Lattice vs Insightly
A head-to-head comparison to help you pick the right tool
Last updated: April 30, 2026
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.
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.
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
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
Lattice vs Insightly: Side by Side
| Factor | Lattice | Insightly |
|---|---|---|
| User Rating | N/A | N/A |
| Category | HR Software | CRM Software |
| Pricing Model | Paid | Freemium |
| Starting Price | $11/person/mo | Free |
| Best For | Mid-size companies focused on performance management | Growing businesses that need CRM and project management in one platform |
| Our Pick | — | — |
Lattice Features
- ✓Performance reviews
- ✓OKRs
- ✓employee engagement
- ✓career development
- ✓compensation
Insightly Features
- ✓Contact and lead management
- ✓pipeline management
- ✓project management
- ✓workflow automation
- ✓email marketing
- ✓reporting
- ✓integrations
Pricing Comparison
Our Take
Choose Lattice if mid-size companies focused on performance management. Choose Insightly if growing businesses that need crm and project management in one platform.
Best For
Mid-size companies focused on performance management
Best For
Growing businesses that need CRM and project management in one platform
Also Consider
If neither Lattice nor Insightly is the right fit, Justworks is worth evaluating.
Justworks
Small businesses wanting Fortune 500 benefits
From $59/employee/mo
Frequently Asked Questions
What is the difference between Lattice and Insightly?
Lattice is best for mid-size companies focused on performance management. Insightly is best for growing businesses that need crm and project management in one platform.
Which is better, Lattice or Insightly?
Choose Lattice if mid-size companies focused on performance management. Choose Insightly if growing businesses that need crm and project management in one platform.
How much does Lattice cost?
Lattice starts at $11/person/mo. Pricing model: Paid.
How much does Insightly cost?
Insightly starts at Free. Pricing model: Freemium.
Who should use Lattice?
Mid-size companies focused on performance management
Who should use Insightly?
Growing businesses that need CRM and project management in one platform