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.
Are you looking for a simple way to manage projects and get paid? Explore all its features.
Pricing:Â It has a free trial. The premium plan starts at $29/month.
Key Features:
- Client Communication Tools
- Online Invoicing and Payments
- Contract Management
Need a CRM that goes beyond sales with robust project management tools? Insightly’s got you covered.
Pricing:Â It has a free trial. The premium plan starts at $29/month.
Key Features:
- Project Management
- Workflow Automation
- Relationship Linking
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…
Our Take
Streamline your business and get back to doing what you love. HoneyBook’s intuitive platform automates tasks, manages clients, and gets you paid faster.
Key Benefits
- Stay easily organized: Manage all your projects, clients, and communication in one central hub.
- Get paid faster: Send invoices and receive payments online with ease.
- Boost your bookings: Create and send professional proposals in minutes.
- Automate your workflow: Streamline tasks like sending contracts and follow-up emails.
Pricing
HoneyBook offers a free trial to get a feel for the platform. They have a simple pricing structure with two main options:
- Starter: $29/month.
- Essentials: $49/month.
- Premium: $109/month.
Pros
Cons
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…
Our Take
Insightly is a solid choice for businesses that need a scalable CRM with project management capabilities.
Key Benefits
- Scalable for growth: Adapt the platform as your business expands.
- Project management features: Keep your projects organized and on track.
- Customizable dashboards and reports: Get the insights you need to make informed decisions.
- Integrations with popular apps: Connect with your favorite business tools.
Pricing
- Plus: $29/user/month.
- Professional: $49/user/month.
- Enterprise: $99/user/month.
Pros
Cons
Feature Comparison
This analysis evaluates two versatile crm tools: HoneyBook, a specialized client management platform for service-based businesses.
Insightly CRM, a full-featured system known for blending project management and sales features.
This comparison clarifies which platform is the superior solution for optimizing your sales opportunities, contact management, and overall client service workflows.
1. Core Focus and System Type
- HoneyBook: Functions as a Clientflow Management tool, specializing in invoices, proposals, contracts, and online payments for service-based businesses. It streamlines the client lifecycle.
- Insightly CRM: A comprehensive customer relationship management system that includes strong workflow automation and project management features, making it a “modern crm teams love.
2. Pricing and Trial Access
- HoneyBook: Priced with simple tiers designed for freelancers and small businesses. It encourages users to start free trial with a promo code and offers free trials for a risk-free test.
- Insightly CRM: Insightly offers multiple tiers scaling from small to large marketing teams. It often provides a free trials or longer money-back guarantee, allowing you to test the service.
3. Document and Payment Automation
- HoneyBook: Excels at automating the client document lifecycle, including contracts and invoices, with built-in online payments. It ensures the site properly experience is professional.
- Insightly CRM: Focuses on advanced workflow automation for sales processes but requires integration with third-party payment gateways to handle online payments and invoicing.
4. Relationship Management & Social Data
- HoneyBook: Centralizes communication via a client portal and email, making it easy to see all interactions and ensuring same emails are tracked.
- Insightly CRM: Provides robust contact management, allowing marketing teams to link and organize contacts efficiently. It connects with Google Workspace for unified communication.
5. Sales Pipeline and Opportunities
- HoneyBook: The sales pipeline is designed around service-based project management, tracking project stages rather than complex sales funnels.
- Insightly CRM: Provides dedicated sales pipeline management, tracking sales opportunities across different stages. Users can assign tasks directly from the opportunity record.
6. Integrations and Ecosystem
- HoneyBook: Primarily integrates with payment processors (like Stripe/PayPal) and bookkeeping software (QuickBooks). Its scope is limited to the service client lifecycle.
- Insightly CRM: Features powerful integrations, including native connections with Google Workspace, providing access to features that rival other major CRM systems reviewed by PC Magazine.
7. Reliability and Support
- HoneyBook: Users check the ray id upon loading the site properly and rely on verification successful waiting time for support. Users often love honeybook for its ease of use.
- Insightly CRM: Insightly service is known for high uptime and stability. Its support often includes comprehensive knowledge bases and dedicated help for marketing teams and setup.
8. Marketing and Communication
- HoneyBook: Marketing is basic, focused on branded email templates and managing a contact list for follow-up.
- Insightly CRM: Insightly marketing is a powerful add-on that enables marketing teams to run sophisticated campaigns, create landing pages, and engage with leads beyond simple email templates.
9. Task and Project Management
- HoneyBook: Includes basic task management tied to the project stage (e.g., “Contract Sent”).
- Insightly CRM: Offers robust task management and project features, allowing sales and project teams to collaborate seamlessly on client deliverables, which is key for maximizing sales opportunities.
What to Look For in a 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 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 GoHighLevel: HoneyBook is great for creative businesses and freelancers. It helps with client booking, contracts, and payments in one place. GoHighLevel is an all-in-one platform for marketing agency needs.
- 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 Insightly: Honeybook offers an all-in-one solution for creative professionals to manage client projects, while Insightly provides a more robust CRM with advanced sales, marketing, and project management capabilities.
- 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 Pipedrive: Insightly focuses on CRM with integrated project management; Pipedrive specializes in visual sales pipeline management, often preferred by sales-centric teams.
- Insightly vs GoHighLevel: Insightly is great for combining CRM with project management. It helps track sales and projects together. GoHighLevel is an all-in-one platform for marketing agency needs. It offers strong marketing and sales automation tools and can manage multiple clients.
- 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
How does Insightly compare to HoneyBook for small businesses in 2025?
Insightly offers extensive features that are great for growing businesses. HoneyBook is better for creative business owners who focus on client relationships. Insightly is a robust CRM, while HoneyBook is an all-in-one client management tool.
What are the key price differences between HoneyBook and Insightly?
HoneyBook has a simpler pricing structure, starting at a lower monthly price. Insightly is billed annually per user and is generally more expensive. HoneyBook offers basic CRM features.
Which CRM has better payment processing and client interactions?
HoneyBook excels at payment processing and client interactions. It sends automatic payment reminders and creates payment schedules, simplifying client interactions.
How do the mobile app and ease of use compare between the two?
HoneyBook is known for its user-friendly interface and well-designed mobile app, which is good for consultants and freelancers. Insightly’s mobile app and ease of use can be more complex.Â
Which CRM offers a more comprehensive suite of features?
Insightly offers a more comprehensive suite of features, including strong project management tools and robust CRM functionalities. It’s better for sales teams needing complex CRM capabilities.Â
English 
Spanish 
Chinese 
German 
French 
Russian 
Portuguese 
Japanese 
Korean