Insightly CRM vs Workbooks Reviews & Pricing In 2025

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

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

Insightly CRM vs Workbooks Reviews

	Insightly CRM	Workbooks
Trustpilot Rating	3.2	No Rating
Number of Trustpilot Reviews	6	No Review
iPhone App Rating	4.4	5
Number of iPhone App Reviews	276	3
Android App Rating	4	No Rating
Number of Android App Reviews	1,490	No Review

Sources

• https://www.trustpilot.com/review/insightly.com
• https://www.trustpilot.com/review/workbooks.com
• https://apps.apple.com/us/app/insightly-crm/id563017797
• https://apps.apple.com/us/app/workbooks-crm-mobile/id990628677
• https://play.google.com/store/apps/details?id=com.insightly.droid&hl=en_US&gl=US
• https://play.google.com/store/apps/details?id=com.Workbooks.WBMobileApp&hl=en_US&gl=US

Insightly CRM vs Workbooks Pricing

	Insightly CRM	Workbooks
Free Plan	No	No
Free Plan Limits	NA	NA
Free Trial	Yes	Yes
Free Trial Length	14 day	30 day
Cheapest Plan Name	Plus	Standard
Cheapest Plan Cost Per Month	$49	Not Listed
Mid Priced Plan Name	Professional	NA
Mid Priced Plan Cost Per Month	$49	Not Listed
Top Plan Name	Enterprise	Business
Top Plan Cost Per Month	$99	$88

Insightly CRM vs Workbooks Features

Insightly CRM Plus vs Workbooks Standard

Insightly CRM Plus	Workbooks Standard
Automated, customized emails 100s of emails & pages templates Marketing & Service integration Pre-built business dashboards	Contact Management Pipeline Management Customer Service Marketing Automation

Insightly CRM Professional vs Workbooks NA

Insightly CRM Professional	Workbooks NA
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	NA

Insightly CRM Enterprise vs Workbooks Business

Insightly CRM Enterprise	Workbooks Business
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	Contact Management Pipeline Management Customer Service Marketing Automation Order Processing Invoicing Credit Notes Supplier Purchase Orders

Insightly CRM vs Workbooks Integrations

Insightly CRM	Workbooks
ADP Workforce Now Asana BambooHR Calendly DocuSign Jira Magento Shopify Slack WooCommerce	Mailchimp Basecamp HubSpot FreshBooks Zapier Box Dropbox Sign Constant Contact Adobe Acrobat Sign Nextiva

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

Other Included Features

	Insightly CRM	Workbooks
API	Yes	Yes
Outlook Integration	Yes	Yes
Gmail Integration	Yes	No
QuickBooks Integration	Yes	No
Shopify Integration	Yes	No
WordPress Integration	Yes	No
Mailchimp Integration	Yes	Yes
WhatsApp integration	No	No
Facebook Integration	Yes	No
LinkedIn Integration	Yes	No
Twitter/X Integration	Yes	No
Google Calendar Integration	Yes	No
Excel Integration	Yes	No
Office 365 Integration	Yes	No
Google Sheets Integration	Yes	No
Xero Integration	Yes	No
Notion Integration	No	No
Asana Integration	Yes	No
Trello Integration	Yes	No
Zapier Integration	Yes	Yes
Invoicing	No	Yes
Marketing Automation	Yes	Yes
Email Marketing	Yes	No
SMS & Text Messaging	No	No
Project Management	Yes	No
AI	No	No
Voip & Telephony Integration	No	No
Dialer	No	No
Contract Management	Yes	Yes
Inventory Management	No	No
Quoting	Yes	Yes
Drip Marketing	No	No
Customer Portal	No	Yes
Appointment Scheduling	Yes	Yes
Workflow Automation & Management	Yes	Yes
ERP	No	No
Order Management	No	Yes
Ticketing System	No	No
Call Recording	No	Yes
Call Tracking	No	No
Task Management	Yes	Yes
Paypal & Payment Processing	Yes	No
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	No	Yes

Insightly CRM vs Workbooks Industry Specific CRM Solutions

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

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

Insightly CRM vs Workbooks Pros & Cons

Insightly CRM Pros Automate workflows, emails, tasks and reports Appropriate for All CRM Proficiency Levels Excellent integration	Workbooks Pros Easy to use and very efficient Automation capabilities In-depth reporting and dashboards
Insightly CRM Cons Customization Complexity Learning Curve Search feature needs improvement	Workbooks Cons Occasional Slowness and Downtime Some fields are locked Unintuitive and confusing process of building reports

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