⚡ Veredicto rápido:
- Precios: Insightly starts at $29/user/month. ClickUp has a free plan and paid plans from $7/user/month.
- Ideal para: Insightly suits sales teams that need customer relationship management. ClickUp suits teams running multiple projects.
- Diferencia clave: Insightly is a CRM with project management attached. ClickUp is a project management platform with no CRM pipeline of its own.
- Nuestra elección: ClickUp for most teams, because the free forever plan and lower paid tiers cover far more work per user.
Insightly and ClickUp both promise to keep your work in one place.
They are not really chasing the same buyer.
Insightly is CRM software built around contacts, leads, and deals.
ClickUp is project management software built around tasks and projects.
The right pick depends on which side of that line your work sits.
Descripción general
This full Insightly vs ClickUp comparison covers pricing, features, and ease of use.
Nuestro escritor spent hands-on time inside ClickUp directly.
Notes on Insightly come from its documentation and public user reviews.
We also break down who each system works best for.
¿Qué es Insightly?
Insightly is CRM software for pequeñas empresas and mid-sized teams.
Insightly CRM keeps current and prospective customer data in one place.
Sales teams use it to build strong relationships and track sales opportunities.
It adds project management on top, with milestones, pipelines, and task assignments.
PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius all recommend the platform.
Perspicazmente
A CRM that links deals to delivery work. Contacts, sales pipeline, and projects share one system. Compliance covers SOC 2 Type II, GDPR, and HIPAA.
Precios de Insightly
Insightly offers three paid tiers and no free plan. Every price below is per user, per month.
| Plan | Precio | Mejor para |
|---|---|---|
| Más | $29/usuario/mes | Pequeños equipos de ventas que están comenzando |
| Profesional | $49/usuario/mes | Teams needing dashboards and third-party apps |
| Empresa | $99/usuario/mes | Acceso completo a todas las funciones |
Pricing verified August 2026.
Prueba gratuita: Yes. Insightly runs a 14-day trial on its pricing page with no card required.
Garantía de devolución de dinero: None advertised. Subscriptions are billed annually by default.
📌 Nota: Insightly Marketing and Insightly Service are sold separately. These other Insightly products follow the same per user pricing structure as the CRM.
⚠️ Advertencia: The Plus and Professional tiers price well against other CRMs. The Enterprise tier costs almost double Zoho CRM’s equivalent plan.
Principales ventajas de Insightly
Esto es lo que hace que valga la pena echar un vistazo a Insightly:
- Vista del cliente en 360 grados: Every contact, company, and deal sits on one record. That view drives personalized customer experiences.
- Canal de ventas visual: Customizable pipelines and Kanban views track each stage of a deal. An opportunities dashboard shows what is close to closing.
- Gestión de proyectos integrada: Milestones, pipelines, and Gantt chart visualizations arrived in 2025 for timeline and dependency work.
- Integraciones de AppConnect: A low-code engine ships over 2,000 pre-built connectors to other apps and negocio software.
- Copilot AI: The AI assistant summarizes emails and retrieves data so reps save time on admin.
- Configuración rápida: Getting data into the system is not overly convoluted. Easy customization options help teams shape it around their negocio operaciones.
- Serious compliance: SOC 2 Type II, GDPR, and HIPAA standards are all covered.
Lo que nuestro equipo observó
Note: We have not had extended hands-on time with Insightly yet. The details above come from published documentation and user reviews on G2 and TrustRadius.
Ventajas y desventajas de Insightly
✅ Ventajas
- CRM and project management live in one system
- Easier to learn than Zoho CRM
- Over 2,000 AppConnect connectors for integrations
- SOC 2 Type II, GDPR, and HIPAA compliance
❌ Contras
- No free plan at all
- Enterprise tier costs almost double Zoho CRM
- Lacks advanced features like custom workflows
¿Qué es ClickUp?
ClickUp is project management software for teams that plan and track work together.
Teams manage tasks, docs, calendars, and communication in one workspace.
