Insightly vs Lever
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.
Lever
Lever is a modern talent acquisition suite combining ATS and CRM in one platform. Known for its clean interface and strong collaboration features, it helps recruiting teams build talent pipelines proactively.
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
- ✓Clean and intuitive interface
- ✓Strong CRM and nurturing features
- ✓Good collaboration tools for hiring managers
- ✓Solid analytics
- ✓Easy to get started
Cons
- ✗More expensive than basic ATS tools
- ✗Some advanced features require higher tiers
- ✗Limited onboarding features
- ✗Reporting could be deeper
Our Take
Choose Insightly if growing businesses that need crm and project management in one platform. Choose Lever if mid-sized companies wanting a combined ats and crm with a clean interface and strong collaboration.
Best For
Growing businesses that need CRM and project management in one platform
Best For
Mid-sized companies wanting a combined ATS and CRM with a clean interface and strong collaboration