Insightly vs Digits
A head-to-head comparison to help you pick the right tool
Insightly
Insightly is a CRM and project management platform designed for growing businesses. It uniquely combines sales pipeline management with post-sale project delivery so teams can manage the full customer lifecycle in one place. Insightly is popular with professional services firms and companies that need to track complex projects alongside their sales pipeline.
Digits
Digits is a modern financial intelligence platform for small businesses that connects to your accounts and uses AI to surface insights, trends, and anomalies in your finances automatically.
Pros
- ✓Unique combination of CRM and project management in one tool
- ✓Good free plan for up to 2 users
- ✓Strong workflow automation on paid plans
- ✓Good fit for professional services businesses
Cons
- ✗Interface feels dated compared to modern CRM tools
- ✗Customer support can be slow on lower tiers
- ✗Mobile app is less polished than competitors
Pros
- ✓AI-powered financial insights
- ✓Clean modern interface
- ✓Automatic anomaly detection
- ✓Good cash flow visibility
- ✓Integrates with existing accounting tools
Cons
- ✗Not a full accounting replacement
- ✗US-focused
- ✗Still a newer platform
- ✗Limited tax filing features
- ✗Best as a complement to existing accounting software
Our Take
Choose Insightly if growing businesses that need crm and project management in one platform. Choose Digits if small business owners wanting ai-powered financial insights and visibility on top of their existing accounting software.
Best For
Growing businesses that need CRM and project management in one platform
Best For
Small business owners wanting AI-powered financial insights and visibility on top of their existing accounting software