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.
Smartsheet
Smartsheet is a flexible work management platform that combines the familiar interface of a spreadsheet with powerful project management features to help you automate workflows and track complex projects.
Quick Comparison
| Feature | Insightly | Smartsheet |
|---|---|---|
| Website | insight.ly | smartsheet.com |
| Pricing Model | Freemium | Freemium |
| Starting Price | Free | Free |
| FREE Trial | ✓ 14 days free trial | ✓ 30 days free trial |
| Free Plan | ✓ Has 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 | 2005 |
| Headquarters | San Francisco, USA | Bellevue, USA |
Overview
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.
Smartsheet
Smartsheet gives you a dynamic workspace where you can manage projects, automate workflows, and build new solutions without writing code. You can switch between grid, card, Gantt, and calendar views to visualize your work exactly how you want. It bridges the gap between simple spreadsheets and complex project tools, allowing you to track individual tasks or manage massive enterprise portfolios in one centralized location.
You can eliminate manual data entry by setting up automated alerts, status updates, and approval requests. The platform scales with your needs, whether you are a small team organizing a launch or a large corporation managing global operations. It helps you increase transparency across your organization by sharing real-time dashboards and reports with stakeholders, ensuring everyone stays aligned on key goals and deadlines.
Overview
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.
Smartsheet Features
- Flexible Work Views. Switch instantly between Grid, Gantt, Card, and Calendar views to manage your tasks from any perspective you prefer.
- Automated Workflows. Create visual automated actions to send alerts, request approvals, and update sheet rows without manual intervention.
- Real-time Dashboards. Build custom widgets and charts to give your team and executives a live look at project health and performance.
- Dynamic Reports. Consolidate information from multiple sheets into a single report to identify trends and risks across different departments.
- Proofing and Approvals. Streamline content reviews by uploading files directly to rows and collecting feedback through dedicated proofing workflows.
- Resource Management. Track team availability and allocate hours effectively to ensure your projects stay on schedule and under budget.
Pricing Comparison
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
Smartsheet Pricing
- 1 user and 2 editors
- Up to 2 sheets
- Gantt, Grid, Card views
- 500MB attachment storage
- 100 automations per month
- Everything in Free, plus:
- Unlimited viewers
- Up to 10 sheets
- Unlimited reports and dashboards
- 20GB attachment storage
- Forms and branding
Pros & Cons
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
Smartsheet
Pros
- Familiar spreadsheet interface reduces the initial learning curve
- Highly customizable views for different project management styles
- Powerful automation engine saves hours of manual work
- Excellent reporting capabilities across multiple different sheets
- Strong mobile app for managing tasks while traveling
Cons
- Advanced features require a significant time investment
- Real-time collaboration lacks the speed of Google Sheets
- Pricing can become expensive as you add more members