ClickUp vs Insightly CRM Reviews & Pricing In 2025

Want to know if ClickUp or Insightly CRM is the better or cheaper CRM software?

We compare them below on over 150 different metrics to help you make the right decision.

ClickUp vs Insightly CRM Reviews

	ClickUp	Insightly CRM
Trustpilot Rating	3.2	3.2
Number of Trustpilot Reviews	273	6
iPhone App Rating	4.6	4.4
Number of iPhone App Reviews	4,200	276
Android App Rating	3.2	4
Number of Android App Reviews	12,700	1,490

Sources

ClickUp vs Insightly CRM Pricing

	ClickUp	Insightly CRM
Free Plan	Yes	No
Free Plan Limits	For personal use	NA
Free Trial	No	Yes
Free Trial Length	NA	14 day
Cheapest Plan Name	Unlimited	Plus
Cheapest Plan Cost Per Month	$19	$49
Mid Priced Plan Name	Business	Professional
Mid Priced Plan Cost Per Month	$19	$49
Top Plan Name	Enterprise	Enterprise
Top Plan Cost Per Month	Not Listed	$99

ClickUp vs Insightly CRM Features

ClickUp Unlimited vs Insightly CRM Plus

ClickUp Unlimited

Insightly CRM Plus

Unlimited Tasks
Unlimited Free Plan Members
Two-Factor Authentication
Collaborative Docs
Whiteboards
Everything View
Real-Time Chat
Kanban Boards
Sprint Management
Calendar View
Custom Field Manager Basic
In-App Video Recording
24/7 Support
Unlimited Storage
Unlimited Integrations
Unlimited Dashboards
Guests with Permissions
Unlimited Gantt Charts
Unlimited Custom Fields
Column Calculations
Email in ClickUp
Teams (User Groups)
Native Time Tracking
Goals & Portfolios
Form View
Resource Management
Agile Reporting
AI Compatible

Automated, customized emails
100s of emails & pages templates
Marketing & Service integration
Pre-built business dashboards

ClickUp Business vs Insightly CRM Professional

ClickUp Business

Insightly CRM Professional

Unlimited Tasks
Unlimited Free Plan Members
Two-Factor Authentication
Collaborative Docs
Whiteboards
Everything View
Real-Time Chat
Kanban Boards
Sprint Management
Calendar View
Custom Field Manager Basic
In-App Video Recording
24/7 Support
Unlimited Storage
Unlimited Integrations
Unlimited Dashboards
Guests with Permissions
Unlimited Gantt Charts
Unlimited Custom Fields
Column Calculations
Email in ClickUp
Teams (User Groups)
Native Time Tracking
Goals & Portfolios
Form View
Resource Management
Agile Reporting
AI Compatible
Google SSO
Unlimited Teams
Custom Exporting
Advanced Public Sharing
Advanced Automations
Advanced Dashboard Features
Advanced Time Tracking
Granular Time Estimates
Timesheets
Workload Management
Timelines & Mind Maps
Goal Folders
AI Compatible

Automated, customized emails
100s of emails & pages templates
Marketing & Service integration
Pre-built business dashboards
Lead assignment and routing
Schedule outbound emails
Custom page layouts

ClickUp Enterprise vs Insightly CRM Enterprise

ClickUp Enterprise

Insightly CRM Enterprise

Unlimited Tasks
Unlimited Free Plan Members
Two-Factor Authentication
Collaborative Docs
Whiteboards
Everything View
Real-Time Chat
Kanban Boards
Sprint Management
Calendar View
Custom Field Manager Basic
In-App Video Recording
24/7 Support
Unlimited Storage
Unlimited Integrations
Unlimited Dashboards
Guests with Permissions
Unlimited Gantt Charts
Unlimited Custom Fields
Column Calculations
Email in ClickUp
Teams (User Groups)
Native Time Tracking
Goals & Portfolios
Form View
Resource Management
Agile Reporting
AI Compatible
Google SSO
Unlimited Teams
Custom Exporting
Advanced Public Sharing
Advanced Automations
Advanced Dashboard Features
Advanced Time Tracking
Granular Time Estimates
Timesheets
Workload Management
Timelines & Mind Maps
Goal Folders
AI Compatible
White Labeling
Advanced Permissions
Conditional Logic in Forms
Enterprise API
Unlimited Custom Roles
Team Sharing for Spaces
Universal Search
Default Personal Views
MSA & HIPAA Available
Single Sign-On (SSO)
SCIM provisioning
Custom Capacity in Workload
Live Onboarding Training
Customer Success Manager
Access to Managed Services
US, EU & APAC Data Residency
AI Compatible

Automated, customized emails
100s of emails & pages templates
Marketing & Service integration
Pre-built business dashboards
Lead assignment and routing
Schedule outbound emails
Custom page layouts
Custom apps
Products, pricebooks, and quotes
Comprehensive audit logging

ClickUp vs Insightly CRM Integrations

ClickUp	Insightly CRM
Slack GitHub HubSpot Toggl Harvest OneDrive Zendesk Twilio Miro Zapier	ADP Workforce Now Asana BambooHR Calendly DocuSign Jira Magento Shopify Slack WooCommerce

* Please note that the list above may not be complete please check each company’s website for a complete list.

