Insightly vs Pilot
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.
Pilot
Pilot is a managed accounting service that combines software with a dedicated team of bookkeepers to handle your books each month. Built for startups and small businesses that want accounting done for them.
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
- ✓Fully managed bookkeeping service
- ✓Dedicated finance experts included
- ✓Built specifically for startups
- ✓Integrates with common startup tools
- ✓Good for venture-backed companies
Cons
- ✗More expensive than DIY software
- ✗Less control over day-to-day bookkeeping
- ✗Not suited for businesses wanting to manage their own books
- ✗US-focused
Insightly vs Pilot: Side by Side
| Factor | Insightly | Pilot |
|---|---|---|
| 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 | Startups and small businesses wanting fully managed bookkeeping with a dedicated team rather than DIY software |
| Our Pick | — | — |
Insightly Features
- ✓Contact and lead management
- ✓pipeline management
- ✓project management
- ✓workflow automation
- ✓email marketing
- ✓reporting
- ✓integrations
Pilot Features
- ✓Bookkeeping
- ✓tax preparation
- ✓financial reporting
- ✓dedicated bookkeeper
- ✓cash flow management
- ✓integrations
Pricing Comparison
Our Take
Choose Insightly if growing businesses that need crm and project management in one platform. Choose Pilot if startups and small businesses wanting fully managed bookkeeping with a dedicated team rather than diy software.
Best For
Growing businesses that need CRM and project management in one platform
Best For
Startups and small businesses wanting fully managed bookkeeping with a dedicated team rather than DIY software
Also Consider
If neither Insightly nor Pilot 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 Pilot?
Insightly is best for growing businesses that need crm and project management in one platform. Pilot is best for startups and small businesses wanting fully managed bookkeeping with a dedicated team rather than diy software.
Which is better, Insightly or Pilot?
Choose Insightly if growing businesses that need crm and project management in one platform. Choose Pilot if startups and small businesses wanting fully managed bookkeeping with a dedicated team rather than diy software.
How much does Insightly cost?
Insightly starts at Free. Pricing model: Freemium.
How much does Pilot cost?
Visit Pilot website for current pricing.
Who should use Insightly?
Growing businesses that need CRM and project management in one platform
Who should use Pilot?
Startups and small businesses wanting fully managed bookkeeping with a dedicated team rather than DIY software