Insightly vs Quicken
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.
Quicken
Quicken is a personal finance and small business accounting tool with decades of history. It helps small business owners track income, expenses, invoices, and taxes with a desktop-first approach.
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
- ✓Long track record and trusted brand
- ✓Good for very small businesses and sole traders
- ✓Strong personal finance features
- ✓One-time or annual pricing
- ✓Desktop and mobile access
Cons
- ✗Feels dated compared to cloud-native tools
- ✗Desktop-first approach limits collaboration
- ✗Not suited for growing businesses
- ✗Limited integrations
Insightly vs Quicken: Side by Side
| Factor | Insightly | Quicken |
|---|---|---|
| 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 | Sole traders and very small business owners wanting a simple trusted tool for basic bookkeeping and personal finance tracking |
| Our Pick | — | — |
Insightly Features
- ✓Contact and lead management
- ✓pipeline management
- ✓project management
- ✓workflow automation
- ✓email marketing
- ✓reporting
- ✓integrations
Quicken Features
- ✓Personal finance
- ✓budgeting
- ✓investment tracking
- ✓bill management
- ✓tax planning
- ✓reporting
Pricing Comparison
Our Take
Choose Insightly if growing businesses that need crm and project management in one platform. Choose Quicken if sole traders and very small business owners wanting a simple trusted tool for basic bookkeeping and personal finance tracking.
Best For
Growing businesses that need CRM and project management in one platform
Best For
Sole traders and very small business owners wanting a simple trusted tool for basic bookkeeping and personal finance tracking
Also Consider
If neither Insightly nor Quicken 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 Quicken?
Insightly is best for growing businesses that need crm and project management in one platform. Quicken is best for sole traders and very small business owners wanting a simple trusted tool for basic bookkeeping and personal finance tracking.
Which is better, Insightly or Quicken?
Choose Insightly if growing businesses that need crm and project management in one platform. Choose Quicken if sole traders and very small business owners wanting a simple trusted tool for basic bookkeeping and personal finance tracking.
How much does Insightly cost?
Insightly starts at Free. Pricing model: Freemium.
How much does Quicken cost?
Visit Quicken website for current pricing.
Who should use Insightly?
Growing businesses that need CRM and project management in one platform
Who should use Quicken?
Sole traders and very small business owners wanting a simple trusted tool for basic bookkeeping and personal finance tracking