Insightly vs Zenefits (now TriNet)
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.
Zenefits (now TriNet)
Zenefits was a cloud-based HR platform for small and mid-size businesses. In 2022, Zenefits was acquired by TriNet, one of the largest PEO providers in the US. The Zenefits platform has been integrated into TriNet's product suite. Businesses previously using Zenefits are now served under the TriNet brand.
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
- ✓Strong benefits administration with a wide carrier network
- ✓Easy employee self-service for benefits enrollment and changes
- ✓Affordable base pricing for small teams
- ✓Good compliance tools for ACA and other regulations
Cons
- ✗Payroll processing costs extra as an add-on
- ✗Customer support quality has been inconsistent historically
- ✗Less suitable for companies that need advanced HR or payroll features
Insightly vs Zenefits (now TriNet): Side by Side
| Factor | Insightly | Zenefits (now TriNet) |
|---|---|---|
| User Rating | N/A | N/A |
| Category | CRM Software | HR Software |
| Pricing Model | Freemium | Paid |
| Starting Price | Free | $8/employee/mo |
| Best For | Growing businesses that need CRM and project management in one platform | Small businesses focused on benefits administration |
| Our Pick | — | — |
Insightly Features
- ✓Contact and lead management
- ✓pipeline management
- ✓project management
- ✓workflow automation
- ✓email marketing
- ✓reporting
- ✓integrations
Zenefits (now TriNet) Features
- ✓Benefits administration
- ✓payroll
- ✓time tracking
- ✓compliance
- ✓onboarding
Pricing Comparison
Our Take
Choose Insightly if growing businesses that need crm and project management in one platform. Choose Zenefits (now TriNet) if small businesses focused on benefits administration.
Best For
Growing businesses that need CRM and project management in one platform
Best For
Small businesses focused on benefits administration
Also Consider
If neither Insightly nor Zenefits (now TriNet) 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 Zenefits (now TriNet)?
Insightly is best for growing businesses that need crm and project management in one platform. Zenefits (now TriNet) is best for small businesses focused on benefits administration.
Which is better, Insightly or Zenefits (now TriNet)?
Choose Insightly if growing businesses that need crm and project management in one platform. Choose Zenefits (now TriNet) if small businesses focused on benefits administration.
How much does Insightly cost?
Insightly starts at Free. Pricing model: Freemium.
How much does Zenefits (now TriNet) cost?
Zenefits (now TriNet) starts at $8/employee/mo. Pricing model: Paid.
Who should use Insightly?
Growing businesses that need CRM and project management in one platform
Who should use Zenefits (now TriNet)?
Small businesses focused on benefits administration