project management in one platform
Best For
Mid-size companies focused on performance management
Also Consider
If neither Insightly nor Lattice 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 Lattice?
Insightly is best for growing businesses that need crm and project management in one platform. Lattice is best for mid-size companies focused on performance management.
Which is better, Insightly or Lattice?
Choose Insightly if growing businesses that need crm and project management in one platform. Choose Lattice if mid-size companies focused on performance management.
How much does Insightly cost?
Insightly starts at Free. Pricing model: Freemium.
How much does Lattice cost?
Lattice starts at $11/person/mo. Pricing model: Paid.
Who should use Insightly?
Growing businesses that need CRM and project management in one platform
Who should use Lattice?
Mid-size companies focused on performance management