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 CRM platform that combines sales tracking, marketing automation, and project management into a single solution to help you build lasting customer relationships and grow your business.
Quick Comparison
| Feature | Houzz Pro | Insightly |
|---|---|---|
| Website | houzz.com | insightly.com |
| 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 first contact to project delivery. Unlike basic contact managers, it connects your sales pipeline directly to post-sale project management, ensuring nothing falls through the cracks after a deal closes. You can track leads, manage complex sales processes, and automate marketing campaigns all within one interface.
The platform is built for teams that need more than just a spreadsheet but want to avoid the complexity of enterprise-level systems. You can visualize your sales stages, automate repetitive workflows, and generate detailed reports to see exactly where your revenue is coming from. It serves over 25,000 companies globally across various industries including manufacturing, professional services, and technology.
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 webs of contacts, organizations, and opportunities to see exactly how everyone in your network is connected.
- Lead Routing. Automatically assign leads to the right sales rep in real-time so you can follow up while interest is high.
- Workflow Automation. Create multi-step business processes that trigger email alerts, update records, and generate tasks automatically without manual data entry.
- Integrated Project Management. Convert won opportunities into active projects instantly to manage milestones and track delivery progress without leaving your CRM.
- Email Tracking. Send personalized bulk emails and get notified the moment a prospect opens your message or clicks a link.
- Custom Dashboards. Build visual data visualizations and shareable reports to track 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
- Lead and contact management
- Project management tools
- Standard reporting
- Everything in Free, plus:
- 100,000 record limit
- Lead management and routing
- Email templates and tracking
- Batch email scheduling
- Mobile app business card scanner
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 customizable fields and page layouts for specific needs
- Intuitive interface that is easy for new teams to adopt
- Strong mobile app for managing deals on the road
Cons
- Customer support response times can be slow on lower tiers
- Reporting tools have a slight learning curve for beginners
- Email marketing features require a separate add-on subscription