SoftwareDuel

Zenefits (now TriNet) vs Insightly

A head-to-head comparison to help you pick the right tool

Zenefits (now TriNet)

Zenefits was a cloud-based HR platform for small and mid-size businesses. In 2022, Zenefits was acquired by TriNet, one of the largest PEO providers in the US. The Zenefits platform has been integrated into TriNet's product suite. Businesses previously using Zenefits are now served under the TriNet brand.

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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.

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Pros

  • Strong benefits administration with a wide carrier network
  • Easy employee self-service for benefits enrollment and changes
  • Affordable base pricing for small teams
  • Good compliance tools for ACA and other regulations

Cons

  • Payroll processing costs extra as an add-on
  • Customer support quality has been inconsistent historically
  • Less suitable for companies that need advanced HR or payroll features

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

Our Take

Choose Zenefits (now TriNet) if small businesses focused on benefits administration. Choose Insightly if growing businesses that need crm and project management in one platform.

Best For

Small businesses focused on benefits administration

Best For

Growing businesses that need CRM and project management in one platform