That cuts the tool switching most teams deal with every day.
ClickUp includes list, board, calendar, Gantt, and timeline views.
An AI assistant called ClickUp Brain tracks workloads and time spent on projects.
🏆 Ganador: ClickUp
One workspace for tasks, docs, goals, and time tracking. The free forever plan allows an unlimited number of users. Paid plans stay cheap per user.
Precios de ClickUp
ClickUp offers a free plan and three paid plans. The Business plan adds advanced permissions, and the Enterprise plan covers large companies. Here is what each ClickUp plan costs.
| Plan | Precio | Mejor para |
|---|---|---|
| Gratis | $0 | Trabajadores individuales y equipos más pequeños |
| Ilimitado | 7 dólares por usuario al mes | Unlimited storage and integrations |
| Negocio | $12 por usuario al mes | Equipos en crecimiento que necesitan funciones avanzadas |
| Empresa | Costumbre | Large companies needing HIPAA compliance |
Pricing verified August 2026.
Prueba gratuita: Yes. ClickUp runs a 15-day free trial on its paid plans.
Garantía de devolución de dinero: 30 days on all paid plans. Both vendors offer discounts when you pay billed annually.
📌 Nota: The free forever plan is completely free and allows an unlimited number of users. Essential features are there, but it caps custom fields at 100 uses. Paid tiers unlock other features like advanced automatización.
⚠️ Advertencia: You upgrade your entire workspace at once. Every team member moves to the paid plan together, so costs scale with headcount.
Principales ventajas de ClickUp
Here is what ClickUp does well:
- One place for everything: Tasks, docs, calendars, and team communication share a workspace. Fewer apps means less switching.
- Vistas flexibles: Kanban board, list, calendar, Gantt charts, and timeline cover different working styles. The mobile app has an offline mode for new tasks and reminders.
- Automatización profunda: Custom rules and over 100 pre-built automation templates handle repetitive tasks.
- Time tracking included: Native timers, manual logging, time estimates, and workload views support resource management.
- Goals and dashboards: Measurable goals link to specific tasks, and dashboards track KPIs and progress in real time.
- Herramientas de colaboración: Docs, chat, and a whiteboard feature support real time editing and reunión creativa.
- Huge integration list: Over 1,000 apps connect, including Slack, Google Drive, and Zoom.
Our full ClickUp review breaks down each module in more depth. The screenshot below shows how the workspace looks once projects are set up.
Lo que nuestro equipo observó
Our writer set up a ClickUp account and ran a small content project inside it. Here is what stood out from that hands-on time:
Ventajas y desventajas de ClickUp
✅ Ventajas
- Plan gratuito para siempre con usuarios ilimitados
- Over 1,000 integrations including Slack and Google Drive
- Built-in time tracking, goals, and dashboards
- Strong collaboration tools like docs and whiteboards
❌ Contras
- Interface feels overwhelming for new users
- Informes Las herramientas están dispersas por toda la plataforma.
- No phone support and no sales CRM pipeline
Comparación de características
Ready for a closer look at Insightly vs ClickUp? We compare nine core areas, then pricing. Each one shows where the two systems split apart.
| Característica | Perspicazmente | Haga clic hacia arriba |
|---|---|---|
| Precio inicial | $29/usuario/mes | 7 dólares por usuario al mes |
| Plan gratuito | ❌ | ✅ |
| Gestión de contactos | ✅ | ❌ |
| Canal de ventas | ✅ | ❌ |
| Gestión de proyectos | ✅ | ✅ |
| Automatización del flujo de trabajo | ✅ | ✅ |
| Seguimiento del tiempo | ❌ | ✅ |
| Asistente de IA | ✅ Copilot | ✅ ClickUp Brain |
| Integraciones | 2,000+ connectors | 1,000+ apps |
| Mejor para | Sales teams and customer data | Teams running multiple projects |
1. Core Purpose and Setup
Perspicazmente: This is customer relationship management first. Insightly CRM helps businesses manage customer interactions, leads, sales opportunities, and projects from one account. Setup is fast, which is a key reason for its appeal.
