HoneyBook vs Insightly: Find Your Best CRM Tool in 2025!

You’re stuck. You need a CRM, right? But which one? HoneyBook vs Insightly? 

It’s like choosing between two awesome video games, but you only have time for one.

You’re probably overwhelmed with features and prices.

Imagine picking the wrong one. You waste time and money, and the Business slows down. 

Even worse. You need a tool that grows with you, not against you.

Good news! This article breaks down HoneyBook vs Insightly. We’ll look at the key differences, the pros, and the cons. 

By the end, you’ll know exactly which CRM fits your needs. 

Overview

We’ve rigorously tested both HoneyBook and Insightly, putting them through real-world scenarios.

This comparison stems from hands-on experience, analyzing user feedback.

Evaluating each platform’s core functionalities to determine the best fit for diverse business needs.

What is HoneyBook?

Think of HoneyBook as your business’s best friend.

It helps you manage clients and projects. It’s built for creative entrepreneurs.

It keeps things organized by allowing you to access contracts, invoices, and scheduling all in one place.

Also, explore our favorite HoneyBook alternatives…

Key Benefits

• Boost booking rates by up to 25% with streamlined proposals.
• Save 10+ hours a week with automated workflows.
• Increase payment speed by 30% with online invoicing.
• Centralize client communication.
• Simplify project tracking. 

Pricing

All the plans will be billed annually.

• Starter: $29/month.
• Essentials: $49/month.
• Premium: $109/month.

What is Insightly?

Insightly is your sales and marketing powerhouse.

It handles leads and projects. It’s built for growing businesses.

You can track everything. It integrates with many tools.

Also, explore our favorite Insightly alternatives…

Key Benefits

• Increase lead conversion by 20% with lead management tools.
• Improve project completion rates by 15% with project tracking.
• Automate marketing campaigns.
• Gain valuable insights with detailed reporting.
• Unify sales and marketing data.

Pricing

All the plans will be billed annually.

• Plus: $29/user/month.
• Professional: $49/user/month.
• Enterprise: $99/user/month.

Feature Comparison

Let’s compare HoneyBook and Insightly feature by feature.

Deciding which CRM software is right for you can be tricky.

We will break down key features to help you see the differences.

1. Project Management

• HoneyBook: It keeps projects organized. It’s built for service-based businesses. It helps track tasks and deadlines.
• Insightly: It is great for complex projects. It has strong project-tracking tools. It’s ideal for teams with many moving parts.

2. Pipeline Management

• HoneyBook: it has a simpler pipeline. It’s good for tracking client progress. It’s easy to see where clients are.
• Insightly: It offers advanced pipeline management and lets you create complex pipelines. It’s strong for sales teams.

3. Workflow & Automate

• HoneyBook: It helps automate client workflows. It saves time on repetitive tasks. It can automate emails and invoices.
• Insightly: It has powerful workflow automation. It can automate marketing and sales tasks. It has more complex automation options.

4. CRM Platform

• HoneyBook: It’s a CRM platform for creative businesses. It focuses on client relationships. It has tools for contracts and invoices.
• Insightly: It’s a full-featured CRM software. It handles sales, marketing, and projects. It’s good for diverse business needs.

5. Invoice Management

• HoneyBook: It has easy online invoicing. It helps you get paid faster. It integrates with payments.
• Insightly: It has invoicing capabilities, integrates with financial systems, and is part of its larger feature set.

6. Lead Management

• HoneyBook: It has lead management capabilities. It’s good for capturing and managing leads. It works well for service providers.
• Insightly: It has robust lead management, lets you track leads through the sales process, and offers lead scoring and assignment.

7. Customizable & Management Capabilities

• HoneyBook: It offers customizable templates. It allows for basic customization. It is made to streamline client interactions.
• Insightly: It is highly customizable, allowing you to tailor the CRM to your needs. It also has strong management capabilities.

What to Look For When Choosing CRM Software?

• Your Business Needs: What problems do you need to solve? What features are non-negotiable?
• Ease of Use: How easily can your team learn the software? Is the interface intuitive and user-friendly?
• Integration Capabilities: Does it connect with your existing tools? How seamless is the data transfer?
• Scalability: Can the CRM grow with your Business? Will it handle increased data and users?
• Customer Support: How responsive is their support team? What type of support is offered?

Final Verdict

After looking closely, Insightly wins. It’s a robust CRM.

It covers more of your business needs. It has strong project management features.

Insightly’s customization options are better. Its workflow automation is powerful.

You get a lot of CRM functionalities, and the user-friendly interface can take time to learn. 

But the benefits are worth it. Plus, user reviews show high satisfaction with its customer support. 

