Insightly vs Workbooks CRM: 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.
Workbooks CRM
Mid-market CRM with built-in marketing automation, order management, and customer service for growing businesses.
Quick Comparison
| Aspect | Insightly | Workbooks CRM |
|---|---|---|
| Best For | Professional services and consulting firms | Mid-market companies outgrowing simple CRMs but not ready for Salesforce pricing |
| Pricing Model | Freemium | Free Trial |
| Starting Price | Free | $39/mo |
| Deployment | cloud | cloud |
| Platforms | WEB, IOS, ANDROID | WEB, IOS, ANDROID |
| Rating | 7.9/10 | 7.4/10 |
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
Workbooks CRM
Pros
- Order management built in - quotes to invoices without leaving the CRM
- Shared Success implementation model reduces upfront deployment costs
- Purpose-built for mid-market companies of 50-500 employees
- Combines CRM, marketing automation, and support in one license
- Strong customization without requiring developer resources
Cons
- Interface is functional but feels dated compared to modern CRMs
- Marketing automation is basic compared to HubSpot or Marketo
- UK-based support can mean slower responses for US-based teams
- Smaller partner and integration ecosystem than Salesforce or Zoho
- Brand recognition is low - harder to find community resources and tutorials
Pricing Comparison
| Product | Pricing Model | Starting Price |
|---|---|---|
| Insightly | freemium | Free0 |
| Workbooks CRM | free trial | $39/mo |
Our Verdict
Choose Insightly if...
Professional services and consulting firms
Choose Workbooks CRM if...
Mid-market companies outgrowing simple CRMs but not ready for Salesforce pricing
Still Not Sure?
Explore more alternatives or read in-depth reviews to make your decision.