Haga clic hacia arriba: This is a project management platform first. Teams plan, track, and collaborate on tasks in a single workspace. Setup takes longer because you decide the structure yourself.
2. Contact Management and Sales Pipeline
Perspicazmente: Contact management is the core job here. Customizable pipelines and Kanban views track each stage of a deal. Reps add new contacts on the go and log every customer interaction against a company record.
Haga clic hacia arriba: There is no native sales pipeline. Teams build a CRM-style list with custom fields and statuses instead. It works for simple deal tracking, but it is not real CRM software.
⚠️ Advertencia: If you need lead scoring and sales reporting out of the box, ClickUp will not replace a dedicated CRM.
3. Gestión de proyectos y tareas
Perspicazmente: You can manage projects with milestones and pipelines, and assign tasks to a team member from mobile. Task management covers reminders, to-do lists, and call logs. Complex projects with dependencies feel thin next to dedicated project management tools.
Haga clic hacia arriba: A multi-level hierarchy runs from Workspaces down to Spaces, Folders, Lists, Tasks, and Subtasks. Teams view tasks as a list, board, calendar, or timeline. That structure handles multiple projects and complex tasks without breaking. Sprint reports and burndown charts add performance insights for dev teams.
4. Automatización del flujo de trabajo
Perspicazmente: Workflow automation handles routine record updates and task creation. Reviewers still flag missing advanced features like fully custom workflows compared with some competitors.
Haga clic hacia arriba: Teams automate repetitive work with customizable rules and over 100 pre-built automation templates. You can trigger a status change when a due date passes, for example.
5. Asistente de IA
Perspicazmente: Copilot is the built-in AI assistant. It summarizes emails and retrieves data from your records, which saves reps time on manual lookups.
Haga clic hacia arriba: ClickUp Brain sits across the whole workspace. It tracks workloads, summarizes threads, and answers questions about projects. It reaches further into daily work than Copilot does.
6. Seguimiento del tiempo y gestión de recursos
Perspicazmente: There is no native time tracking. Agencies billing hourly need a third-party app connected through AppConnect.
Haga clic hacia arriba: Native timers and manual logging track billable hours against estimates. Workload views help managers monitor capacity and prevent burnout. Some users find the timer flow clunky in daily use.
7. Informes y paneles de control
Perspicazmente: Reports and dashboards give visual insight into business performance. The Professional tier limits dashboards, so heavy reporting users often land on Enterprise.
Haga clic hacia arriba: A central reporting module offers pre-made dashboards, and you can customize your own reports. Dashboards track KPIs, team capacity, and project health live. The catch is that reporting settings are scattered across the platform.
8. Email and Team Communication
Perspicazmente: Sales users get email templates and can schedule emails from inside the CRM. Everything logs back to the contact record, so nothing sits only in an bandeja de entrada.
Haga clic hacia arriba: Communication features live inside the workspace instead. Chat, docs, and an AI notetaker keep discussion attached to the task it belongs to.
9. Integrations, Support and Onboarding
Perspicazmente: AppConnect ships over 2,000 pre-built connectors, and Google Workspace sync is standard. Insightly Marketing and Insightly Service plug straight in, which suits marketing teams already using those tools.
Haga clic hacia arriba: Over 1,000 apps connect, and API access covers the rest. Help resources include a knowledge base, ClickUp University, live training, and 24/7 live chat behind an AI chatbot. There is no phone support, and higher ClickUp plans add single sign on, granular user permissions, guest access, and live onboarding training.