Insightly is the clear choice. We’ve tested both, and Insightly delivers.

More of Honeybook

Here’s a brief comparison of Honeybook with these software solutions:

• Honeybook vs Gohighlevel: Honeybook is tailored for service-based businesses to manage clients, proposals, and payments, while GoHighLevel offers extensive marketing and sales automation for a broader range of companies.
• Honeybook vs Pipedrive: Honeybook focuses on client and project management for freelancers and small businesses, while Pipedrive specializes in visual sales pipeline management for sales teams.
• Honeybook vs Keap: Honeybook streamlines client and project workflows with integrated payments, while Keap provides comprehensive sales and marketing automation for business growth.
• Honeybook vs ActiveCampaign: Honeybook is an all-in-one platform for client management and project workflows, while ActiveCampaign excels in advanced email marketing automation and customer relationship management.
• Honeybook vs Hubspot: Honeybook provides a streamlined solution for small businesses managing client projects, whereas HubSpot offers a wide range of marketing, sales, and service tools for scaling companies.
• Honeybook vs Clickfunnels: Honeybook is a client management and payment processing platform; ClickFunnels is primarily a sales funnel builder designed for lead generation and online sales.
• Honeybook vs Folk: Honeybook is an all-in-one platform for client management, proposals, and payments, while Folk focuses on collaborative contact organization and team-based CRM.
• Honeybook vs Instantly: Honeybook provides an integrated solution for client and project management, while Instantly is a specialized tool for high-volume cold email outreach and deliverability.
• Honeybook vs Clickup: Honeybook is designed for client and project workflow management with integrated invoicing, while ClickUp is a versatile platform for project management, task tracking, and team collaboration.
• Honeybook vs Monday: Honeybook streamlines client processes and payments for service businesses, while Monday CRM offers customizable visual workflows for diverse project and sales management.
• Honeybook vs Capsule: Honeybook focuses on project-based client management and integrated payments, whereas Capsule CRM is a straightforward CRM for general contact organization and sales pipeline tracking.
• Honeybook vs Freshsales: Honeybook is designed for client-focused project management and invoicing, while Freshsales CRM is a comprehensive sales automation platform with robust lead management and reporting.
• Honeybook vs Salesforce: Honeybook provides a user-friendly platform for small business client management, while Salesforce is an expansive, highly customizable enterprise-level CRM with extensive sales, service, and marketing functionalities.

More of Insightly

Here’s a brief comparison of Insightly with these software solutions:

• Insightly vs Gohighlevel: Insightly combines CRM with project management, while GoHighLevel is a comprehensive platform for sales, marketing, and agency automation, offering broader tools for lead generation.
• Insightly vs Pipedrive: Insightly focuses on CRM with integrated project management; Pipedrive specializes in visual sales pipeline management, often preferred by sales-centric teams.
• Insightly vs Keap: Insightly offers a robust CRM with project tracking; Keap provides powerful marketing automation, email campaigns, and comprehensive sales features.
• Insightly vs ActiveCampaign: Insightly merges CRM with project management capabilities; ActiveCampaign excels in advanced marketing automation, email sequencing, and lead scoring.
• Insightly vs HubSpot: Insightly offers a strong CRM with project management, while HubSpot provides a vast all-in-one platform for marketing, sales, and customer service.
• Insightly vs Clickfunnels: Insightly is a CRM with project management; ClickFunnels is primarily a sales funnel builder for creating landing pages and automating sales processes.
• Insightly vs Folk: Insightly is a comprehensive CRM with project management capabilities; Folk is a more streamlined, collaborative contact management tool.
• Insightly vs Instantly: Insightly offers a robust CRM and project management solution; Instantly focuses on automated cold email outreach and lead generation.
• Insightly vs Clickup: Insightly integrates CRM and project management; ClickUp is a versatile work management platform that can be configured for CRM tasks.
• Insightly vs Monday: Insightly combines CRM with project management; Monday CRM is a highly customizable work operating system, adaptable for various CRM needs.
• Insightly vs Capsule CRM: Insightly is a more feature-rich CRM with project management, while Capsule CRM is a simpler, straightforward contact and sales opportunity tracker.
• Insightly vs Freshsales: Insightly offers a robust CRM with project management; Freshsales CRM provides advanced sales automation, AI insights, and multichannel communication.
• Insightly vs Salesforce: Insightly is a comprehensive CRM with integrated project management; Salesforce is an enterprise-grade, highly customizable, and expansive CRM solution.
• Insightly vs Zendesk: Insightly is a CRM with project management features; Zendesk primarily focuses on customer support and service ticketing.

Frequently Asked Questions