Other Included Features

	ClickUp	Insightly CRM
API	Yes	Yes
Outlook Integration	Yes	Yes
Gmail Integration	Yes	Yes
QuickBooks Integration	No	Yes
Shopify Integration	No	Yes
WordPress Integration	No	Yes
Mailchimp Integration	No	Yes
WhatsApp integration	No	No
Facebook Integration	No	Yes
LinkedIn Integration	No	Yes
Twitter/X Integration	No	Yes
Google Calendar Integration	Yes	Yes
Excel Integration	No	Yes
Office 365 Integration	No	Yes
Google Sheets Integration	Yes	Yes
Xero Integration	No	Yes
Notion Integration	No	No
Asana Integration	Yes	Yes
Trello Integration	Yes	Yes
Zapier Integration	Yes	Yes
Invoicing	Yes	No
Marketing Automation	Yes	Yes
Email Marketing	Yes	Yes
SMS & Text Messaging	No	No
Project Management	Yes	Yes
AI	Yes	No
Voip & Telephony Integration	No	No
Dialer	No	No
Contract Management	No	Yes
Inventory Management	No	No
Quoting	Yes	Yes
Drip Marketing	No	No
Customer Portal	Yes	No
Appointment Scheduling	No	Yes
Workflow Automation & Management	Yes	Yes
ERP	No	No
Order Management	No	No
Ticketing System	Yes	No
Call Recording	No	No
Call Tracking	No	No
Task Management	Yes	Yes
Paypal & Payment Processing	Yes	Yes
Document Management	Yes	Yes
Shared Inbox	No	No
Create Landing Pages	No	No
Chat Function	Yes	Yes
Website Builder	No	No
Help Desk	Yes	Yes
GPS Tracking	No	No
Loyalty Program	No	No
Cloud Storage	Yes	Yes
Document Storage	Yes	Yes
Mapping	Yes	No

ClickUp vs Insightly CRM Industry Specific CRM Solutions

The following comparison looks at whether or not ClickUp or Insightly CRM have dedicated landing pages explaining how their CRM software could be used for each industry.

	ClickUp	Insightly CRM
Accountants & Accounting Firms	No	No
Architects & Architecture Firms	Yes	No
Automotive Industry	No	No
Banks & Banking	Yes	No
Call Centers	No	No
Car & Auto Dealerships	No	No
Charity & Non-profit	Yes	No
Churches	Yes	No
Cleaners & Cleaning Businesses	Yes	No
Coaches	Yes	No
Consultants & Consulting Firms	Yes	Yes
Construction	No	Yes
Contractors	No	Yes
Co-working	No	No
Credit Unions	No	No
Customer Service	No	No
Dentists	Yes	No
Doctors	Yes	Yes
Ecommerce	No	Yes
Email Marketing	Yes	Yes
Electricians & Electrical Contractors	Yes	No
Engineers & Engineering Firms	Yes	Yes
Event Management	Yes	No
Field Service	No	No
Financial Advisors & Services	No	Yes
Freight Brokers & Forwarders	Yes	No
Government & Public Sector	Yes	No
Graphic Designers & Creatives	Yes	No
Gyms	Yes	No
Healthcare Providers	No	Yes
Hotels & Hospitality	No	No
HVAC	Yes	No
Insurance Agents	No	Yes
Investment Banking	Yes	No
Landscapers	Yes	No
Lawyers & Law Firms	No	Yes
Logistics	Yes	No
Manufacturing	Yes	Yes
Marketing	Yes	Yes
Mortgage Brokers & Loan Offices	No	No
Movers & Moving Companies	No	No
Museums	Yes	No
Personal Trainers	Yes	No
Photographers	Yes	No
Plumbers	Yes	No
Political Campaigns	Yes	No
Private Equity	Yes	No
Professional Services	Yes	Yes
Property Management	Yes	No
Real Estate	No	Yes
Recruiting & Recruitment Agencies	No	No
Restaurants	Yes	No
Retail	No	No
Roofers & Roofing	No	No
SaaS	Yes	Yes
Schools	Yes	No
Senior Living	No	No
Solar Businesses	Yes	Yes
Sports Teams	Yes	No
Staffing Agencies	No	No
Telemarketing	Yes	No
Therapists	Yes	No
Tour Operators	No	No
Travel Agents	Yes	Yes
Universities, College & Higher Education	Yes	No
Web Designers	Yes	No
Wholesalers & Distributors	Yes	No

ClickUp vs Insightly CRM Pros & Cons

ClickUp Pros Free plan Strong feature releases frequently Useful “Chat” view for collaboration	Insightly CRM Pros Automate workflows, emails, tasks and reports Appropriate for All CRM Proficiency Levels Excellent integration
ClickUp Cons Clunky automation builder Sub-tasks within a main tasks can be very confusing Steep learning curve	Insightly CRM Cons Customization Complexity Learning Curve Search feature needs improvement

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