10. Precios y costos
Here are the ClickUp plans and Insightly tiers side by side.
| Nivel | Perspicazmente | Haga clic hacia arriba |
|---|---|---|
| Gratis | ❌ | Gratis: $0 |
| Plan de entrada de pago | Además: 29 $/usuario/mes | Ilimitado: 7 $/usuario/mes |
| Nivel medio | Profesional: 49 $/usuario/mes | Negocio: $12/usuario/mes |
| Nivel superior | Empresa: 99 $/usuario/mes | Empresa: Personalizada |
Perspicazmente: The Plus and Professional tiers price competitively against other CRMs. Enterprise at $99 per user is the sore spot, since it runs close to double Zoho CRM’s comparable plan.
Haga clic hacia arriba: ClickUp’s features cost less per seat at every step. A five-person team pays $35 a month on Unlimited. The same team on Insightly Plus pays $145. That gap is the single biggest factor in this comparison.
💡 Consejo profesional: Run ClickUp’s free plan on one real project first. If your team never asks for a sales pipeline, you have your answer.
Diferentes escenarios
| Si lo necesita | Elegir | Por qué |
|---|---|---|
| Presupuesto ajustado | Haga clic hacia arriba | Free plan plus $7 entry tier |
| Sales pipeline and leads | Perspicazmente | Real CRM records and deal stages |
| Proyectos complejos | Haga clic hacia arriba | Deeper hierarchy and views |
| Billable hours | Haga clic hacia arriba | Native time tracking built in |
| HIPAA and GDPR needs | Perspicazmente | Compliance on every tier |
| Configuración más rápida | Perspicazmente | Curva de aprendizaje más corta |
💰 Tu presupuesto
Insightly costs $29 per user before you invite anyone. ClickUp’s free plan covers unlimited users, so budget rarely blocks the trial.
🔌 Tu conjunto de tecnologías
Both connect to the usual apps, and both offer API access for the rest. If Google Workspace and email sit at the center of your tech stack, Insightly fits more naturally.
📋 Your Daily Work
Ask what your organization opens first each morning. A deal list points to Insightly, while a task board points to ClickUp.
🎓 Tu nivel de experiencia
ClickUp has a steeper learning curve, and its interface can overwhelm new users. Insightly’s interface is easier to pick up on day one.
Pruebas y demostraciones gratuitas 🆓
ClickUp gives 15 days on paid plans plus a free tier you can keep. Insightly runs a trial from its pricing page instead.
🛟 Opciones de soporte
ClickUp offers 24/7 live chat, a knowledge base, and live training, but no phone support. Insightly’s paid tiers include guided onboarding services.
Guía de cambio
Already on one of these? Here is what changes when you move.
🔄 Switching from Insightly to ClickUp?
✅ Lo que ganarás:
- A far cheaper cost per user, plus a free tier
- Native time tracking and workload views
- Docs, chat, and whiteboards for team communication
❌ Lo que perderás:
- A true sales pipeline with deal stages
- Email templates tied to contact records
- Links to other Insightly products like Marketing and Service
📋 Cómo cambiar:
- Export contacts, companies, and projects to CSV from Insightly
- Create a ClickUp workspace and set up your Spaces
- Import data into Lists and rebuild deal stages as custom fields
🔄 Switching from ClickUp to Insightly?
✅ Lo que ganarás:
- Proper contact and opportunity records for sales
- A shorter learning curve for non-technical staff
- SOC 2 Type II, GDPR, and HIPAA compliance across tiers
❌ Lo que perderás:
- The free forever plan and low per-seat cost
- Built-in time tracking and sprint reporting
- Whiteboards, docs, and in-app chat
📋 Cómo cambiar:
- Export your ClickUp Lists and task details to CSV
- Open an Insightly account and pick a tier
- Map tasks to projects and contacts to CRM records
Lo que nuestra reseña no cubrió
This comparison focused on small teams and mid-sized companies. We did not test enterprise rollouts, custom API builds, or the newest version of either mobile app in depth. New features released after publication are not covered either. Insightly Marketing and Insightly Service were out of scope, and ClickUp’s Enterprise pricing is quoted case by case. If you manage 200 seats, your priorities will differ from what we covered here.
