Insightly vs QuickBooks

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.

Freemium pricing · Get Pricing →

QuickBooks

QuickBooks is the world's leading accounting software for small and mid-size businesses. Built by Intuit, it handles bookkeeping, invoicing, payroll, tax preparation, and financial reporting in one platform. QuickBooks is used by over 7 million businesses worldwide and is the de facto standard for small business accounting in the US.

Paid pricing · Get Pricing →

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

• ✓Industry standard — most accountants and bookkeepers are familiar with QuickBooks
• ✓Comprehensive feature set covering all accounting needs
• ✓Strong ecosystem of integrations with 750+ apps
• ✓Excellent tax preparation and filing tools

Cons

• ✗Can be expensive as you add features and users
• ✗Steeper learning curve than simpler alternatives
• ✗Customer support quality has declined according to many users
• ✗Price increases frequently frustrate long-term customers

Best For

Growing businesses that need CRM and project management in one platform

Best For

Small to mid-size US businesses wanting the industry standard accounting software