⚡ Veredito rápido:
- Preços: Insightly starts at $29/user/month. ClickUp has a free plan and paid plans from $7/user/month.
- Ideal para: Insightly suits sales teams that need customer relationship management. ClickUp suits teams running multiple projects.
- Principal diferença: Insightly is a CRM with project management attached. ClickUp is a project management platform with no CRM pipeline of its own.
- Nossa escolha: ClickUp for most teams, because the free forever plan and lower paid tiers cover far more work per user.
Insightly and ClickUp both promise to keep your work in one place.
They are not really chasing the same buyer.
Insightly is CRM software built around contacts, leads, and deals.
ClickUp is project management software built around tasks and projects.
The right pick depends on which side of that line your work sits.
Visão geral
This full Insightly vs ClickUp comparison covers pricing, features, and ease of use.
Nosso escritor spent hands-on time inside ClickUp directly.
Notes on Insightly come from its documentation and public user reviews.
We also break down who each system works best for.
O que é o Insightly?
Insightly is CRM software for pequenas empresas and mid-sized teams.
Insightly CRM keeps current and prospective customer data in one place.
Sales teams use it to build strong relationships and track sales opportunities.
It adds project management on top, with milestones, pipelines, and task assignments.
PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius all recommend the platform.
Perspicazmente
A CRM that links deals to delivery work. Contacts, sales pipeline, and projects share one system. Compliance covers SOC 2 Type II, GDPR, and HIPAA.
Preços Insightly
Insightly offers three paid tiers and no free plan. Every price below is per user, per month.
| Plano | Preço | Ideal para |
|---|---|---|
| Mais | US$ 29 por usuário por mês | Pequenas equipes de vendas em fase inicial |
| Profissional | US$ 49 por usuário por mês | Teams needing dashboards and third-party apps |
| Empresa | US$ 99 por usuário por mês | Acesso total a todas as funcionalidades |
Pricing verified August 2026.
Teste grátis: Yes. Insightly runs a 14-day trial on its pricing page with no card required.
Garantia de reembolso: None advertised. Subscriptions are billed annually by default.
📌 Observação: Insightly Marketing and Insightly Service are sold separately. These other Insightly products follow the same per user pricing structure as the CRM.
⚠️ Aviso: The Plus and Professional tiers price well against other CRMs. The Enterprise tier costs almost double Zoho CRM’s equivalent plan.
Principais benefícios do Insightly
Eis o que torna o Insightly interessante:
- Visão do cliente em 360 graus: Every contact, company, and deal sits on one record. That view drives personalized customer experiences.
- Funil de vendas visual: Customizable pipelines and Kanban views track each stage of a deal. An opportunities dashboard shows what is close to closing.
- Gestão de projetos integrada: Milestones, pipelines, and Gantt chart visualizations arrived in 2025 for timeline and dependency work.
- Integrações do AppConnect: A low-code engine ships over 2,000 pre-built connectors to other apps and negócios software.
- Copilot AI: The AI assistant summarizes emails and retrieves data so reps save time on admin.
- Configuração rápida: Getting data into the system is not overly convoluted. Easy customization options help teams shape it around their negócios operações.
- Serious compliance: SOC 2 Type II, GDPR, and HIPAA standards are all covered.
O que nossa equipe observou
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.
Vantagens e Desvantagens do Insightly
✅ Prós
- 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
O que é 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.
🏆 Vencedor: 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.
Preços 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.
| Plano | Preço | Ideal para |
|---|---|---|
| Livre | $0 | Trabalhadores individuais e equipes menores |
| Ilimitado | US$ 7 por usuário por mês | Unlimited storage and integrations |
| Negócios | US$ 12 por usuário por mês | Equipes em crescimento que precisam de recursos avançados |
| Empresa | Personalizado | Large companies needing HIPAA compliance |
Pricing verified August 2026.
Teste grátis: Yes. ClickUp runs a 15-day free trial on its paid plans.