Veredicto final
| Categoría | Ganador |
|---|---|
| 💰 Precios | Haga clic hacia arriba |
| 🚀 Gestión de proyectos | Haga clic hacia arriba |
| 🤝 CRM and Contacts | Perspicazmente |
| ⚙️ Automatización de flujos de trabajo | Haga clic hacia arriba |
| ⏱️ Seguimiento del tiempo | Haga clic hacia arriba |
| 👶 Facilidad de uso | Perspicazmente |
| 🔌 Integraciones | Perspicazmente |
| 🏆 Ganador absoluto | Haga clic hacia arriba |
🏆 GANADOR: CLICKUP
ClickUp gana en 4 de las 7 categorías.
Ideal para: Agencies, product teams, professional services teams, and anyone running multiple projects at once.
Insightly and ClickUp answer two different questions. Insightly asks who your customers are. ClickUp asks what your team is doing this week.
Insightly earns a high score for sales work. Contacts, leads, and deals sit in one place, and the interface is easy to pick up.
ClickUp wins here because it covers more ground for less money. The free forever plan alone gives smaller teams enough features to run real work.
Pick Insightly if a sales pipeline is the point. Pick ClickUp if the projects are.
Más de Insightly comparado
Here is how Insightly measures up against other CRM tools:
Insightly gana en: Built-in project delivery, flat per user pricing, faster rollout
HubSpot triunfa en: A genuinely free CRM tier, marketing automation depth, larger app marketplace
Insightly gana en: Simpler day-one setup, cleaner data entry, tighter project linkage
Zoho CRM gana en: Deeper functionality, a much cheaper top tier, more customization knobs
Perspicacia vs. Pipedrive
Insightly gana en: Project management after the sale, reporting breadth, HIPAA coverage
Pipedrive gana en: A lower entry price, a leaner pipeline view, quicker rep adoption
Perspicacia vs. Fuerza de ventas
Insightly gana en: Cost per seat, setup speed without consultants, easier admin work
Salesforce gana en: Enterprise scale, custom development options, a far bigger partner network
Más sobre ClickUp en comparación
Así es como ClickUp se compara con otras herramientas de gestión de proyectos:
ClickUp vs Asana
ClickUp gana en: A stronger free tier, built-in time tracking, cheaper mid tier per user
Asana gana en: A calmer interface, faster onboarding, tidier task views for small teams
ClickUp vs Monday.com
ClickUp gana en: Better value for money, no minimum seat count, docs and whiteboards included
Monday.com gana en: A gentler first hour, brighter visual boards, simpler admin settings
ClickUp vs Trello
ClickUp gana en: Multi-level hierarchy, reporting dashboards, automation depth
Trello gana en: Instant setup, a single clean kanban board, near-zero training time
ClickUp gana en: Task-first workflows, sprint and workload views, native timers
Noción Gana en: Document flexibility, a lighter interface, easier wiki building
Preguntas frecuentes
¿Para qué se utiliza Insightly?
Insightly is used to manage contacts, leads, and sales opportunities in one place. It also runs projects with milestones and tasks after a deal closes.
¿ClickUp es realmente gratis?
Yes. The free forever plan is completely free and supports unlimited users. Limits apply to custom fields and some advanced features, but core task work is unrestricted.
¿Es fácil de usar Insightly?
Yes. Reviewers describe the interface as quick to pick up, with a smooth data input process. It is easier than Zoho CRM, though less feature-deep.
¿Cuánto cuesta ClickUp?
ClickUp costs $0 on the free plan, $7 per user monthly on Unlimited, and $12 per user monthly on Business. Enterprise pricing is quoted directly.
Which is better for project management?
ClickUp. Its hierarchy, views, and automation handle complex work that Insightly’s project module cannot match. Insightly still wins when projects follow a sale.
English 
Spanish 
Chinese 
German 
French 
Arabic 
Russian 
Portuguese 
Japanese 
Korean 
Italian 
Turkish 
Dutch 
Polish 
Indonesian 
Thai 
Vietnamese 