Insightly vs Clio: Complete Comparison 2026
An in-depth comparison of features, pricing, and user experience to help you make the right choice.
Insightly
CRM that combines customer relationship management with project management and delivery tracking.
Clio
8.4(12,400 reviews)
Legal practice management and CRM platform with time tracking, billing, and client intake for law firms.
Quick Comparison
| Aspect | Insightly | Clio |
|---|---|---|
| Best For | Professional services and consulting firms | Solo practitioners and small law firms needing all-in-one practice management |
| Pricing Model | Freemium | Free Trial |
| Starting Price | Free | $39/mo |
| Deployment | cloud | cloud |
| Platforms | WEB, IOS, ANDROID | WEB, IOS, ANDROID, MAC, WINDOWS |
| Rating | 7.9/10 | 8.4/10 |
Pros & Cons
Insightly
Pros
- Unique CRM + project management combination
- Deal-to-project conversion streamlines handoffs
- Good relationship linking and mapping
- Solid Google Workspace integration
Cons
- CRM features less advanced than dedicated CRM tools
- Project management less robust than dedicated PM tools
- Interface feels dated compared to newer competitors
- Mobile app needs improvement
Clio
Pros
- Best-in-class time tracking with multiple entry methods
- Trust accounting that handles IOLTA compliance across all US states
- Over 250 integrations including Westlaw, Fastcase, and QuickBooks
- Court calendar rules auto-calculate filing deadlines
- Mobile app is genuinely usable for logging time on the go
Cons
- Full CRM features only available on the $129/user Complete plan
- Learning curve is steep for staff unfamiliar with legal software
- Reporting customization requires the Advanced tier or higher
- Document automation is basic compared to dedicated tools like HotDocs
- Customer support wait times have increased as the user base grew
Pricing Comparison
| Product | Pricing Model | Starting Price |
|---|---|---|
| Insightly | freemium | Free0 |
| Clio | free trial | $39/mo |
Our Verdict
Choose Insightly if...
You need Professional services and consulting firms and prefer freemium pricing.
Choose Clio if...
You need Solo practitioners and small law firms needing all-in-one practice management and prefer free trial pricing.
Still Not Sure?
Explore more alternatives or read in-depth reviews to make your decision.