Garantia de reembolso: 30 days on all paid plans. Both vendors offer discounts when you pay billed annually.
📌 Observação: 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 automação.
⚠️ Aviso: You upgrade your entire workspace at once. Every team member moves to the paid plan together, so costs scale with headcount.
Principais benefícios do 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 flexíveis: Kanban board, list, calendar, Gantt charts, and timeline cover different working styles. The mobile app has an offline mode for new tasks and reminders.
- Automação 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.
- Ferramentas de colaboração: Docs, chat, and a whiteboard feature support real time editing and brainstorming.
- 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.
O que nossa equipe observou
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:
Vantagens e Desvantagens do ClickUp
✅ Prós
- Plano gratuito para sempre com usuários 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
- Relatórios As ferramentas estão espalhadas por toda a plataforma.
- No phone support and no sales CRM pipeline
Comparação de recursos
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.
| Recurso | Perspicazmente | ClickUp |
|---|---|---|
| Preço inicial | US$ 29 por usuário por mês | US$ 7 por usuário por mês |
| Plano Gratuito | ❌ | ✅ |
| Gestão de Contatos | ✅ | ❌ |
| Pipeline de Vendas | ✅ | ❌ |
| Gerenciamento de projetos | ✅ | ✅ |
| Automação de fluxo de trabalho | ✅ | ✅ |
| Controle de tempo | ❌ | ✅ |
| Assistente de IA | ✅ Copilot | ✅ ClickUp Brain |
| Integrações | 2,000+ connectors | 1,000+ apps |
| Ideal para | Sales teams and customer data | Teams running multiple projects |
1. Core Purpose and Setup
Perspicaz: 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.
ClickUp: 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
Perspicaz: 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.
ClickUp: 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.
⚠️ Aviso: If you need lead scoring and sales reporting out of the box, ClickUp will not replace a dedicated CRM.
3. Gestão de Projetos e Tarefas
Perspicaz: 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.
ClickUp: 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. Automação de fluxo de trabalho
Perspicaz: Workflow automation handles routine record updates and task creation. Reviewers still flag missing advanced features like fully custom workflows compared with some competitors.
ClickUp: 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. Assistente de IA
Perspicaz: Copilot is the built-in AI assistant. It summarizes emails and retrieves data from your records, which saves reps time on manual lookups.
ClickUp: 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. Controle de tempo e gestão de recursos
Perspicaz: There is no native time tracking. Agencies billing hourly need a third-party app connected through AppConnect.
ClickUp: 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. Relatórios e Painéis de Controle
Perspicaz: Reports and dashboards give visual insight into business performance. The Professional tier limits dashboards, so heavy reporting users often land on Enterprise.
ClickUp: 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
Perspicaz: 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 caixa de entrada.
ClickUp: 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
Perspicaz: 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.
ClickUp: 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. Preços e Custos
Here are the ClickUp plans and Insightly tiers side by side.
| Nível | Perspicazmente | ClickUp |
|---|---|---|
| Livre | ❌ | Grátis: $0 |
| Plano de entrada pago | Além disso: US$ 29 por usuário por mês. | Ilimitado: US$ 7/usuário/mês |
| Nível intermediário | Profissional: US$ 49/usuário/mês | Empresarial: US$ 12 por usuário por mês |
| Nível superior | Empresarial: US$ 99/usuário/mês | Empresa: Personalizado |
Perspicaz: 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.
ClickUp: 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.
💡 Dica profissional: Run ClickUp’s free plan on one real project first. If your team never asks for a sales pipeline, you have your answer.
Diferentes cenários
| Se você precisar | Escolher | Por que |
|---|---|---|
| Orçamento apertado | ClickUp | Free plan plus $7 entry tier |
| Sales pipeline and leads | Perspicazmente | Real CRM records and deal stages |
| Projetos complexos | ClickUp | Deeper hierarchy and views |
| Billable hours | ClickUp | Native time tracking built in |
| HIPAA and GDPR needs | Perspicazmente | Compliance on every tier |
| Configuração mais rápida | Perspicazmente | Curva de aprendizado mais curta |
💰 Seu orçamento
Insightly costs $29 per user before you invite anyone. ClickUp’s free plan covers unlimited users, so budget rarely blocks the trial.
