Houzz Pro
Houzz Pro is an all-in-one business management software designed specifically for home construction and design professionals to manage projects, market services, and streamline client communication in one place.
Insightly
Insightly is a modern customer relationship management platform that combines sales tracking, marketing automation, and project management into a single solution to help you align teams and grow revenue.
Quick Comparison
| Feature | Houzz Pro | Insightly |
|---|---|---|
| Website | houzz.com | insight.ly |
| Pricing Model | Subscription | Freemium |
| Starting Price | $65/month | Free |
| FREE Trial | ✓ 30 days free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✓ Has free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2009 | 2009 |
| Headquarters | Palo Alto, USA | San Francisco, USA |
Overview
Houzz Pro
Houzz Pro provides a dedicated suite of tools built specifically for residential contractors and design professionals. You can manage your entire business lifecycle from a single dashboard, starting with lead generation and moving through to final invoicing. The platform helps you stand out to homeowners by creating professional 3D floor plans, mood boards, and branded proposals that clearly communicate your vision.
You can also take control of your project finances with integrated tools for estimates, change orders, and online payments. By centralizing your client communications and project schedules, you reduce the risk of errors and keep your team aligned. Whether you are a solo designer or a growing construction firm, the software helps you automate administrative tasks so you can spend more time on the job site.
Insightly
Insightly is a unified CRM platform designed to help you manage the entire customer journey from lead to delivery. Unlike basic CRMs that stop once a deal closes, you can convert won opportunities directly into projects. This ensures your post-sales teams have all the context they need to satisfy customers without manual data re-entry or messy handoffs.
You can track complex relationships between contacts, organizations, and emails using a flexible linking system. The platform scales with your business, offering specialized modules for marketing automation and customer service. It is particularly effective for growing mid-sized teams in professional services, manufacturing, and technology who need to bridge the gap between sales and execution.
Overview
Houzz Pro Features
- 3D Floor Planner Create detailed 2D and 3D floor plans in minutes to help your clients visualize their renovated space before work begins.
- Lead Management Track every potential client from initial inquiry to signed contract using a visual pipeline that ensures no follow-up falls through.
- Estimates and Proposals Build professional, branded estimates using local labor and material costs to get your project approvals faster and more accurately.
- Client Dashboard Provide your clients with a private portal where they can view project schedules, approve change orders, and make secure payments.
- Mood Boards Develop visual concept boards with products from the Houzz library to communicate your design direction and get immediate client feedback.
- Online Payments Get paid faster by sending digital invoices that allow your clients to pay via credit card or ACH bank transfers.
- Project Scheduling Map out your project timeline with Gantt charts to keep your subcontractors on track and your clients informed of progress.
- Mobile App Access your project details, upload site photos, and message clients directly from your phone while you are out in the field.
Insightly Features
- Relationship Linking. Map complex connections between contacts, companies, and projects to see exactly how your business network interacts.
- Lead Management. Capture and route leads automatically to the right sales rep so you never miss a follow-up opportunity.
- Workflow Automation. Create custom multi-step processes that trigger emails and update records automatically to save your team hours of manual work.
- Integrated Project Management. Convert won deals into projects instantly to track milestones and deliverables without leaving your CRM environment.
- Email Tracking. Send bulk emails and track opens or clicks in real-time so you know exactly when to reach out.
- Custom Reporting. Build visual dashboards and scheduled reports to monitor your team's performance and forecast future revenue accurately.
Pricing Comparison
Houzz Pro Pricing
- Lead management CRM
- Estimates and proposals
- 3D floor plans
- Online payments
- Client dashboard
- Mobile app access
- Everything in Starter, plus:
- Project schedules
- Change orders
- Task management
- QuickBooks Online integration
- Mood boards
Insightly Pricing
- Up to 2 users
- 2,500 record limit
- Contact management
- Project management basics
- Standard reporting
- Everything in Free, plus:
- 100,000 record limit
- Lead management and assignment
- Batch email templates
- Calendar and contact sync
- Mobile app access
Pros & Cons
Houzz Pro
Pros
- Excellent visual tools for client presentations
- Centralizes all client communication in one place
- Easy to create professional-looking estimates quickly
- Strong mobile app functionality for field work
- Seamless integration with the Houzz marketplace
Cons
- Learning curve for the 3D modeling tools
- Marketing features can be expensive for startups
- Customer support response times can vary
- Limited customization for some document templates
Insightly
Pros
- Seamless transition from sales deals to active projects
- Highly flexible custom fields and record linking
- Intuitive interface that is easy to navigate
- Strong integration with Google Workspace and Outlook
- Reliable mobile app for managing tasks remotely
Cons
- Customer support can be slow on lower tiers
- Reporting tools have a slight learning curve
- Pricing increases significantly for advanced automation features