🔌 Seu conjunto de tecnologias
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.
🎓 Seu nível de experiência
ClickUp has a steeper learning curve, and its interface can overwhelm new users. Insightly’s interface is easier to pick up on day one.
🆓 Testes e demonstrações grátis
ClickUp gives 15 days on paid plans plus a free tier you can keep. Insightly runs a trial from its pricing page instead.
🛟 Opções de suporte
ClickUp offers 24/7 live chat, a knowledge base, and live training, but no phone support. Insightly’s paid tiers include guided onboarding services.
Guia de Troca
Already on one of these? Here is what changes when you move.
🔄 Switching from Insightly to ClickUp?
✅ O que você vai ganhar:
- A far cheaper cost per user, plus a free tier
- Native time tracking and workload views
- Docs, chat, and whiteboards for team communication
❌ O que você perderá:
- A true sales pipeline with deal stages
- Email templates tied to contact records
- Links to other Insightly products like Marketing and Service
📋 Como mudar:
- 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?
✅ O que você vai ganhar:
- 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
❌ O que você perderá:
- The free forever plan and low per-seat cost
- Built-in time tracking and sprint reporting
- Whiteboards, docs, and in-app chat
📋 Como mudar:
- 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
O que nossa avaliação não abordou
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
| Categoria | Ganhador |
|---|---|
| 💰 Preços | ClickUp |
| 🚀 Gestão de Projetos | ClickUp |
| 🤝 CRM and Contacts | Perspicazmente |
| ⚙️ Automação de fluxo de trabalho | ClickUp |
| ⏱️ Controle de tempo | ClickUp |
| 👶 Facilidade de uso | Perspicazmente |
| 🔌 Integrações | Perspicazmente |
| 🏆 Vencedor Geral | ClickUp |
🏆 VENCEDOR: CLICKUP
ClickUp venceu em 4 das 7 categorias.
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.
Mais comparações da Insightly
Here is how Insightly measures up against other CRM tools:
O Insightly vence em: Built-in project delivery, flat per user pricing, faster rollout
A HubSpot vence em: A genuinely free CRM tier, marketing automation depth, larger app marketplace
O Insightly vence em: Simpler day-one setup, cleaner data entry, tighter project linkage
O Zoho CRM se destaca em: Deeper functionality, a much cheaper top tier, more customization knobs
Insightly vs Pipedrive
O Insightly vence em: Project management after the sale, reporting breadth, HIPAA coverage
Pipedrive vence em: A lower entry price, a leaner pipeline view, quicker rep adoption
Insightly vs Salesforce
O Insightly vence em: Cost per seat, setup speed without consultants, easier admin work
A Salesforce se destaca em: Enterprise scale, custom development options, a far bigger partner network
Mais comparações do ClickUp
Veja como o ClickUp se compara a outras ferramentas de gerenciamento de projetos:
ClickUp vs Asana
ClickUp vence em: A stronger free tier, built-in time tracking, cheaper mid tier per user
Asana vence em: A calmer interface, faster onboarding, tidier task views for small teams
ClickUp vs Monday.com
ClickUp vence em: Better value for money, no minimum seat count, docs and whiteboards included
Monday.com vence em: A gentler first hour, brighter visual boards, simpler admin settings
ClickUp vs Trello
ClickUp vence em: Multi-level hierarchy, reporting dashboards, automation depth
O Trello se destaca em: Instant setup, a single clean kanban board, near-zero training time
ClickUp vence em: Task-first workflows, sprint and workload views, native timers
Noção vitórias em: Document flexibility, a lighter interface, easier wiki building
Perguntas frequentes
Para que serve o 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.
O ClickUp é realmente gratuito?
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.
O Insightly é fácil de usar?
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.
Qual o preço do 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.
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